Best practices to import multiple Hardware Assets

[Kenneth3]

Hi,

I have created a import template on the Hardware Asset table (alm_hardware) with all the fields in it. As a best practice, which fields are minimal (or very useful) to populate in the (excel) template?

And what to do with the mandatory fields like "Model"? While this is a reference field to the Product Model table.

Kind regards,
Kenneth

[Sulabh Garg]

Hello Kenneth,

Here are few best practices

1) For reference fields like Model, Please ensure you upload the data in referenced table (Model) first before you insert the data in alm_hardware.

2) Which fields are minimal or useful depends on your requirement, However there are few fields which should be there as below

a) Mandatory fields, e.g. : Model

b) Asset tag

c) State, substate

d) Location

e) Serial number (usually a coalesce field)

f) Assigned To

Hope it helps.!!

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

Regards

Sulabh Garg

[Daniel Billing]

Hi Kenneth,

In what stage in your HAM lifecycle do you run the import?

is this asset ordered , delivered, stock replenish ??

[Kenneth3]

Hi Daniel, the assets are ordered and shipped. Why are you asking that?

[Daniel Billing]

The reason is to validate what information we might have in hand.. so some considerations.

1. Are you using the Procurement plugin? if so then you have Req items and/or Purchase order with purchase order lines. if that can be references in the import you can relate the Asset to the Request line field... and you have access to all the info on the catalog item and model from the RITM (or POL)... like model, category and cost, depending whats in scope for your assets

2. Are you working with stockrooms? If the import will set the status to "in stock" you also need to define the stockroom.

3. A common practice is to have control of the asset tag in SN... eg Asset process to "own" that field. eg. pre create Assets/asset tag (used for Coalesce)  and send template to Vendor to complete.

i would suggest you look at Bulk order and advanced shipment notification in HAM application...even if you dont have purchased the product you can capture the procedures

https://docs.servicenow.com/bundle/sandiego-it-asset-management/page/product/hardware-asset-management/task/advanced-shipment-notification.html

https://docs.servicenow.com/bundle/sandiego-it-asset-management/page/product/hardware-asset-management/task/create-inventory-stock-order.html