Create Transfer Order Lines for Assets in bulk

[Ed Laar]

Hi all,

We are using Transfer Orders to move Assets between Stockrooms so this process is done in a controlled and track and traceable way. On a Transfer Order, Transfer Order Lines have to be created for each Asset that has to be moved what is logical as each Asset has to be tracked and traced. Unfortunately this way of working creates a lot of manual work especially when a larger number of Assets have to be moved.

Does somebody have a solution or created a solution where for example during the creation of a Transfer Order Line an Asset Model can be selected and in the Asset field multiple Assets of the selected model can be selected and on submitting such a 'bulk transfer order line' automatically for each Asset a seperate TOL and TOLtasks are created?

Further processing of these TOL's can be done using the Bulk update functionality that's already available.

Looking forward to your replies. Other suggestions to simplify the TOL creation for multiple Assets of the same Model are appreciated.

Thanks,

Ed

[AndyLock]

We have the same issue.
My proposal is to create a list action on the related Hardware list on the Stockroom form, which will add selected assets to a Transfer Order.

[dfoley]

Would be nice if you could just scan the serial number  with the mobile app on each box to add  the line items 

[VenkateswarluM]

@Ed Laar 

I have implemented the Bulk Assets Transfer Order Line. 

Step 1.

1. Go to sys_m2m table and create a m2m definition between Transfer order and Hardware assets.

2.Go to Transfer Order Form and add Custom m2m table into related list.

Step 2

1. Create a custom UI Action button on Custom m2m table.

2. Ui Action 

list banner button✅

show update ✅

show insert ✅

use this Script to create Transfer order line.

if (!current.u_alm_transfer_order) {

    gs.error("This record is not linked to a Transfer Order.");

}

var transferOrderId = current.u_alm_transfer_order;

var hardware = current.u_alm_hardware.getRefRecord();

if (!hardware || !hardware.isValidRecord()) {

    gs.error("Related hardware record is missing or invalid.");

}

var line = new GlideRecord('alm_transfer_order_line');

line.initialize();

line.transfer_order = transferOrderId;

line.asset = current.u_alm_hardware;

line.model = hardware.model;

line.quantity = 1;

line.insert();

gs.addInfoMessage("Transfer order line created for hardware: " + hardware.name); // 

action.setRedirectURL('/alm_transfer_order.do?sys_id=' + transferOrderId);// Return to Transfer Order form

Step 3.

1. Add the filter condition to edit button in Custom table.

2. Go to configure > List control.

•  Add the Edit default filter into form 
• Add your default filter to it. // state & substate is in-stock & avalable

Testing.

1. Go to transfer order > Click on NEW button. > Create a new Transfer order.

2. Navigate to Custom table in Related list within Transfer order form. Click on edit button add your assets into list.

3.  Select the added Assets  and click on Custom Ui button.

4. Check the transfer order line.