Get visibility into local stockrooms at the time of sourcing requests.

Before you begin

You can source a request by using assets from the requester's local stockroom.
  • If stock is available in the local stockroom, the asset is reserved and follows the fulfillment task to source the request.
  • If the requester's location is supported by another stockroom as part of service locations, the asset can also be sourced from this stockroom.
  • If stock in the local stockroom is unavailable, you can get the assets transferred from other stockrooms or create a purchase order.
 
The Workflow Studio application is used to create the Asset Local Stock subflow to take you through the process of using assets from your local stockroom to source your request. As the subflow takes you through the various stages, the asset details are automatically updated. You can open the Asset Local Stock subflow to view the status of the stages in the subflow.
Note: Use decision tables to customize the Asset Local Stock subflow. For more details, see Hardware Asset Management flow customization.
Role required:
  • procurement_user or procurement_admin
  • inventory_user or inventory_admin

Procedure

  1. Log in with credentials for the role of procurement_user or procurement_admin.
  2. Navigate to All > Service Catalog and select Hardware.
  3. Select the hardware item that you want to source and select Order Now
    Your request is submitted and the Order Status form layout appears.
  4. Select the request number.
  5. On the Request form layout, select the Catalog Tasks related list to view the sourcing task for the request.
  6. Select the sourcing task and select Source Request.
    Source request
    The Sourcing form shows the following hardware sourcing request details:
    • Total requested- Quantity of the hardware requested.
    • Requested for- Name of the person for whom the hardware is requested.
    • Location- Place where the hardware should be deployed.
    If the Source Request functionality or button isn't functioning as expected, confirm that the catalog task has both the Parent and Request fields populated. For more information, see View and edit a catalog task. The Request ID, which is required for the Source Request page to function correctly is derived from the Parent field of the catalog task. If the Parent field is missing and the catalog task was created using Flow Designer, refer to the relevant Set Parent field when creating Catalog Task from Flow Designer for further details.
  7. Select Consume to source the available stock from the local stockroom and from the stockroom that supports your location.
    If stock isn’t available in your local stockroom and the stockroom that supports your location, select Transfer or Purchase to source the request via a transfer order or a purchase order. If you create a transfer order and want the local stockroom to be included in the list of stockrooms to choose from, the admin must turn on the glide.asset.procurement.sourcing.local_stock_transfer property.
  8. Select Source Stockroom to select the stockroom from where you want to source the assets.
    If your location is associated with a stockroom as a service location, you can source from this stockroom along with the local stockroom. Service location capabilities enable a single stockroom to support multiple locations and consume the local stock efficiently. For more information on Service locations, see Associate a stockroom with service locations.

    If the Asset pick task is enabled for the source stockroom, then this task is added to the Hardware Asset Refresh Request and Hardware Asset Request flows.

  9. In the Consume Quantity field, specify the quantity of assets that you want to consume from the stockroom that you selected.
  10. Select Reserved for to specify a user for whom you want to source the request.
  11. To source from multiple stockrooms, repeat steps 7–9.
  12. Select Submit.
    A consume asset task is created. Assets are selected from the stockrooms and are reserved for the user who you selected in the Reserved for list. The state of the selected asset moves to in stock and the substate to reserved.
  13. Log in with credentials for the role of inventory_admin or inventory_user.
  14. Select the Requested Items related list and then select the request item.
  15. Select the Asset Tasks related list and then select a task to select and assign an asset to the sourcing task.
    The Consume Asset Task form layout appears in the Asset Tasks module. Based on the type of asset (hardware or consumable) that is being sourced, fields in the form layout differ. The Assets Tasks module lists all the asset task records.
  16. Change that you need and then close the task when you’re done.
    • For hardware assets: Assets are auto-assigned to sourcing tasks but you can change an asset by selecting the Asset list. After you’re done, select Close Task.
    • For consumable assets: The model for the asset appears on the form layout instead of the asset. Select Close Task or Consume and Close. If you select Consume and Close, the reserved asset is automatically picked up and assigned to the user. If you select Close Task, you must go to the Consumable form layout and assign an asset to the user manually.