Allocate a pre-allocated asset

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Assets can be allocated from pre-allocated asset records, which creates new asset records and reduces the Quantity in the original pre-allocated asset record.

    Before you begin

    Role required: asset

    About this task

    Allocating an asset makes it a financial liability. After all pre-allocated assets have been allocated, the pre-allocated asset record is removed from the asset list.

    Procedure

    1. Navigate to All > Asset > Portfolios > All Assets.
    2. Filter the Substate column to show only Pre-allocated assets.
    3. Select the reference icon in the row containing the asset to allocate.
    4. Select Allocate at the bottom of the form.
      Note:
      If the glide.asset.create_ci_with_ire property is set to true, a form appears when you click Allocate. On the form, fill in the Asset tag, Serial number, and Reserved for fields, then click OK.

    Result

    The system creates and navigates to a new asset record, which has the same model and parent information as the pre-allocated asset. The new asset has a Quantity of one, while the pre-allocated asset's Quantity is reduced by one.