Manage asset bundles from your inventory

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Create asset bundles from existing assets in your inventory to track, reserve, or deploy a group of assets as a single entity.

    Before you begin

    An asset bundle is a grouping of assets and comprises of consumable and hardware assets. Only assets that are in the In stock status and available substatus are added to an asset bundle. Assets that are part of an asset bundle aren’t available as individual assets.
    Note:
    For information on asset bundles, see Asset bundles.
    Role required: asset

    Procedure

    1. Navigate to All > Asset > Bundled Assets.
    2. Select New.
      The model category defaults to Bundle and the state defaults to Build. The build state is associated to only the Bundle model category. The build state isn't valid for assets.
    3. In the Bundle form layout, select a product model from the Model list.
    4. In the Stockroom field, select a stockroom from where the assets are sourced for the bundle.
    5. Automatically add assets to your bundle by selecting Auto-allocate assets or add specific assets by selecting Select assets:
      • Auto-select assets: Automatically adds assets to the asset bundle. The assets are added from the stockroom specified in the asset bundle.
        Note:
        Assets are allocated only when all the assets that are part of the bundle are available. Excluded assets aren't considered for auto-selection. For more information about asset exclusion, see Hardware Asset Management license exclusion.
      • Select assets: Select the assets that you want in your asset bundle and select Add Assets.
        Note:

        You can't select an excluded asset. For more information about asset exclusion, see Hardware Asset Management license exclusion. Assets displayed are confined to the stockroom specified in the asset bundle.

      Once the assets are allocated to the bundle, the assets appear in the Assets related list and Auto-allocate assets and Select assets no longer appear in the Bundle form layout.
      Note:
      You must include all the assets to the asset bundle that are associated with the bundled model as a model component. If any asset isn’t included, the bundle asset is considered incomplete, and the State field value of the bundle asset can’t be changed.
    6. Select Save.
      The asset bundle is created. The cost of the bundled model is stamped on the asset bundle and on the expense line of the asset bundle. The cost isn’t the cumulative cost of all the model components of the bundled model.
    7. You can swap assets from an asset bundle by selecting Replace assets.
      Assets belonging to an asset bundle can be swapped when the state of the bundle is In maintenance or In stock (substate Pending repair).
      1. In the Replace assets dialog box, select the assets you want to swap.
      2. Select the asset that you want to swap the current asset with.
      3. Select Replace.
        The asset that was swapped is returned to the stockroom.
    8. You can delete an asset bundle by selecting Delete.
      You must disassociate assets from an asset bundle in order to delete the bundle. Once all the assets are released from the bundle, you can delete the bundle.
      1. In the State field, select Retired.
      2. Select Save.
      3. Select the Release Assets related link.
      4. In the confirmation dialog box, select Release assets.
        All the assets are disassociated from the asset bundle and are moved to a stockroom.
      5. Select Delete.
        The asset bundle is deleted.