Inventory view

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Inventory view

    The Inventory view within the Hardware Asset Workspace in ServiceNow provides a centralized interface for managing and monitoring hardware asset inventory functions such as audits, disposal, and transfer orders. It enables users to view key inventory data and perform inventory-related actions efficiently.

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    Access to this view requires the asset or inventoryadmin role.

    Inventory View Tabs and Their Functions

    • Overview: Displays consolidated inventory data via widgets and charts, highlighting open hardware requests, RMA requests, transfer orders, audits, and more, with filtering options by domain, location, stockroom, and model category.
    • All stockrooms: Allows users to view, create, and manage stockrooms.
    • Asset audits: Supports performing scheduled or blind audits in stockrooms and other locations like offices or data centers.
    • Disposal orders: Manage disposal of hardware or consumables that are end-of-life or non-functional.
    • Loaner asset orders: View and act on all loaner asset orders by status.
    • RMA orders and RMA line items: View and handle Return Merchandise Authorization requests and line items.
    • Transfer orders: Create, view, and manage transfer orders for assets.
    • Donation orders: Access lists of asset donation orders.
    • Repair orders: View and create repair orders for assets in the stockroom.

    Using the Overview Tab

    The Overview tab provides actionable widgets that show inventory metrics such as:

    • Open hardware requests from stock (year-to-date)
    • Open RMA request lines
    • Open and undelivered transfer orders
    • Open asset audits (new or in progress)
    • Incomplete or canceled stock orders
    • Purchase orders pending delivery by stockroom
    • Active stock rules grouped by model category
    • Loaner asset orders grouped by status (e.g., Return overdue, Deployed, New)

    Users can interact with these widgets to drill down into details and take necessary actions. Filtering options help narrow results by domain (if enabled), location, stockroom, or model category.

    Important Action Cards

    The Overview tab also highlights key action items to maintain accurate inventory management, including:

    • Stockrooms missing service locations or distribution channels
    • Stale shipments lacking updated tracking information
    • Shipment data discrepancies between carrier status and shipment stage
    • Carrier integration failures and unmapped carrier profiles

    Practical Benefits for ServiceNow Customers

    This Inventory view empowers ServiceNow customers to maintain a comprehensive, real-time perspective on hardware asset inventory status and workflows. Customers can proactively manage asset audits, disposal, repairs, and transfers, ensuring asset lifecycle activities are tracked and discrepancies are promptly addressed. The ability to filter and drill into specific data supports targeted operational decisions and improves overall inventory accuracy and compliance.

    Use the Inventory view in the Hardware Asset Workspace to view the inventory functions such as Asset audits and Disposal orders and to take any inventory-related actions.

    Use the following tabs to view the inventory functions and take appropriate actions:

    • Overview: View various inventory data, such as the number of open hardware requests from stock, RMA request lines, and open transfer orders.
    • All stockrooms: View, create, and manage stockrooms.
    • Asset audits: Perform scheduled or blind audits of asset stockrooms and other locations such as offices or data centers.
    • Disposal orders: Create and manage a disposal order for hardware or consumable assets that have reached their end of life cycle or are no longer functional.
    • Loaner asset orders: View all the Loaner asset orders and take appropriate actions.
    • RMA orders: View all the RMA orders and take appropriate actions.
    • RMA line items: View all the RMA line items and take appropriate actions.
    • Transfer orders: Create transfer orders, view existing transfer orders, and take appropriate actions.
    • Donation orders: View the list of asset donation orders.
    • Repair orders: View the list of repair orders submitted for repair of assets with your stockroom. You can also create repair orders.

    To create an asset audit for your inventory, select New asset audit. For more details, see Create an audit record in the Hardware Asset Management application.

    Note:
    You need the asset or inventory_admin role to access the Inventory view.

    Overview tab

    Use the Overview tab for a consolidated view of various inventory data as widgets. You can also view notifications about actions with links to act on discrepancies, such as incomplete information on asset audits or disposal orders.
    Figure 1. Inventory view
    Inventory view in Hardware Asset Workspace.

    Select any widget or chart to view in detail and take required actions. You can also use Domain, Location, Stockroom, and Model category lists to narrow down your results. The Domain filter is available only when domain separation is enabled.

    Table 1. Inventory overview
    Widget or chart Description
    Open hardware requests from stock (YTD) Number of transfer orders of Procurement type that are already delivered and created this calendar year.
    Open RMA request lines Number of open RMA request lines.
    Open transfer orders Number of canceled or undelivered transfer orders.
    Open asset audits Number of asset audits that are currently new or in progress.
    Open stock orders Number of incomplete or canceled stock orders.
    Orders pending delivery by stockroom Number of purchase orders that aren’t received or canceled.
    Active stock rules by model category All active stock rules grouped by their model category.
    Loaner asset orders by status Number of loaner asset orders grouped by their status, such as Return overdue, Deployed, and New.
    You can use the following important action cards related to service locations, distribution channels, and shipments to view the list of items that needs your action:
    • Stockrooms missing service locations: List of stockrooms that aren’t associated with any service locations. Stockrooms that are excluded from providing support to service locations aren't shown in the list.
    • Stockrooms missing distribution channels: List of stockrooms that aren’t associated with any distribution channels. Stockrooms that are excluded from having distribution channels aren't shown in the list.
    • Stale shipments: List of shipments that weren’t updated with the tracking information from the integrated carrier.
    • Shipment data discrepancy: List of shipment records with the Carrier status as delivered and the Stage as In Transit.
    • Carrier integration failures: List of integration profiles that failed to connect three consecutive times.
    • Unmapped carrier profiles: List of integration profiles that aren’t associated with a carrier.