Source requests from Enterprise Asset workspace

You can create a request in the Service Catalog application and source that request from the Enterprise Asset Workspace.

Avant de commencer

You can source a request by using assets from the requester's local stockroom, if stock is available in the local stockroom. If stock is unavailable in the local stockroom, you can get the assets transferred from other stockrooms or create a purchase order.

Role required: proc_user

Procédure

1. Navigate to Enterprise Asset Workspace > Procurement > Catalog tasks.
2. Open the sourcing task for the request and select Source request.
3. On the Sourcing page, select either of these three options:
   • Consume: If the stock is available in your local stockroom.

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

   • Transfer: If the stock isn’t available in your local stockroom and you want to source the request via a transfer order.
     Remarque :

     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.
   • Purchase: If the stock isn’t available in your local stockroom and you want to source a request via a purchase order.
4. Fill in the required fields based on the option that you choose.
5. Select Submit.
   A task for transfer order line or purchase order line is created if you selected Transfer or Purchase. You can open the request to view the task.