Complete the recall process for an enterprise asset through an asset retirement

Perform all tasks that are required for an asset retirement so that you can complete the recall process for an enterprise asset that has been recalled by the asset vendor.

Avant de commencer

Before you can proceed with retiring a recalled enterprise asset, you must complete the Prepare task for that asset. See Complete the Prepare task for a recalled enterprise asset for detailed instructions.

Role required: sn_eam.enterprise_asset_manager or enterprise_asset_technician

Procédure

1. From the Enterprise Asset Workspace, open the Inventory view.
2. Select the Recall orders tab.
3. From the list of available recall orders, select the recall order that you want to complete.
   The recall order record opens.
4. On the Enterprise Recalled Assets tab of the recall order record, select the enterprise asset that you want to retire.
   The enterprise recalled asset record opens.
5. Complete and close the Retire task for the recalled enterprise asset.
   To successfully complete and close this task, you must retire and move the recalled enterprise asset to an available stockroom.
   1. On the Enterprise Recall Tasks tab of the enterprise recalled asset record, select the task number for the Retire task.

      Alternatively, select the task number that is displayed in the Current task field of the enterprise recalled asset record header.

      The Retire task opens.
   2. On the Details tab of the Retire task, fill in the fields.

      Tableau 1. Details tab

      Field	Description
      Recall task details
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Scheduled date	Date and time at which you plan to retire the enterprise asset.
      Notes
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Close the Retire task.

      You can either close the Retire task for only the specified enterprise asset or bulk update and close the Retire task for multiple enterprise assets.

      If you want to close the Retire task for only the specified enterprise asset, select Close Task.

      If you want to bulk update and close the Retire task for multiple enterprise assets, select Include more assets. When the Select assets for bulk update dialog box opens, select the check box for each enterprise asset that you want to bulk update and close the Retire task for. Select Close Task to close the dialog box and return to the Retire task.

      Important :

      You can bulk update the Retire task only for enterprise assets that have the same task name, state, assignment group, and assigned to user.
      The Retire task automatically reloads with an updated state of Closed Complete.

Résultats

The enterprise recalled asset record moves to the Completed stage. In addition, the state and substate fields change to Retired and Pending disposal in the corresponding asset record.

Que faire ensuite

Complete the asset retirement by disposing of the recalled enterprise asset using a disposal order. See Create a disposal order in the Enterprise Asset Workspace for detailed instructions.

After you successfully dispose of the recalled enterprise asset, you can complete the recall process for all remaining enterprise assets that are included in the recall order. After all corresponding enterprise recalled asset records reach the Completed stage, the state of the recall order changes to Completed.