Close an enterprise asset reclamation request

Close an asset reclamation request to efficiently reclaim enterprise assets when an employee leaves an organization or moves to a different role.

始める前に

For each reclaimed asset, an Enterprise Asset Reclamation Line is created. You must close all the tasks of a Enterprise Asset Reclamation Line to close the Enterprise Asset Reclamation Line. Once all Enterprise Asset Reclamation Lines are closed, the Asset Reclamation Request is closed.

Role required: sn_eam.enterptrise_asset_manager or sn_eam.enterptrise_asset_technician

手順

1. Navigate to Enterprise Asset Workspace > Inventory > Reclamation requests.
2. In the Asset reclamation requests page, open the request that you want to fulfill and select the Enterprise Asset Reclamation Lines related list.

   Based on what reclaim method the user selected while submitting the asset reclamation request, a Schedule drop off, Schedule pickup, or Schedule shipment task is created in the Enterprise Asset Reclamation Line.

3. Open the Schedule drop off, Schedule pickup, or Schedule shipment task that is present in the Enterprise Asset Reclamation Line.
4. On the form, fill in the fields.

   Field names	Description
   Number	Number assigned to the task.
   Task Name	Name of the task.
   Asset	Asset number and short description of the asset.
   State	Current state of the task.
   Return stockroom	Location where the reclaimed assets will be stored.
   Assignment group	Group to which the Schedule shipment task is assigned.
   Assigned to	User from the assignment group to whom the Schedule shipment task is assigned.
   Quantity received	Number of consumables received.
   Short description	Short description of the task.
   Description	Detailed description of the task.
   Carrier	Name of the carrier vendor who ships the asset to the stockroom. This is a mandatory field.
   Tracking number	Shipment reference number given by the carrier vendor. This is a mandatory field.
   Ship date	Date on which the asset is shipped. This is a mandatory field.
   Work notes	Any additional information that you want to mention.

5. Select Close Task.
   The Stage field of the Enterprise Asset Reclamation Line form changes from Ready to Pending received.
   A Receive asset task is created in the Enterprise Asset Reclamation Line.
6. Open the Receive asset task.
7. On the Receive asset task form, fill in the fields.

   表 : 1. Receive asset task form

   Field names	Description
   Number	Number assigned to the task.
   Task name	Name of the task.
   Asset	Asset number and short description of the asset.
   State	Current state of the task.
   Return stockroom
   Assignment group	Group to which the Receive asset task is assigned.
   Quantity received	Number of consumables received. This field appears only if the Hardware Asset Reclamation Line was created for a consumable, and this is a mandatory field.
   Assigned to	User from the assignment group to whom the Receive asset task is assigned.
   Short description	Short description of the task.
   Description	Detailed description of the task.
   Work notes	Any additional information that you want to mention.

8. Select Close Task.

   The Stage field of the Enterprise Asset Reclamation Line form changes from Pending received to Pending evaluation.

   After an asset is received, in the asset form, the following changes occur:

   • The Assigned to field on the asset record becomes empty.
   • State of the asset changes to In stock and substate changes toPending repair.
9. Open the Evaluate asset task.
10. On the Evaluate asset task form, fill in the fields.

    表 : 2. Evaluate asset task form

    Field names	Description
    Assignment group	Group to which the Evaluate asset task is assigned.
    Assigned to	User from the assignment group to whom the Evaluate asset task is assigned.
    Evaluation status	Status of the reclaimed asset. This is a mandatory drop-down list and the values are: Re-deployable Needs repair To be disposed
    Work notes	Any additional information that you want to mention.

11. Select Close Task.
    Based on what you selected from the Evaluation status drop-down list, the State and Substate of the asset change as follows:

    Evaluation status values	Asset state	Asset substate
    Re-deployable	In stock	Available
    Needs repair	In stock	Pending repair
    To be disposed	In stock	Pending dispose

    The Stage field of the Enterprise Asset Reclamation Line form changes from Pending evaluation to Complete.

    注:

    When the stage of all Enterprise Asset Reclamation Lines has changed to Closed Complete, the state of the Asset Reclamation Request also changes to Complete.