Create a drop off list

Agents can create a drop off list of assets at any time.

Before you begin

Role required: wm_agent

About this task

As an example, the agent might have several assets that were removed when completing a work order task and all of the assets need to be returned to a different stockroom.

After creating a drop-off list, there are two ways to add items to the list.

• Use the Add Defective button to add items that are in their personal stockroom with a substate of Defective. For more information about defective items, see Recording Asset Usage.
• Create a transfer order line for an item in the personal stockroom.

  The item cannot have a substate of Reserved or Defective, and cannot already be included on another drop off list.

Procedure

1. Navigate to All > Field Service > Pick Up/Drop Off > Create Drop Off List.
2. Select a To stockroom.
3. Click Submit.
4. Do one or both of the following:
   • Click Add Defective to add all defective items in your personal stockroom to the drop off list.
   • In the Transfer Order Lines related list, click New, select a Model, and click Submit.

     Only items in an agent's personal stockroom that are not reserved, not defective, and not included on another drop off list are available for selection.