.Warehouse Actions v2018.1

Warehouse Actions allow you to apply specific actions to multiple pieces of Equipment at once.

There are four available buttons: Stage, Pick Up, Return, and Inventory.

Warehouse Actions basics video

Stage Equipment

 - Prepare Equipment at the Warehouse for pickup.

When Equipment is “Staged” the Equipment record will be updated to a status of “Staged” as well as the Service Order Equipment record. When Equipment is “Staged” the Equipment form should be read only, the same as when the Equipment status is set to “Order Pending”.

When the Equipment is an 'Asset' or 'Cable' two additional fields will appear.

1. The 'Equipment' picker  will open a form that will allow the User to specify which particular Asset should be added from the Equipment grid.
2. If the Equipment is an Asset the 'Asset Tag' field  will display the Asset Tag of the Equipment if one has already been saved for the Equipment record. If there is no current Asset Tag the User can enter an Asset Tag for the selected Equipment into the field. When the 'Manage Service Desk Equipment' form is saved the record for the Equipment will be updated to include the new Asset Tag.
3. If the Equipment is Cabling Equipment the 'Equipment ID' field  will display the Equipment ID of the Equipment if one has already been saved for the Equipment record. If there is no current Equipment ID the User can enter an Equipment ID for the selected Equipment into the field. When the 'Manage Service Desk Equipment' form is saved the record for the Equipment will be updated to include the new Equipment ID.
4. The 'Add/Edit Equipment' button  will open either the 'Add New' or 'Manage' version of the Equipment form.
   • 'Add New Equipment' - will allow the User to add a new Equipment record if none that are satisfactory can be found in the 'Equipment' picker.
   • 'Manage Equipment' - will allow the User to edit the Equipment specified in the 'Equipment' field on the Manage Service Desk Equipment form.

Pick Up Equipment

 - The Equipment has been picked up from the Warehouse.

This Status is used to label a piece of Equipment by a Worker as Picked Up from the Warehouse.

When Equipment is “Picked Up” the Equipment record will be updated to a status of “Picked Up” as well as the Service Order Equipment record. When Equipment is “Picked Up” the Equipment form should be read only, the same as when the Equipment status is set to “Order Pending”. Equipment may only be Picked Up after it has been Staged.

Return Equipment

 - Send Equipment back to the Warehouse.

Equipment may be returned on “Add” Service Desk equipment actions or on remove actions. When Service Desk Equipment has a status of “Pending”, returning the Equipment will decrement the quantity of the Equipment ordered. A “Return” Service Desk Equipment record will also be created with the quantity of Equipment returned and the Service Desk Equipment quantity will be adjusted to reflect the amount returned. The Equipment owner will be removed and the service association to the Equipment will be deleted (removed from the Service Equipment grid). Any monthly recurring charges on the Equipment will be removed. The condition and status of the Equipment will be updated to what was chosen on the Warehouse Actions “Return” form.

There are a few restrictions when returning equipment:

• When returning Assets, only one Asset may be returned at a time. Consumable Equipment may not be returned if the Service Desk Equipment record has been completed.
• If Equipment has units, the quantity determines how many units are sent back to the Warehouse.
• Staged, Picked Up, or Complete equipment can not be deleted from Service Order Equipment. A Return needs to be completed from Warehouse Actions to properly return the Equipment to the right Warehouse.

When the action status is “Complete” or “Finalized” and Equipment is Returned, a credit will be created for any non-recurring Equipment charges. If the Equipment action is complete, but the Service Desk Action is still “Pending”, a credit will be created for any non-recurring Equipment charges and a “Return” Service Desk Equipment record will be created with the quantity of Equipment returned. The Service Desk Equipment quantity will be adjusted to reflect the amount returned as well.

Inventory

 - View the Activity related to the selected Inventory.

The Inventory button will allow the User to see the Activity for the Equipment. This is especially useful for when Inventory is being pulled from multiple Locations within the Warehouse. This functionality was moved from the Warehouse Actions grid column "Equipment Activity" to improve performance. On this grid when Inventory has been "Staged" or "Picked Up" the 'Action' on this form will display as Pulled.