(2024.1) Warehouse Actions
- Brian Dixon
- Bianca Rosa (Unlicensed)
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
When Equipment is “Staged” the Equipment record will be updated to a status of “Staged” as well as the Service Order (2024.1) 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”.
6. The Inventory Fulfillment section displays two pieces of information:
The Warehouse that is fulfilling the Equipment request.
The Purchase Order Selection to identify where the User desired the Equipment to come from. The options for this dropdown menu are:
Anywhere
A Specific Purchase Order
Anything Not from a Purchase Order
Pick Up Equipment
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
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 associated 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.
Activity Log
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.
Display Service Desk
When a User clicks on the 