Create an onboarding order in the Asset operations view to initiate the onboarding of multiple enterprise assets.
Antes de Iniciar
Role required: sn_eam.enterprise_asset_technician
Procedimento
-
Navigate to .
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From the Onboarding list, select Onboarding order.
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Select New.
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On the form, fill in the fields.
Tabela 1. Create New Asset Onboarding form
| Field |
Description |
| Requested for |
Person for whom the asset is requested. This field is optional. |
| Stockroom |
Stockroom where onboarded asset will be stored. This field is required. Nota: When you select the stockroom, the Location field is automatically populated with the
stockroom location. |
| Due date |
Date by when the asset onboarding should be complete. This field is optional. |
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Determine whether you want to onboard assets of an existing model or a new model.
| Type of asset model | Action |
|---|
| Existing model |
In the Model field, select the asset model. |
| New model |
- Select the Is new model check box.
- Enter the values in the following fields:
- Manufacturer name
- Model name
- Model number
- Short description
|
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Select Save.
Resultado
- An onboarding order in the Draft stage is created and displayed in the Onboarding order list.
- The Add asset details option is displayed on the onboarding order.
O que Fazer Depois
Add asset details to the onboarding order. For details, see Add details of the enterprise assets to an onboarding order.