Create a drop off list

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: wm_agent

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    1. Navigate to All > Field Service > Pick Up/Drop Off > Create Drop Off List.
    2. Select a To stockroom.
      drop off list form
    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.