Ship the prepared asset

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

    • Ship the prepared asset and capture the shipment details by using the Asset ship task.

    Antes de Iniciar

    Role required: sn_daas_ham.daas_asset_manager and inventory_user

    Procedimento

    1. Navigate to Workspaces > Hardware Asset Workspace.
    2. Select the DaaS provider view.
    3. Select the Inbound asset orders tab.
    4. Select an inbound asset order number.
    5. Select the Inbound asset order lines tab.
    6. Select an inbound asset order line number.
    7. Select the Asset tasks tab.
    8. Select the asset task number with the Task type as Asset ship task.
    9. On the form, fill in the fields.
      Tabela 1. Ship form
      Field Description
      Number Unique number for the Asset ship task.
      Asset order line The inbound asset order line number associated with this task.
      Due date Estimated date of completing this task.
      Asset The asset that is selected in the Asset selection task. For more information, see Select an asset.
      Shipping carrier Organization that's responsible for shipping the assets to your customers. For example, FedEx.
      Ship from The origin location for shipping the assets.
      Ship date The shipment date for delivering the assets to your customers.
      Task name Name of the current task.

      This field is automatically set to Ship.
      State Status of the Asset ship task.

      This field is automatically set to Open.
      Assignment group The assignment group for the individual who is responsible for working on the Asset ship task.
      Assigned to The individual responsible for working on the Asset ship task.
      Tracking number Tracking number or reference number of the shipment of the asset.
      Ship to Destination for the asset shipment.
      Shipment order Reference to the shipment record created in the Shipment [sn_itam_common_shipment] table.

      This field is automatically populated when the Asset ship task is closed.
      Short description Brief description of the task.
      Description Detailed description of the task.
      Work notes (Private) Notes about the task that are visible to all users within your organization.
    10. Select Close Task.

    Resultado

    • After the Asset ship task is completed and you refresh the list, another task is created displaying a unique asset task number with the task type as Receive task.
    • The State field of the Asset ship task is set to Closed Complete.
    • The Stage field of the Inbound asset order line is set to Receive confirmation.

    O que Fazer Depois

    Receive the shipped asset