Replace aged enterprise assets

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Replace aged enterprise assets by sourcing new enterprise assets.

    Before you begin

    Role required: inventory_user

    About this task

    When refreshing enterprise assets, you don't have to manually update the asset records. When closing the enterprise asset refresh lines, the asset records and the assets are automatically updated. Close each task to go to the next task, complete the refresh, and reclaim the aged assets.

    After sourcing the new assets, asset refresh is completed through the following stages:
    • Prepare asset task: Prepare the new task before you hand it over to the user. Install any software that is required.
    • Schedule refresh task: Schedule a date when you are going to hand over the asset to the user.
    • Deploy new asset: Hand over the asset to the user or install the asset at the user's location if required.
    • Reclaim aged asset: Collect the aged asset.

    Procedure

    1. Navigate to Service Catalog > Open Record > Requests.
    2. Open the relevant enterprise asset refresh request.
    3. Under the Requested Item related list, open a requested item.
      After your enterprise asset request is approved, the Source Request flow is triggered. Under the Catalog tasks related list, a catalog task is created for the procurement of the new enterprise assets.
    4. Open the catalog task.
    5. To source the new asset, select Source Request.
    6. On the Source Request form, select Consume, Transfer, or Purchase to source the request via either local stock, a transfer order, or a purchase order.
      If the requested asset is not available in the requested stockroom, then the Consume button is disabled.
    7. Select Submit.
      After the new asset is received, an Enterprise Asset Refresh Line is created and the Enterprise Asset Refresh Line flow is triggered for each asset. Enterprise Asset Refresh Lines are available under the Enterprise Asset Refresh Lines related list in the requested item.
      A Prepare asset task is created under the Refresh Line Tasks related list.
    8. Open the Prepare asset task and do the following:
      1. Update the Asset field with the aged enterprise asset that you want to replace.
      2. Select Save.
    9. Select Close Task.
      A Schedule refresh task is created under the Refresh Line Tasks related list.
    10. Open the Schedule refresh task.
    11. Update the Scheduled deployment date field with the date on which the new asset will be deployed.
    12. Select Close Task.
      A Deploy new asset task is created under the Refresh Line Tasks related list. In the Enterprise form, the state of the Replacement asset changes to In stock and the substate changes to Pending install.
    13. Open Deploy new asset task.
    14. Select either Yes or No from the Is reclaimed list.
      • If you have collected the aged asset, select Yes.
      • If you did not collect the aged asset, select No.
    15. Select Close task.
      Note:
      If you selected Yes from the Is reclaimed list, then the Reclaim aged asset task is also closed by default.
      A Reclaim aged asset task is created under the Refresh Line Tasks related list. In the Enterprise form, the state of the Replacement asset changes to In use. The allocations are transferred from the aged asset to the replacement asset.
    16. Open the Reclaim aged asset task.
    17. Select either Yes or No from the Is reclaimed list.
      • If you have collected the aged asset, select Yes.
      • If you did not collect the aged asset, select No.
    18. Select Close task.
      Note:
      You can cancel the enterprise asset Refresh Line either by selecting Cancel or by changing the State field to Closed Incomplete in the Refresh Line task.

    Result

    After the aged asset is reclaimed, the following changes occur on the Enterprise form:
    • The state of the aged asset changes to In stock.
    • The substate changes to Pending disposal.