Pick up an asset

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Agents can view a consolidated list, grouped by stockroom, of all their assets that are waiting to be picked up.

    Before you begin

    Role required: admin

    About this task

    The agents can physically pick up the assets and then record them as delivered. The list contains transfer order lines in the Received or In Transit stage with a work order task that meets the following criteria:
    • Assigned to the agent
    • In the Accepted or Work in Progress state

    Procedure

    1. Navigate to All > Field Service > Pick Up/Drop Off > My Pick Up List.

      The Transfer Order Lines list is displayed in PickUpList view.

    2. Optional: Click text in any column to obtain more information about the transfer order, the transfer order line, or the asset.
    3. After physically picking up the items, select a check box next to the transfer order column, then go to the Actions choice list and select Deliver.