Inbound and outbound assets

If your company does repair jobs or maintenance jobs on assets that are received from other locations or customers, Asset Management can track both inbound assets that are on their way to your company and outbound assets that are being returned.

Note

If you want to use inbound and outbound lifecycle states to manage assets that are coming in and being returned, you must set up maintenance request lifecycle states and lifecycle models to support these actions. Learn more in Maintenance requests.

The setup of Asset Management determines whether you can work with inbound and outbound assets.

Register assets as inbound

1. Select Asset management > Maintenance requests > Active maintenance requests.
2. Select the maintenance request.
3. Select Update maintenance request state.
4. Select Inbound (or another lifecycle state that you've created for inbound assets), and then select OK.

Register inbound assets as received

1. Select Asset management > Inbound/outbound > Inbound assets.
2. Select the asset or maintenance request.
3. Select Receive assets.
4. In the Received field, enter the date and time. Then select OK. The record is removed from the Inbound assets list page.

Register assets as outbound

When you've completed the maintenance or repair job, you can register the asset as returned.

1. Select Asset management > Maintenance requests > Active maintenance requests.
2. Select the maintenance request.
3. Select Update maintenance request state.
4. Select Outbound (or another lifecycle state that you've created for outbound assets), and then select OK.

Register outbound assets as delivered

1. Select Asset management > Inbound/outbound > Outbound assets.
2. Select the asset or maintenance request.
3. Select Deliver assets.
4. In the Delivered field, enter the date and time. Then select OK. The record is removed from the Outbound assets list page.