How to Assign Line Items

After placing an order, such as for hardware and software, you can assign the line items to a specific user and department that are responsible for those resources.

To Assign a Line Item to a User or Machine

  1. From the CAM Purchasing console, select Assign.
    You can also Search.
  2. Select a category in the left pane, then find the line item from the list in the right pane.
  3. Click Assign.
  4. Complete the fields in the dialog box:
    • Enter the quantity and the serial number, if known.
    • Assign the item to a user or machine, then enter the user or machine name. You can also search for a user or machine.
  5. Select Save.
  6. Optional: Click Add Assignment or Add Multiple Assignments if you want to make additional assignments.
  7. Select Close.

To Assign a Line Item to a Group

  1. In the Assign panel, select a category in the left pane, then find the line item from the list in the right pane.
    You can also Search.
  2. Click Assign.
  3. Complete the fields in the dialog box:
    • Enter the quantity and name of the group. You can also search for a group.
  4. Select Save.
  5. Select Close.
To assign line items to users or machines, they must have been discovered and exist in the CAM database. You can assign line items to groups that you've created or discovered.

To view or assign line items to a group from the Line Items panel:

  1. Click a category in the left pane.
  2. In the right pane, find the line item in the list.
  3. Click Assign.
  4. Starting with step 3 in To assign a line item to a group above, complete the procedure.

If the line item includes more than one item, you can assign them to a group one at a time.

To assign line items to groups one at a time:

  1. For each item, enter 1 in the Quantity field, and then enter the serial number or assignment information.
  2. When you're finished with the first line item, select Add Assignment or Add Multiple Assignments to add additional line items.

There may be situations where the line item includes multiple items and you want to assign each of them by serial number to the same user or group.

To assign line items by serial number to the same user or group:

  1. Enter the total quantity in the Quantity box.
  2. Assign the items, then select Save.
  3. Click the Expand link associated with the assignment. This expands the single assignment to multiple rows and replicates the assignment information.