Once a Purchase Request has been created (from the Service
Request), it is reviewed for accuracy, modified as needed, and approved.
This functionality is only available if you have applied the ITAM
mApp Solution.
Only Line Items with a Type of
Configuration Item are processed in CAM. Line Item Types of
Inventory are not ordered or managed in CAM. If you have a Purchase Request
with only Inventory items requested, a CAM purchase order will be automatically
created after approval of the purchase request; however, the line items are not
part of the purchase order.
- Open the Purchase Request Form and select
Submit for Review to change the status (the
initial status is New).
The Purchase Request is reviewed and modified, and an
approval is initiated for the requester's manager.
- The Purchase Request is now approved and the status changes to PO
Created.
- Without CAM Integration: The Purchase Request is Read-Only
except for specific order fields which can be manually populated.
- Select
Next: Ordered to provide information on
the Order Date and to change the status to Ordered.
- CAM Integration: The Purchase Request is now Read-Only.
- The ITAM
mApp®
Solution
automatically sends the Purchase Request's information to CAM via the CAM API
configured during
mApp Solution
installation.
- The Purchasing Manager edits the Purchase Order and the
Purchase Request is automatically updated with the CAM Order ID, the CAM
Purchase Order number, the Vendor, and asset order details based on a Scheduled
One-Step™
Action.
- Select
Next: Set to Received to change the status to
Received.
- Use the
Item Status and
Qty to Check In drop-down lists to update both
fields.
Item Status can be updated in
CSM
or CAM.
- Select
Check in and Create Inventory.
The new Configuration Item (CI) is created and displayed on
the Configuration Items tab of the Form Arrangement. The status is
Planned and the serial number and any other additional
information needs to be manually recorded.
If the CI is not new (example: Software license that increases
in license count instead of being created) it will not be displayed on the
Configuration Items tab.
- Close the Purchase Request and finish the Service Request by
selecting
Close.
The Service Request is removed from Pending status and
moved to the status when the Purchase Request was initiated.
Tasks are created for the Items for Purchase line items so the
appropriate actions can be taken for Inventory and CIs.