Once a Service Request is assigned to the appropriate team and
owner, the process begins to review line items and information on availability.
This functionality is only available if you have applied the ITAM
mApp Solution.
Items will be in red until they have been processed by reserving parts
from inventory or available CIs, or by identifying that a purchase is required.
- Double-click a
product from the Items Request Form view.
- Select
Check Stock.
Select
Add a Product
to manually select and add from the Product Catalog.
Stock is checked based on information in the Product Catalog. The
Container drop-down list options are
Configuration Item or
Inventory. If the
Container is
Configuration Item, the
Container Type drop-down list is available
to indicate the CI type.
Model is the other key field used for the
stock check.
- Select the option to
Reserve,
Purchase, or
Cancel.
- If
Reserve was selected, select the
CI to reserve.
If the reservation satisfies the total number of items
requested, the prompt will indicate that the quantity has been satisfied.
- Select
OK.
The product line item turns green and the reserved CI
now has a status of
Planned (changed from In Stock).
- Continue the process above for each product in the list.
If reserving multiple items from a specific Site location, a
prompt may display asking how much to reserve from that location. Enter the
quantity number and select
OK.
- If reserving a number that does not equal the requested
number, you will need to choose from the following options:
- Reserve Remaining Inventory?
- Create Purchase Request for Remainder?
- Continue at a later time?
The Inventory Parts record shows a reduced total inventory
based on debiting the reserved number from the request. The record also shows
the associated Service Requests in the Requests tab of the Form Arrangement.
- Select
Create Purchase Request.
- When prompted, select
Yes if all products have been added.
You may be prompted with questions regarding the needed by
date and location of the Purchase Request.
The Purchase Request is now visible in the Purchase Request tab in
the Form Arrangement.