Asset Manager Essentials
What's new in this release?
Ability to see results of asset fulfillment from the Stock Management workspace. Use the Storage Space Summary child tab to keep track of product catalog items (hardware and consumables) that are moved into and out of a storage space. Quantities increase when items are added via the Storage Space Item tab, and quantities decrease during asset fulfillment, when an item is transferred to a user's record under the Employee workspace > Asset tab.
Unique requisition numbers automatically added for new purchase orders. You no longer add your own requisition number to a purchase order. In the Purchase Orders workspace, requisition numbers are automatically added and incremented for new purchase orders.
•In the Purchase Orders workspace, a deleted purchase order now automatically deletes any associated purchase line items and invoices.
The Consumables workspace has been removed. This information is now integrated into the Hardware Assets workspace, where a new asset type of Consumables is available for adding consumables (mice and keyboards) to your system. When creating a consumable here, you can also assign it to a storage space. This same action adds the consumable to the Stock Management workspace, under the storage space's tabs for both Assets and Consumables. Note that you can't specify a subtype for the Consumable asset type.
User drop-down list includes both login ID and display name. When clicking the Hardware Assets workspace > Assign User button to assign an asset to a user, the user drop-down list shows both the login ID and display name of each user in your system. Unlike display names (where more than one user can have the same name), user login IDs are unique and will help you identify the correct user.
Manufacturer workspace no longer has tabs. Tabs for Configuration Item and Software Inventory have been removed. Use this workspace simply to add the names of asset manufacturers to your system.
Add purchase orders that don't automatically create new asset records. When adding a new hardware line item to a purchase order, clear the Create Asset check box to prevent a template asset record from automatically being created when submitting the purchase order.
Software product imports. Imported software products are matched up to existing asset records in the Software Assets workspace based on a combination of the Title, Version, and Edition fields.
New workspaces. These workspaces are new:
•Email Config: Configure all settings for outboundAsset Manager Essentials email. Available to Asset Administrators only.
•Inbox: Configure all settings for inbound email that will be created by the HEAT Email Listener. Use in conjunction with the Email Config workspace. Available to Asset Administrators only.
•Email: View all outbound email records that are manually created by users, or automatically created via triggered actions or work flows. Inbound emails created by the HEAT Email Listener are shown here as well. Available to Asset Managers, Procurement Managers, Contract Managers, and Storage Managers.
•Purchase Line Item: Enables you to manage a single line item in a purchase order for a consumable, hardware, or software. Available to Asset Managers, Procurement Managers, Contract Managers, and Storage Managers.
•Integration: Enables you to integrate with Ivanti Service Manager data after discovery. Available to Asset Administrators only.
•Asset Data Mapping: Configure or troubleshoot asset records after discovery. Available to Asset Administrators only.
If your system is integrated with Ivanti Service Manager, see the Ivanti Service Manager Admin online help for details about working with email servers, data integration, and asset data mapping.
Inclusion of Help Desk Essentials user roles. The user interface now uses a hybrid CI layout that includes the Help Desk Essentials out-of-the-box user roles.
Product Catalog items. You can create Product Catalog items for software or consumables—previously, items could only be hardware-related. Also, you can create bundles of those items by linking previously created catalog items into one offering.
Renamed workspaces. Several workspaces have been renamed:
•Asset Repository is now Hardware Assets
•Software Product is now Software Assets
•Storage Spaces is now Stock Management
•Service Requests is now Asset Requests. Note that this workspace has been renamed for Asset Manager Essentials user roles only. If your system is integrated with Ivanti Service Manager, this workspace still displays as Service Requests.
New Relationship tab for software products. Under the Software Assets workspace > Relationships tab for each software asset record, you can link hardware asset records.
Workflow Instance tab. Some workspaces enable you to debug the workflow process with a Workflow Instance tab.
•If the Product Catalog includes an image of an item, you can now see that image when requesting the item from the Asset Requests workspace.
•In the Hardware Assets workspace, when selecting an asset from the list view, the assigned values are displayed, not the discovered values.
•In the Locations workspace, vendor details are no longer part of the parent location information.
•When the Status field for an asset is changed to Assigned, Disposed, Lost, or Destroyed, the asset record is removed from its listed storage space in both the Hardware Assets and Stock Management workspaces.
•In the Contract Line Items workspace, modifications have been made to the entitlement-line-item descriptions and Entitlement Details tab.
•In the Invoices workspace, when an invoice is deleted, the shipments associated with that invoice are also deleted.
•When a Product Catalog item is assigned to an existing asset, the asset record's Description field is properly populated by the Description field of the Catalog Item.
•When data is imported, the system updates the financial transactions cost item (if the purchase price is available on import).
•Currency size limit increased to 12 digits.
•When you assign a user to an asset, the Inventory Transactions tab now includes the location for that event.
•The full name of a location is updated when a record is created or updated.
•The display name for MobileDevice and PeripheralDevice is updated for use in the CI Map display.
•Asset Processor can process data from Uno Discovery with System.NullReferenceException.
•Asset Processor can process data from Ivanti Cloud Discovery with an invalid character.
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