Minimum Version Required: 22.01
Pre-Conditions
Required Permission - Asset Manage
Steps
1. Navigate to Asset Delivery Planner in the universal search bar
2. On the left, select your Location.
3. Set Display Settings:
View By: Requestor, Customer, or Asset Type
Order By: Time Create or Deadline
Status: Default, Picked, or Not Picked
4. Click Show
5. On the right, open requests will be listed for the location selected. Depending on the View By setting, you may see a Customer Name, Requester Name or the Asset Type here. Click the request to view the details.
6. Click on a Request
7. Review the delivery rep and update if necessary.
8. Set the Delivery Date
9. The deadline displayed was selected by the requester. It can be updated if necessary.
10. Check the box to the left
11. Click Save
If for any reason you do not plan to deliver this asset, you can decline asset requests to remove them by checking the box of the request and clicking Decline Request.
12. Once Setting the Delivery Date and Delivery Rep on the Asset Request, the next step is to pick the asset in the warehouse.
Best Practices
If an asset has already been picked and should have been delivered but it is still showing on the dashboard, this is typically due to the delivery rep not placing the asset correctly. Typically it is caused by the Delivery Rep tapping on the Asset Request Survey from Event View and setting the status to Assigned. They should not access the Survey while placing Assets. They should only access the Assets mobile item when placing.
To Fix:
Update the Task associated with the Asset Request to the status Validation Pending and have the Delivery Rep place the asset correctly at the customer.