Create a drop off list
Agents can create a drop off list of assets at any time.
Before you begin
Role required: wm_agent
About this task
As an example, the agent might have several assets that were removed when completing a work order task and all of the assets need to be returned to a different stockroom.
After creating a drop-off list, there are two ways to add items to the list.
- Use the Add Defective button to add items that are in their personal stockroom with a substate of Defective. For more information about defective items, see Recording Asset Usage.
Create a transfer order line for an item in the personal stockroom.
The item cannot have a substate of Reserved or Defective, and cannot already be included on another drop off list.
Procedure
Navigate to All > Field Service > Pick Up/Drop Off > Create Drop Off List.
Select a To stockroom.
drop off list form
Click Submit.
Do one or both of the following:
- Click Add Defective to add all defective items in your personal stockroom to the drop off list.
In the Transfer Order Lines related list, click New, select a Model, and click Submit.
Only items in an agent's personal stockroom that are not reserved, not defective, and not included on another drop off list are available for selection.