Pick up an asset
Agents can view a consolidated list, grouped by stockroom, of all their assets that are waiting to be picked up.
Before you begin
Role required: wm_agent
About this task
The agents can physically pick up the assets and then record them as delivered. The list contains transfer order lines in the Received or In Transit stage with a work order task that meets the following criteria:
- Assigned to the agent
- In the Accepted or Work in Progress state
Procedure
Navigate to All > Field Service > Pick Up/Drop Off > My Pick Up List.
The Transfer Order Lines list is displayed in PickUpList view.
Click text in any column to obtain more information about the transfer order, the transfer order line, or the asset.
After physically picking up the items, select a check box next to the transfer order column, then go to the Actions choice list and select Deliver.