Physical Inventory - Serial Items

 

 

 

 

Current Status

Adjusted as.. Status

Expected behavior when the SWO status is=

Estimate

Scheduled

Open

Comments

IN

Repair

  • 'Locked Quantity'  remains Unchanged.

  • 'Availability Flag' status remains unchanged.

  • 'Service Status' will be 'Needs Service'.

  • 'Damaged Status' will be TRUE.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' status remains unchanged.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' status remains unchanged.

  • 'Service Status'  will be 'In Service'.

  • 'Damaged Status' will be TRUE.

  

IN

Lost

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' status is FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status'  will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' status is FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  • 'Locked Quantity'  remains Unchanged.

  • 'Availability Flag' status is FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  

IN

Missing

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status' remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status'  remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status' remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  

IN

QC

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' remains unchanged.

  • 'Service Status'  will be 'Needs Service'.

  • 'Damaged Status' for the item remains Unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' remains unchanged.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' for the item remains Unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' remains unchanged.

  • 'Service Status' will be 'In Service'.

  • 'Damaged Status' for the item remains Unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  

 

Repair

IN

  • 'Locked Quantity'  remains Unchanged.

  • 'Service Status'  will be 'Normal'.

  • 'Availability Flag' is set as TRUE.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • 'Locked Quantity' remains Unchanged.

  • 'Service Status' will be 'Normal'.

  • 'Availability Flag' is set as TRUE.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • 'Locked Quantity' remains Unchanged.

  • 'Service Status' will be 'Normal'.

  • 'Availability Flag'  is set as TRUE.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • If more than one OPEN SWO exist for the same Asset, then all of them get Completed. And set the Damages flag as false.

  • If more than one Estimate/Scheduled SWO exists for the same assets, then they are left as it is. And set the Damaged flag also as retained as is.

Repair

Lost

  • 'Locked Quantity' remains Unchanged.

  • 'Damaged Status' remains Unchanged.

  • 'Service Status' for the item will be 'Normal'.

  • 'Availability Flag' status for the item is FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  • 'Locked Quantity' remains Unchanged.

  • 'Damaged Status' remains Unchanged.

  • 'Service Status' for the item will be 'Normal'.

  • 'Availability Flag' status for the item is FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  • 'Locked Quantity'  remains Unchanged.

  • 'Damaged Status' remains Unchanged.

  • 'Service Status' for the item will be 'Normal'.

  • 'Availability Flag' status for the item is FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get reduced by 1.

  • If more than one OPEN SWO exist for the same Asset, then all of them get DONE. And set the Damages flag as false.

  • If more than one Estimate/Scheduled SWO exists for the same assets, then they get Cancelled. And set the Damaged flag also as retained as is.

Repair

Missing

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

  • 'Locked Quantity' gets 'Increased by 1'.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status'  will be 'Normal'.

  • 'Damaged Status' remains unchanged.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

  • If more than one OPEN SWO exist for the same Asset, then all of them get DONE. And set the Damages flag as false.

  • If more than one Estimate/Scheduled SWO exists for the same assets, then they get Cancelled. And set the Damaged flag also as retained as is.

Repair

QC

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' are not applicable in this case.

  • Contract line status is retained as Repair.

If there exist more than one SWO with Status =

  • OPEN, then all of them get DONE.

  • Estimate/Scheduled, then they get Cancelled.

 

Out

IN

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Needs Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Returned.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Returned.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Returned.

  

Out

Lost

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get Reduced.

  • Contract line status is retained as Lost.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get Reduced.

  • Contract line status is retained as Lost.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will get Reduced.

  • Contract line status is retained as Lost.

  • If more than one OPEN SWO exist for the same Asset, then all of them get DONE.

  • If more than one Estimate/Scheduled SWO exists for the same assets, then they get Cancelled.

Out

Missing

  • 'Locked Quantity' gets Increased.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Missing.

  • 'Locked Quantity' gets Increased.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Missing.

  • 'Locked Quantity' gets Increased.

  • 'Availability Flag' is set as FALSE.

  • 'Service Status' will be 'Normal'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • Contract line status is retained as Missing.

  

Out

Repair

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Needs Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  

Out

QC

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be FALSE.

  • Both 'Total Quantity' and 'Owned Quantity' will remain unchanged.

  • If more than one OPEN SWO exist for the same Asset, then all of them get Completed.

  • If more than one Estimate/Scheduled SWO exists for the same assets, then they are retained as is.
 

Retire

Repair

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' will Increase by 1.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' will Increase by 1.

Repair asset can not be retired, so this is not a vaid case.

  • If there is an existing SWO with Status = Estimate, then the Service Status will be 'Needs Service'.

  • A New SWO gets created with Status = Schedule and the the existing SWO is abandoned.

 

Sold

Repair

As the Item is already 'Sold', it is no longer in your Physical Inventory, thus you cannot mark its 'Service Status'

As the Item is already 'Sold', it is no longer in your Physical Inventory, thus you cannot mark its 'Service Status'

A SWO with Status = Schedule, created for an Item with Status = Sold, is an 'On Site' SWO.

  

 

Missing

Repair

If the Item is marked as 'Missing' any related SWO will be either Closed or Completed.

If the Item is marked as 'Missing' any related SWO will be either Closed or Completed.

If the Item is marked as 'Missing' any related SWO will be either Closed or Completed.

  

 

In-Transfer

Repair

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' remains Unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' remains Unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'In Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' remains Unchanged.

  
 

Filled

Repair

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' remains Unchanged.

  • 'Locked Quantity' remains Unchanged.

  • 'Availability Flag' retained as TRUE.

  • 'Service Status' will be 'Pending Service'.

  • 'Damaged Status' will be TRUE.

  • Both 'Total Quantity' and 'Owned Quantity' remains Unchanged.