Physical Inventory- Serial Kits

 

 

 

 

When the configuration is set to 'Kit asset only'

Current Status

Adjusted as... Status

Expected behavior when the SWO status is=

Estimate

Scheduled

Open

In

Repair

Locked Qty - remains unchanged

Available flag -  remains unchanged

Service Status - Needs Service

Damaged flag - True

Asset status - In

Contract line status - NA

Total Qty - NA

Owned Qty -  NA

SWO status - Scheduled

Locked Qty - remains unchanged

Available flag -  remains unchanged

Service Status - Pending Service

Damaged flag - True

Asset status - In

Contract line status - NA

Total Qty - NA

Owned Qty -  NA

SWO status - Scheduled

NA. When there is an open WO, then asset current status is Repair

In

QC

Locked Qty -remains unchanged

Available flag - remains unchanged

Service Status - Needs Service

Damaged flag - remains unchanged

Asset status - QC

Contract line status - NA

Total Qty - NA

Owned Qty -  NA

SWO status - Estimate

Locked Qty - remains unchanged

Available flag - remains unchanged

Service Status - Pending Service

Damaged flag - remains unchanged

Asset status - QC

Contract line status - NA

Total Qty - NA

Owned Qty -  NA

SWO status - Scheduled

NA. When there is an open WO, then asset current status is Repair

In

Missing

Locked Qty -  Raises one quantity up

Available flag - False

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Missing

Contract line status - NA

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Cancelled

Locked Qty - Raises one quantity up

Available flag - False

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Missing

Contract line status - NA

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  Cancelled

NA. When there is an open WO, then asset current status is Repair

In

Lost

Locked Qty - remains unchanged

Available flag - False

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Lost

Contract line status - NA

Total Qty - reduces by 1

Owned Qty -  reduces by 1

SWO status - Cancelled

Locked Qty - remains unchanged

Available flag - False

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Lost

Contract line status - NA

Total Qty - reduces by 1

Owned Qty -  reduces by 1

SWO status - Cancelled

NA. When there is an open WO, then asset current status is Repair
 

Out

In

Locked Qty - No change expected

Available flag - True (remains unchanged)

Service Status - Needs Service

Damaged flag - false

Asset status - In

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - No SWO created

Locked Qty - No change expected

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - false

Asset status - In

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - No SWO created

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Normal

Damaged flag - false

Asset status - In

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - SWO marked as Done

Out

Repair

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Needs Service

Damaged flag - False

Asset status - Out

Contract line status - Out

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  Create another SWO with Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - False

Asset status - Out

Contract line status - Out

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  Create another SWO with Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - false

Asset status - Out

Contract line status - Out

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Creates another SWO with Scheduled (On-Site)

Out

QC

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Needs Service

Damaged flag - false

Asset status - QC

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - remains unchanged

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - false

Asset status - QC

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  remains unchanged

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Normal

Damaged flag - false

Asset status - QC

Contract line status - Returned

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - completes Open SWO

Out

Missing

Locked Qty - Increases

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Missing

Contract line status - Missing

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - cancelled

Locked Qty - Increases

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Missing

Contract line status - Missing

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - cancelled

Locked Qty - Increases

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Missing

Contract line status - Missing

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Completed

Out

Lost

Locked Qty - remains unchanged

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Lost

Contract line status - Lost

Total Qty - reduces

Owned Qty -  reduces

SWO status - cancelled

Locked Qty - remains unchanged

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Lost

Contract line status - Lost

Total Qty - reduces

Owned Qty -  reduces

SWO status - cancelled

Locked Qty - remains unchanged

Available flag - false

Service Status - Normal

Damaged flag - false

Asset status - Lost

Contract line status - Lost

Total Qty - reduces

Owned Qty -  reduces

SWO status - Completed
 

Repair

In

Repair status is possible when Open SWO exists only.

Locked Qty - remains unchanged

Available flag -True (remains unchanged)

Service Status - Based on other Estimate/Scheduled SWO of same Asset.

Damaged flag - remains unchanged

Asset status - In (remains unchanged)

Contract line status - Repair

Total Qty - NA

Owned Qty -  NA

SWO status - Estimate

Repair status is possible when Open SWO exists only.

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Based on other Estimate/Scheduled SWO of same Asset.

Damaged flag - remains unchanged

Asset status - In (remains unchanged)

Contract line status - Repair

Total Qty - NA

Owned Qty -  NA

SWO status - Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status -

  • If all SWOs are 'Open' , then completes those SWO and sets the service status as Normal.

  • If any Estimate/Scheduled SWO exists for the same assets, then it remains as is and then set the Service status based on those SWO.

Damaged flag -

  • If all SWOs are Open status, then completes those SWO set the damages flag as False.

  • If any Estimate/Scheduled SWO exists for the same assets, then it remains as is and  leave damaged flag also as is.

Asset status - In

Contract line status -  Repair

Total Qty - NA

Owned Qty -  NA

SWO status -  

  • If all SWO are Open status, then complete those SWO (mark as Done)

  • If any Estimate/Scheduled SWO exists for the same assets, then it remains as is

Repair

QC

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Based on other Estimate/Scheduled SWO of same Asset.

Damaged flag - No change

Asset status - QC

Contract line status - Repair

Total Qty - NA

Owned Qty -  NA

SWO status -  Estimate

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Based on other Estimate/Scheduled SWO of same Asset.

Damaged flag - No change

Asset status - QC

Contract line status - Repair

Total Qty - NA

Owned Qty -  NA

SWO status - Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status -

  • If all SWOs are Open status, then completes those SWO and sets the service status as Normal.

  • If any Estimate/Scheduled SWO exists for the same assets, then it remains as is and then sets the Service status based on those SWO.

Damaged flag -

 If all SWO are Open status, then completes those SWO and sets the damages flag as False.

If any Estimate/Scheduled SWO exists for the same assets, then it remains as is and  leave damaged flag also as is.

 

Asset status - QC

Contract line status -  Repair

Total Qty - NA

Owned Qty -  NA

SWO status -  

  • If all SWOs are Open, then completes those SWO (mark as Done).

  • If any Estimate/Scheduled SWO exists for the same asset, then it remains as is

Repair

Missing

Locked Qty - Increases by 1

Available flag - false

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Missing

Contract line status - Repair

Total Qty - NA

Owned Qty -NA

SWO status - Cancelled

Locked Qty - Increases by 1

Available flag - false

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Missing

Contract line status - Repair

Total Qty - NA

Owned Qty -NA

SWO status - Cancelled

Locked Qty - Increases by 1

Available flag - false

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Missing

Contract line status -  Repair

Total Qty - NA

Owned Qty -NA

SWO status - Done (All Open SWO marks as Done and Scheduled and Estimate SWO are cancelled)

Repair

Lost

Locked Qty - remains unchanged

Available flag - false

Service Status - Normal

Damaged flag - remains unchanged

Asset status - Lost

Contract line status - Repair

Total Qty - Decreases 1 Qty

Owned Qty -  Decreases 1 Qty

SWO status - Cancelled

Locked Qty -  remains unchanged

Available flag - false

Service Status - Normal

Damaged flag -  remains unchanged

Asset status - Lost

Contract line status - Repair

Total Qty - Decrease 1 Qty

Owned Qty -  Decrease 1 Qty

SWO status - Cancelled

Locked Qty -  remains unchanged

Available flag - false

Service Status - Normal

Damaged flag -  remains unchanged

Asset status - Lost

Contract line status -  Repair

Total Qty - Decrease 1 Qty

Owned Qty -  Decrease 1 Qty

SWO status - Done (All Open SWO marks as Done and Scheduled and Estimate SWO are cancelled)
 

Filled

Repair

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - True

Asset status - In

Contract line status - Reserved

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Create SWO with Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - True

Asset status - In

Contract line status - Reserved

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Create another SWO with Scheduled

NA. When there is an open WO, then asset current status is Repair
 

In Transfer

Repair

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - True

Asset status - In-Transfer

Contract line status - NA

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  Create another SWO with Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - Pending Service

Damaged flag - True

Asset status - In-Transfer

Contract line status - NA

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status -  Create another SWO with Scheduled

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status - In Service

Damaged flag - True

Asset status - In- Transfer

Contract line status - NA

Total Qty - remains unchanged

Owned Qty -  remains unchanged

SWO status - Create another SWO with Scheduled (On-Site)
 

Missing

Repair

When marking the asset as Missing, system completes the SWO

So  this transaction is not applicable

When marking the asset as Missing, system completes the SWO

So  this transaction is not applicable

When marking the asset as Missing, system completes the SWO

So  this transaction is not applicable
 

Retire

Repair

Locked Qty - remains unchanged

Available flag - True

Service Status - Pending Service (If any Estimate SWO exists, then it shows Needs service)

Damaged flag - True

Asset status - In

Contract line status - NA

Total Qty - Increase 1 Qty

Owned Qty - Increase 1 Qty

SWO status - New Schedule SWO is created and retains the existing Scheduled and Estimate SWO

Locked Qty - remains unchanged

Available flag - True

Service Status - Pending Service (If any Estimate SWO exists, then it shows Needs service)

Damaged flag - True

Asset status - In

Contract line status - NA

Total Qty - Increase 1 Qty

Owned Qty - Increase 1 Qty

SWO status - New Schedule SWO is created and retains the existing Scheduled and Estimate SWO

This is not a valid scenario as the Repair asset can not be retired
 

Sold

Repair

System does not allow sold asset to Repair from Physical Inventory

System does not allow sold asset to Repair from Physical Inventory

System does not allow sold asset to Repair from Physical Inventory

 

 

When the configuration is set to 'Kit child asset'

Current Status

Adjusted as... Status

Result when the SWO status is 'Scheduled'

Repair

In

Locked Qty - remains unchanged

Available flag - True (remains unchanged)

Service Status -

  • If all SWOs are Open , then completes those SWO and sets the 'Service status' as Normal.

  • If any Estimate/Scheduled SWO exists for the same assets, then it will leave as is and then sets the 'Service status' based on those SWO.

Damaged flag -

  • If all SWOs are Open, then completes those SWO and sets the 'Damage' flag as False.

  • If any Estimate/Scheduled SWO exists for the same assets, then it remains as is and 'Damaged' flag also as is.

Asset status - In

Contract line status - Repair

Total Qty - NA

Owned Qty -  NA

SWO status -

  • If all SWOs are Open, then completes those SWO (marks as Done) and if any Estimate/Scheduled SWO exists for the same assets, then it remains as is.