Receiving an item

Article:HOWTO45840  |  Created: 2011-03-22  |  Updated: 2011-03-24  |  Article URL http://www.symantec.com/docs/HOWTO45840
Article Type
How To


Subject


Receiving an item

As the final step of the procurement process you receive the items and place them in the stockroom.

To accommodate different workflows, you can receive items from a purchase request, purchase order, or invoice. Note that if you receive items from a purchase request, you must split up any bundles into their individual catalog items.

When you receive an item, you can specify whether you want to create a new resource for this item or you want to update the existing catalog item. The system automatically creates a receiving slip to record the receiving action.

The receiving process handles the different types of catalog items as follows:

Consumable catalog item

When you receive the consumable catalog item, the system increases its quantity in the stockroom if there is already the same consumable catalog item for the same owner. You do not track consumable catalog items once you give them out.

Fixed asset catalog item

When you receive a fixed asset catalog item, the system automatically creates a resource in the Configuration Management Database (CMDB). You can track the fixed asset catalog item for its entire lifecycle.

Symantec recommends that you insert the serial number of a computer when receiving it. When inventory runs and finds the item with this serial number, it creates association between the inventory record and the asset record.

Software catalog item

When you receive a Software Catalog item, it becomes a software purchase resource in the CMDB.

See Performing the procurement.

To receive an item

  1. In the Symantec Management Console, on the Home menu, click Service and Asset Management > Procurement.

  2. In the left pane, click one of the following:

    • Invoice

    • Purchase Order

    • Purchase Request

  3. In the right pane, right-click the invoice, purchase order, or purchase request, and then click Receive Items.

  4. In the Receive Items dialog box, specify the stockroom where you want to place the items.

  5. Click Receive.


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Article URL http://www.symantec.com/docs/HOWTO45840


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