Viewing Assets at a Third Party Vendor
Any assets that are shipped to a vendor for servicing/repair can be viewed under Inventory -> Third Party in the top left navigation panel and selcting the Assets tab.
Assets at a vendor can also be viewed on the Asset List and by setting the Current Status to only show Out for Repair.
For each asset listed, we show the following high-level information so that an asset can be quickly identified without having to click on the asset to view its details:
- Current Location
- Current Status
- Length (if applicable)
- Life Hours
- Part Number
- Service Hours
- Shipment Reference #
Filtering The Third Party Asset List
By default this list will show all assets but by using the available search filters, you can narrow down the assets based off different criteria.
The Loction Name filter shows the location for every asset and behind each location is a number in parenthesis that indicates how many assets are currently at that vendor location.
Reconciling Third Party Assets
When an asset or assets are returned from being serviced/repaired at a vendor, they can be reconciled by selecting the appropriate Status and then marking them as received.
If an asset’s status was marked as Missing, then the asset’s current status will be set to “Missing” and it will show on the Missing Asset list.
If an asset’s status was marked as Returned, the following things happen in the background.
1. A shipment is automatically created with the From location set to the vendor the asset was at and the To location is set to the current location of the user that received the asset.
2. A new shipment is created with a status of Preparing to Ship, the From location is set to the user’s current location and the To location is set to the original vendor the asset was at.
3. The asset is then automatically added to this shipment.
If an asset’s status was marked as Received, the following things happen in the background. 1. A shipment is automatically created with the From location set to the vendor the asset was at and the To location is set to the current location of the user that received the asset.
Then depending on what Condition was marked, the following two options will occur.
If an asset’s condition was marked as Scrap, then an open Retirement work order will be automatically generated for the asset at the location selected in the Location Switcher and will need to be completed.
If an asset’s condition was marked as Ok, then the asset’s current status will be set to “In Inventory” at the location selected in the Location Switcher.
To receive an asset or assets at a vendor, select the Status and Condition for the asset(s) and the click Mark Asset Received at the top right side of the page.
Service Work Orders
When an asset is received at a shop from a vendor via a shipment, the system can automatically generate a service/repair work order to record what was done to the asset. This ability to auto-generate specific work orders based on different types of shipments is a Drakewell Configurable Item help .
A Quicker Way to Receive Assets From a Vendor
The Third Party Assets page is just a simplier and quicker way to receive asset(s) from a vendor and have the system perform the shipments and service/repair work order generations automatically in the background in one step.
This same process could be done manually by creating a new shipment and then adding the assets at the vendor to the shipment. Once those assets are received at the shop, you then could create the necessary service/repair work orders to mark what was done.