Use > Build > Procurement Management > Receiving assets > Create and manage receiving lines

View and update receiving lines

Receiving lines are added when you create a receiving slip. This section describes how to perform the following:

View a receiving line

To view a receiving line, follow these steps:

  1. From the main menu, select Build > Procurement > Receiving Lines. Service Management displays a list of receiving lines.
  2. Select the check box of a record to view the summary on the right-handed preview pane, or click the ID link to view the details.

Update a receiving line

To update a single receiving line, follow these steps:

  1. From the main menu, select Build > Procurement > Receiving lines.

  2. Open the desired record.

  3. By default, the record is displayed with the General tab selected. Click the tab you want to update.

    Tab Description
    General Displays general information about the receiving line.
    Received assets Displays asset records that are automatically created for the devices and IPAs received in this receiving line. Click the ID links to see detailed information or perform further actions, for example, register the assets in stock.
    Discussions Displays any relevant conversations about the current record. For more information about discussions, see Discussions.
    History Displays changes to the selected record. For more information about history, see History.
  4. Update the record as needed.

  5. Click Save on the toolbar.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

Create a receiving line

You can only add a receiving line when you create a receiving slip. For details, see To add a receiving line