Tagging assets to order from the failed batch log

As you are already aware, When the 'Auto Fill' flag is false, you cannot Fill or Fill and Ship the asset which is not part of the Order and the batch log created displays as Failed.

Well, if you really want to add this asset to the Order and fill/fill and ship, you can directly add from the batch log itself. You can bulk add the assets to Order or choose the required assets and then add to the order.

This feature is available in both Check Out and Transfer Out window (Fill Only and Fill and ship).

Sample Workflow

The sample workflow is shown for Check Out window (Fill only). Similarly, you can follow these steps to operate from Transfer Out window as well.

Pre-requisites

• Ensure an Order is created in R2.

• Ensure that the Auto Fill flag is false in Asset Manager app as shown below.

Figure 1.0: Auto Fill flag is false

Workflow

1. Select the Order.

2. Tag multiple assets which are not part of the Order.

Figure 1.1: Tag multiple assets

3. Click Submit.

4. Click Batch log icon and you can see the Batch log failed record.

Figure 1.2: Batch log failed record

5. Click the Failed link and the reason displays for the fail against each asset.

Figure 1.3: Remarks for fail

6. To add the asset to the order, click the Remarks link.

Figure 1.4: Remarks link

7. 'Tagged as Asset to Order' message displays. It means, you are selecting this asset to add to the Order.

8. Likewise, click the Remarks link for the assets which you wish to add to the Order.

9. Then, click Submit tagged button.

Figure 1.5: Remarks link

10. Tap Yes to add the assets to the Order in the confirmation pop-up.  

Figure 1.6: Confirmation pop-up

11. Batch log generates successfully. All the assets tagged are added to the Order.

Figure 1.7: Batch log success

12. To bulk select all the assets that are failed, click Tag all .

All the assets will be added to the Order.

Figure 1.8: Batch log success