Retire Assets

The Retire Assets feature enables Maintenance Admins to efficiently retire multiple assets using manual entering the asset ID, search, or file upload. This functionality simplifies asset lifecycle management and minimizes manual effort.

Accessing the Feature

1. Navigate to the Maintenance Module.

2. Click the Bulk Retire Assets button.

Retire Assets Window

1. Asset ID: Scan or enter the Asset ID to be retired.

2. Search Assets: Opens the Search Assets window to select assets for retirement. Only assets with status In will be listed.

3. Import Assets from File: Upload a file containing newline-separated Asset IDs for retirement.

4. Assets for Retirement: Displays the list of assets selected for retirement.

5. Retire Assets: Retires the assets displayed in the grid.

6. View Scan Exceptions: Shows non-eligible assets in the grid along with the reason on non-eligibility.

7. Delete Selected Lines: Removes the selected assets from the grid (available via toolbar and right-click on the grid line).

8. Clear Scanned List and Exceptions: Clears all scanned assets and exceptions from the grid.

How to retire assets?

1. Asset Selection Methods
You can select assets for retirement using one of the following methods:

• Enter Asset IDs

  • Manually enter asset ID in the text field or scan the asset.

  • Only assets with status IN are eligible.

• Search and tag assets

  • Click the Search icon in the toolbar.

  • The grid displays only assets with status IN.

  • Tag the desired assets for retirement.

• Upload Asset ID File

  • Click the Upload icon in the toolbar.

  • Upload a file containing newline-separated Asset IDs as shown below.

  • Listed assets in the file will appear in the grid.

2. Grid View Columns

After selection, the assets marked for retirement display in the grid.

Retirement Eligibility Criteria

• Only assets with status IN can be retired.

• Assets with active SWOs must be in one of the following statuses:

  • Estimate

  • Scheduled

• SWOs in Suspended or Open for Edit status will block retirement.

• Eligible SWOs will be automatically cancelled upon successful retirement.

3. Scan Exceptions

   • Non-eligible assets are logged under Scan Exceptions.

   • The View Scan Exceptions button becomes active when exceptions exist.

   • Clicking it displays details and failure reasons.

   • A sound is played when exceptions occur (based on employee defaults).

The following types of assets cannot be retired and will show up in Scan Exceptions:

• Serial Kit assets

• Assets that are locked to a kit

• Part assets

• Assets that are already retired

• Non-serial items

• Assets currently being used by another user

• Assets linked to an SWO that is in Use or Suspended status

4. Retiring Assets

   • Click the Retire Asset button in the toolbar.

   • A confirmation pop-up will appear. Click Yes to proceed.

     

   • Select a retirement reason and enter comments.

     

   • Click Close to finalize the action.

   • The grid will update to show success or failure for each asset, along with reasons if applicable.

Post successful retirement, the following parameters will be updated:

• Asset Status:

  • Asset is marked as Retired.

• Product Quantities

  • Owned Qty and Total Qty are reduced.

  • Availability is reduced

  • Locked Qty is reduced.

• History

  • Asset Status History

  • Item Stock Change History

• Asset Comments

• SWO Updates

  • Associated SWOs are marked as Cancelled, if applicable.