This documentation supports the 21.3 version of BMC Helix ITSM: Service Desk.

To view an earlier version, select the version from the Product version menu.

Managing inventory

You can perform common inventory management tasks such as searching for CIs from the console, viewing inventory locations, relocating CIs, and reserving inventory.

To search for CIs from the console

  1. From the Functions area of the console Navigation pane, click Manage CIs.
  2. From the CI Type list on the Manage CI Information window, select the type of CI you are looking for, and click Search.
  3. On the form that appears, provide as much information as possible about the CI you are searching for, and click Search.
  4. From the search results list at the top of the window, select the CI.
    The details appear in the CI form below the search results.

To view inventory locations

  1. From the Navigation pane of console, select Functions > Manage Inventory.
  2. Enter your search criteria in the Manage Inventory dialog box, and click Search.
    Results matching your search criteria appear in the table.
  3. Select a CI or bulk inventory item from the table, and click View Location.
  4. View the CIs in the inventory listed
  5. Click Close.

To relocate CIs

  1. From the Navigation pane of the console, select Functions > Manage Inventory.
  2. Search for inventory in the current location.
  3. Select the CI or bulk inventory item you want to relocate, and click Relocate CIs.
  4. On the Search Inventory Locations dialog box, specify search criteria for the location where you want to relocate the CI, and click Search.
  5. Select the location where you want to relocate your CI.
  6. In the Quantity field, enter the number of CIs you want to relocate.
  7. Click Relocate.

To reserve and use inventory

  1. From the Navigation pane of console, select Functions > Manage Inventory.
  2. From the CI Type menu on the Manage Inventory dialog box, select the CI or bulk inventory item you want to reserve and use.
  3. Click Search.
  4. Click in the Transaction Qty column and enter the number of assets or bulk inventory items you want to use.
  5. Click Reserve/Use Inventory.
    The number of CIs or bulk inventory items in the Qty in Stock column is reduced by the number reserved and used.
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