This documentation supports the 21.3 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the Product version menu.

Configuring and managing bulk CI reorder level and lead time specification


Use the bulk CI reorder level and lead time specification feature to configure the reorder information for bulk CIs. For a specified categorization combination, you can specify the reorder level. When the reorder level is reached, the item should be reordered. For example, you might want to reorder printer cables when their quantity reaches to 20. In addition, you can also specify the number of lead days needed to reorder that particular bulk CI. 

To configure purchase reorder levels

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Asset Management > Advanced Options > Bulk CI Reorder Level and Lead Time Specification, and then click Open.
    The Configure Recorder Levels for Bulk Assets form appears.
  3. From the Company field, select the company to which the reorder information applies.
  4. From the Categorization Tier lists, select the categorization of the CI that you want to reorder.
  5. From the Base Unit list, select Case, Dozen, or Each.
  6. Enter a value for Reorder Level.
    This is the quantity at which you want to reorder this item for each inventory location. Reorder level is based on inventory storage locations for the Bulk CI.
  7. Enter a value for Lead Time in Days.
    This is the number of days it takes to reorder this particular item.
  8. Click Add.

To modify or delete purchase reorder levels

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Asset Management > Advanced Options > Bulk CI Reorder Level and Lead Time Specification, and then click Open.
  3. On the Configure Reorder Levels for Bulk Assets form, click Select Existing.
    A list of existing bulk item configurations appears.
  4. In the Select Existing Reorder Level dialog box, select the item to modify or delete, and click Select.
  5. Perform one of the following actions:
    • Edit the fields and then click Modify.
    • Click Delete.

 

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