Managing assets from the procurement request through fulfillment

This use case describes procurement requests that are initiated and managed through fulfillment in the Mid Tier interface.

Scenario

Calbro has defined a standard configuration for sales representatives. A new sales representative will join the company in the next month. So, a laptop along with the required software applications should be available on the sales representative's first day.

Benefit

No time is wasted in deciding what kind of a device is required for the newly joined sales representative.

Workflow

The following table describes the typical steps involved in lifecycle of an Asset:

Console	User	Action	Reference
Asset Management console	Configuration administrator	Define standard configurations for the issued equipment.	Adding-a-configuration-to-the-catalog
Contract Management console	Contract manager	Create a license for Microsoft Project. Copies of the licenses are available from the inventory. Use software license management to ensure software license compliance.	Working-with-a-software-license-certificate
Service Request Designer	Service Catalog Manager	Access self service through the BMC Service Request Management interface and request a Standard Sales Laptop Configuration pack and a copy of Microsoft Project.	Creating services by using the Service Request Designer
Purchasing console	Configuration administrator	Create the purchase request and reserve a copy of Microsoft Project from the pool of available licenses.	Creating-purchase-requisitions
Purchasing console	Configuration administrator	Review the purchase request and create a purchase order for the laptop and accessories.	Managing-purchase-orders
Receiving console	Configuration administrator	On receipt of the purchase, log into the Receiving Console and mark the items as received. BMC Helix ITSM: Asset Management automatically generates a new CI for the laptop request.	Receiving-and-returning-purchase-items
Change Management console	Configuration administrator	Create a change request for the build and handover of the laptop and the installation of Microsoft Project, which is completed after the user's laptop is installed.	Creating change requests in the Initiation and Recording stage

Result

When the sales representative joins the company, the sales representative receives a preconfigured device.