Quick start to managing assets

BMC offers complete lifecycle management of IT assets. The following sections provide an overview of how you can purchase, create, and update an asset in BMC Helix ITSM.

To create a purchase requisition

You create a purchase requisition to purchase new items or licenses for the organizational needs. Typically, the requirement for the purchase requisition comes from the change management process.

1. In Mid Tier, in the navigation pane on Purchasing Console, select Functions > Create Requisition.
2. In the Purchase Requisition form, provide the general information about the purchase requisition.
3. Enter the cost center, accounting code, project number, budget code, and the PR number.
4. Enter the shipping and billing addresses.
5. Enter the support company, support organization, assigned group, and assignee.
6. Click Save.

To view the detailed steps, refer to Creating purchase requisitions.

To approve, hold, and cancel a purchase requisition

If you are a manager, you might need to approve or reject a purchase requisition that one of your employees has submitted. In the Mid Tier interface, BMC Helix ITSM: Asset Management provides an out-of-the-box approval process.

1. In Mid Tier, in the navigation pane in Purchasing Console, select Functions > Approvals.
2. In Approvals Console, in the Pending Approvals table, select the purchase requisition that you want to approve.
3. Click Approve or Reject.

In the Mid Tier interface, if the status of a purchase requisition is In Preparation, Pending Pricing, Quote in Progress, or Rejected, you can place it on hold.

To view the detailed steps, refer to Approving, holding and canceling a purchase requisition.

To manage a purchase order

In the Mid Tier interface, after the purchase requisition has been priced and approved, it becomes a purchase order and is routed to Purchasing. A purchasing agent submits the purchase order to a supplier via email or a web service for purchase.

1. Complete the purchase order
   1. In Mid Tier, in the navigation pane in Purchasing Console, select Functions > Search Order.
   2. In the Search Purchase Order dialog box, specify your search criteria, and click Search.
   3. To view a purchase order, select the item from the table, and click View.
   4. Verify the shipping and billing addresses.
   5. Click Save.
2. Place the purchase order
   1. In Mid Tier, open a purchase order.
   2. In the Purchase Order Information form, click Place Order.
   3. Select the medium for placing the purchase order.
   4. Click Save.

To view the detailed steps, refer to Managing purchase orders.

To receive a purchase item

In the Mid Tier interface, as a configuration administrator, after you place the purchase order with the supplier, you receive one or more CIs. After delivery of the CIs, you confirm that no items are missing, that the correct hardware, software, and software licenses have been received, or that the CIs are not damaged.

1. In Mid Tier, to see Purchase Order line items that are waiting to be received, in Receiving Console, specify your search criteria and click Search.
2. Update the quantity and the location of received items.
3. Click Save.

To view the detailed steps, refer to Receiving and returning purchase items.

To create and update an asset

You can create assets in Mid Tier, Classic interface, and PWA interfaces. 

1. From the Create New menu, select Asset.
2. Select the asset type that you want to create.
3. Enter the asset name and its description.
4. Select the assigned company of the asset.
5. Select the status of the asset.
6. Click Save.
   The new asset is created. You can enter additional information as required.

To view the detailed steps, refer to Creating and updating assets.