This documentation supports the 21.05 version of BMC Helix ITSM: Change Management. To view an earlier version, select the version from the product version menu.

Placing bulk and nonbulk configuration items in the inventory


To place bulk CIs in the inventory, you must specify the location or locations for them.

Tip

If you do not see a location, make sure that the CI has a CI type of inventory location, and not physical location. For information about creating inventory locations, see To create an inventory location CI.


To place bulk CIs in inventory

  1. Open a bulk CI, as described in To search for CIs from the console.
  2. On the Inventory Location tab, click Add
  3. In the Search Inventory Locations dialog box, specify the search criteria and click Search.
  4. Select a location, and click Relate.
  5. In the message about the relationship, click OK.
  6. If the inventory is stored in multiple locations, for each location, repeat 4 and 5.
  7. Click Close.
    On the Bulk Inventory form, the Inventory Location tab lists each of the related locations.
  8. Click in the Quantity Per Location field for a location, and type the quantity in that location.
  9. Continue to enter the quantity for each location, until all the quantity in stock for the bulk CI is accounted for.
  10. Click Save.
    After items are in the inventory, you can use the Manage Inventory function to:
    • View
    • Relocate
    • Reserve and use CIs and bulk inventory items


To place nonbulk CIs in inventory

You can place nonbulk CIs that you want to manage in the inventory by changing the status of the CI to In Inventory, and then designating a location for that CI.

  1. Open a bulk CI, as described in To search for CIs from the console.
  2. From the Status list, select In Inventory.
  3. Click OK in the confirmation message that is displayed.
  4. In the Search Inventory Locations dialog box, from the Location list, select a location, make sure other values are correct, and click Search.
  5. Select a location and click Return.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*