Inventory management


With the Manage Inventory function in Mid Tier, you can track bulk inventory items and other CIs that are available for deployment.


To place bulk CIs in inventory

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

Tip

If you do not see a location, ensure that the CI has a CI type of Inventory Location, and not Physical Location. For information about creating inventory locations, see Creating an inventory location CI.

  1. Open a bulk CI, as described in To search for CIs from the console.
  2. On the Inventory Location tab, click Add.
  3. On 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 step 4 and step 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 enter the quantity in that location.
  9. 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 inventory, you can use the Manage Inventory function to view, relocate, reserve, and use CIs and bulk inventory items. See Managing inventory.


To place non-bulk CIs in inventory

Use the following procedure to place non-bulk CIs that you want to manage in inventory.

  1. Open a 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 appears.
  4. In the Search Inventory Locations dialog box:
    1. From the Location list, select a location.
    2. Make sure all other values are correct.
    3. Click Search.
  5. Select a location and click Return.


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.

Before you can manage inventory, you must:

To search for CIs from the console

  1. From the Functions area of the console Navigation pane in Mid Tier, 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 in Mid Tier, 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 in Mid Tier, 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 in Mid Tier, 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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