Ship hardware to employees by using Fulfillment Orders in IT Hardware Asset Management. Add logistics details and trigger automated asset status updates to maintain a strict chain of custody from the stockroom to the employee.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To manage fulfillment orders: | Hardware Asset Management - Inventory Manager |
- Make sure that the sourcing flow has generated a Fulfillment Order (FO).
- Make sure you've linked specific serialized Assets to the Fulfillment Order Line Items (FOLI).
- Make sure you've completed any dependent configuration Work Orders.
- From the App Launcher, find and select IT Hardware Asset Management.
- Select Fulfillment Orders.
- Select an active fulfillment order.
- In the Fulfillment Orders related list, select the fulfillment order you're shipping.
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Change Status to Update
Shipment.
- This action pulls destination details from the original Service Request.
- The Shipment record updates automatically.
- In the Shipment record, enter logistics information, such as Shipping Provider, Tracking Number, and Tracking URL.
- Select Save.
-
Select Mark Fulfillment Sent.
- Asset status automatically transitions from Reserved to In Transit.
- Shipment record updates to Shipped.
- The employee receives a notification with pickup or tracking instructions.
After the employee receives the hardware, mark the Fulfillment Order as Received to transition the asset status to In Use or Assigned.