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User Guide: Asset Delivery Requests

Review asset details and request asset deliveries using the Asset Delivery Request module.

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This document is provided under the terms outlined in the Integrated Business Applications End User License Agreement.

If you do not understand, accept and agree to be bound by the End User License Agreement, do not use this document or any of the procedures discussed herein.

You should read this document from beginning to end before proceeding with the procedures or steps discussed and or outlined.

Please report any errors and or omissions by e-mailing our Technical Support Team at service@ascs.ca.

Audience

This document is designed for the Integrated Business Applications end user. This person should be proficient in the use of standard web browser but will not require advanced technical knowledge.

Instructions and Screenshots

The instructions and screenshots presented within this document are based on the version of Integrated Business Applications available when the document was published.

Module Overview

The Asset Delivery Request module is one of three modules available in the Integrated Business Applications asset management system. The Asset Delivery Request module is designed to allow for the search and discovery of available assets and the submission of Asset Delivery Requests. The Asset Delivery Request module also provides a view of Pending Asset Deliveries (submitted delivery requests) and Pending Asset Pickups (discussed later in this document).

Accessing the Asset Delivery Request Module

To access the Asset Delivery Request module, select Asset Delivery Requests from the Integrated Business Applications Main Menu, or click the Access Delivery Request module icon on the main Icon Menu (See Figure 1).
Figure 1
Figure01

Navigating the Asset Delivery Request Module

Viewing the Available Asset List

After opening the Asset Delivery Request module, you will be presented with an organized list of available assets. By default, the Asset List is sorted by Asset Tag. This list can be sorted by either the Asset Tag or Profile (type of asset). You can narrow the list by applying a Profile Filter and you can also switch on or off record paging. The follow sections discuss these system capabilities in more detail (See Figure 2).
Figure 2
Figure02

Sorting Assets

The Asset List can be sorted by either Asset Tag or Profile. To sort by Asset Tag, click the Order by Asset Tag link. To sort by Profile, click the Order by Profile link (See Figure 3).
Figure 3
Figure03

Filtering Assets

Assets can be filtered by Profile (type of asset). To apply a Profile Filter, select a Profile from the Filter Assets by Profile dropdown ─ located on the upper right side of the screen. The Filter Assets by Profile Bar will turn red when a filter is applied. (See Figure 4).
Figure 4
Figure04
The Assets Filter is removed by selecting the All Profiles option from the Filter Assets by Profile Bar ─ located on the upper right side of the screen (See Figure 5).
Figure 5
Figure05

Record Paging

The Asset List displays 10 records per page by default. You can list all Asset Records on a single page by clicking the Turn Paging Off link ─ located at the bottom of the screen. Paging can be turned back on by clicking the Turn Paging On link (See Figure 6).
Figure 6
Figure06
The speed at which the Asset List loads in your browser may slow down when you turn paging off. The system administrator has the ability to limit the total number of Asset Records that are listed on a single page. You will know this has occurred by the presence of an orange bar at the bottom of the Asset List (See Figure 7)
Figure 7
Figure07
Note

When the orange bar appears (See Figure 7), you will need to use the system search features (Asset Search and Asset Power Search) to find the required asset. The system search features are discussed later in this document.

Viewing Asset Details

There are two methods of viewing Asset Details.

Method 1:

Click on either the Asset Tag, Profile, Status or [Detail] link. This will open the Asset Details screen (See Figure 8).
Figure 8
Figure08

Method 2:

Click on the Asset Information link [?]. This link is represented by two square brackets enclosing a question mark [?] (See Figure 9).
Figure 9
Figure09

Searching Asset Records

There are two methods of searching Asset Records.

Method 1:

Click on the Asset Search link ─ located the upper menu bar (See Figure 10).
Figure 10
Figure10
Enter any portion of the Asset Tag (or the full asset tag) and then click the Search button (See Figure 11).
Figure 11
Figure11
The search results returned by this method will include the Asset Tag, Profile, Status and a [Detail] link. You can click on either of these links to open the Asset Detail screen (See Figure 12).
Figure 12
Figure12
The Search Results returned by Method 1 will also include an Asset Information [?] link. Clicking this link will open an Asset Information screen. You can open the Asset Detail screen by clicking the Open Asset Detail button located on the Asset Information screen (See Figure 13).
Figure 13
Figure13

Method 2:

Click on the Asset Power Search link ─ located the upper menu bar (See Figure 14).
Figure 14
Figure14
Select a Profile to search and then click the Proceed button (See Figure 15).
Figure 15
Figure15
Enter text into any field you would like to search on and then click the Search button (See Figure 16).
Figure 16
Figure16
The search results returned by this method will include all available Asset Properties as well as a [Detail] link. You can click on either of these links to open the Asset Detail screen (See Figure 17).
Figure 17
Figure17
The Search Results returned by Method 2 will also include an Asset Information [?] link. Clicking this link will open an Asset Information Screen. You can open the Asset Detail screen by clicking the Open Asset Detail button located on the Asset Information screen (See Figure 18).
Figure 18
Figure18

Requesting Asset Delivery

To request delivery of an Asset, click the Request Delivery button located on the bottom of the Asset Detail screen (See Figure 19).
Figure 19
Figure19
Enter your delivery Authorization Code (Auth. Code), enter the required delivery information, confirm your Auth. Code by placing a checkmark in the Confirm Authorization Code checkbox, and then click the Save button (See Figure 20).


Note

Some systems may be configured to not require Auth. Codes. When configured in this way, the Auth. Code field and Confirm Authorization Code checkbox will not be visable. If this is the case, you will simply entered the required delivery information and then click the Save button to continue.
Figure 20
Figure20
Note

Entering (adding) a Delivery Request into the Asset Delivery Request module will change the status of that Asset Record to Delivery Pending. It will also place the Asset on the Deliveries Pending View. The Asset will be removed from the Deliveries Pending View once it has been marked as delivered. Assets are marked delivered within the Asset Manager module (discussed in a separate User Guide)

Insert Last Delivery Address

The last Auth. Code and Delivery Address Information entered during a user session is cached in memory. This will allow you to request delivery of multiple Assets to a single location without having to retype the delivery information every time. To enter the last address used, simply click the Insert Last Delivery Address button located on the Delivery Request screen (See Figure 21).
Figure 21
Figure21

Deliveries Pending View

The Delivery Pending View screen lists all Pending Deliveries. The Asset will be removed from the Deliveries Pending View once it has been marked as delivered (See Figure 22).
Figure 22
Figure22
Note

Assets are marked delivered within the Asset Manager module (discussed in a separate User Guide)

Printing the Deliveries Pending View

Items listed on the Deliveries Pending View can be printed by clicking the Print button located on Deliveries Pending View screen (See Figure 23).
Figure 23
Figure23
You can print individual delivery records by clicking the Single Record Print button located above each delivery record (See Figure 24).
Figure 24
Figure24

Pickups Pending View

The Pickups Pending View shows all pending asset pickups. The Asset Record will be removed from the Pickups Pending View once it has been marked as picked up (See Figure 25).
Figure 25
Figure25
Note

Assets are marked delivered within the Asset Manager module (discussed in a separate User Guide)

Printing the Pickups Pending View

Items listed on the Pickups Pending View can be printed by clicking the Print button located on Deliveries Pending View screen (See Figure 26).
Figure 26
Figure26
You can print individual pickup records by clicking the Single Record Print button located above each pickup record (See Figure 27).
Figure 27
Figure27
Additional Information
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© Integrated Business Applications
All Rights Reserved




End User
License Agreement (EULA)




Website
Terms of Use