Changing Availability Status of Items

You can change the status of inventory items to reflect their availability.

For example, if you need to return an item to the supplier for repair, you might want to change its availability to On Hand – Unavailable, and back to On Hand – Available when it is returned from the supplier.

Before you start

Change Availability Status must be selected within the Execute Transactions sections in the CMDB Items tab of your Configuration Management security role.

You can only change the status of items displayed in the On Hand tab. You can put items in this tab by adding a purchase, receiving an order, canceling a reservation or canceling an allocation.

The title and any description of the current software product or inventory appear at the top of this window. The Transactions window also has two tabs:

Orders	This tab allows you to add and manage your orders, that is record the number of items of a software product or inventory item you have ordered but have not yet received.
Purchases	This tab allows you to view and manage your purchases, that is the number of items of the software product or inventory item you have purchased as well as received from an order. The state of these items can change, that is they can be on-hand, in use, reserved, and retired. Each state (also referred to as a “transaction pool”) is represented by the tabs or views in the Purchases view (that is On Hand, In Use, Reserved, and Retired).

Orders

This tab allows you to add and manage your orders, that is record the number of items of a software product or inventory item you have ordered but have not yet received.

Purchases

This tab allows you to view and manage your purchases, that is the number of items of the software product or inventory item you have purchased as well as received from an order. The state of these items can change, that is they can be on-hand, in use, reserved, and retired. Each state (also referred to as a “transaction pool”) is represented by the tabs or views in the Purchases view (that is On Hand, In Use, Reserved, and Retired).

Select the Purchases tab. This is just below the Description field. This tab has two browse tables. The top browse table is the list of purchases, and has columns for all the purchase transaction details. The bottom browse table has four tabs or views, On Hand, In Use, Reserved, and Retired. Each view represents the state of the purchased items after a particular transaction was performed.
You can select Filter Columns below the table to show or hide columns. A blank value in a column means that this transaction detail was intentionally left unspecified or it is not relevant to the particular transaction.
Select the Show transactions for selected purchase only radio button above the browse table to only display the items in the bottom browse table for a selected purchase. Clear this option to list the items in all purchases.
Scroll down to the bottom of the window and select the On Hand tab.
From the browse table, select the transaction record containing the items whose status you want to change.
Select Change Availability Status to display the Transaction Details Current Status window.
Complete the details.

Quantity	The number of items that are available to change status. This is a read-only field.
Transfer Quantity	Type the number of items you want to change status. The total quantity is shown by default but you can change this to any value up to this value.
Status	Use the drop-down list to select a status.

Quantity

The number of items that are available to change status. This is a read-only field.

Transfer Quantity

Type the number of items you want to change status. The total quantity is shown by default but you can change this to any value up to this value.

Status

Use the drop-down list to select a status.

9. Select OK. The entry in the browse table is updated to show the new status. You can also see that the Available column is either selected or deselected to reflect your updates. You can adjust the column widths if required.

10. The Item Summary on the Software Product Details or Inventory Details is updated to reflect the new total quantity of items in the On Hand – Available and On Hand – Unavailable pools.