Allocate Stock Item

The system will provide the ability to allocate stock to a service user as part of a new installation request or as part of a change request.

Search for the Service User: See Section: Search Service Agreement or Search Request
Select a service agreement to open the service agreement summary page

Select the Requests tab to display the requests.

Select the [Pencil] to edit the request

Select the [Allocate] action button and the stock item selection page will be displayed

Select the store that the stock is to be allocated from, to display the available stock items within that store.
Selecting the radio selection button at the side of the stock item followed by [Confirm] which will allocate the item of stock adding today's date.

Select [Cancel] to back out the allocation step.

Note: The allocate button will be disabled if the assessment is out of date

Note: If no stock is in the selected store then no stock items will be displayed. Changing the store will change the stock items on view.

Note: All Stock Item details are editable, including the Stock owner, the PNC Equipment Telephone number and the other stock item characteristics, through the Maintain stock item page.

Note: If the stock is not in the stores for selection i.e. when a pre-programmed PNC Equipment ID has been selected then the user will be notified that the stock is not within the store. A stock transfer must be completed.

Auto allocate - add in details

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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