Reconcile CIs

Reconcile CIs

Merge duplicated CIs. The CI that was created last will be retained.

Use Case: Say a CI was created as follows,
  1. An CI is created manually by a user with a unique name.
Or,
  1. An CI is created by AssetExplorer via purchase order - When an asset item is received via purchase order, an corresponding asset and CI is logged under Assets module with the PO name.
After the CI is assigned to a user/department and scanned,
  1. The CI will be identified with its machine name.
  2. A duplicate CI with the scanned data will be created in AssetExplorer.

Reconcile CIs:

On reconciling, the vendor details, cost details, and purchase order ID will be updated to the scanned CI details.
  1. Go to a CI list view page.
  2. Select the preferred CIs.
  3. Go to Actions > Reconcile on the toolbar.
  4. Click OK.

You can also reconcile CIs from the purchase order details page.
You can reconcile only 2 CIs at a time.
If both the CIs are received via purchase order, they cannot be reconciled.
When CIs created from assets are reconciled, the corresponding assets will also be reconciled.
This operation is not available for asset components added as CIs.


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