Reconcile IT Assets

Reconcile IT Assets

Merge duplicated asset details. The asset that was created last will be retained.

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

Reconcile Assets:

Role Required: SDAdmin, SDSiteAdmin, Technicians with Add/Edit Assets permissions.
  1. In the Assets tab, select your preferred asset classification - IT Asset, Virtual Hosts and VMs, or Non-IT Assets.
  2. Select the asset product type.
  3. On the asset list view, select the preferred assets.
  4. Go to Actions > Reconcile on the toolbar.
  5. Click OK.
You can also reconcile assets from the purchase order details page.

You can reconcile only 2 assets at a time.
If both the assets are received via purchase order, they cannot be reconciled.
This operation is not available for asset components.

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