Linking assets to the purchase request

How to link physical assets to the purchase request in CASM

This step-by-step guide explains how to link registered assets to a purchase request in CASM. This final step connects procurement to your asset register, ensuring every purchased item is tracked, accounted for, and fully traceable from request to deployment.

Step 1: Ensure Asset is Registered

First make sure the asset has been tagged and registered. Only registered assets can be linked.

Step 2: Open Approved Requests

  1. Go to Operations on the top menu and select Purchase Requests.
  2. Select “Approved” from the dropdown list.

Step 3: Link Asset

Click the Link Asset icon to begin.

Step 4: Search for Asset

A pop up window appears where you can use the search function to find the registered asset.

Step 5: Select Assets

Select one or multiple assets to link to your purchase request by ticking the boxes on the left hand side.

Step 6: Confirm Linking

Click Link Selected button to attach assets to the purchase request.

Step 7: Complete the Purchase Request Loop

When you are certain that the purchase request steps are now all complete – click the green tick icon to close off the procurement loop for this purchase request. The purchase request is now marked as completed.

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