For customers subscribed to the Castle plan, it is now possible to configure limits by part/subcategory. These limits will be applied when moving assets to a user, on a transfer order, or when requisitioned by a user.
Activate the limits
Limits are activated from the Settings > Part configuration page. Simply choose a limit option other than “None”. Regarding the other fields :
- Reset option : Date on which a user’s limits are automatically reset to 0.
The options are :- Fiscal Date (can be setup from the Settings > General page).
- Date of employment of the user.
- A personalized date.
- Default frequency : Frequency that will be automatically added when setting limits on a part. The frequency indicates the duration when an asset is considered as part of the limit. The duration period starts at the moment an asset is assigned to the user.
- Default quantity : Quantity that will be automatically added when a limit is added. Sets the maximum number of assets allowed for the users concerned.
Setting up a limit
Once the limits are activated, a “Limit” tab will be available on the part edit page as well as on the department edit page :
Impact of limits
When limits are activated, when assigning assets to a user, notifications will indicate if the user has passed their limit threshold. This will allow staff to review a transaction and react accordingly before assigning assets. At the end of this article, you will find examples of the alerts during these operations.
At the level of requisition orders, a new setting is available to manage the limits. The options are as follows:
- Prevent the part from being added to the cart and show the reason why.
- Notify the user’s manager via email when the draft requisition is submitted. The requisition will be placed in a pending approval status.
- Notify the Requisition Order owner by email. The requisition will be placed in a pending approval status.
Alerts
Moving single or multiple assets :
Assigning assets
Move multiple
Transfer order
