Update Unit

Update Unit

This transaction supports multiple workflow options for serialized units. Only serialized units can be selected for this transaction.

Status Updates

The unit status can be updated to one of the following:

  • Hold
  • Out of Service
  • Missing
  • Available

The Placed In field supports updating the unit's area location.

Attribute Capture

Attributes can be defined on item templates to be captured or updated through this transaction. This is typically used for data that is not known when the unit is first received — for example:

  • Packaging date
  • Warranty start and end dates
  • Weight and dimensions (commonly used for serialized containers that need to be weighed and measured at a later step)

To restrict attribute changes by user, configure role-based access for the Update Unit transaction.

    • Related Articles

    • PanatrackerST Unit Status Reference

      Status ID Description Available 6 Assigned to all units received in the system where Place In Service is not tracked separately. Can also be assigned via Update Unit from On Hold or Missing status. Checked Out 1 Assigned upon Check Out action. Units ...

    • Build Unit (Parent-Child Association)

      The Build Unit transaction defines a master item and associates components in a parent-child relationship. The master (parent) item is the unit interacted with for moves, transfers, check outs, and other transactions. Component (child) items are ...

    • Deploy Unit

      The Deployed status is assigned through the Deploy Unit transaction or as an option within the Place In Service transaction. Use deployed status for internally owned stationary assets (equipment, furniture) or circulating assets that stay within the ...

    • Unit Maintenance

      Record maintenance activities for any serialized unit with the Track Maintenance Activities for this Item rule enabled on its item template. All maintenance is completed against a maintenance template. Set up all maintenance activities regardless of ...

    • Validate Unit Transaction

      This transaction completes an audit of items by Area or by Custodian. When either option is selected, the Unit Validation grid is populated with expected items. All expected records start with a validation status of "Not Set." Expected units are ...