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          Create and Verify a Certificate of Disposal

          Create and Verify a Certificate of Disposal

          Create a Certificate of Disposal to document proof of asset destruction or recycling and update asset status to Disposed.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          User Permissions Needed
          To create and verify certificates of disposal: Hardware Asset Management permission set license and associated standard permission sets
          • Disposal Order status is Pending Certificate of Disposal.
          • Vendor has provided official proof of disposal file (PDF, image, or spreadsheet).

          When a vendor provides proof of destruction or recycling, you can maintain a legal audit trail. Verifying the certificate officially moves assets to the Disposed status and stops financial depreciation.

          Create a New Certificate of Disposal

          1. From the App Launcher, find and select IT Hardware Asset Management.
          2. Select Disposal Orders.
          3. Open the disposal order for which you received proof.
          4. Select New Certificate of Disposal.
          5. Enter the certificate details:
            • Certificate Name: Provide a unique identifier.
            • Issued Date: Enter the date the vendor issued the document.
            • Disposal Method: Select the verified method, such as Recycle or Destruction.
          6. Select Save.

          Add Assets to Certificate of Disposal

          1. Select the newly created certificate of disposal.
          2. Select Add Assets from the certificate's related list.
          3. Filter by the Disposal Order, select the specific assets covered by this document, and select Save.
          4. Confirm that the assets in the vendor proof document match the assets you linked.
          5. Go to the Files related list and select Upload Files.
          6. Select the vendor-provided proof document and select Open.
          7. Change Review Status to Final Certificate and select Save.

          The system automatically:

          • Updates the Disposal Order and all linked assets to Disposed status
          • Stops further financial depreciation and logs a final depreciation entry
          • Locks the disposal order record from further edits
           
          Загрузка
          Salesforce Help | Article