Siebel Consumer Goods Handheld Guide > Siebel Handheld Application Administration > Setting Up a Van Inventory for Siebel Consumer Goods Handheld Applications >

Setting Up a Van as an Asset for Siebel Consumer Goods Handheld Applications


Each van is an asset with certain characteristics that identify it, such as its license plate number and vehicle identification number. In this procedure, you define these asset characteristics for each van and associate a measurement with the van.

To set up a van as an asset

  1. Navigate to the Assets screen > All Assets view.
  2. In the All Assets list, click New to add a record.

    The Asset number is automatically generated.

  3. In the Product field, click the Select button, then select the Van from the Pick Product picklist.
  4. Complete the remaining necessary fields.

    Some of the fields are described in the following table.

    Field
    Comment

    Asset #

    This field is automatically populated, but you can change the value to the license plate number of the van or some other unique number.

    Serial #

    This field is automatically populated, but you can change the value to the serial number of the van or some other unique number.

    Description

    Includes the description of the specific van asset (for example, Van #20).

    Status

    Indicates the status of the van. For example, Available, In Repair, In Transit.

    Registered

    The date the vehicle was registered with the DMV or other appropriate authority.

    NOTE:  Associating the odometer measurement with a van is optional. Complete the following steps only if the sales representative will be tracking odometer readings.

  5. Click the Measurements view tab.
  6. Scroll down to the Measurements form and add a record.
  7. In the Measurement Type field, select Odometer.

    When you select Odometer as the Measurement Type, the Name field is automatically populated with the name you gave to the product measurement under Creating an Inventory Location for a Van.

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