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Assigning Assets to Partners

Field service businesses use the Assets screen for tracking and managing assets, which can be installed at customers' locations or can be stored their own warehouses and inventory locations.

Users can select an asset in the Assets screen and click the view tabs to view the service requests, entitlements, warranty, components, uptime data, repairs, preventive maintenance, and other information for this asset, providing the field service business with information used for preventive maintenance, repairs, billing, and marketing.

You can enter this information about assets using either Siebel Partner Manager or Siebel Field Service. Your partners can view it using Siebel Partner Portal.

Because only one partner company provides field service for a given asset, you can assign an asset to only one organization. Then employees of that organization can see the asset in the All Assets view.

If a partner employee owns a service request, that partner employee will be able to view the asset associated with the service request only if the employee has access to the All Assets view.

For more information about working with assets, see Siebel Field Service Guide.

For a business scenario illustrating how brand owners and partners can work together using assets, see The Partner Responds to Service Requests for Assets.

To assign an asset to a partner company

  1. Navigate to the Assets screen.
  2. In the Assets list, select the asset that you want to assign to the partner company.
  3. In the More Info form, click the show more button to expand the form.
  4. In the More Info form, in the Organization field, click the Select button.
  5. In the Pick Organization dialog box, select the organization of the partner company and click OK.

    6. The asset and the information associated with it are visible to users in this partner company in the All Assets view.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003