Siebel Field Service Guide > Assets > Process of Managing Assets >

Creating Transactions for Assets (End User)

You can manually create transactions to add installed components to assets, to remove these components, to upgrade assets, and to downgrade assets. When administrators use the Parts Movement Administration view of the Administration - Service screen to commit part movements in the field, transactions are automatically created.

NOTE:  Asset transactions do not directly update quantities for inventory levels.

This task is a step in Process of Managing Assets.

To create a transaction for an asset

1. Navigate to the Assets screen, then the List view.
2. Drill down on the Asset number (#) field for a selected asset, and click the Transactions view tab.
3. Create a new transaction record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Type	Select the type of transaction. Values include Install, Uninstall, Downgrade, and Upgrade. If you select a value of Install, the values for the status and installation date of the asset are set. If you select a value of Uninstall, the values for the status and installation date of the asset are cleared. Create transactions with an Install value in this field to create a hierarchy of components for assets. To remove an installed component, you must create another transaction with an Uninstall value in this field. For more information, see Viewing Components for Assets (End User). NOTE:  Call Siebel Configurator to install the components of configurable products.
   Asset #	Select the asset that applies to the type of transaction. The Type field value determines the assets that you can select as follows: Install. You can select only the assets that are not currently installed and that exist in the same inventory location, an external location, or no location. Uninstall. You can select only the assets that are currently installed. Upgrade. You can select all assets. Downgrade. You can select all assets.