Bookshelf v8.1/8.2: About Products, Assets, and Inventory Transactions

Assets are physical instances of a product. Depending on how you administer a product, the Siebel Medical Handheld application keeps track of assets differently. For example, products that are not serialized, not unique, and are not tracked by lot number are simply tracked by product. When counting these products, assets are not created in the assets table nor associated to a product during a cycle count. On the other hand, products that are serialized require creation (if there are no asset records) of asset records in the assets table and association to this product during a cycle count. During an inventory count, transactions are created to adjust inventory information.

You need to determine how your company wants to track products by managing the consignment inventory. Depending on how you define your products, the Handheld application generates transactions automatically to create an asset record in the assets table, associate these assets to the product, or adjust inventory transactions to update inventory information when a cycle count is performed. These transactions update inventory information on the server during synchronization.

Table 21 summarizes how cycle count records are generated by the Handheld application when a sales representative performs a cycle count.

Table 21. Cycle Count Records Overview
Product Serialized?	Product Track by Lot #?	Product Unique?	Product and Asset Tracking During a Cycle Count?
Yes	Not Applicable	Not Applicable	Check whether asset already exists in the assets table. If asset does not exist, create a new asset and associate the asset with the product for the cycle count being performed. If the product has not been counted, create a new detail record on this product, and associate the asset with this product. If asset already exists, associate this asset with the product for the cycle count being performed. If the product has not been counted, create a new detail record on this product, and associate the asset with this product.
No	Not Applicable	Yes	Check whether asset already exists in the assets table. If asset does not exist, create a new asset and associate the asset with the product for the cycle count being performed. If the product has not been counted, create a new detail record on this product, and associate the asset with this product. If asset already exists, associate this asset with the product for the cycle count being performed. If the product has not been counted, create a new detail record on this product, and associate the asset with this product.
No	Yes	No	Always create a new asset and create an association between the asset and the product for the cycle count. If a product has not been counted, create a product detail and associate the asset with that product detail. Update the quantity information on the cycle count asset record if the quantity is included in the barcode data, or else set the quantity to 1 NOTE: Upon count complete, old asset records are deleted, so only the most recently counted assets are displayed.
No	No	No	If a product has been counted, increment the quantity of that product by 1. If not, create a new product detail and set the quantity equal to 1.

NOTE: The main difference between Serialized and Unique products is how uniqueness of the assets is defined. Serialized products have more business rules associated with them. Unique products are like Serialized products but do not have business rules associated with them, allowing a lot more flexibility in choosing which fields define uniqueness of an asset. For more information about how products are managed, see Siebel Life Sciences Guide.

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