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Tracking Assets

When you want to track a product you've sold to a customer or company, link the product record to the account as an asset.

To link a product record to an account as an asset

  1. Select the account.

    For instructions on selecting accounts, see Finding Records.

  2. On the Account Detail page, scroll to the Assets section, and do one of the following:
    • To create an asset, click New.

      By default, the creator of the asset is the owner of the asset.

    • To update asset information, click the Edit link next to the existing asset.
  3. On the Asset Edit page, enter the required information.

    NOTE: If you are using an industry-specific version of Oracle CRM On Demand, assets might be listed under different headings. For example, in Oracle CRM On Demand Automotive Edition, assets are listed as vehicles.

    The following table describes some fields for tracking asset information. If you are using an industry-specific version of Oracle CRM On Demand, you might see additional fields.

    Field

    Description

    Key Asset Information

    Product Name

    Product supplied to the customer. When you link the product record, these fields are copied from the product definition: Product Category, Part #, Type, and Status.

    Purchase Price

    Price paid for the product.

    Quantity

    Number of units the customer purchased.

    Ship Date

    Defaults to today's date.

    Product Category

    Read-only. Copied from the product definition.

    Part #

    Read-only. Copied from the product definition.

    Type

    Read-only. Copied from the product definition.

    Operating Status

    Default values are Inactive, Active, Idle, Up, Limited Use, Maintenance, Down, Critical Down.

    Warranty

    Time period of the warranty.

    Contract

    Type of contract, such as Bronze, Gold, Platinum, or Silver.

    Currency

    Currency corresponding to the Purchase Price. You can select another currency to convert the price to another currency, if your company administrator set that feature up.

    Notify Date

    Date that appears in the task record.

    If you enter a Notify Date on the asset record, a task is created when you save this asset record. The task appears as “Asset Name requires follow-up” on My Homepage, Account Homepage, and Calendar.

    TIP: Set the date to give you time for follow-up tasks regarding this asset, such as notification that a contract or warranty is about to expire.

    NOTE: The automatic creation of a task feature is only activated when you enter a notify date on an asset record, not on a contact record.

    Additional Information

    Description

    Additional information about the asset. Limit of 250 characters.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.