Siebel Field Service Guide > Assets > Assets Screen >

Transactions View

The Transactions view allows an end user to create asset transactions manually. These transactions are of the types Install, Uninstall, Upgrade, and Downgrade.

Transactions of the type Install can create a hierarchy of components for existing assets. Removing a component requires another transaction of the type Uninstall. An Install transaction sets the Status and Install Date. An Uninstall transaction clears the Status and Install Date. Install and uninstall transactions can be entered manually in the Transactions list, or field part movements can create these transactions automatically. For more information, see Parts Movement Administration View.

NOTE:  Components of customizable products should be installed through invoking the product configurator.

Depending on which transaction type you select, assets become available for selection as follows:

  • Uninstall - Only assets that are currently installed
  • Downgrade - All assets
  • Install - Only assets that are not currently installed and are in the same inventory location, an external location, or no location
  • Upgrade - All assets

NOTE:  The asset transactions (Install, Uninstall, Upgrade, and Downgrade) do not directly update quantities for inventory levels.

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