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Asset Swaps


Service activities often include the replacement of one asset with another. When replacing an asset, the field service engineer records the replacement in the Part Tracker view of the Activities screen For more information, see To record the swapping of one asset for another. If the installed asset is an instance of the same product or product component as the uninstalled asset, the replacement can be recorded as a swap.

When two assets are swapped, the warranties and entitlements of the uninstalled asset can be transferred to the installed asset on a pro-rata basis. For this transfer to occur, the transferable flags—one for warranties and one for entitlements—need to be set before the swap can be recorded in Part Tracker. For more information about the transferable flags, see Warranties View and Entitlements Screen.

NOTE:  A warranty transfer and an entitlement transfer are executed in slightly different ways if the uninstalled and installed assets in the swap are instances of different products or product components. In this case, the warranties of the installed asset's product are in effect. For entitlements, the installed asset's product is stamped with the entitlement of the uninstalled asset. However, the result is that the warranties and entitlements are automatically in place for the installed asset.

Asset swaps also transfer any hierarchical relationships from the uninstalled asset to the installed asset, with one exception. The exception is: if an uninstalled asset is a child asset, the uninstalled asset's parent becomes the installed asset's parent, but the uninstalled asset keeps its child(ren), if any.

Siebel Field Service Guide