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Customer Profile in Asset-Based Ordering

When you have asset-based ordering turned on in Siebel Order Management, end users have access to two views on the Accounts screen that display a customer's profile:

• Account Summary. Gives general information about the customer's account.
• Installed Assets. Lists all installed assets for the account. Installed assets can include both products and services. A line item from an order becomes an installed asset if it is marked as a trackable asset in the product record.

When these views are used with the automated asset-based order workflows, the amount of time to create quotes, orders, and asset records is reduced because many tasks are automated.

The customer's profile allows the end user to:

• See all the quote and orders for a customer.
• In the Installed Assets list, drill down into each item for additional detail about an asset.
• From the Installed Assets list, start the quote-order process for a new item or service or start the process to modify an existing asset. When the user clicks New, the Quote Line Item list displays.