Siebel Field Service Guide > Assets >

Setting Up Assets

Follow these procedures to set up assets.

To create an asset

  1. Navigate to the Assets screen.
  2. In the More Info form, click the show more button to see all of the fields for an asset.
  3. Create an asset record.
  4. In the Product field, select a product.
  5. Enter values for the other fields, as needed.

    6. NOTE:  If a predefined query on the Assets view limits the displayed records to a subset of all the assets, creating an asset with a customizable product and clicking Customize refreshes the view. This causes the new asset record to disappear from the visible part of the view. To find the record again, you must query for it, then click Customize again to complete the configuration.

    For information about the Customize button, see Assets View.

To associate change requests with an asset

  1. Navigate to the Assets screen.
  2. Select an asset.
  3. Click the Change Requests view tab.
  4. Add a new change request record.
  5. In the Add Change Request dialog box, select an existing change request or create a new change request.

To associate a backup or dependent asset with a primary asset

  1. Navigate to the Assets screen.
  2. Select an asset.
  3. Click the Relationships view tab and create a related asset record.
    1. In the Asset # field, select an asset.
    2. In the Relationship field, select Backup or Dependent.
  4. Enter values for other fields, as needed.

Transactions and Components

End users must create transactions to add components to an asset.

To manually associate a transaction with an asset

  1. Navigate to the Assets screen.
  2. Select an asset.
  3. Click the Transactions view tab and create an asset transaction record.
    1. In the Type field, select a transaction type.
    2. In the Asset # field, select the parent asset or any one of its components.
    3. Enter values for other fields, as needed.

To create components

  1. Follow the steps of To manually associate a transaction with an asset.
    1. In the Type field, select Install as the transaction type.
    2. In the Asset # field, select an asset.
  2. Click the Components tab.

    3. The asset selected in the transaction record appears in the Components list for the primary asset.

Creating a Hierarchical Asset From a Product Bundle

You can generate a hierarchical asset from a product bundle. For information about hierarchical assets, see Hierarchical Assets.

To generate a hierarchical asset from a product bundle

  1. Navigate to the Assets screen.
  2. Create an asset record.
  3. In the Product field, select a product bundle.
  4. Enter values for the other fields, as needed.
  5. Click the Components tab.

    6. The Components list shows the asset components created from the child products in the product bundle.

CAUTION:  To successfully generate a hierarchical asset, a product bundle can consist only of parent and child products; for example, a laptop computer that comes with a CD-ROM drive. It cannot include grandchild products; for example, an airplane that comes with an engine, which in turn comes with a fuel tank.

Asset Mapping

Asset mapping records the factors that adjust the cost of assets. Adjustments depend on the Condition, Value Basis, Cost List, and Cost Method fields for each asset. These factors are used to calculate the Asset Values and the Replacement Costs on the Asset Valuation screen (see Value View).

NOTE:  Asset mapping applies to product lines and to all assets that belong to the same product line and cost list.

To map the cost of assets for specific product lines

  1. Navigate to Site Map > Pricing Administration > Cost List.
  2. Select a cost list.
  3. Click the Asset Mapping view tab.
  4. In the Asset Mapping form, click New.
    1. Select values in the Cost List, Product Line, and Cost Method fields.

      2. The Cost Method field should match the cost method used in the Cost List Line Items view.

    2. In the Cost Field field, select Asset Value or Replacement.

      3. Asset value and Replacement specify two different methods of calculating the cost. See Value View for details.

    3. Select values for Condition and Value Basis fields, if needed.
    4. Enter a value (percentage) for the Factor field.

      5. NOTE:  To assign the same factor to various cases of Condition and Value Basis, leave these values blank in the corresponding records and add a value for Factor. This factor applies to all of the unspecified cases of Condition, Value Basis, or both. If another record specifies either Condition or Value Basis, that record overrides the default record.

      If there are no asset mapping records and a cost list is specified, the Value view (see Value View) uses the asset cost from Cost List Line Items views. For more information, see Pricing Administration Guide.

Writer's note: Replace the whole preceding procedure with a cross-reference to the Pricing Admin. Guide?

To associate a preventive maintenance plan with an asset

  1. Navigate to the Assets screen.
  2. Select an asset.
  3. Click the Preventive Maintenance view tab.
  4. From the Preventive Maintenance tab's Show drop-down list, select Plans.
  5. In the Preventive Maintenance view, create a new record.
  6. In the Name field, select a PM plan.

Asset Measurements

Measurements are defined for a product and apply to the assets of that product.

To define measurements for assets

  1. Navigate to Site Map > Product Administration.
  2. Select a product.
  3. From the More Info tab's Show drop-down list, select Product Measurements.
  4. Create a new record in the Product Measurements subview tab.
  5. Enter the name of the product measurement and complete other fields as needed.

    6. The defined measurement applies to all assets generated from the selected product.


 Siebel Field Service Guide 
 Published: 21 April 2003