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Creating a Transaction for an Asset in Siebel Communications (End User)


An asset transaction captures the movement of components of an asset, such as installation or part replacement. End users can create transactions for an asset.

To create a transaction for an asset

  1. Navigate to the Assets screen, then the List view.
  2. From the Show drop-down list, select All Assets.
  3. Drill down on the asset number of the asset.
  4. Click the Transactions view tab.
  5. In the Transactions list, add a record, and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Transaction

    Select the date and time of the transaction.

    Asset #

    Select the number of the subasset (component) associated with the transaction (for example, the part installed in the main asset).

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