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Adding the Initial Inventory for Service Providers

When you add the agreement to provide products, you can also add the service provider's inventory of each of those products. Each item in the inventory is an asset. For example, you have just negotiated an agreement for the service provider to provide foster care beds, and the service provider has four beds available. In this example, the product is Foster Care Bed, and the inventory includes four assets, each representing one bed.

Because service providers provide the product, they manage the inventory of the product, see Managing Inventory for Accepted Referral Orders (Service Provider), so you always know whether they have unused assets available for this product. The agency can enter the initial inventory at the same time that it enters the agreement.

You can also use the following procedure to manage inventory later. For example, if a foster home adds new beds, you must add asset records for each new bed.

NOTE:  The Create Asset button is only enabled for the latest agreement revision with the status of Active or Current. For example, if an agreement has revision 1 and revision 2, you can only create assets for revision 2.

This task is a step in Process of Setting Up New Service Providers.

To add the initial inventory

1. After adding the agreement and products, select the product record that you want, and click Create Asset.

   The Assets list appears with a new asset based on that product. The Product, Agreement #, and Agreement Item Id fields of the Asset record have the values for that product.

2. If necessary, select the attribute values for the asset.

   The attributes and the values that you can select for depend on the definition of the product. For example, if the product is child care, your product administrator might have defined the product so one attribute is Age Group, and the possible values of this attribute are Infant, Toddler, Pre-school, and Kindergarten.

3. If necessary, you can add additional assets directly in the Assets list:
   1. Create a new record for each asset, and complete the necessary fields, as described in the following table.

      Field	Description
      Asset #	Displays the asset number.
      Type	When you select a product in the Product field, this field displays the product type that was defined for that product. For more information, see Creating Products for Public Sector Service Providers.
      Status	Select Active to show that the asset is available.
      Agreement #	Select the agreement that this product is provided under. The dialog box includes only the latest revision of agreements with the status of Active or Current.
      Agreement Item Id	Select the agreement Id for this product in this agreement. If you select the product first, only the Id of this product is available in the dialog box. Once the Agreement Item Id is selected, the Product field becomes read-only. If you select Agreement # and then Agreement Item Id before selecting a product, then the Product field will be automatically populated with the same product that was selected under the Agreement Item Id field and the Product field will be read-only
      Product	Select the product that this asset is an instance of.

   2. If this product has attributes, add records to the Attributes list and select the attributes and a value for each.

      For more information about product attributes, see Siebel Product Administration Guide.