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Asset Swaps

Service activities often involve replacing an asset with another asset. If the installed asset is an instance of the same product or product component as the removed asset, then you can record the replacement as a swap. When replacing an asset, the field service engineer records the replacement in the Part Tracker view of the Activities screen. For more information, see Recording Part Movements for Activities (End User).

When you swap 2 assets, you can transfer the warranties and entitlements of the removed asset to the installed asset on a prorated basis. For this transfer, the assets must be root assets, and the Transferable check box (for warranties and for entitlements) must be selected before you can record the swap in the Part Tracker view. For more information about the Transferable check box, see Creating Warranties and Creating Entitlements (End User).

A warranty transfer and an entitlement transfer are processed in slightly different ways if the removed and installed assets in the swap are instances of different products or product components. The warranties of the product for installed asset are in effect. For agreements that include entitlements for the removed asset, the asset values for the entitlements on the Service Agreement Product business component are updated with the asset number of the installed asset, replacing the asset number of the removed asset. When this business component is updated, the Asset number (#) field in the Products view in the Entitlements view in the List view of the Agreements screen changes to display the new installed asset. Consequently, the warranties and entitlements are automatically in place for the installed asset.

Asset swaps also transfer any hierarchical relationships from the removed asset to the installed asset. However, if a removed asset is a child asset, then the parent of the removed asset becomes the parent of the installed asset, but the removed asset keeps any of its child assets.

Asset Swaps Business Service

The FS Asset Swap Service business service is used during asset exchange. Using the business service methods, the warranties and entitlements of the removed asset are transferred to the installed asset. For more information about this business service, see FS Asset Swap Service Business Service.