Asset-Based Ordering

Users can create assets from orders using asset-based ordering. When asset-based ordering is enabled in Siebel Order Management, users can use the Installed Assets view of the Accounts screen to create orders by using the existing assets for the customer. Installed assets can include both products and services. When you use the appropriate views with the automated asset-based order workflows, the time to create quotes, orders, and agreements for asset records is reduced because many tasks are automated.

The user covers the assets with the service product on the order, and clicks Auto Contract in the Agreements view in the List view of the Service Orders screen. The agreement is created with only the service product for the agreement line item and the added assets as covered assets. Line items that are not related to service are not included in the agreement.