Creating Assets (End User)

You can create an asset in Siebel Field Service.

The Customize button at the start of the Asset form is functional only if you use Siebel Configurator to customize products, and if the asset is associated with a configurable product. When you click this button, Siebel Configurator is launched for the selected asset. Configurable products have attributes, and you can change these attributes only if you use Siebel Configurator. The Attributes view of the Assets screen shows the attributes for an asset. For more information about configurable products and Siebel Configurator, see Siebel Product Administration Guide.

Note: If a predefined query in the List view of the Assets screen limits the displayed records, then create an asset with a configurable product, and click Customize to refresh the view. The new asset record no longer appears in the visible part of the view. To find the record again, you must query for it, then click Customize again to complete the configuration.

This task is a step in Process of Managing Assets.

To create an asset

1. Navigate to the Assets screen, then the List view.

2. Create a new asset record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Serial #	Type the serial number, if any, for the asset.
   Status	Select the status of the asset. An asset is automatically assigned a status value of Active when you create the asset from a quote or order. That asset is automatically assigned a status value of Inactive when you disconnect it. An asset is automatically assigned a status value of Available when you add a service point to a premise. For more information about registering a premise hookup, see Siebel Communications Guide and Siebel Energy Guide.
   Operating Status	Select a status that indicates whether the asset is operational and the level of operation.
   Contacts	Select the contacts associated with the asset. When you select a contact, the Account field is not populated with the account for the contact.
   Account	Select the account associated with the asset. When you select an account, the Contacts field is not limited to the contacts for the account.
   Parent Asset #	Displays the next higher level asset for the asset. For example, the parent asset of a disk drive is a computer. This field is read-only.

3. Drill down on the Asset number (#) field for the record.

4. Click the More Info view tab.

5. Complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Product Line	Displays the product line for the asset. This field is populated using the product for the asset.
   Purchase Site	Type the location of the asset.
   Serialized	Displays a check if the product is a serialized product. This field is read-only in the Assets screen.
   Reference	Select this check box to indicate you can reference the asset for customers or other vendors.