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3. #### Tracking Assets When you want to track a product you've sold to a customer or company, link the product record to the account as an asset. You can also link a product to an opportunity as an asset. This topic describes how to create an asset by linking a product to an account from the Account Detail page, or by linking a product to an opportunity from the Opportunity Detail page. NOTE: You can also create assets from the Asset Homepage and from the Asset List and Detail pages. If you create an asset from the Asset Homepage or from an Asset List page or Detail page, and if you want to associate the asset with an account, then you must select the account in the Account field on the asset record. Similarly, if you create an asset from the Asset Homepage or from an Asset List page or Detail page, and if you want to associate the asset with an opportunity, then you must select the opportunity in the Opportunity field on the asset record. The Account and Opportunity fields do not appear on the Asset Edit page by default. Your administrator must add these fields to the page layout for the Asset record type for your role. To link a product record to an account or opportunity as an asset Select the account or opportunity. For instructions on selecting records, see Finding Records. On the Account Detail page or the Opportunity Detail page, scroll to the Assets section, and do one of the following: To create an asset, click New. By default, the creator of the asset is the owner of the asset. To update asset information, click the Edit link next to the existing asset. On the Asset Edit page, enter the required information. NOTE: If you are using an industry-specific version of Oracle CRM On Demand, assets might be listed under different headings. For example, in Oracle CRM On Demand Automotive Edition, assets are listed as vehicles. The following table describes some fields for tracking asset information. If you are using an industry-specific version of Oracle CRM On Demand, you might see additional fields.
   Field | Description
   --- | ---
   Key Asset Information
   Product Name | Product supplied to the customer. When you link the product record, these fields are copied from the product definition: Product Category, Part #, Type, and Status.
   Serial # | The serial number for the asset. If a serial number is entered for the asset, then in asset lists and in other pages where the serial number of the asset appears, you can drill down from the serial number to open the asset record. If a serial number is not entered for the asset, then you cannot drill down to open the asset record from a list of assets, unless the Title field is displayed in the list. NOTE: If a serial number is entered in an asset record, then the serial number is used as the title of the asset. Otherwise, the product name is used. In the Recently Modified Assets section of the Asset Homepage, and in other pages where the asset title appears, you can drill down from the asset title to open the asset record.
   Purchase Price | Price paid for the product.
   Quantity | Number of units the customer purchased.
   Ship Date | Defaults to today's date.
   Product Category | Read-only. Copied from the product definition.
   Part # | Read-only. Copied from the product definition.
   Type | Read-only. Copied from the product definition.
   Operating Status | Default values are Inactive, Active, Idle, Up, Limited Use, Maintenance, Down, Critical Down.
   Warranty | Time period of the warranty.
   Contract | Type of contract, such as Bronze, Gold, Platinum, or Silver.
   Currency | Currency corresponding to the Purchase Price. You can select another currency to convert the price to another currency, if your company administrator set that feature up.
   Notify Date | Date that appears in the task record. If you enter a Notify Date on the asset record, a task is created when you save this asset record. The task appears as “Asset Name requires follow-up” on My Homepage, and on either the Account or Opportunity Homepage, depending on whether you created the asset for an account or an opportunity. The task might also appear in the list of tasks on the Calendar tab, depending on which list is displayed there. TIP: Set the date to give you time for follow-up tasks regarding this asset, such as notification that a contract or warranty is about to expire. NOTE: The automatic creation of a task feature is activated only when you enter a notify date on an asset record that is linked to an account or opportunity.
   Asset Type | The type of asset. NOTE: In the standard application, assets are included in the lists of portfolio accounts in Oracle CRM On Demand. However, if your administrator selects the Exclude Vehicle/Assets Records from Portfolio Accounts check box on the company profile, then only the assets that have a value of Portfolio in the Asset Type field are included in the lists of portfolio accounts.
   Additional Information
   Description | Additional information about the asset. Limit of 250 characters.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.