Enable SCM Installed Base Assets in Activities and Accounts

Let salespeople manage activities like tasks and appointments more efficiently by including Oracle SCM Installed Base Assets in Activities. You can also enable the Installed Base Assets tab in the Accounts pages.

For example, salespeople can tie the maintenance of a copier to a task, or in the Automobile verticals application, tie a car's test drive to an appointment.

You can add Installed Base Assets fields to the Activity and Account page layouts, using Application Composer. From these pages, installed base asset data can be passed to downstream processes such as Field Service or Service Logistics.

You can show these attributes or fields on the Activity create and edit pages:

• Installed Base Asset
• Installed Base Asset Number
• Installed Base Asset Serial Number

Opt In to Installed Base Assets

Ensure first that you've opted in to Installed Base Assets:

1. In Setup and Maintenance, go to the Sales offering and click the Change Feature Opt in link.
2. Click the Features icon for Sales in the first row.
3. Select Manage Assets Using Common Asset Model.
4. Click Done.
5. Click Done on the Opt In page.

Note: This is a global setting where you choose whether to use Oracle SCM Installed Base Assets or the default Oracle CX Asset object. You can't use both asset objects in the sales application, so carefully consider the impact if you have requirements to support asset management.