Overview of Setting Up Sales Assets

The CRM Asset object is the default assets module in Oracle Sales. You can use it or you can enable Oracle Supply Chain Management (Oracle SCM) Installed Base Assets, which provides more functionality.

Setup Options for Assets in Sales

This table describes configuration options for assets in the sales application:

Decision Point	Description	Where to Find More Information
Decide whether to use the default Oracle CX Assets functionality that comes supplied with Sales or to use Oracle SCM Installed Base Assets. Note: You can't use both in the sales application.	Which option you choose depends on your business needs. The default option lets your users do basic asset tracking. If you enable Oracle SCM Installed Base Assets, your users have extra capabilities to manage assets in Activities and in the Accounts pages.	Enable SCM Installed Base Assets in Activities and Accounts
Configure Assets saved search.	Use a profile option to set the number of days that the application retrieves records in the All My Customer's Assets saved search.	Configure Assets Saved Search
Expose the Assets icon in the Navigator and Sales springboard.	The Assets icon isn't available by default from the Navigator and Sales springboard.	Expose the Assets Icon in the Navigator and Springboard
Enable subtabs for opportunities, leads, and activities in the Edit Asset page.	You can expose the Opportunities, Leads, and Activities subtabs in the Edit Asset page to let salespeople associate assets with these business objects.	Enable Opportunities, Leads, and Activities Subtabs on the Edit Asset Page
Enable the Assets list-of-values (LOV) in Accounts and Activity pages.	The Assets LOV isn't available by default in the Accounts and Activity pages. You can expose the Assets LOV in these pages so that salespeople can associate assets with accounts and activities like tasks and appointments.	Enable the Assets List of Values
Enable the Assets subtab in the Accounts pages to let salespeople associate an asset with an account.	The Assets subtab isn't available by default in the Accounts pages. You must expose asset fields on the Accounts pages to display the asset information for the account.	Enable the Assets Subtab in Accounts Pages

Sales Catalog Integration

The Assets application is automatically integrated with the sales catalog and with sales products. In the assets pages, lists of values appear for products and product groups that are included in the catalog. For more information, see Sales Products High-Level Setup Stepsand Overview of Sales Catalog Setup.

Import and Web Services Integration

Using Oracle Import and Export Management, you can import assets into the application. You can also use web services to create an asset. For more information, see the Understanding Import and Export Management for CX Sales and Fusion Service guide and REST API for CX Sales and Fusion Service