Configure Assets Saved Search

You can configure the number of days, in the past, from the current date, for which the application retrieves records for the All My Customer's Assets saved search.

Set the Profile Option for the Saved Search

The profile option, Default Asset Purchase Date (ZCM_ASSET_DEFAULT_PURCHASE_DATE), controls the behavior of the saved search based on the asset's purchase date. To set the profile option:

  1. In the Setup and Maintenance area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search for the profile option using either the code or the display name.

  3. Set the profile value as required.

  4. Click Save and Close.

How the Profile Option Is Calculated

If you select 60 in the profile option, then the application retrieves all those assets whose purchase date is within 60 days of the current date.

Similarly, you can select 90 or 180 days, and the application retrieves assets whose purchase date is within the selected days from the current date.

Note: You can update or remove the purchase date from the Advanced Search option.