Enable Installed Base Assets

Let salespeople manage activities like tasks and appointments more efficiently by including 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 Asset fields to the Activity and Account page layouts in Application Composer. From here, installed base asset data can then be passed to downstream processes such as Field Service or Service Logistics. Installed Base Assets is part of Oracle Supply Chain Management (SCM).

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 have opted in to Installed Base Assets:

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

   • Offering: Sales

   • Change Feature Opt in link

2. Click the Features icon for Sales in the first row.

3. Select Enable for 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 CRM 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.