Track Items as Assets in Order Management

Specify how to track an item as an asset in Order Management.

1. Go to the Product Information Management work area.

2. On the Product Information Management page, click Tasks > Manage Items.

3. Locate the item that you must modify, then open it for editing.

4. On the Edit Item page, click Specifications > Service.

5. Set the value.

   Attribute	Value
   Enable Asset Tracking	Set to one of these values: Full Lifecycle Customer Asset For details, see Monitor Order Fulfillment.

6. Click Sales and Order Management, then set the value, or leave it empty.

   Attribute	Value
   Sales Product Type	Use one of these values: Goods Software

   If the Sales Product Type attribute contains one of these values, then Oracle Installed Base ignores the item even if you set the Enable Asset Tracking attribute to Customer Asset or to Full Lifecycle:

   • Included Warranty

   • Extended Warranty

   • Service Level Agreement

   • Software Maintenance

   • Preventive Maintenance

   • Installation

   • Training

   • Subscription

   • One Time Service

7. Optional. The DOO_AssetManagement task type allows Order Management to send a request to Oracle Installed Base to create or update an asset. You can set up your own task that DOO_AssetManagement references, then reference your task from various steps in the different orchestration processes that you create. For details, see Create Your Own Task Type.

   Create your own task type:

   • Go to the Setup and Maintenance work area, then go to the task.

     • Offering: Order Management

     • Functional Area: Orders

     • Task: Manage Task Types

   • On the Manage Task Types page, click View > Query by Example, enter the value, then click Enter on your keyboard.

     Attribute	Value
     Task Type	DOO_AssetManagement

   • In the DOO_AssetManagement Details area, click Tasks > Actions > Add Row, set the values, then click Save and Close.

     Attribute	Value
     Code	Create_Vision_Asset
     Name	Create_Vision_Asset
     Display Name	Create Vision Asset

8. Create an orchestration process or revise the copy of an existing one:

   • Add a step that references the task type.

     Attribute	Value
     Task Type	DOO_AssetManagement

     Add this step after the shipment step and before the invoicing step. For example, if you copy, then modify the copy of the predefined DOO_OrderFulfillmentGenericProcess orchestration process, then add this step immediately before the Create Invoice step.

   • If you created your own task type earlier in this procedure, then set the value.

     Attribute	Value
     Task	Create Vision Asset

Note

• If you sell covered items and coverage items, and if you have a step that calls the DOO_Subscription task, then you must set up the orchestration process so it runs the DOO_AssetManagement task to send the covered item to Oracle Installed Base before it runs the DOO_Subscription task to send the coverage item to Oracle Subscription Management.

  If you use a serial or a lot to control the item, and if you set the Enable Asset Tracking attribute to Customer Asset, then Oracle Asset Management will automatically create an asset for the item from the Sales Order Issue inventory transaction even if your orchestration process doesn't reference the DOO_AssetManagement task type. Oracle Inventory Management will process the transaction, and then Asset Management will create the asset in the customer location, but it won't set the customer's start date for the asset, and it won't create a warranty for the asset. If you need that start date and warranty, then make sure your orchestration process has a step that references the DOO_AssetManagement task type.

For background details, see Overview of Assets.