Asset Management Setup
This section lists entities related to asset management functionality in the order they should be defined.
|
Level |
Entity |
Comment |
| 1 | Condition Assessment | |
| 1 | Defining Service Areas | |
| 1 | Defining Contact Types | |
| 1 | Defining Document Types | |
| 1 | Defining Employee Types | |
| 1 | Defining Organization Types | |
| 1 | ||
| 1 | Defining Storeroom Types | |
| 2 | Defining Configuration Types | Prerequisites: Configuration Type BOs and Lookups, Configuration Class, and Configuration Category |
| 2 | Defining Configurations | (ODM) Dependency |
| 2 | Defining Asset Location Types | |
| 2 | Defining Measurement Identifiers | Prerequisites: Resource Class (custom lookup), Unit of Measure (UOM) (characteristic type), Time of Use (characteristic type), and Special Identifier (lookup) |
| 2 | Maintaining Contacts | |
| 2 | Defining Documents | Prerequisites: Document Category (lookup) |
| 2 | Defining Service History Types | Prerequisites: Service History Question (if using Base BO's), Service History BO (if need custom), and Service History Category (Lookup) |
| 2 | Defining Business Units | Prerequisites: Cost Center |
| 2 | Defining Out of Service Location Types | |
| 2 | Defining Out of Service Locations | |
| 2 | Defining Unit of Measure Resources | Prerequisites: Resource Unit of Measure Class (Lookup) |
| 3 | Prerequisites: Activity, Failure Profile, Deficiency (custom lookup), General Weighted (custom lookup), Percent of New (custom lookup), Asset Disposition (custom lookup), and Downtime Reason (custom lookup) | |
| 3 | Defining Asset Types | Prerequisites: Failure Profile |
| 3 | Maintaining Specifications |
Prerequisites: Specification BO, Manufacturer, BOM ID, and Vehicle Detail (custom lookup) (fleet Specification) |
| 3 | Defining Condition Assessment Groups | |
| 3 | Maintaining Asset Locations | Prerequisites: Site Location (custom lookup) and Parent Asset Location |
| 3 | Defining Organizations | Prerequisites: Parent Organization (optional) |
| 3 | Maintaining Warranty Terms | Prerequisites: Vendor |
| 3 | Maintaining Bill of Materials | Prerequisites: Stock Item |
| 3 | Defining Measurement Types | |
| 4 | Defining Configuration Reports | |
| 4 | Defining Condition Assessment Class | |
| 4 | Maintaining Operational Readings | Prerequisites: Measurement Numeric Gauge Reason (lookup) |
| 4 | Maintaining Warranties | |
| 5 | Defining Condition Assessments | |
| 5 | Defining Employees | Prerequisites: User ID, Craft |
| 6 | Maintaining Assets |