Asset Management Setup

This section lists entities related to asset management functionality in the order they should be defined.

Level	Entity	Comment
1	Defining Service History Questions	Condition Assessment
1	Defining Service Area
1	Defining Contact Types
1	Defining Document Types
1	Defining Employee Types
1	Defining Organization Types
1	Defining Service Classes
1	Defining Storeroom Type
2	Defining Configuration Types	Prerequisites: Configuration Type BOs and Lookups, Configuration Class, and Configuration Category
2	Defining Configurations	(ODM) Dependency
2	Defining Asset Location Type
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	Maintaining Service History	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 Assets and Component Types	Prerequisites: Failure Profile
3	Maintaining Specifications	Prerequisites: Specification BO, Manufacturer, BOM ID, and Vehicle Detail (custom lookup) (fleet Specification)
3	Defining Condition Assessment Group
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 Classes
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, Components, and Operational Devices

Parent topic

Table Setup Sequence