Service Manager - Assets

Overview#

• Assets can be used in conjunction with the service manager.
• Create a class and category for the assets.
• See SM Setups for more information. Only the tabs that impact Assets directly are mentioned below.

💡These tutorials explain how to set up the Service Manager to use Assets.

Setup#

Classes#

• A class can be created for assets as follows:
  1. Description = Asset Maintenance
  2. Code = Assets
  3. Projects = Checked or unchecked depending on whether it involves a project or if there are specific tasks staff must complete.
  4. Components = Checked or unchecked depending on whether components are used.
  5. Contacts =
     • Internal: Used for internal assets. With this option any asset created as an item can be selected (subject to the selected Item Categories).
     • Customer: Used for assets that are owned by customers (e.g. if you service them) or assets that are leased to customers. With this option only items that are linked to the ticket's customer can be selected (subject to the selected Item Categories).
  6. Item Categories =
     1. Right-click the column and select View/Edit Item Categories.
     2. Move the categories that contain the assets from the Available to the Selected section.
  7. Transactions = 
     1. Right-click the column and select View/Edit Transactions.
     2. Move the transactions from the Available to the Selected section (e.g. Customer Invoices if maintenance charges are invoiced to customers).
  8. Messages = 
     1. Right-click the column and select View/Edit Messages.
     2. Move the applicable messages from the Available to the Selected section.
  9. SP for Detail = If you have a custom stored procedure paste its name in the block provided, otherwise copy the name from any other SP and paste it next to the new class.

Categories#

• Categories can be created for the Asset class based on the services that should be linked.
• For example: General Service, Repair, Recall or Return Repair.

Tickets#

1. Customer (if applicable) = Select a customer from the dropdown list.
2. Contact = Select the customer's contact person. This person is emailed if emails are sent.
3. Rep = Select a rep if applicable.
4. Category = Select the applicable category.
5. Reference = Select an entry from the lookup list or enter information (e.g. smudges on paper).
6. Item = Select an item. If a customer is selected, only items linked to that customer can be selected. If no customer is selected because it is an internal ticket, any asset can be selected.
7. KM/Cycles/Hours = Enter the current value based on the unit selected for the item (on the item's Assets tab).