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      2. Rental: Texada Web
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      Customer Owned Assets

      All about Customer-Owned Assets in Texada Web and Texada SRM.

      In This Article

      Introduction

      A customer-owned Asset is an Asset that is owned by one of your customers instead of your organization. Customer-owned Assets allow you to create Work Orders for Assets without registering them to your organization’s inventory.

      The following article will provide an overview of the different places in Texada Web and Texada SRM where customer-owned Assets can be managed. 

      Texada SRM

      Enable or Disable Customer-Owned Assets

      Customer-owned Asset functionality can be enabled and disabled in Texada SRM.

      1. Log in to Texada SRM and navigate to System Maintenance → Configure System Settings → System → Company Parameters → Inventory Parameters.
      2. To enable customer-owned Asset functionality, check the “Customer Owned Equipment” checkbox. Uncheck this checkbox to hide this functionality from SRM and Texada Web.

      Create or Edit Customer-Owned Assets

      In Texada SRM, customer-owned Assets can be managed via the Customer Owned Equipment utility (MPOP01). This utility can be reached at Inventory Control → Additional Options → Maintain Customer Owned Equipment.

      Click the "Add” button to switch to Add mode and create a new customer-owned Asset. Click the “Change” button and enter the Equipment ID of an existing customer-owned Asset to edit it. See “Customer Owned Equipment” (SRM help file) for more information.

      Texada Web

      Browse Customer-Owned Assets

      In Texada Web, customer-owned Assets can be viewed using the Customer Owned Asset List screen. To reach this screen, select Inventory → Customer Owned from the left navigation menu.

      Create A Customer-Owned Asset

      To create a customer-owned Asset in Texada Web, select Inventory → Create Customer Owned from the left navigation menu. This will open the Create Customer Owned Asset screen, where you can fill out the information for your customer-owned Asset. For a detailed breakdown of this screen, see “The Create / Edit Customer Owned Asset Page”.

      Once you have filled out your customer-owned Asset, click the “Create Customer Owned Asset” button in the bottom-right corner of the screen to save your changes.

      Edit a Customer-Owned Asset

      To view and edit a customer-owned Asset, click on it in the Customer Owned Asset List. This will open the Edit Customer Owned Asset Page, where you can view and edit the details of the Asset.