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Customer Owned Assets

All about Customer-Owned Assets in Service Management.

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 Service Management and E-Commerce where customer-owned Assets are used.

Service Management (Classic)

Enable or Disable Customer-Owned Assets

Customer-owned Asset functionality can be enabled and disabled in Service Management (Classic).

  1. Log in to Service Management (Classic) 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 both Service Management (Classic) and (Next).

Create or Edit Customer-Owned Assets

In Service Management (Classic), 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” (article forthcoming) for more information.

Service Management (Next)

Browse Customer-Owned Assets

In Service Management (Next), 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 Service Management (Next), 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.

Manage Equipment Types

The options available in the “Equipment Type” drop-down on the Create / Edit Customer Owned Asset Page can be managed in Service Management (Next), at User Menu → Settings → Company Settings → Equipment Type. See “Company Settings” for more information.

E-Commerce

Equipment List

The Equipment List page in the E-Commerce Customer Access Portal allows customers to view, edit, and add customer-owned Assets, as well as request service for these Assets. See “The Equipment List” (article forthcoming) for more information.