Customer Asset Overview
Customer Asset Overview
The Customer Assets Overview page allows you to:
- View all assets that are currently active and related to specific customers.
- Identify assets that are covered by service contracts.
- Access asset details in one place, reducing the time needed to locate information.
You can view the following details for customer asset:
- Customer Details: Displays information about each customer associated with active assets.
- Asset Details: Shows detailed information about assets e.g. their current lifecycle state.
- Service Contract Links: Provides direct references to related service contracts for each asset, simplifying contract checks and renewals.
To view the customer asset overview page,
- Go to Asset management > Inquiries > Service contracts > Customer assets overview.
- On the Customer assets overview page you can view a consolidated list of all active assets associated with customers.
- On this page you can do the following:
- View specific assets that are covered under active service contracts and the type of work order and the validity period defined in each service contract.
- View assets that are included in active service contracts and those that are not yet assigned to any active service contract.
- View the project ID that will be used as parent project for work orders based on the specific asset, work order type, and contract date
Illustration (Screenshot 01)
Here's an example to explain how the automatic parent project setup works for a work order:
Suppose you're creating a work order with the following details:
- Work Order Type: Corrective (meaning the work order is for a corrective or repair service).
- Asset: CUST-101 (the specific asset that needs service).
- Service Contract Date Range: 7/1/2024 12:00 AM to 9/30/2024 12:00 AM.
The system will recognize that this asset (CUST-101) falls within the active service contract period for these specified dates and work order type. Based on the setup in the contract, it will automatically assign Project '000237' as the parent project for this work order line.
This automation ensures that all work orders with 'Corrective' type for this asset during the specified period are linked to Project '000237' under Service Contract 'USMF-00000013'. As a result, any work or invoicing related to this asset during this timeframe will follow the contract's terms, streamlining service management and billing processes.
