Customer

Asset
Tracking
setup
overview
Brief overview on how to setup asset tracking to generate your
Installed base customer assets resulting sales order fulfillment

WHITE PAPER / SEPTEMBER 11, 2019

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2 W HITE PAPER / Customer Asset Tracking setup overview

INTRODUCTION

This white paper is a brief overview of the setup to consider

asset tracking of customer assets in fusion applications. It
provides details of the commonly missed setup steps of
incorporating the asset management task in the sales order
and return orchestration processes. It does not seek to
replace product documentation and the overall setup
sequences, which must be performed.

SET UP ASSET TRACKING

Product Information Management

Define your products and item structure as needed for manufacturing and selling. To
track your asset, you need to consider the Enable Asset Tracking attribute.

Navigation Details:

1. Go to the Edit Item page for the context item.

2. Navigate to the Specifications tab
3. On the Specifications tab, choose the Service option under the Item Organization vertical tab.
4. Under Item Organization: Service, you can manage the Enable Asset Tracking attribute.

Figure 1 Asset tracking item setup

You can specify one of three values in the Asset Tracking attribute: Not Tracked,
Customer Asset, or Full Lifecycle:

• Not tracked

Means that the product is never tracked as an installed base asset. You can’t
create assets for an item that is not tracked by any means: User interface, file-
based data import, or even the REST service.

3 W HITE PAPER / Customer Asset Tracking setup overview

• Customer Asset

Means that the product tracking as an installed base asset starts only when the
item is fulfilled or shipped to a customer. Asset tracking stops when the product
is returned to inventory.

• Full Lifecycle

For serialized items, it means that an asset is created as soon as the product is
received in inventory. This applies regardless of the receipt source, whether it’s
an inventory receipt, work order completion receipt, or a purchased order
receipt. Beyond this point, every move of the products is tracked and reflected
in the asset.

In addition, an asset relationship is created when a serialized and lifecycle-

tracked product is consumed as part of another serialized lifecycle-tracked
product during work order execution (the work order needs also to be
serialized). The creation of this relationship gives you an asset structure for the
components you want to track. At the end of manufacturing, all the tracked
serialized components consumed during the manufacturing process are
considered as asset components of the top product asset. At the time of sales
order fulfillment, the whole structure becomes customer assets.

For nonserialized items, it means that an asset relationship is created when the
product is consumed as part of a serialized tracked product during a serialized
work order. In other words, an asset is created for the consumed product and
will become an asset component of the top product asset going forward, as
explained for the serialized products. However, for nonserialized items, asset
creation at inventory receipt and further tracking does not take place.

Inventory
Perform needed setup for inventory, manufacturing, and shipping of the products and components.

Manufacturing
Define your work definitions as needed for the manufacturing of the product. As stated earlier the
work definition must be enabled for serialized production for asset lifecycle tracking.

Order Management
Perform needed setup for order management in general like sourcing order promising for the sold
products

In the full lifecycle tracking scenarios, the assets are created during inventory and manufacturing
processes, and they need to be updated by order management when the order is fulfilled. Order
management brings the account, charge details, and other sales order details information into the
asset. For this update to occur, the DOO_ManageAsset task must be made part of the sales order
orchestration process. Examples of steps to perform are provided in the next section.

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SET UP THE SALES ORCHESTRATION PROCESS

Outbound Process
The example is based on modifying a copy of the seeded DOO_OrderFulfillmentGenericProcess
orchestration process independently of other process or modifications you must build.

To set up the sales order orchestration process, you must:

1. Sign on as an implementation user

2. Navigate to the Setup and Maintenance work area

3. Search for the Manage Orchestration Process Definitions task and open it.

4. Search for the orchestration process you need to tailor

Figure 2 Example of Orchestration Process Definitions search results

5. Edit it, and insert the Asset Management task after the Merge in the step definition tab

5 W HITE PAPER / Customer Asset Tracking setup overview

 .

Figure 3 Insertion of the asset management task

Values to enter for the asset management task.

ATTRIBUTE VALUE

Step Number Unique value – It should be between the value for Merge
Task and Create Invoice task

Step Name Any unique, user friendly name (for example Asset
Management)

Task Type DOO_AssetManagement

Task DOO_AssetManagement

Service Request Asset Creation

6. Go to the Status Conditions tab

7. Go to the Orchestration Process Status Values tab and insert two new rows

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Figure 4 Insertion of the process statuses

Values to enter for the process status values.

ATTRIBUTE VALUE

Sequence Unique value – It should be between the values for

number Shipped and Awaiting Billing values

Status value ‘Asset Interface Completed’

Expression Click the icon for expression in the Expression column,

From the list select value containing phrase
‘DOO_AssetManagement’ – Expand the details – Select
value ASSET_COMPLETED and click the Insert into
Expression button– Click Ok

Repeat the step to add value for Status value Not Applicable with expression value as NOT APPLICABLE

8. Go to the Fulfillment Line Status Values

9. Go to the Edit Status Rule Set on the Default row

10. Insert two new rows

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Figure 5 Insertion for the fulfillment lines status values

Values to enter for the fulfillment lines status values

ATTRIBUTE VALUE

Sequence Unique value – It should be between the values for

number Shipped and Awaiting Billing values

Status value ‘Asset Interface Completed’

Expression Click the icon for expression in the Expression column,

From the list select value containing phrase
‘DOO_AssetManagement’ – Expand the details – Select
value ASSET_COMPLETED and click the Insert into
Expression button– Click Ok

Repeat the step to add value for Status value Not Applicable with expression value as NOT APPLICABLE

11. Click Save and Close

12. Go to the Actions menu and select Validate. A Validated check mark will appear beside the
orchestration process name

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13. Go to the Actions menu and select Release – orchestration process status will from New to Released

14. Go to the Actions menu and select Deploy –The process will be deployed (details can be confirmed in
the EM – Once the process is confirmed in the EM UI as deployed it can be used to execute the forward flow)

Inbound Process
The example is based on a modification of generic return process built for the purpose, detailed might vary
depending on what process you need to build.

1. Sign on as an implementation user

2. Navigate to the Setup and Maintenance work area

3. Search for the Manage Orchestration Process Definitions task and open it

4. Search for the order return orchestration process you need to tailor

5. Edit it, and insert new step after the Wait for Receipt in the step definition tab

Figure 6 Insertion of the asset management task

Values to enter for the asset management task.

ATTRIBUTE VALUE

Step Number Unique value – It should be between the value for Merge
Task and Create Invoice task

Step Name Any unique, user friendly name (for example Asset
Management)

Step Type Service

Task Type DOO_AssetManagement

Task DOO_AssetManagement

Service Request Asset Creation

6. Go to the Status Conditions tab

7. Go to the Orchestration Process Status Values tab and insert a new row

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Figure 7 Insertion of Process Status Value

Values to enter for the status values.

ATTRIBUTE VALUE

Sequence Unique value – It should be between the values for

number Shipped and Awaiting Billing values

Status value ‘Asset Interface Completed’

Expression Click the icon for expression in the Expression column,

From the list select value containing phrase
‘DOO_AssetManagement’ – Expand the details – Select
value ASSET_COMPLETED and click the Insert into
Expression button– Click Ok

8. Click Fulfillment Line Status Values

9. Click Edit Status Rule Set on the Default row

10. Insert a new row

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Figure 8 Insertion of the fulfillment line status

Values to enter for the fulfillment lines status values

ATTRIBUTE VALUE

Sequence Unique value – It should be between the values for

number Shipped and Awaiting Billing values

Status value ‘Asset Interface Completed’

Expression Click the icon for expression in the Expression column,

From the list select value containing phrase
‘DOO_AssetManagement’ – Expand the details – Select
value ASSET_COMPLETED and click the Insert into
Expression button– Click Ok

11. Click Save and Close

12. Click on Actions and select “Validate” – a “Validated” check mark should appear beside the
orchestration process name

13. Click on Actions and select “Release” – orchestration process status should be changed from “New”
to ‘Released’

14. Click on Actions and select “Deploy” –The process should be deployed (details can be confirmed in
the EM – Once the process is confirmed in the EM UI as deployed it can be used to execute the forward flow)

Orchestration Process Rules Assignments

Once an orchestration process is defined the Orchestration Process Assignment Rules must be configured so
that the new processes are picked up during order entry

Steps

1. Login as an implementation user

2. Navigate to Setup and Maintenance

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3. Search for the "Manage Orchestration Process Assignment Rules" task and open it

4. Below are examples of the outbound & inbound fulfillment process selection rule based on the asset
tracked value in the fulfillment order line

Figure 9 Outbound Orchestration Process Assignment Rule

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Figure 10 Inbound Orchestration Process Assignment Rule

5. Once the rule is saved navigate back to setup and maintenance

6. Search for task "Manage External Interface Routing Rules”

7. Check if there is a EIL routing rule defined for the Asset Management Task. If not, define a rule
exactly like below.

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Figure 11 EIL Routing Rule

CONCLUSION
If you follow the guidance provided in this white paper, you can successfully set up your products to generate
your Installed Base customer assets resulting from sales order fulfillment.

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White Paper Title
July 2019
Author: Bernard Ladent
Contributing Authors: Briestly Manesh