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Download page Asset Settings.
Asset Settings
- Go to ADMIN SETUP > Application Settings > Global Settings > Asset.
- Enter the following details and click Save:
Setting | Description |
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General Setting | |
Default Asset Pricing Indicator | Turning on this setting indicates whether asset pricing is enabled by default for asset-related line items. |
Hide Assets Action | Select one or more actions from the drop-down list that you want to hide on the Installed Products page. Selected actions are hidden from the users. All the actions are displayed if the value is empty. |
Submenu Action | Select one or more actions that you want to display in the asset action submenu drop-down. Select from:
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Asset Source | Indicates the account source which the asset line items are retrieved from. Select from:
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Show Assets | Decide which assets to display from the current, parent, or child assets of the current asset's account. If empty, only assets related to the context account are shown. |
Search Filter Fields | Select the Asset Line Fields to be displayed on the basic search filter panel. Supported values are text fields and dates. |
Show Account Filters | Turn on this setting to display the accounts filter on the Installed Products page. |
Hide Co-term | Turn on this setting to hide the co-term end date on the renew. |
Apply Adj To Current Contract Term | Turn on this setting to keep the discounting limited to the current contract term. |
Enable Default Quantity For ABO Item | Turn on this setting to enable the default quantity for the ABO item. |
Enable Price Rule for Assets | Turn on this setting to enable the price rule adjustments to the assets. |
Asset Restore Fields | Select the fields to be restored during Amend and Renew operations, with the system restoring original asset values for these fields and defaulting Start and End dates from assets. |
Renewal | |
Base Price Defaulting Method For Renewal | Indicates how the base price should be defaulted when the asset is renewed. The supported values are: Net Unit Price (default if not specified), Higher Of Contract Unit Price / Net Unit Price, and Lower Of Contract Unit Price / Net Unit Price. |
Default Renewal Term | Enter a value that is the value of the renewal term for Renewing products. The number signifies months to renew as the end date. |
Renew One Ramp | Turn on this setting to renew only one ramp line item based on the new term in order of renewal term in the asset line item, default renewal term in installed product setting and selling term in the asset line item. For more information, see Renewal Settings. |
Default Renewal End Date option | Select the default end date preference for renewal. The supported values are Use Custom Date, Use Proposal / Agreement End Date, Retain Current Asset End Date, and Farthest Asset End Date. |
Renewal Business Object Type | Select the quote or agreement object used in renewal product configuration. Select from:
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Renewal Execution Mode | Select the mode of Renewal Quote/Agreement generation. Select from:
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Renewal Group Fields | Select the asset line item fields. Based on this selection, the asset line items are grouped into different renewal quotes. The default Renewal Group Fields are “AutoRenew” and “Pricelist”. |
Renewal Lead Time | Enter the renewal lead time in number of days to satisfy On-demand renewal Quote/agreement generation. This is assets expiration days from system date. |
Amend | |
Enable One Time Change | Turn on this setting to allow users to make changes to one timeline item. |
Bypass Must Configure | Turn on this setting to allow the selection of multiple assets for Amend operation, including the required bundle asset. |
End Date Preferences For Change Quantity | Select the end date preferences when during the increment or decrement of quantity. The supported values are Use Custom Date, Use Proposal / Agreement End Date, and Retain Current Asset End Date. |
Change-Split Asset Actions | Specify the actions that can be performed on a split asset. The supported values are Amend, Renew, and Swap. |
Purchase Identification Criteria | Identify the fields that determine the eligibility for co-term and the cumulation of the quantity. A list of comma-separated asset line item fields that determine the eligibility for co-term and quantity cumulation. |
Merge Action Criteria Fields | List of asset line item fields separated by comma to enable merge asset action. |
Termination | |
Same Day Cancellation | Turn on this setting to select Same Day Cancellation option where cancellation is done on the same day. If not turned on, then it means Cancellation is 'cancel day + 1 behavior'. |
Editable Fields For Cancelled Lines | Select one or more asset line item fields for cancelled lines which are enabled for editing. Others remain as non-editable fields. |
Suspend And Resume | |
Suspend And Resume Reason | Select the fields to provide reasons for suspension and resumption of assets. You can select up to four fields. |