Optional Configuration
The following configuration steps are optional. You may implement these steps based on your business requirements.
- Defining the Actions you want to allow for each Asset Line Item
- About Integration of Assets with Contracts
- Creating an Approval Workflow for Renew, Change, Swap, and Terminate
- Configuring Mass Update for Assets
- Creating a Replacement Rule to enable the Swap feature
- Configuring the Custom Attributes Page
The values you enter for the fields in the pages listed above will determine how Customer Service and Sales Reps in your organization manage a customer's assets.
