1. Asset Management Plugin Activation

1.1 Service Connector Professional Edition Activated

• Your organization must have purchased the Service Connector – Professional edition.
• Tenants with Service Connector Professional can go to Service Connector -> System Settings -> Configuration Overview and enable Device Management.
• After enabling, the system automatically adds core objects such as Device, Device Asset BOM, and Device Asset History.

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1.2 Purchasing Device Asset Management Separately

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• If you did not purchase Service Connector Professional, you can buy the Asset Management module separately. After purchase, go to CRM Management -> Business Rules Management -> Asset Management to enable it.
• Once enabled, the system initializes core objects such as Device, Device Asset BOM, and Device Asset History.
• The CRM will add an “Asset Management” menu.

2. Asset Management Basic Settings

• Settings path: Service Connector -> System Settings -> Device Management -> Device Settings

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2.1 Auto-generate Device Assets

• When enabled, the system automatically creates Device Asset records for the associated Record Type’s Account after a Shipping Order process completes.

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2.2 Multi-device Work Order Repairs

• When enabled, the Work Order object adds a Sub-object named Work Order Device to support submitting multiple devices per work order.

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2.3 Work Orders Update Device Location

• When enabled, service engineers can update a device’s address information while executing tasks related to that device’s Work Order.

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