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Configure Asset Status Mappings

Map dynamic asset statuses to product item quantity fields. The asset status-mapping framework dictates how individual asset statuses roll up into aggregate quantity fields on product item records.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
User Permissions Needed
To configure asset-based locations Manage Locations and Hardware Asset Management - Inventory Manager
To create custom asset statuses Customize Application
To configure status-mapping rules Hardware Asset Management - Asset Manager
  • To prevent sync issues, always add an asset mapping in Setup before creating asset records with that custom status.
  • Verify that your organization has the required licenses, location settings, and product configurations. Set org-wide defaults for product items and locations to Public Read.

Turn on Asset Based Inventory on a Location

Configure locations and establish status-mapping rules to drive an automated framework. The system evaluates the underlying asset status and rolls up mapped values to corresponding product item quantity fields.

  1. From the App Launcher, find and select IT Hardware Asset Management.
  2. Select Locations.
  3. Select the stockroom or storage location to configure.
  4. Select Edit.
  5. Select Inventory Location.
  6. In Usage Type, select Asset based.
    Note
    Note You can't change the Location Usage Type if serialized products link to product items at this location.
  7. Save your changes.

Create a Custom Asset Status

Add a custom value to the asset status picklist to track states outside default offerings.

  1. From Setup, open Object Manager and select Asset.
  2. Select Fields & Relationships, then select Status.
  3. In the Asset Status Picklist Values section, select New.
  4. Enter your custom status value, such as Available - Refurbished.
  5. Save your changes.

Configure Mappings in the ITAM Setup Console

  1. From Setup, enter IT Asset Management in the Quick Find box and select Asset Status Mapping.
  2. Select the Status Category tab.
    1. Click Add Mapping Field.
    2. Under Asset Status, select your custom status.
      Note
      Note If you don't see your custom status value, refresh your browser.
    3. Under Asset Status Category, select the parent category (for example, map Available - Refurbished to In Stock).
  3. Select the Inventory Quantity tab.
    1. Click Add Mapping Field.
    2. Select the Asset Status and pair it with the corresponding Product Item Quantity field (for example, Quantity On Hand, Quantity Damaged, Quantity On Hold, Quantity Allocated, or Quantity In Transit).
      Note
      Note If a single status updates multiple quantity fields (for example, Defective), add two separate mapping rows for that status.
  4. Select the Lifecycle Status tab.
    1. In the Value column, locate the standard business event or transaction type you want to configure (for example, Fulfillment Order Sent or Disposal Complete).
    2. In the corresponding Asset Status dropdown, select the target status the asset automatically transitions to when that event occurs (for example, map Fulfillment Order Sent to In Transit).
  5. Select the Asset Search tab.
    1. Click Add Mapping Field.
    2. In the new Value dropdown, select your target search context (for example, Fulfillment Order Search, Return Order Search, or Disposal Order Search).
    3. In the new Asset Status dropdown, select the status or statuses that dictate device eligibility during lookup operations for that search category (for example, map Fulfillment Order Search to Available).
  6. Save your changes.