---
schema_version: "1"
id: 89286759169c28190532f02f3086f8fca7651bfb3b3a87cdfd57ad5c4db5483d
title: Asset Status Tracking Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_asset_mgmt_status_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_status_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8a97f84f761fb7275af6a4bca2df93d4c1deebafc14d3f10120130f2ea1360d
description: To preserve inventory accuracy, review picklist configurations and background financial logging before changing asset status mappings.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Asset Status Tracking Rules

To preserve inventory accuracy, review picklist configurations and background financial logging before changing asset status mappings.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

## Picklist Value Modifiers and Deletion Risks

Admins add custom configuration values to the Asset Status dynamic picklist to match organizational workflows. The system architecture relies on picklist values to calculate field-level rollups, including quantities in transit, on-hand counts, and allocations.

- **Configuration Integrity**: Altering or removing active picklist values without auditing mapping dependencies disrupts data sync.
- **Asset Mapping Sequencing**: To modify an infrastructure lifecycle phase safely, configure and activate new asset mappings in Setup before deprecating old picklist options. This framework prevents unmapped asset states and protects reporting tables from data corruption.

## Automated Ledger Records and Trigger Executions

For locations configured for asset-based tracking, automated logic governs stock updates to maintain an accurate ledger trail.

- **Background Operations**: When an asset changes phases, the system automatically adjusts the corresponding record details on the parent product item. The mapping sequence decrements the initial quantity and increments the subsequent quantity.
- **Transaction Records**: The system automatically creates a ledger entry on the Product Item Transaction object with an Adjusted transaction type after an update completes.
- **Workflow Constraints**: Rely on automated workflows for state changes to prevent duplicate balances or tracking discrepancies, and avoid manual entries on the transaction object.