Creating Customer-Owned Assets
To create a customer-owned asset from an Asset:
1. Click New on the Asset List page. The New Asset pop-up is displayed.
2. Select the Customer-Owned radio button, and click Next. The New Asset: Customer-Owned page is displayed.
3. Enter the following details as mandatory actions and update other relevant fields:
◦ Asset Name: Enter an asset name
◦ Account: Search and select the customer account
◦ Contact: Search and select customer contact
4. Click Save to save the asset details. Alternatively, click Save & New to save the asset and create another asset.