Swap assets for parent multi-component asset

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can swap child assets that are part of a multi-component asset. You can swap all the child assets at one go.

    Before you begin

    Role required: sn_eam.enterprise_admin or sn_eam.enterptrise_asset_manager

    About this task

    You can swap assets that are in the following states:
    • In-use, only if the child asset is hot swappable
    • In-Maintenance
    • In Stock Defective
    • In Stock Pending Repair

    The swap functionality is available only for the parent asset of a multicomponent asset.

    Procedure

    1. Navigate to All > Enterprise Asset Workspace > Enterprise model management.
    2. Open a multi-component record.
    3. Select the Assets tab and select a parent asset.
    4. Select Swap.
    5. Fill in the form details.
      Field Description
      Select stockroom for swapping assets The stockroom where you want to swap assets from.
      Note:
      The stockroom is displayed and can't be changed, if the asset is in In Stock Defective or In Stock Pending Repair state.
      Include assets based on substitute models

      Select the check box to display assets that are based on substitute models.

      Assets of a substitute model are only visible in the drop-down if they meet the following criteria:
      • Asset function is not a loaner or the asset function is empty.
      • The State or Substate is In Stockor Available.
      • The potential replacement asset's Parent field is empty.
      • Stockroom is the same as the value entered in the stockroom field.

      If the check box is selected and the substitute model has assets that meet the desired criteria but they aren't visible, search for the model name as the search query refreshes with each keystroke.
      Asset Child asset attached to the parent asset.
      Replacement asset The assets you want to swap with.
      Quantity Number of assets that you can replace with. For consumables, this field is editable.
      Action Removes the asset.
      Select additional child assets Lists all the assets that you removed. You can reinstate the asset by selecting it. Additionally, if the number of child assets is greater than 10, the additional child assets are displayed here.
    6. Select Swap.
      The assets are successfully swapped and the new assets inherit the parent asset's properties such as the state and status of the parent asset. In addition, the swapped-out asset moves to the In Stock Pending Repair state and its stockroom is the same as the swapped-in asset.