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Infrastructure & peripheral process - Business rules

The infrastructure & peripheral asset workflow relies on a few simple business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase.

All processes

In the out-of-the-box infrastructure & peripheral asset workflow, the rules detailed for each of the following events apply to all processes.

Rendering

Condition Service Management actions
Phase ID is not In Stock
  • Stockroom entry date = hidden

  • Reserved = hidden

  • Stockroom = hidden

Phase ID is not End, or Close code is not Retired
  • Retirement date = hidden

  • Retirement reason = hidden

Located in stock is not null Location = read-only
Subtype is not Monitor Screen size = hidden
Subtype is not Mass storage Storage size = hidden
Acquisition type is Rental or Lease or Loan

In the Finance tab:

  • Total amount = hidden

  • Currency = hidden

  • Tax rate = hidden

  • Payment terms = hidden

  • Payment date = hidden

  • External PO Number = hidden

  • Invoice number = hidden

  • Resale section = hidden

  • Fixed assets section = hidden

Subtype is empty

Show Asset model list with filter:

  • Is category = false

  • Phase = active

  • Asset type = Infrastructure & peripheral asset

Subtype is not empty
  • Show Asset model list with filter:

    • Is category = false

    • Phase = Active

    • Asset type = Infrastructure & peripheral asset

    • Asset model subtype = Subtype

None
  • Show Default warranty contract list with filter:

    • Contract type = Warranty

    • Contract = Contract that covers this asset

  • Show Default maintenance contract list with filter:

    • Contract type = Maintenance

    • Contract = Contract that covers this asset

None Show only active cost centers in the Cost center drop-down list
None Show only active cost types in the Cost type drop-down list

After change

Condition Service Management actions
Display label is empty Display label = Asset tag
Reserved is empty or not true Reserved = false
Missing is true
  • Add comment to record that the asset is missing

  • Send email to Owner that the asset is missing

Phase ID is In Stock and Stockroom entry date is empty Stockroom entry date = now
Phase ID is not In Stock Stockroom entry date = null
Subtype is not Mass Storage Storage size = null
Subtype is not Monitor Screen size = null
Located in stock is not empty Location = Located in stock
Subtype is changed, and Subtype is not Infrastructure & Peripheral subtype Asset model = null
Subtype is empty, and Asset model is not empty Subtype = its asset model's Infrastructure & Peripheral subtype
Default warranty contract is changed, and Warranty end date is not changed

Set Warranty end date to the first (in order listed) of the following which is not empty:

  • Default warranty contract end date

  • Warranty end date

Default maintenance contract is changed, and Maintenance end date is not changed

Set Maintenance end date to the first (in order listed) of the following which is not empty:

  • Default maintenance contract end date

  • Maintenance end date

If Cost center is empty, Owner is changed, and Cost center of the owner is not empty Cost center = Cost center of the owner
If Cost type is empty, Asset model is changed, and Cost type of the asset model is not empty Cost type = Cost type of the asset model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty Set Currency to the Currency of the asset model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty Set Total amount to the Total amount of the asset model
If Model is changed, Brand of the asset model is not empty, and Brand is empty Set Brand to the Brand of the asset model

Metaphases and phases

In the out-of-the-box infrastructure & peripheral asset workflow, the following rules apply to the indicated metaphase or phase.

Unavailable metaphase

Event Condition Service Management action
Rendering None Close code = hidden

Available metaphase

Event Condition Service Management action
Rendering None Close code = hidden

In stock phase

Event Condition Service Management action
Entering None Delete all relationships of user list
After change None Stockroom = mandatory
Rendering None Expand Details section
Leaving None
  • Stockroom = null

  • Location = null

In use metaphase

Event Condition Service Management action
Rendering None Close code = hidden

In use phase

Event Condition Service Management actions
After change If First installation date is empty First installation date = now
Rendering If Managed externally = true
  • Subtype = read-only

  • Model = read-only

  • Global ID = read-only

  • Serial number = read-only

  • Vendor = read-only

Retire phase

Event Condition Service Management action
Rendering None Close code = hidden

Ended

Event Condition Service Management action
Entering None Remove infrastructure & peripheral asset from IDOL index
None Delete all relationships of user list
After change None Close code = mandatory
Rendering None Expand Retirement section

Canceled

Event Condition Action
Entering None Remove infrastructure & peripheral asset from IDOL index
Rendering None Close code = hidden

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