You are here:
Asset Status Mapping
Gain granular visibility into your hardware inventory with status-driven quantity tracking. Map dynamic asset statuses to specific product item quantity fields. Inventory counts automatically reflect real-world lifecycle changes. Separate standard and high-priority inventory allocations. This tracking prevents double-booking devices across locations and automates compliance audits.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
Strategic Value of Asset Status Mapping
For an IT admin, inventory tracking directly affects workforce productivity. Shifting to a status-driven framework provides clear operational advantages.
- Eliminate Visibility Gaps: View real-time availability across stockrooms. Accurate tracking prevents double-booking a single device for multiple fulfillment paths. It halts unnecessary procurement when deployable assets exist in adjacent locations.
- Protect Local Deployment Allocations: Isolate standard inventory from high-priority allocations. Premium hardware includes devices reserved for executive scenarios or new hire onboarding. This separation prevents the unexpected consumption of local backups for remote transfer requests.
- Simplify Audit and Financial Compliance: Track inventory audits and lifecycle refresh timelines automatically. Avoid manually processing mismatched data records. Predefined lifecycle states roll up into dedicated fields to keep data audit-ready.
Status-Driven Quantity Fields
The dynamic status of an individual asset drives the quantity fields on the related product item record. When an asset state changes, the system automatically decrements the quantity field associated with the old status. It then increments the field for the new status. This tracking reveals stock ready to deploy, undergoing maintenance, or reserved for active requests.
Single Status to Multiple Fields
The status mapping framework handles mapping a single asset status value to one or more quantity fields simultaneously. This framework balances physical tracking with operational readiness. Keep your on-hand totals accurate when your users reserve an asset or an asset becomes temporarily unusable.
- Reserved: This status contributes to Quantity On Hand and Quantity Allocated.
- Defective: This status updates Quantity Damaged and Quantity On Hand.
- On Hold or Pending Disposal: This status updates Quantity On Hand and Quantity On Hold to isolate records from active deployment.
Route Dynamic Values Through Predefined Status Categories
Customize the dynamic asset status picklist to fit your workflows. To guarantee platform stability, route user-defined status values through predefined status categories.
- Predictable Reliability: Status categories act as predefined classifications with a strict, out-of-the-box one-to-one mapping to the quantity fields on the Product Item record.
- Customization: When introducing a new operational sub-status, map it to an existing static category. For example, map a custom status like "Available - Refurbished" to the predefined In Stock category.
- Data Integrity: The background sync engine reads the fixed category to control inventory rollups. This architecture makes sure that customized picklist values don’t disrupt inventory data logic.
Requirements for Mapping Activation
For the asset-based inventory rollup logic to run automatically, configure these conditions across your data schema.
- Location Configuration: Set the related record's Management Scope field to include IT Hardware. Select Inventory Location.
- Product Configuration: Select Product Serialized on the parent product record.
- Active Rules: Configure and activate the explicit mapping associations within the Configuration Management Asset Status Qualifier setup object.
