Asset Management

Job Aid

Asset Management Job Aid

Cisco Service Contract Center
TABLE OF CONTENTS
INTRODUCTION TO THE JOB AID .................................................................................................................... 3
1

NAVIGATING TO ASSET MANAGEMENT ................................................................................................. 4

1.1
1.2

ADDING MINOR LINES FROM LINE ITEMS .................................................................................................... 4

ADDING MINOR LINES FROM ASSET MANAGEMENT ..................................................................................... 5

ADDING MINOR LINES TO COVERED MAJOR LINES FROM THE ASSET MANAGEMENT SCREEN .... 6
2.1

ADDING MINOR LINES TO UNCOVERED MAJOR LINES FROM THE ASSET MANAGEMENT SCREEN .................... 11

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Asset Management Job Aid

Cisco Service Contract Center

Introduction to the Job Aid

This job aid will provide the necessary information regarding the External Asset Management functionality in
CSCC. The Asset Management functionality is used to associate minor products such as cards to major products.
Up to 50 minor products can be added to a major product at a time. You can also use Asset Management
functionality to add uncovered minors to configuration only, or add uncovered minors to an uncovered major.
When you click on the Asset Management link from the Contracts tab, you will be directed to the Asset
Management screen, which has the following two sections:

Filters: Search major line items based on Installed-at Site ID, Bill To ID, Contract Number(s), Serial
#(s) / PAK Number(s), Instance Number(s), Product PO #(s), Product SO #(s), Product Label,
Product Family, Product ID or whether it is currently covered, uncovered or both. For some fields, you
can click the selector icon to search for specific filters. If using license PAK numbers for search, you can
check the Include Related Licenses / Subscriptions checkbox to include, in the search results, details of
any other software licenses related to the licenses that are you are searching for.

Asset Management Major Line Search Results: Located below the Filters section. This section is
updated to show all the major lines that are pertinent to the search.

Icon Guide:
Below are the icons that you may see throughout the job aid. They will help you recognize important areas of note
within this guide.

Indicates an example is given.

Indicates a list of values is being defined.

Indicates any additional information you will need to know regarding Cisco Service Contract
Center functionality.

*For more information on topics not found or covered in this Job Aid, please reference the CSCC User Guide.

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Asset Management Job Aid

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Navigating to Asset Management

You can add minor lines to major lines from either the Line Items screen of a specific contract or by selecting
Asset Management from the Contracts secondary menu. The sections below cover both the scenarios.

1.1

Adding Minor Lines from Line Items

Follow the steps below to navigate to Asset Management from Contract Manager:
Step

Action

1.

Roll over the Contracts tab and click Contract Manager in the secondary menu.

2.

Select the contract you want to view by clicking the corresponding Contract # hyperlink.

Caption: Contract Manager

Step

Action

3.

Click Line Items in the tertiary menu.

From this screen, you can specify which lines to search for using the filters. The search results
will appear in the table below the filters section. Major lines that matched your search criteria
will be displayed.

4.

Select the major line you want by clicking the checkbox next to the line. You can select a
maximum of 25 major lines at one time by clicking the individual checkboxes. You can expand
the major line items to view the associated minor lines by clicking the arrow next to the Product
Number.

5.

Select Perform Asset Management on Selected Product(s) from the Action drop down and
click GO. If all validations pass, the Asset Management Configuration pop-up window
appears.

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Asset Management Job Aid

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Caption: Contract Manager

You can navigate to the line items screen in two other ways. You can use the CSCC Search on
Serial Number / PAK Number or Instance Number. You can also use the Advanced Search using
the line level criteria. These searches will bring you directly to the Lines Items View.

1.2

Adding Minor Lines from Asset Management

You can also add minor lines to major lines by selecting Asset Management from the Contracts secondary
menu. Follow the steps below to navigate through Asset Management to add minor lines:
Step
1.

Action
Rollover the Contracts tab and click Asset Management in the secondary menu.

Caption: Asset Management

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Asset Management Job Aid

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Adding Minor Lines to Covered Major Lines from the Asset Management Screen

Users can select multiple covered major lines at one time and perform asset management on those lines. To
perform Asset Management on selected covered major products, follow the steps below to add minor lines to
major lines:
Step

Action

1.

From the Asset Management screen, set your filters to search for major lines.
For example, enter a contract number in the Customer Number textbox and click the Set Filters
arrow. The major lines will display in the major lines table at the bottom of the screen.

Step

Action

2.

Click the major line checkbox(s) of the major lines to which you want to add minor lines. If a
selected major line is covered on multiple contracts, all the screens in the Asset Management
process flow will display the list of all Active, Signed, and Overdue contracts on which that
major line is covered. Adding a minor line(s) to such major on one contract will also add it to all
the other eligible contracts.

3.

Select Perform Asset Management action on selected Product(s) from the Action drop down
and click GO.

Caption: Asset Management screen

Step
4.

Action
If all validations pass, the Asset Management Configuration pop-up window appears
displaying all major lines selected. Click the radio button of a major line which you would like to
use to update the configuration.

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Asset Management Job Aid

Cisco Service Contract Center
Step
5.

Action
Select Add Minor Product to Major Product from the Action drop down and click GO.

5
4

Caption: Configuration pop-up window

Step

Action

6.

The Asset Management: Minor Line Search pop-up window will appear. Here, you will search
for the minor line(s) to associate to the major line. Click either the Serial Number(s) / PAK
Number(s), Instance Number(s), PO Number(s), or SO Number(s) radio button.

7.

Depending on the radio button selected in the previous step, enter a value in the Value
textbox. For example, enter a serial number / PAK number of the minor line item if you
selected the Serial Number(s) / PAK Number(s) radio button. You can enter multiple commaseparated values in these fields to search for the required minor line(s).

8.

Click Search. The minor line search results will display in the Asset Management: Minor Line
Search Results table at the bottom of the pop-up window.
The value entered in the textbox and searched for will only display records that are standalone
(not in a configuration) and uncovered. Standalone and uncovered minor lines are the only
products that will be valid to add to a major line. In addition, only line items which you have
access to will be displayed. If you would like to move a covered product, you will need to do so
using either the Add Minor to Major functionality for quoting or the Upload Manager functionality
within Contract Manager. Refer to the CSCC User Guide and Contract Upload Manager Job Aid
respectively for details.

Step

9.

Action

Select the minor line(s) you want to associate to the major line. You can select up to 50 minor
lines. This includes both serialized and non-serialized lines. However, the total number of
minor lines that you will be allowed to add to the selected major line will depend on the number
of minor lines that the select major line already contains. A major line can contain up to 50
serialized/non-serialized minor lines in the configuration. Therefore, if a selected major line
contains 28 minor lines in the configuration, for example, you will be allowed to add only 22
more minor lines. To add the selected minor line(s) to both the configuration and the contract,
click Add Minor to Configuration and Contract.

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Asset Management Job Aid

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Caption: Asset Management: Minor Line Search pop-up window

Step

Action

10.

The system will validate the selected minor lines. An error message will be displayed if you
select more than 50 minor lines. The error message will indicate the maximum number of
minor lines that you can add to the selected major line. It will also indicate the number of minor
lines that you need to deselect to be able to proceed further.

Caption: Validation Information pop-up window

Step

Action

11.

An Error Indicator column will be displayed to the right of the Minor Line Search Results table
displaying red hard-stop error icons ( ) for the minor lines that did not pass the validations. All
such lines will not be selectable. You can click a red hard-stop error icon to view the details of
the error. Minor lines that successfully pass the validations will be displayed with a selectable
checkbox. If the selected major line already contains 50 minor lines in the configuration, the
following Error Information message will be displayed on clicking the corresponding hard-stop
error icon. In this case, you will not be able to add additional minor lines to the selected major
line.

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Asset Management Job Aid

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Caption: Error Information pop-up window

To learn more about the Asset Management errors, please reference the CSCC Error Guide.
Step
12.

Action
Next, click OK on the Asset Management Minor Line Search window to continue with the
Asset Management process.

11
10

12
10

Caption: Minor Line Search Results Table

Step

Action

13.

Clicking OK will close the Minor Line Search pop-up window and direct you to the Asset
Management Configuration pop-up window. On this window, the newly-added minor line(s) will
be displayed at the top of the minor lines list and with a checkbox. The existing minor lines in
the configuration will be displayed without checkbox below the new minors.

14.

To delete any lines from this window, you can use either of the following buttons:

15.

'Remove All Added Minor(s)' button: Clicking this button will delete all the newly-added
minor lines from a selected major (before they have been added to the configuration).
A pop-up window will be displayed to provide your confirmation before the remove
action is processed.
'Remove Selected Major' button: Clicking this button will remove a selected major line
from the Configuration pop-up window. Only one major line can be deleted at a time.
'Remove Selected Minor(s)' button: Clicking this button will remove the selected minor
line(s) from a major (before they have been added to the configuration). Since only
newly-added minor lines are selectable, only those lines can be deleted.

From the Asset Management Configuration pop-up window, click Submit All to finalize the
changes.

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Asset Management Job Aid

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15

14
15

10

10

Caption: Asset Management Configuration pop-up window

Step

Action

16.

You will receive a confirmation message indicating that the minor lines have been added to the
major lines. These updates will be made in real time and can be referenced once the
confirmations are received.
Only non-price impacting lines will be added to the contract. Any lines that will require an
additional fee, however, will be added to the configuration without service coverage. You will
need to create a renewal quote to cover the price-impacting line(s).

Caption: Confirmation Message

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Asset Management Job Aid

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2.1

Adding Minor Lines to Uncovered Major Lines from the Asset Management Screen

You can select multiple uncovered major lines and add uncovered minors to those lines through the Asset
Management screen. This action will add the minor line(s) to the configuration only. To perform Asset
Management on selected uncovered major products, follow the steps below.
Step
1.

Action
Roll over the Contracts tab and click Asset Management in the secondary menu.

Caption: Contracts Tab, Secondary Menu

Step

Action

2.

From the Asset Management screen, set your filters to search for the uncovered major lines
which you would like to add minor products to.

3.

Click the checkbox(s) in your line results for the major line(s) which you want to add minor lines
to. You can select up to 25 major lines.

4.

Select Perform Asset Management on Selected Product(s) from the Action drop down menu,
and click GO. The configuration pop-up window will appear displaying the major lines
selected.

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Asset Management Job Aid

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Caption: Asset Management screen

Step

Action

5.

If all validations pass ensuring that the products are eligible for Asset Management, the Asset
Management Configuration pop-up window appears displaying all major lines selected. Click
the radio button of a major line which you would like to use to update the configuration.

6.

Select Add Minor Product to Major Product from the Action drop down, and click GO.

Caption: Asset Management Configuration pop-up

Step

Action

7.

The Asset Management: Minor Line Search pop-up window will appear. Here, you will search
for the minor line(s) to associate to the uncovered major line

8.

Click either the Serial Number(s) / PAK Number(s), Instance Number(s), PO Number(s), or
SO Number(s) radio button. Instance Number(s) can be used to search for non-serialized
minor lines, such as software products.

9.

Depending on the radio button selected in the previous step, enter a value in the Value
textbox. For example, enter a serial number / PAK number of the minor line item if you
selected Serial Number(s) / PAK Number(s) radio button. You can enter multiple commaseparated values in these fields to search for the required minor line(s)

10.

Click Search.

10
10

Caption: Asset Management Minor Line Search

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Asset Management Job Aid

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Step
11.

Action
The minor line search results will display in the Asset Management: Minor Line Search
Results table at the bottom of the pop-up window.
The value entered in the textbox and searched for will only display records that are eligible to be
added. Only line items which you have access to will be displayed and covered products will not
be eligible. If you would like to move a covered product, you will need to do so using either the
Add Minor to Major functionality for quoting or the Upload Manager functionality within Contract
Manager. Refer to the CSCC User Guide and Contract Upload Manager Job Aid respectively for
details.

Step

Action

12.

Select the minor line(s) you want to associate to the uncovered major line. You can select up
to 50 minor lines. This includes both serialized and non-serialized lines. However, the total
number of minor lines that you will be allowed to add to the selected major line will depend on
the number of minor lines that the select major line already contains. A major line can contain
up to 50 serialized/non-serialized minor lines in the configuration. Therefore, if a selected major
line contains 28 minor lines in the configuration, for example, you will be allowed to add only 22
more minor lines. To add the selected minor line(s) to the configuration only, click Add Minor
To Configuration Only.

12
10

Caption: Asset Management Minor Line Search Results

Step
13.

Action
For additional information and steps, please reference the section, Adding Minor Lines to
Covered Major Lines from the Asset Management Screen within the Asset Management
section.

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