Administration → Serena Service Manager → Common Customizations → Customizing the Process Apps → Customizing Asset Management → Enabling the Service Requests Integration with Asset Management
You can configure service request projects so that service requests in fulfillment can be associated with financial assets. For details, refer to Asset Management Integrations.
To enable the Service Requests integration:
Enables the integration.
Disables the integration.
The following table lists user-type fields that are mapped for the "Submit from SR" transition in the Service Request process app to fields in the Asset Management process app.
To ensure that users have valid selections in these fields as they work with linked assets and service requests, verify that users are assigned to the listed roles for both process apps.
If you do not want to assign users to these roles, you can add them as selections to the individual fields in each process app.
Both of these tasks are performed in SBM Application Administrator.
Service Requests Field | Service Request Roles | Asset Management Field | Asset Management Roles |
---|---|---|---|
Purchaser | Purchasing | Purchaser |
Asset Manager |
Fulfillment Group | Fulfiller | IT Group | Asset Manager |
Fulfiller | Fulfiller | IT Asset Manager | Asset Manager |
Financial Reviewer | Financial Approver | Financial Reviewer | Financial Approver |
Affected User | User | Employee | Employee |
Business Reviewer | Business Approver | Business Reviewer | Business Approver |
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