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Lets say this:
We sell a machine to a customer and we do all the service and inspections for it. After 3 years, the customer want to buy a new machine from us. He also want us to buy the old one back.
The old machine has a lot of service history and information that is valuable for the future.
What is the best way to solve this case? Both thinking about inventory and asset.
Hi Orjan,
Assuming you sold a machine to a customer A, So the machine is created as asset in Field service and associated with the Customer A.
Now, for all the Services and Inspections of this machines, create the work order associated with the customer A and add asset on these work Order.
When you take the Machine back, update the Customer on the Machine, and if you are servicing this machine even when belongs to you, create Work orders where customer = you and Asset is the same machine mentioned above.
With this you will always maintain how many services were done with this machine. also this will show all the service history with customer associated.
(you can also create a custom Table and store a record as audit when ever Customer is updated on the Asset) useful to know since when to when the machine was with which customer.
This solution we used in rental/ lease model and I think the same can apply here.
Do mark this answer verified if this help.
We did this for one customer and would clone the Asset with a lookup to the previous record so it could be chained multiple times. It's fairly clean and left everything intact from the previous record / owner.
This was done with MS Flow and the Asset was then set to inactive.
I would say you should have a subgrid on the asset showing the past history of services done. This can be done by creating a custom table called 'Service History' and creating these records when ever a service or inspection is done for that asset
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