How to use Customer Assets Report in iDempiere

Introduction

The Customer Assets report is a standard iDempiere process that lists the assets owned by business partners along with their total asset delivery count.

It is used in Customer Relationship Management and after-sales support to check which assets a customer owns, their warranty status, and delivery history before handling a service request.

The report supports warranty validation, service planning, and customer asset reporting by consolidating guarantee dates, in-service dates, and delivery data in one view.

Process Flow Diagram

Business Rules

• Only Assets linked to a Business Partner (customer-owned assets) appear on this report.
• Delivery Count shows the total recorded deliveries or shipments for each asset.
• In Service Date and Guarantee Date can be filtered using From and To date ranges.
• Asset Group, Business Partner, User/Contact, and Product are optional filter criteria.
• Leaving all filters blank returns assets for all business partners.
• Summary mode shows consolidated totals instead of individual asset rows.
• Large datasets can be processed in the background using Run as Job.
• Saved Parameters store frequently used filter combinations for reuse.

Prerequisites

• Business Partner configured with a valid Location and Address.
• Asset created and linked to the Business Partner as a Customer Asset.
• Asset Group configured and assigned to the Asset.
• Product configured and linked to the Asset record.
• In Service Date and Guarantee Date populated on the Asset for accurate warranty tracking.
• Delivery or Shipment transactions recorded against the Asset for Delivery Count.

Navigation

Menu → Assets → Customer Service → Customer Assets

Opening the window shows a parameter screen with Asset Group, Business Partner, User/Contact, Product, In Service Date, Guarantee Date, and Run as Job. Running the process opens a Report View grid of customer assets.

Configuration Steps

Step 1: Open the Customer Assets Report

Navigate to the report to begin reviewing customer-owned assets and delivery counts.

Instructions

From the menu, open Customer Assets. The parameter screen appears with the report description at the top.

Step 2: Filter by Asset Group (Optional)

Narrows the report to a specific category of assets, such as Electronics.

Instructions

Select an Asset Group from the dropdown to limit results to that category, or leave blank for all groups.

Step 3: Filter by Business Partner (Optional)

Limits the report to assets owned by a specific customer.

Instructions

Enter or search for a Business Partner to view only their assets, or leave blank for all customers.

Step 4: Filter by User/Contact or Product (Optional)

Further narrows results to a specific contact person or product.

Instructions

Select a User/Contact and/or Product to focus the report on a specific customer contact or item.

Step 5: Set In Service Date and Guarantee Date Ranges (Optional)

Filters assets by when they went into service or when their warranty is valid.

Instructions

Enter From/To dates for In Service Date and Guarantee Date to review assets within a specific warranty window.

Step 6: Choose Run as Job (Optional)

Determines whether the report runs immediately or as a background job.

Instructions

Check Run as Job for large customer bases to avoid session timeouts.

Step 7: Execute and Review the Report

Runs the report and displays customer asset details with delivery count.

Instructions

Select View Report format and Print Format, then click OK. The Report View opens listing each asset with its Business Partner and delivery data.

Field Reference Table

Field	Sample Value	Description
Asset Group	1000000_Electronics	Category used to filter assets
Business Partner	VISION TECHNOLOGIES	Customer who owns the asset
User/Contact	Praveen	Specific contact linked to the asset
Product	IPH16_iPhone 16	Product associated with the asset
In Service Date	07/15/2026	Date the asset was placed into service
Guarantee Date	07/15/2027	Date the asset’s warranty coverage ends
Delivery Count	0	Total recorded deliveries for the asset
Serial No	356789123456789	Unique serial number of the asset
Search Key	AST-IPH16-0001	Unique identifier for the asset record
Partner Location	No.38 OMR Tech Park, Perungudi, Chennai, 600096	Delivery/service address of the Business Partner

Common Issues and Resolutions

Issue	Cause	Resolution
Report returns no rows	Asset is not linked to a Business Partner, or filters are too narrow	Verify the Asset record is linked to a Business Partner and relax filters
Delivery Count always shows 0	No shipment or delivery transaction recorded against the asset	Confirm the related Shipment document references the Asset
Guarantee or In Service Date is blank	Dates were not entered on the Asset record	Update the Asset record with correct In Service and Guarantee dates
Wrong Partner Location displayed	Business Partner has multiple locations and a different default is used	Review and correct the Business Partner’s default location
Report runs slowly	No filters applied across a large customer base	Apply Business Partner or Asset Group filters, or enable Run as Job
Product column is blank	Asset is not linked to a Product record	Link the correct Product on the Asset record
Saved Parameters not appearing	Parameters were not saved for the current user/role	Save the parameter set using the Saved Parameters option before reuse
Window not accessible to user	Role does not have access to the report	Grant window access to the Role

Next Steps

• Review the Asset Workfile to confirm asset and warranty details.
• Use the Business Partner window to verify customer location and contact data.
• Create a Service Request referencing the customer asset if support is needed.
• Review Customer Shipment records if Delivery Count appears incorrect.