{"id":20747,"date":"2026-07-16T09:07:08","date_gmt":"2026-07-16T09:07:08","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=20747"},"modified":"2026-08-13T04:42:31","modified_gmt":"2026-08-13T04:42:31","slug":"how-to-use-deliver-assets-process-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-use-deliver-assets-process-in-idempiere\/","title":{"rendered":"How to use Deliver Assets process in iDempiere"},"content":{"rendered":"\n

Introduction<\/strong><\/h2>\n\n\n\n

Deliver Assets is a standard iDempiere process that electronically emails purchased or subscribed assets to customers, using records maintained in the Asset window.<\/p>\n\n\n\n

It is used in after-sales and customer asset management, run manually or as a scheduled job after assets are created from Sales Orders or service transactions.<\/p>\n\n\n\n

The process updates asset delivery status, logs mail history, and sends guarantee-expiry reminders, directly affecting customer communication and asset reporting accuracy.<\/p>\n\n\n\n

Process Flow Diagram<\/strong><\/h2>\n\n\n\n
\"TenthPlanet-iDempiere-Accounting-DeliverAssets-ProcessFlow\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Guarantee Date is mandatory and defaults to the current system date.<\/li>\n\n\n\n
  • Assets are delivered only when their Guarantee Date is on or after the entered Guarantee Date.<\/li>\n\n\n\n
  • Expired assets receive a reminder mail only if Expired Guarantee Mail is selected.<\/li>\n\n\n\n
  • At least one selection filter (Asset Group, Product, Business Partner, or Asset) is required.<\/li>\n\n\n\n
  • Selecting a specific Asset overrides all other selection filters.<\/li>\n\n\n\n
  • Attach Asset sends the mail as HTML and includes available Product Download files.<\/li>\n\n\n\n
  • Run as Job executes the process in the background without blocking the session.<\/li>\n\n\n\n
  • Delivery is skipped when the asset’s linked user has no valid email address.<\/li>\n\n\n\n
  • Each successful delivery is logged as an Asset Delivery record and updates the Asset.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • Business Partner configured with a linked User having a valid email address.<\/li>\n\n\n\n
    • Asset record created and linked to a Product and Business Partner.<\/li>\n\n\n\n
    • Mail Text template configured for product delivery and\/or guarantee expiry.<\/li>\n\n\n\n
    • SMTP Host and Request Email configured at the Client (Tenant) level.<\/li>\n\n\n\n
    • Product Download configured on the Product, if attachments are required.<\/li>\n\n\n\n
    • Asset Group configured, if filtering deliveries by group.<\/li>\n<\/ul>\n\n\n\n

      Navigation<\/strong><\/h2>\n\n\n\n
      Menu \u2192 Assets \u2192 Customer Service \u2192 Deliver Assets<\/strong><\/code><\/pre>\n\n\n\n
      \"TenthPlanet-iDempiere-Process-DeliverAssets-1\"<\/figure>\n\n\n\n
      Opening the window displays the “Deliver Customer Assets electronically” process parameter screen, where users define selection criteria and delivery options before running the process.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Process-DeliverAssets-2\"<\/figure>\n\n\n\n
      Configuration Steps<\/strong><\/h2>\n\n\n\n
      Step 1: Define<\/strong> the<\/strong> Selection Criteria<\/strong><\/h3>\n\n\n\n
      This determines which assets are included in the run, either individually or in bulk.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Enter Asset Group, Product, or Business Partner to select multiple assets, or choose a specific Asset to deliver only that record. At least one filter is required to run the process.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Asset Group<\/td>Electronics<\/td>Groups related assets for bulk selection<\/td><\/tr>
      Product<\/td>Laptop – Model X<\/td>Filters assets by product<\/td><\/tr>
      Business Partner<\/td>ABC Retail Ltd<\/td>Filters assets by customer<\/td><\/tr>
      Asset<\/td>AST-000123<\/td>Selects a single specific asset, overrides other filters<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 2: Set the Guarantee Date<\/strong><\/h3>\n\n\n\n
      This determines whether an asset’s guarantee is treated as valid or expired.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Confirm or update the Guarantee Date field. Assets with a Guarantee Date on or after this value are treated as valid and delivered; earlier dates are treated as expired.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>
      Guarantee Date<\/td>07\/15\/2026<\/td>Reference date used for the guarantee validity check<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 3: Configure Expired Guarantee Mail<\/strong><\/h3>\n\n\n\n
      This enables automatic reminder emails for assets whose guarantee has expired.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Select a Mail Text template in Expired Guarantee Mail. Leave it blank to skip expired assets entirely instead of sending a reminder.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>
      Expired Guarantee Mail<\/td>Guarantee Expired Notice<\/td>Mail template sent to customers whose asset guarantee has expired<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 4: Enable Attach Asset<\/strong><\/h3>\n\n\n\n
      This controls whether product download files are attached to the delivery email.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Check Attach Asset to send the mail as HTML and attach available Product Download files. Uncheck it to send a plain text notification only.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>
      Attach Asset<\/td>Checked<\/td>Sends HTML mail with product download attachments<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 5: Choose Execution Mode<\/strong><\/h3>\n\n\n\n
      This determines whether the process runs immediately or in the background.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Check Run as Job to process large selections asynchronously without blocking the session. Leave it unchecked for immediate execution on smaller selections.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>
      Run as Job<\/td>Unchecked<\/td>Runs the process synchronously in the current session<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 6: Execute the Process<\/strong><\/h3>\n\n\n\n
      This triggers delivery emails and updates the asset delivery records.<\/p>\n\n\n\n
      Instructions<\/strong><\/em><\/h3>\n\n\n\n
      Click OK to run the process. Review the result message showing the count of assets sent and any errors encountered.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Process-DeliverAssets-3\"<\/figure>\n\n\n\n
      Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
      Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
      No Tenant SMTP Info<\/td>SMTP Host is not configured at the Client level<\/td>Configure SMTP Host in the Client (Tenant) window<\/td><\/tr>
      No Tenant Request User<\/td>Request Email is not set at the Client level<\/td>Set Request Email in the Client (Tenant) configuration<\/td><\/tr>
      No Asset User<\/td>Asset record has no linked User (AD_User)<\/td>Link a valid User to the Asset record<\/td><\/tr>
      No Asset User Email<\/td>Linked User has no email address<\/td>Add a valid email address to the User record<\/td><\/tr>
      No Subject \/ No Product Mail Text<\/td>Mail Text template is missing or has an empty Mail Header<\/td>Configure the Mail Text template with a valid subject<\/td><\/tr>
      Invalid Email<\/td>User email address fails format validation<\/td>Correct the email address on the User record<\/td><\/tr>
      Not Delivered – SMTP Error<\/td>SMTP server rejected or failed to send the mail<\/td>Verify SMTP credentials, port, and authorization on the Client<\/td><\/tr>
      Restrict Selection Error<\/td>No selection filter entered before running the process<\/td>Provide at least one of Asset Group, Product, Business Partner, or Asset<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Next Steps<\/strong><\/h2>\n\n\n\n
        \n
      • Configure Mail Text templates for product delivery and guarantee reminders.<\/li>\n\n\n\n
      • Verify SMTP settings in the Client (Tenant) window.<\/li>\n\n\n\n
      • Review Asset Delivery records to confirm successful transmissions.<\/li>\n\n\n\n
      • Set up Product Download files for assets requiring attachments.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
        Introduction Deliver Assets is a standard iDempiere process that electronically emails purchased or subscribed assets to customers, using records maintained […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[58,10],"tags":[],"class_list":["post-20747","post","type-post","status-publish","format-standard","hentry","category-idempiere-accounting","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20747"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20747\/revisions"}],"predecessor-version":[{"id":20753,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20747\/revisions\/20753"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}