PL ProfitLensGCC ERP by Somar
Help CenterCMMS & Field ServiceInstalled Asset Registry
Help Center · CMMS & Field Service

Installed Asset Registry

Track client equipment, serial identity, location, warranty, contracts, QR tags, service history, and optional auto-PPM setup.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Register and update client equipment

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Track serial number, location, warranty, and contract reference

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Create a ticket from an asset

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Review asset service context

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Retire an asset

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Create comprehensive or PPM-only schedules during setup

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Register and update client equipment
  2. Track serial number, location, warranty, and contract reference
  3. Print an asset QR tag
  4. Create a ticket from an asset
  5. Review asset service context
  6. Retire an asset
  7. Create comprehensive or PPM-only schedules during setup

Related procedural guides

Workflows

Maintenance Ticket to Service Billing

Connect service intake, installed asset, scheduling, field visit, resolution, draft approval, official invoice, and collection.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: This installed-base registry is operational CMMS, not a medical-device regulatory registry.