Change associations between customers and an assetChange associations between customers and an assetWhen an association between one or more customers no longer applies, you can change the associations.
From the List tab of the Assets (SP) application, select the asset that you that you want to change customer associations for.
On the Asset
tab, click Show/Manage Customers
next to the Primary
Customer field.
In the Add/Modify Customer Associations window, change customer associations:
To add a customer association, click Select Customers, select one or more customers from the list, and click OK.
To change the primary customer, select the Primary check box next to the customer that you want to become the primary customer.
Important: Adding, changing, or removing a primary customer of an asset can affect the classification and attributes of the asset when the asset is classified. As a result of a change, the classification or one or more attributes may no longer be relevant to the new primary customer, and the classification may have attributes which have now become relevant to the new primary customer. However, classifications and attributes are never automatically removed from an asset (or added to an asset) when a customer association is changed.
To remove a customer
association, click Mark Row for Delete
. If you want to remove a primary customer association
when an asset has more than one customer associated with it, you must
first change the primary customer.
Click OK to save your changes and return to the Asset tab.
Associate customers with an asset