This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

Configuring Asset Management rules


You can define rules to configure the method of assignment for purchase requisitions and preferences for license certificate creation. 



To configure the assignment method for automatic assignment:

You use the Configure CI Rules form to configure the method of assignment used to automatically select an assignee (not the assigned support group, but the individual within the group) for purchase requisitions in the BMC Helix ITSM: Asset Management application.

Each company defined in the Company form can have its own assignment rules. You can configure assignment for a single company or for all companies by using the the Global option. When the BMC Helix ITSM: Asset Management application uses assignment, For example, when you assign a purchase requisition, the criteria for selecting the assignee is done as per the rules defined for the individual company. If the assignment rules for the company are not set, the assignee is selected as per the rules in the Global option. To set these rules, perform the following steps:

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Asset Management > Advanced Options > Rules, and then click Open
    The Configure CI Rules form is displayed.
  3. Click the Assignment tab.
  4. On the Configure CI Rules form, from the Company list, select the company for which you want to configure assignment, or select the Global option.
    Selecting Global configures assignment for all companies.
  5. To enable assignment, select Yes in Assignment Engine Integration.
  6. From the Assignment Process list, select the default process for the assignment.
    The options are as follows:
    • Asset General Assignment - Capacity— Capacity in the BMC Remedy Assignment Engine is a ratio-based assignment method.

      Example

      You have two assignees, Assignee A and Assignee B. In the People form, there is a field to set up a capacity number for a person. You can use any number. For example, if you assign Assignee A the number 100 and Assignee B the number 200, it means Assignee B can handle twice as many assignments as Assignee A. The BMC Remedy Assignment Engine assigns a record(for example, purchase requisitions or tickets) to Assignee A every time two records have been assigned to Assignee B.

      Specify the capacity for each support staff person in the Capacity Rating field on the people form. See  Adding people without using templates Open link .

    • Asset General Assignment - Number — Tracks the number of tickets assigned to the person. The number assignment process selects the person with the least number of tickets already assigned.
    • Asset General Assignment - Round Robin — Tracks the last time the person received an assignment. The round robin assignment process selects the person who was least recently assigned an incident.
  7. (Optional) enter Description.
  8. In Status, select Enabled.
  9. Click Save and then click Close.
    The automatic assignment is configured.

To configure license certificate preferences

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Asset Management> Advanced Options> Rules, and then click Open.
  3. Click the License Certificate tab.
  4. From the Auto Receive Certificate list, select one of the following options:
    • Yes — If you select Yes, when a purchase order is placed, you will automatically receive the license certificate immediately after the purchase request is created. You do not have to go into the Receiving Console to receive the certificate. 
    • No — If you select No, you must go into the Receiving Console and manually receive the certificate. You cannot receive a partial quantity for Software types.
  5. Specify breach levels.
    When a certificate is created, it uses the percentages set here to automatically calculate Breach Level 1 and Breach Level 2 based on the stored percentage values.
  6. Click Save and then click Close.
    Your preference to attach the license certificate to the purchase is configured.
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