Occasionally, an item in a Sales Order may be mistakenly converted to an Asset. For example, if a Mobile Service item with an incorrect MPN number is converted before processing is fully complete, it needs to be reverted to its unprocessed state. In this article, we’ll walk you through how to fix this issue and get things back on track.
⚠️ Why Revisions Matter: Handle With Care!
While it is possible to unconvert an Asset, this option should be used sparingly. To prevent unnecessary revisions:
Apply extra caution when processing orders.
If revisions are necessary, inform Management and relevant teams to ensure everyone is aware of the adjustments being made.
🔐Permissions Required
To make these changes, you’ll need special permissions. Check with your admin if you don't have access:
Restrict Customer Asset Deletions – Permission to restrict the deletion of customer assets.
Restrict Customer Asset Editing – Permission to restrict the editing of customer assets.
➡️ Can’t access what you need? Contact your Layer Admin or Account Manager for help.
🛠️ Steps to Unconvert an Asset
1. Navigate to the Assets Tab
Open the Customer Record and head over to the Assets Tab.
2. Option 1: The Quick & Simple Method
If you're not a fan of the Batch Editor, this is your go-to method!
Go to the Asset Tab:
Select the category the item belongs to.
Search for the Asset Item:
Use the Service Name field to quickly filter or search.
Delete the Item:
Once you find it, scroll to the right and hit the X button to delete.
📝Pro Tip: This method is quick, simple, and perfect for most users!
3. 📑 Option 2: Use the Batch Editor (For Power Users)
For those with access to the Batch Editor, here’s how you do it like a pro:
Start with the Batch Editor:
Choose the correct item (e.g., a Mobile Service item).
Find Your Item:
Click the Mobile button.
Select Services (Tariffs) from the list.
Tick the box next to the item you want to revert.
Delete It:
Click Delete Selected.
Confirm the Change:
The item will now move from Processed to X (Not Processed) in the Sales Order Data Capture section.
🤔 Need Help? We’ve Got Your Back!
If you’re running into issues or need some extra help, don’t hesitate to reach out to your Layer Admin or Account Manager for support.
💡 Final Thoughts:
Fixing errors in Sales Orders can seem daunting, but with these simple steps, you’ll be back on track in no time. Keep this guide handy for when you need to undo an Asset conversion. We’re always here to help!