Opportunity item assets

The opportunity item assets object holds information held against opportunity item assets.

When you add a product or service to an opportunity, it creates an opportunity item on that opportunity. Opportunity items have opportunity item assets, which are records for allocations for that item.

An allocation might be a serialized asset or a sub-rent booking.

Generally, the opportunity item asset object is used to print operations documents like Picking Lists, Delivery Notes, and Collection Notes.

Document layouts

The asset object can be accessed in document layouts against the following modules:

Opportunity

{% for asset in order.product_assets %}
  {{ asset.asset_number }}
{% endfor %}

To print assets against an opportunity item:

{% for item in order.items %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {{ asset.asset_number }}
    {% endfor %}
  {% endif %}
{% endfor %}

To print assets inside a container:

{% for asset in order.container_item_asset %}
  {{ asset.asset_number }}
{% endfor %}

To print assets for a sub-rent supplier:

{% for asset in order.supplier_item_assets %}
  {{ asset.asset_number }}
{% endfor %}

Member

To print sub-rent allocations for a particular supplier:

{% for sub_rent in member.active_sub_rentals %}
  {{ sub_rent.opportunity_item.name }}
{% endfor %}

Discussion templates

The asset object can be accessed in document layouts against the following modules:

Opportunity

{% for asset in opportunity.product_assets %}
  {{ asset.asset_number }}
{% endfor %}

To print assets against an opportunity item:

{% for item in opportunity.items %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {{ asset.asset_number }}
    {% endfor %}
  {% endif %}
{% endfor %}

To print assets inside a container:

{% for asset in opportunity.container_item_asset %}
  {{ asset.asset_number }}
{% endfor %}

To print assets for a sub-rent supplier:

{% for asset in opportunity.supplier_item_assets %}
  {{ asset.asset_number }}
{% endfor %}

Member

To print sub-rent allocations for a particular supplier:

{% for sub_rent in organisation.active_sub_rentals %}
  {{ sub_rent.opportunity_item.name }}
{% endfor %}

asset_number

Where serialized, returns an opportunity item asset asset number.

Returns blank for bulk or non-stock.

Input

{{ asset.asset_number }}

Output

DB-001

barcode_number

Where bulk or non-stock, returns an opportunity item asset's related product barcode number.

Returns blank for serialized.

Input

{{ asset.barcode_number }}

Output

HDMI-000

container

Returns the opportunity item asset container name.

Returns blank where no container is set.

Input

{{ asset.container }}

Output

Box 1

cost

Returns opportunity cost objects for an opportunity item asset.

Input

{% for cost in asset.costs %}
  {{ cost.price }}
{% endfor %}

Output

100.0

Opportunity costs

depth

Returns the depth of an opportunity item asset in the tree. An item’s depth is determined by how it is nested under items.

In the example above, we can see opportunity items with depths 1 to 4.

Input

{{ asset.depth }}

Output

1

depth_padding

Returns the depth padding for an opportunity item asset. Generally used to apply an inline style to a table cell in HTML so that items appear nested.

Increments in multiples of 16.

Input

<td style="padding-left: {{ asset.depth_padding }}px;">
  {{ asset.name }}
</td>

Output

<td style="padding-left: 16px;">
  Leica R-Series 180mm f/2.8
</td>

description

Returns an opportunity item asset’s related opportunity item description.

Input

{{ asset.description }}

Output

Supplied with power cable.

group_depth_padding

Returns the depth padding for an opportunity item asset's related opportunity group.

Used in our default documents where the order.product_assets is looped, which doesn't include groups.

Input

<td style="padding-left: {{ asset.group_depth_padding }}px;">
  {{ asset.group_name }}
</td>

Output

<td style="padding-left: 0px;">
  Cameras
</td>

group_description

Returns the description for an opportunity item asset's related opportunity group.

Used in our default documents where the order.product_assets is looped, which doesn't include groups.

Input

{{ asset.group_description }}

Output

This kit goes in the main area.

group_name

Returns the name for an opportunity item asset's related opportunity group.

Used in our default documents where the order.product_assets is looped, which doesn't include groups.

Input

{{ asset.group_name }}

Output

Cameras

has_shortage?

Returns true where an opportunity item asset has a shortage; false otherwise.

Shortages are highlighted in red and have an ⚠️ exclamation icon next to them in the list.

Input

{{ asset.has_shortage? }}

Output

true

id

Returns an opportunity item asset ID.

The ID is an internal reference for a record. It's not exposed in our web interface.

Input

{{ asset.id }}

Output

1	

is_bulk_stock?

Returns true if an opportunity item asset is for bulk stock; false otherwise.

Input

{{ asset.is_bulk_stock? }}

Output

true

is_non_stock_booking?

Returns true if an opportunity item asset is a non-stock allocation; false otherwise.

Text items are considered non-stock allocations.

Input

{{ asset.is_non_stock_booking? }}

Output

true

is_resource_stock?

Returns true if an opportunity item asset is a service with bookable resource, i.e. a bookable resource has been allocated; false otherwise.

Input

{{ asset.is_resource_stock? }}

Output

true

is_serialised_component?

Returns true if an opportunity item asset is a serialized component, i.e. it is part of a serialized container; false otherwise.

is_serialised_container?

Returns true if an opportunity item asset is a serialized container; false otherwise.

is_serialised_stock?

Returns true if an opportunity item asset is a serialized stock allocation, i.e. a serialized asset has been allocated; false otherwise.

Input

{{ asset.is_serialised_stock? }}

Output

true

location

Returns the stock level location for an opportunity item asset.

Input

{{ asset.location }}

Output

Bay A2 Shelf G4

name

Returns an opportunity item asset's name. This will always be the name of the opportunity item.

Input

{{ asset.name }}

Output

D&B E3 Speaker

opportunity_item

Returns opportunity item objects for an opportunity item asset.

Generally used to access information like the opportunity item charge total or description.

Input

{{ asset.opportunity_item.charge_total }}

Output

180.0

Opportunity items

outer_container

Returns the container attribute of a serialised component's serialised container. Otherwise returns the same as the container method.

product

Returns product objects for an opportunity item asset, where related to a product.

Input

{{ asset.product.description }}

Output

The E3 is an extremely small and versatile high performance system with astonishing sound and excellent headroom. The horn, which may be rotated to give either 90° x 60° or 60° x 90° coverage, has the necessary flexibility in directivity to enable a variety of applications such as delay, infill or distributed sound reinforcement applications. 

Product

quantity

Returns the quantity against an opportunity item asset.

Input

{{ asset.quantity }}

Output

2

replacement_value

Returns the replacement charge for an opportunity item asset. This may differ from the opportunity item replacement charge depending on the quantity.

Input

{{ asset.replacement_value }}

Output

20.0

resource

Returns contact, user, or vehicle objects for a bookable resource allocation.

Input

{{ asset.resource.name }}

Output

Jo Swanson

People & Organizations

resource_name

Returns the name of the contact, user, or vehicle for a bookable resource allocation.

Input

{{ asset.resource_name }}

Output

Jo Swanson

return_assets

Returns opportunity item return assets for an opportunity item asset.

Input

{% for return in asset.return_assets %}
  {{ return.return_at }}
{% endfor %}

Output

2021-07-28 10:00:00 +0000

Opportunity return item assets

serial_number

Returns the stock level serial number for an opportunity item asset.

In Current RMS we make a distinction between serial numbers and asset numbers. Asset numbers are used for allocation.

Input

{{ asset.serial_number }}

Output

D03VGP9CNHT20

service

Returns service objects for an opportunity item asset, where related to a service.

Input

{{ asset.service.description }}

Output

Let us take care of all of the setup for you!

service_name

Returns the name of the related service for an opportunity item asset.

Input

{{ asset.service_name }}

Output

Install

status

Returns the opportunity item asset status ID.

ID	Status name
1	Provisional
2	(Allocated)
5	Reserved
10	Allocated
15	Prepared
20	Booked Out
30	Checked In
40	Completed
45	Moved

Note the difference between 2 and 10.

• 2 (Allocated) is for allocations on a provisional quotation.

• 10 Allocated is for allocations on a reserved quotation or order.

Input

{{ asset.status }}

Output

5

status_name

Returns the opportunity item asset status name.

Status names are in the language set against your user profile.

• Provisional

• (Allocated)

• Reserved

• Allocated

• Prepared

• Booked Out

• Checked In

• Completed

• Moved

Input

{{ asset.status_name }}

Output

Reserved

stock_level

Returns stock level objects for the related stock level of an opportunity item asset.

Input

{{ asset.stock_level.location }}

Output

Bay A2 Shelf G4

Stock level

supplier

Returns organization objects for a sub-rent or sub-contract supplier related to an opportunity item asset.

Input

{{ asset.supplier.address }}

Output

3934 Giraffe Hill Drive, Farmers Branch, TX 75234

Organization

supplier_name

Returns the name of the organization set as a sub-rent or sub-contract supplier for an opportunity item asset.

Input

{{ asset.supplier_name }}

Output

Vita Sound

weight

Returns the weight for an opportunity item asset's related opportunity item.

Input

{{ asset.weight }}

Output

10.0

Use the company object to return your company weight unit, e.g. lbs or kg.

weight_total

Returns the weight total for an opportunity item asset. This may differ from the opportunity item replacement charge depending on the quantity.

Input

{{ asset.weight_total }}

Output

20.0