Asset Listing

102 views April 17, 2017 evaca 0

Asset Listing

The Assets module is in the Back Office tab of the Navigation Menu:

Asset Listing gridAsset Listing screen

 

The Asset Listing grid has different search options: Asset ID, Asset Category, Manufacturer, Business Unit, Area, and Statuses. There are two display options for Asset: Top Level only and Hide Consumable Assets.

If the Top Level only option is checked, then Asset Categories marked as “Top Level” are displayed. If the Hide Consumable assets option is checked, then only information about non-consumable asset items is displayed.

In this grid there is an option to print barcodes associated with specific Asset IDs. To select which Asset(s) ID barcodes will be printed, users should select the checkbox(s) in the first column and then click on the Print Barcode button.

A report for the selected assets will be generated in pdf format in which Barcodes and Asset IDs will be displayed.

Asset ID report

Asset barcodes report

 

The grid can be filtered by:

  • Status
  • Asset ID
  • Name
  • Category
  • Parent Category
  • Asset Group
  • Business Unit
  • Area
  • Estimated Value
  • Location
  • Inventory Type
  • Purchase Date
  • Serial Number
  • Lien checkbox
  • Consumable checkbox
  • Last Maintenance Date
  • Next Maintenance Date
  • Date Retired

To create a new asset

  1. Open the “New Asset” window by pressing Ctrl+N, or right-clicking within the grid and selecting New from the menu. All yellow fields in the window are required information, while white fields are optional.
  2. On the Properties tab, fill in the asset’s associated Asset ID, Business Unit, Area, Asset Category, Name and Status.
  3. Fill in any other optional information desired and then click “OK” to save.