Asset Listing

52 views April 17, 2017 jpajaro 0

Asset Listing

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

asset listing

Asset Listing tab showing a New Asset window

The asset window can be searched by:

  • Asset ID
  • Asset Category
  • Manufacturer
  • Business Unit
  • Area
  • Status
  • Top Level only – Shows only Asset Categories marked as “Top Level”.
  • Hide Consumable assets – Displays information about only non-consumable asset items.

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.