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You can update multiple Assets using the Asset Import Template. You can also preview the Assets allocated to a Store.
To update Asset details:
- Select the Asset > User > Manage Asset > Asset Inventory.
- On the ASSET INVENTORY page under the SELECT THE ASSET TYPE section, click FIXED.
On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the required details and click SUBMIT to view the list of Assets based on the filter criteria. For more information about fields on the FILTERS pop-up page, see Searching Assets.
Note title Note: For Fixed Assets, the list of configured Fixed Asset details is displayed immediately after the page loads. You may specify a filter criteria based on your specific requirement. For more information about fields on the FILTERS pop-up page, see Searching Assets.
- The list of Assets based on the filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.
- Select the check box corresponding to the Asset you want to update. You should select only one Asset at a time. On the ACTIONS panel, click UPDATE.
Figure: FIXED ASSET page - You can update the details of the selected Asset and click SUBMIT to save the changes. For more information about the GENERAL and RELATIONSHIP tabs, see Field Description.
Figure: UPDATE FIXED ASSET page
GENERAL
Figure: UPDATE FIXED ASSET page: GENERAL tab
Anchor Field Description Field Description
Field Description
| Field Description | |
| Field Description |
The following table describes the fields under the GENERAL tab:
Field | Description |
|---|---|
DETAILS | |
Store | If required, update the new Store to which you want to add the Asset. |
Data Template | If required, update the Data Template to populate fields under the GENERAL tab with the data available in the Template. |
Asset Condition | If required, update the condition of the Asset. |
| Note | ||
|---|---|---|
Attachment Field Upload any file(s) related to the Asset.
The attachment details are displayed upon submitting as follows:
The number of attachment fields and the attachment limit (Single or Multiple) can be configured based on the requirement through Form Builder option. See Configuring Asset Category Using Form Builder page for more information.
Figure: Update Fixed Asset- Attachment grid |
RELATIONSHIP
You can link or unlink Contract(s) from the Asset using the Link or De-link option, respectively. When you link a Contract to the Asset, the Contract is displayed under the RELATIONSHIP tab.
Figure: UPDATE FIXED ASSET page: RELATIONSHIP tab
To link a Contract to the Asset:
- Under the RELATIONSHIP tab, in the Link drop-down list, select Link Contract.
- On the RELATIONSHIP pop-up page, ensure that Link Contract is selected in the Relation drop-down list, and then click SEARCH. The list of Contracts are displayed.
Figure: RELATIONSHIP pop-up page: Linking Contract - Select the Contract(s) that you want to link to the Asset, and then click LINK in the lower-right corner of the RELATIONSHIP pop-up page.
To unlink a Contract from the Asset:
- Select the Contract under the RELATIONSHIP tab, and then click De-Link.
Figure: RELATIONSHIP tab: Unlinking Contract
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