Configuring Asset Management Module

Theme

Select the theme that you want to apply for the Tenant. Only the themes configured on the THEME CONFIGURATION page are displayed in the Theme drop-down list.

Allow Users to Select Theme

If selected, the users can select the Theme on the MY PROFILE pop-up page that they want to apply for the Tenant. For more information about selecting a Theme on the MY PROFILE pop-up page, see Viewing/Updating Your Profile Details in SummitAI Platform.

Unique Validation

You can select By Category, By Tenant, or All Tenants in the Unique Validation field. Based on the selection in this field, the unique attributes are validated while adding Assets.

Customer Label

Type in the label name for the Customer. The name specified here is displayed for the Customer Name fields in the SUMMIT application.

Store Label

Type in the label name for the Store. The name specified here is displayed for the Store name fields in the SUMMIT application.

Store Movement Label

Type in the label name for the Store Movement. The name specified here is displayed for the Store Movement fields in the SUMMIT application.

Asset Deactivate Label

Type in the label name for the Asset Deactivate. The name specified here is displayed for Asset Deactivate fields in the SUMMIT application.

Software Variance Alert Type

Lists the Software Variance Alert Types. Based on the selected Alert Type, the Alerts are sent to the configured users. You can configure three types of Alerts:

• New Installations: The user gets an Alert when a new software is installed on the Asset.
• Software Updates: The user gets an Alert when a new update is available for the software installed on the Asset.
• Both: The user gets an Alert when a new software is installed or a new update is available for the software installed on the Asset.

Enable E-mail Alerts for End Users

If selected, the Asset life cycle e-mail alerts are sent to the End Users.

Enable attribute level store threshold configuration

If selected, the Store Threshold configuration is enabled at the attribute level. For more information about store threshold configuration, see Configuring Store Threshold.

Enable Icon that Enables/Disables the Devices

If selected, the Icon that enables/disables the Devices is displayed under Device Manager tab of ASSET DETAILS pop-up page.

Set Present Date as Asset Allocation Date

If this check box is selected, the present date becomes the Asset Allocation Date during the asset allocation.

Enable Asset Search by Dynamic Attributes from All Categories

If selected, the dynamic attributes from all the categories are displayed in the drop-down list on the SEARCH ASSET page. For more information about search asset pop-up page see, Searching Fixed Assets.

DEPRECIATION

Depreciation Type by Company Act

Lists the Depreciation Type by Company Act. Based on the selected Depreciation Type the Asset Depreciation is calculated.

Depreciation Type by Income Tax Act

Lists the Depreciation Type by Income Tax Act. Based on the selected Depreciation Type the Asset Depreciation is calculated.

Display PMD Transactions Report Drop-down Values

If selected, the drop-down values PMD IIIA, IIIB, IVA, IVB, V, VI, MOC, and NON-MOC are displayed in the Report Type drop-down list of the FILTERS pop-up page of the PMD Transaction reports. For more information about PMD Transaction reports, see PMD Transactions.

Enable Depreciation Reserve Calculation up to the Sale Date

If selected, the depreciation reserve is calculated up to the date of sale only.

INACTIVE

Enable Approval for Asset Deactivation

If selected, the approval process is enabled for inactive Assets. For more information about approving inactive Assets, see Approving Inactive Assets.

MAKER-CHECKER

Enable Maker-Checker

If selected, the Checker can approve requests (only for the requests configured under the Actions for Checker to Approve field) from the Maker.

Actions for Maker-Checker to Approve

Select the actions from the drop-down list. If the Maker performs any actions configured here, it is sent to the Checker for validation.

Enable CBS Validation in Asset Approval Process

If this check box is selected, the Assets are approved by the Checker through the CBS validation.

Start Time and End Time

Specify the start and end time for Maker to send request (only for the requests configured under the Actions for Checker to Approve field) to the Checker for validation.

PHYSICAL VERIFICATION

Status

Select the status from the drop-down list. The Remarks field on the ASSET PHYSICAL VERIFICATION REQUEST page becomes mandatory for the selected status.

MY ASSET

Asset Type

Selected Asset Types becomes available on the MY ASSET LIST page as a filter criteria.

SOFTWARE VARIANCE

Uninstalled Variance

Lists all the Baselined and Non-baselined software variances on the SOFTWARE VARIANCE page. Based on the selection made in this field, you can view and configure three types of Uninstalled Variances:

• All: If selected, you can view all the software that were uninstalled.
• Baselined Software: If selected, you can view all the Baselined software that were uninstalled.
• Non-baselined Software: If selected, you can view all the Non-baselined software that were uninstalled

Max. No. of Records

REMOTE DESKTOP

Enable Remote Desktop Button on Asset Details Pop-up Page

If selected, the Remote Desktop button is enabled at upper-right corner of the ASSET DETAILS pop-up page.

Enable Remote Desktop Stealth Mode

If selected, stealth mode option becomes available on the REMOTE DESKTOP SHARING pop-up page.

Enable Remote Desktop URL Mode

If selected, Analyst can generate a URL for Remote Desktop Sharing. This URL becomes available on the REMOTE DESKTOP SHARING pop-up page.