Allocating Assets in Bulk
- Chilukuri Srinivasa Reddy (Unlicensed)
- Mayuresh Balaji Kamble (Unlicensed)
- Shilpa K (Deactivated)
You can allocate Fixed Assets in bulk to a Single User, Multiple Users, Tenant, Location, and Customer.
To allocate Assets in bulk:
- Select 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 value of Status as In Store and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.
The list of Assets based 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 Assets you want to allocate. On the ACTIONS panel, click BULK ALLOCATE.
Figure: FIXED ASSET page- On the BULK ALLOCATE FIXED ASSET page, fill in the required details. For information about the fields under the BULK ALLOCATE FIXED ASSET page, see Field Description.
Figure: BULK ALLOCATE FIXED ASSET page Click SUBMIT. The allocation details of the Assets are saved.
Field Description
The following table describes the fields of the BULK ALLOCATE FIXED ASSET page:
Field | Description |
|---|---|
Asset Summary | |
Tenant | Displays the Tenant of the selected Assets. |
Category | Displays the Category of the selected Assets. |
ALLOCATION DETAILS | |
Allocate To | Allows you to allocate Assets using the following options:
Note: If you want to disable an option among the drop-down values listed above, contact the System Administrator. |
Customer | Lists all the configured Customers. Select the Customer from the list to whom you want to allocate the Assets. Note: In the Allocate To field, if you select Customer, then it is mandatory to select the Customer in this field. Otherwise, this is an optional field. |
User | Type in the name of the Users whom you want to allocate Assets. As you type in the name of the User, the matching names from the database are displayed in the list. Select an appropriate name from the list. To search for a User, click the Search icon. For more information about searching for users, see Searching Users. |
Project | Lists all the configured Projects. Select the Project to which you want to allocate the Assets. |
Floor | Click the Search icon to select the Floor. The LOCATION pop-up page is displayed. On the LOCATION pop-up page, you can use the Expand icon to view the stores and floors in the location tree. Select the Floor on which you want to allocate the Assets. |
Cubicle | Type in the Cubicle number of the user. |
Allocation Type | Select the type of allocation for the Assets. There are two types of Asset allocations:
|
Allocation Date | Click the Calendar icon to select the allocation date of the Assets. |
Return Date | Click the Calendar icon to select the return date of the Assets. |
User Confirmation | Attach the user confirmation file. |
Purpose | Lists the Purpose of allocation. Select the Purpose for allocation from the list. |
Remarks | Type in the comments or notes about the Assets, if any. |
<ASSET CATEGORY> DETAILS | The section title is displayed based on the Category you select while allocating the Assets. The fields are displayed based on the fields and attributes configured on the FORM BUILDER page (See Configuring Asset Category Using Form Builder). Fill in the required fields. |
References
- To update Asset details, see Updating Asset Details.
- To allocate Assets, see Allocating Assets.
- To send Assets for repair, see Sending Assets to Repair.
- To move Assets from one Store to another, see Moving Assets From One Store to Another.
- To print bar code of Assets, see Printing Barcode.
- To de-activate Assets, see De-Activating Assets.
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ