Reallocating Fixed Assets

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
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Administrators

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SUMMIT Software Center

You can view the list of allocated Fixed Assets and reallocate them to another user. The Assets allocated to a user can be reallocated.

To reallocate Assets:

  1. Select Asset > User > Manage Asset > Asset Inventory.

  2. On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click FIXED.
  3. On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the value for Status as Allocated and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.
  4. 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.
  5. Select the check box corresponding to the Asset you want to re-allocate. You should select only one Asset at a time. On the ACTIONS panel, click REALLOCATE.

    FIXED ASSET page
    Figure: FIXED ASSET page
  6. On the REALLOCATE FIXED ASSET page, type in the required details to reallocate the Asset, and then click SUBMIT. For more information about the fields on the REALLOCATE FIXED ASSET page, see Field Description.

    REALLOCATE FIXED ASSET page
    Figure: REALLOCATE FIXED ASSET page

Field Description

The following table describes the fields on the REALLOCATE FIXED ASSET page:

Fields

Description

Asset Summary

Tenant

Displays the Tenant of the selected Asset.

Category

Displays the Category of the selected Asset.

Store

Displays the Store location of the selected Asset.

Allocated User

Displays the name of the user allocated to the Asset.

Asset ID

Displays the Asset ID of the Asset.

Asset Code

Displays the Code of the selected Asset.

Added By

Displays the name of the use who added the Asset.

Added Date

Displays the date the Asset was added.

Updated By

Displays the name of the user who last updated the Asset.

Updated Date

Displays the date the Asset was last updated.

ALLOCATION DETAILS

Allocate To

Allows you to allocate Assets using the following options:

  • Single User: Select this option if you wish to re-allocate the Asset to a single user. For example: an Employee.
  • Multiple User: Select this option if you wish to re-allocate the Asset to multiple users. For example: In an organization, the employees are working in the BPO environment, if there is a requirement to allocate the same Asset for different employees on the shift basis.
  • Tenant: Select this option if you wish to re-allocate the Asset to a Tenant. For example: Different types of Servers, Printers, and so on.
  • Location: Select this option if you wish to re-allocate the Asset to a location. For example: Different types of Servers, Printers,and so on.
  • Customer: Select this option if you wish to re-allocate the Asset to a customer.

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 re-allocate the Asset.

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 User. 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.

Note: In the Allocate To field, if you select Single User, then it is mandatory to select the User in this field. Otherwise, this is an optional field.

Project

Lists all the configured Projects. Select the Project to which you want to re-allocate the Asset from the list.

Note: In the Allocate To field, if you select Tenant, then it is mandatory to select the Project in this field. Otherwise, this is an optional field.

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 to which you want to re-allocate the Asset.

Cubicle

Type in the Cubicle number of the user.

Allocation Type

Select the type of allocation for the Asset. There are two types of Asset allocations:

  • Permanent: Select this option if the Asset re-allocation is a permanent re-allocation.
  • Temporary: Select this option if the Asset re-allocation is a temporary re-allocation.

Allocated Date

Click the Calendar icon to select the re-allocated date of the Asset.

Return Date

Click the Calendar icon to select the return date of the Asset. Click the Close icon to clear the value in the field.

User Confirmation

Attach the user confirmation file.

Purpose

Lists all the configured Purposes of re-allocation. Select the Purpose for re-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