Configuring Allocation Form Template

Owned by Chilukuri Srinivasa Reddy (Unlicensed)

Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Asset Management

SummitAI Asset Management

SummitAI IT Asset Management

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Configuring Allocation Form Template

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You can configure the Allocation Form for Fixed Assets. The user can view or print the allocation form on the Assets by User report.

To configure the Allocation Form Template:

Select Asset > Configuration > Asset Masters > Asset Allocation Template Configuration.
On the ASSET ALLOCATION TEMPLATE CONFIGURATION page, select the Tenant, Category and Store. In the User Allocation Form, fill the required details. For more information, see Field Description.

Figure: ASSET ALLOCATION TEMPLATE CONFIGURATION page

Field Description

The following table describes the fields on the ASSET ALLOCATION TEMPLATE CONFIGURATION page:

Fields	Description
Tenant	Select the Tenant from the list.
Category	Select the Category from the list.
Store	Select the Store from the LOCATION tree.
Active	Select the Active check box to specify the template as active. If it is not selected, the specified template is inactive and is not enabled for Asset allocation.
User Allocation Form
Show HTML	Click the Show HTML hyper link to view the HTML format for the specified Asset Allocation Form. To view the specified text again, click the Show Editor hyperlink.
Date	Specify the Date on which the Asset is allocated to the User.
User Name	Specify the name of the User.
Emp ID	Specify the Employee ID of the User.
Tenant	Specify the Tenant of the User.
Email ID	Specify the E-mail ID of the User.
Login ID	Specify the Login ID of the User.
Category name	Specify the name of the Asset Category.
Asset ID	Specify the Asset ID of the Asset that is allocated to the User.
Asset Code	Specify the Asset Code.
Asset Location	Specify the location of the Asset where it is allocated to the User.
Asset Details	Specify the Asset details along with their description in the table.
Declarations	Displays the declaration by the User while receiving the Asset. The Declaration contains all the terms and conditions related to the usage of Asset.
IT Engineer Name	Specify the IT Engineer's name who allocated the Asset to the User.
Receiver's Name	Specify the User's name who received the Asset from the IT Engineer.
IT-Engineer Sign & Date	Specify the signature of the IT Engineer along with the date of allocation of the Asset.
Receiver's Sign	Specify the signature of the User who received the Asset from the IT Engineer.
Allocation Template Details	Displays the list of allocation template details. Click the Category Name hyperlink to modify the respective template details.

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