Sending Assets to Repair

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

You can send the Fixed Assets to the repair center for repairing or for replacement. You can view the list of Assets sent to the repair center and list of Assets returned from the repair center. The history of Asset repair is maintained.

Sending Assets for repair:

  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 In-Store, select Asset Condition as Faulty or Can be Repaired, and select the other required filter criteria. Click SUBMIT. For more information about fields and icons 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 send for repair. You should select only one Asset at a time. On the ACTIONS panel, click SEND TO REPAIR.

    FIXED ASSET page
    Figure:  FIXED ASSET page

  6. On the SEND TO REPAIR page, type in the required details to send the Asset to repair. For more information about the fields on the SEND TO REPAIR page, see Field Description. Based on the configuration done by the Administrator, the sending Assets for repair may or may not require approval.

 Sending Assets for repair with approval

Click SUBMIT. Asset details are saved and the Movement Request is sent to the configured Approver for approval.

SEND TO REPAIR page (with approval)
Figure:  SEND TO REPAIR page (with approval)

 Sending Assets for repair without approval

Click MOVE. The Asset is sent for repair.

SEND TO REPAIR page (without approval)
Figure:  SEND TO REPAIR page (without approval)

Field Description

The following table describes the fields on the SEND TO REPAIR page:

Field

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.

Asset Code

Displays the Asset Code for the selected Asset.

Asset Condition

Displays the condition of the selected Asset.

Added By

Displays the name of the user who added the Asset

Added Date

Displays the date when the Asset is added.

Updated By

Displays the name of the user who updated the Asset details, if updated.

Updated Date

Displays the date when the Asset details are updated, if updated.

ASSET REPAIR DETAILS

Asset ID

Displays the id of the selected Asset.

Reference Number

Type in the reference number for Asset repair.

Vendor

Lists all the configured Vendors. Select the Vendor from the list.

Address

Type in the address of the vendor.
Note: This field is auto-populated on selecting the vendor name, if the vendor details are configured.

Phone Number

Type in the contact number of the vendor.
Note: This field is auto-populated on selecting the vendor name, if the vendor details are configured.

Mobile Number

Type in the mobile number of the vendor.
Note: This field is auto-populated on selecting the vendor name, if the vendor details are configured.

Email ID

Type in the e-mail id of the vendor.
Note: This field is auto-populated on selecting the vendor name, if the vendor details are configured.

Sent Date

Select the date to send the Asset for repair. Click the Calendar icon to select a date. You can clear the values by clicking the Clear button.

Return Date (Expected)

Select the expected date to return the Asset from repair. Click the Calendar icon to select the date. You can clear the values by clicking the Clear icon.

Remarks

Type in the comments or notes about the Asset, if any.

In Warranty

Select this check box if the Asset is in warranty period.

Attachment

Specify any reference file path to add as an additional reference material. You can click Browse to choose an appropriate file to attach as a reference material.

MOVEMENT DETAILS (These details are available only if the Asset is sent to repair with approval)

Movement ID

Displays the Movement ID.

Movement Date

Displays the Movement date and time.

ASSET DETAILS table

Displays the details of the Asset being sent for repair.

  • Asset ID: Displays the ID of the Asset.
  • Category: Displays the Category of the Asset.
  • Serial No.: Displays the serial number of the Asset.
  • Asset Code: Displays the Asset Code of the Asset.
  • Barcode: Displays the bar code of the Asset.

References