Adding Fixed Assets

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

You can add Fixed Assets (see: Asset Types). You can add details, such as serial number, model number, date, system name, and so on for a selected Category of Fixed Asset.

To add a Fixed Asset to the Asset Inventory:

  1. Select Asset > User > Manage Assets > Asset Inventory.
  2. Click FIXED on the ASSET INVENTORY page. For more information about selecting an Asset type, see Asset Inventory.
  3. On the ACTIONS panel, click ADD.
  4. On the ADD ASSET page, select the Tenant, Category, Data Template and Store. Based on the selected Category, the details are displayed. For more information about the fields on the ADD ASSET page, see Field Description.
  5. Click SUBMIT.


    Figure:  ADD ASSET page

Field Description

The following table describes the fields on the ADD ASSET page:

Field

Description

DETAILS

Category

Select the Asset Category for which you want to add an Asset.

Data Template

Select the Data Template to populate fields under the GENERAL tab with the data available in the Template.

Store

Select a Store to which you want to add the Asset.

 GENERAL

Specify the details of the Asset that you want to add.


Figure: ADD ASSET page: GENERAL tab

 RELATIONSHIP

You can link or unlink Contract(s) from the Asset using the Link or De-link option, respectively. When you link a Contract to the Asset, the Contract is displayed under the RELATIONSHIP tab.


Figure: ADD ASSET page: RELATIONSHIP tab

To link a Contract to the Asset:

  1. Under the RELATIONSHIP tab, in the Link drop-down list, select LinkContract.
  2. On the RELATIONSHIP pop-up page, ensure that Link Contract is selected in the Relation drop-down list, and then click SEARCH. The list of Contracts are displayed.


    Figure: RELATIONSHIP pop-up page: Linking Contract

  3. Select the Contract(s) that you want to link to the Asset, and then click LINK in the lower-right corner of the RELATIONSHIP pop-up page.

To unlink a Contract from the Asset:

  1. Select the Contract under the RELATIONSHIP tab, and then click De-Link.


    Figure: RELATIONSHIP tab: Unlinking Contract

References