Editable Location Info of Reconciled Assets

Owned by Enterprise IT
May 08, 2024

Read Complete Release Notes

Feature released in SummitAI Asset Management (Denali SP1)

What's New?

Now, upon the rejection of reconciled Assets due to an incorrect location on the ASSET RECONCILIATION page, the user can update the Floor and Cubicle details under the Location Info tab of the MY ASSET LIST page. Accordingly, the Administrator can view the modified location details on the RECONCILIATION ASSET REPORT page. 

UI Changes

  • New controls, Location, Floor, and Cubicle are provided under the Location Info tab of the ASSET RECONCILIATION page. For more information, See MY ASSET.


    Figure: ASSET RECONCILIATION page

    Note:

    This Location detail is not updated in the database. It helps to support the Floor detail.

    Note

    The Manager can view the modified location details provided by the user while rejecting or accepting the reconcile Asset on the REPORTEE ASSET DETAILS pop-up page. For more information, see Verifying Asset Reconciliation.


    Figure: REPORTEE ASSET DETAILS pop-up page

  • New columns, Location Editable and Cubicle Editable are added under the Reconciliation Settings section on the APPLICATION SETTINGS BY TENANT page.  Based on the configuration, users can update the Location, Floor, and Cubicle details on the MY ASSET LIST page. For more information, see Configure Asset Management Application Settings by Tenant.


    Figure: APPLICATION SETTINGS BY TENANT – Reconciliation Settings

  • A new field, Data Update By User, is provided on the FILTERS pop-up page of the RECONCILIATION ASSET REPORT page. The Administrator can filter the reconciled Asset report using the Data Update By User field. The available options for Data Update By User field are All, Yes, and No. For more information see, RECONCILIATION ASSET REPORT.

    Available Option

    Description

    All

    Select this option to display all the reconciled Assets on the RECONCILIATION ASSET REPORT LIST page irrespective of the Location modification.

    Yes

    Select this option to display all the reconciled Assets that are modified with the Location information on the RECONCILIATION ASSET REPORT List page.

    No

    Select this option to display all the reconciled Assets that are not modified with the Location information on the RECONCILIATION ASSET REPORT List page.


    Figure: RECONCILIATION ASSET REPORT page - FILTERS pop-up page

  • New columns, Accepted and Rejected, are added on the RECONCILIATION ASSET REPORT LIST page.

    • Accepted: Displays the total number of Assets that are accepted in the Reconciliation process.
    • Rejected: Displays the total number of Assets that are rejected in the Reconciliation process. You can further drill-down the report to view the details of accepted and rejected reconciled Assets.
    • Completed (Accepted/Rejected):Displays the total number of Assets that are accepted and rejected in the Reconciliation process.


Figure: RECONCILIATION ASSET REPORT page

  • New columns, Data Updated By User and Updated Data are added on the RECONCILIATION ASSET DETAILS page.

    • Data Updated By User: Displays Yes or No based on the Location modification done by the user.
    • Updated Data: Displays the previous Location\Floor\Cubicle information of the reconciled Asset.


      Figure: RECONCILIATION ASSET DETAILS page

Configuration 

  • Configure the Location Editable and Cubicle Editable values under the Reconciliation Settings section on the APPLICATION SETTINGS BY TENANT page (Asset > Configuration > Others > Application Settings > On the ACTIONS panel, click CONFIGURE BY TENANT) for particular Category and Tenant.  Based on the configuration, users can update the Location, Floor, and Cubicle details on the MY ASSET LIST page. For more information, see Configure Asset Management Application Settings by Tenant.

    Note

    When an Asset is allocated to multiple users, and one of the users edit the Floor/Cubicle information of that Asset under the Location Info tab of the ASSET RECONCILIATION page, the remaining users get E-mail notification about the updated Floor/Cubicle information. To enable the E-mail notification, the Administrator must enable the Enable User Notification For Asset Allocated to Multiple Users checkbox on the APPLICATION SETTINGS BY TENANT page. For more information. For more information, see Configure Asset Management Application Settings by Tenant.

    If the Manager’s approval is configured for the Reconciliation process, the remaining users get E-mail notification about the updated Floor/Cubicle information. Subsequently, the Asset Inventory is updated after the Manager approves the Reconciliation.

    For Example:

    Consider a laptop allocated to William and Ryan on a shift basis. William found that the Floor information is invalid and accordingly updated the actual Floor information. Then, Ryan gets an E-mail notification about the Floor information changes made by William.

    If the Manager's approval is not configured for an Asset Reconciliation, a system-generated E-mail is dent to the Admin on behalf of the user upon the completion of the Asset Reconciliation process.

    If the Manager's approval is configured for an Asset Reconciliation, a system-generated E-mail is sent to the Admin on behalf of the Manager upon the completion of the Asset Reconciliation process.