Configuring Asset Movement

Asset Movement

You can configure the level of approvals required and the Approvers for the following Asset Movements: Store Movement, Floor Movement, From Repair, and To Repair.

When these movements are initiated, a workflow can be triggered to obtain as many as 10 levels of approvals.

Configurations

Movement Configuration needs to be set up for all the Asset Movement types or specific Asset Movements as described in the following section,
Location-wise Approvers need to be mapped (see: Configuring Location-wise Approvers).
Approvals can be enabled or disabled for each Asset Category through the Approval Configuration setting (see: Approval Configuration).

To configure Asset movement approval matrix:

Select Asset > Configuration > Others > Movement Configuration.
On the MOVEMENT CONFIGURATION page, click ADD NEW on the ACTIONS panel.
Select the Tenant and fill in the required details. For more information about the fields on the MOVEMENT CONFIGURATION page, see Field Description.
Click SUBMIT. The Asset Movement is configured.

Figure: MOVEMENT CONFIGURATION page

Field Description

The following table describes the fields on the MOVEMENT CONFIGURATION page:

Field	Description
DETAILS
Type	Lists the configured Asset Movement types. Select a type from the list. All: Select this option to configure approvals for all movement. Floor: Select this option to configure approvals for Floor movement of the Asset. From Repair: Select this option to configure approvals for Asset Movement from Repair. Store: Select this option to configure approvals for Store Movement of the Asset. To Repair: Select this option to configure approvals for Asset Movement to Repair.
Number of Approvals	Select the number of approvals from the list. Based on the number of approvals selected, the Level fields appear to select an Approver for the level.
Level	Select the Approver for each level from the list.
Asset Validation Required	Select this check box to validate Asset for Asset movement.
Active	Indicates the status set for an Asset movement configuration. If selected, the Asset Movement Approval Matrix is active. If not selected, the Asset Movement Approval Matrix is inactive.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MOVEMENT CONFIGURATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Asset Movements for the selected Tenant.

Figure: MOVEMENT CONFIGURATION page: List of Asset Movement configurations

To update an Asset Movement, click the required Movement Type. Make appropriate changes and click SUBMIT.
To display the inactive Asset Movement, click the Include Inactive check box.
Note:

When the Asset Movement is displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure the Asset Movement.

LOCATION-WISE APPROVER

Click to configure Location-wise Approvers, see Configuring Location-wise Approvers.

APPROVAL CONFIGURATION

Click to configure Category-wise Approvals.

Select the Asset Movement details for which approvals are required from the Enable Approval column .
Click SUBMIT.

Figure: APPROVAL CONFIGURATION page

Custom Scheduler Jobs

The following Custom Scheduler Job should be enabled for Asset Movement configurations to function correctly:

Movement Returnable Asset: Asset movement with returnable type asset alerts. This job should be configured on 
the SummitAI Application Server. It is recommended to schedule this job to run once every day.

Sierra SP1