Configuring Allocation Form Template

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

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:

  1. Select Asset > Configuration > Asset Masters > Asset Allocation Template Configuration.

  2. 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.

    ASSET ALLOCATION TEMPLATE CONFIGURATION page
    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.