You can update multiple Assets using the Asset Import Template. You can also preview the Assets allocated to a Store.
To update Asset details:
- Select the Asset > User > Manage Asset > Asset Inventory.
- On the ASSET INVENTORY page under the SELECT THE ASSET TYPE section, click FIXED.
On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the required details and click SUBMIT to view the list of Assets based on the filter criteria. For more information about fields on the FILTERS pop-up page, see Searching Assets.
Note:
For Fixed Assets, the list of configured Fixed Asset details is displayed immediately after the page loads. You may specify a filter criteria based on your specific requirement. For more information about fields on the FILTERS pop-up page, see Searching Assets.
- The list of Assets based on the filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.
- Select the check box corresponding to the Asset you want to update. You should select only one Asset at a time. On the ACTIONS panel, click UPDATE.
Figure: FIXED ASSET page - You can update the details of the selected Asset and click SUBMIT to save the changes. For more information about the GENERAL and RELATIONSHIP tabs, see Field Description.
Figure: UPDATE FIXED ASSET page
GENERAL
Figure: UPDATE FIXED ASSET page: GENERAL tab
Field Description
The following table describes the fields under the GENERAL tab:
Field | Description |
|---|---|
DETAILS | |
Store | If required, update the new Store to which you want to add the Asset. |
Data Template | If required, update the Data Template to populate fields under the GENERAL tab with the data available in the Template. |
Asset Condition | If required, update the condition of the Asset. |
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: UPDATE FIXED ASSET page: RELATIONSHIP tab
To link a Contract to the Asset:
- Under the RELATIONSHIP tab, in the Link drop-down list, select Link Contract.
- 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 - 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:
- Select the Contract under the RELATIONSHIP tab, and then click De-Link.
Figure: RELATIONSHIP tab: Unlinking Contract