Assets

Content was last updated in 06.01.17-00

Revision History

The Assets feature within Maintenance module is used to search and modify the details of the individual Serial Items (Assets) like Asset's home site, pricing details, purchase details etc., You can also view more details of the asset like what was the last order that the asset was used, any damages in asset, and more.

1. Asset search window

2. Asset edit window

Asset search window

To access the asset search window,

1. Go to Maintenance module.

2. Click Assets tab in the vertical tab panel.

3. Click Serial Items tab in the horizontal tab panel. The asset search area displays.

Asset search window lets you to search the Assets of a Serial item based on different search criteria using different filter options.

1. Asset records: Lists all the asset data based one the site selected in the site filter.

2. Search: To filter the asset records. You can do a drill-down search to filter out a particular type of record. You can filter the records by applying various criteria and an Advanced search is also available which let you narrow down your search and use multiple search criteria. Know more on search criteria?

3. Sort By: To display format for your search results.

4. Filtering Asset Search Results:  Filters the Asset search results based on status (Retire/Sold/Lost).

5. Search in all languages: If Multi-language is enabled, and if this checkbox is selected, the search is done for the description text, irrespective of the language used.

Accessing Asset Search window

• Accounts > Search > Assets

• Accounts > Order/Quote > Search Assets

• Warehouse > Search Assets

• Maintenance > Assets > Serial Items

• Service > Service ticket > Asset ID

Asset edit window

To access the asset edit window,

1. Go to Maintenance module.

2. Click Assets tab in the vertical tab panel.

3. Click Serial Items tab in the horizontal tab panel.

4. Search for an asset and click the edit icon in the tool bar. The Asset edit window displays as shown in Figure 2.0.
   This window provides the user with a provision to edit the asset's usage history, service history, pricing details, comments, warnings (if any), and more.

1. General information

2. Allow

3. Locked To

4. Location

5. Purchase Information

6. Pricing Information

7. Asset weight

8. GL accounts

9. Asset Revenue information

10. Notes payable

11. Last Order information

12. Additional information