Asset Information

Modified on Thu, 13 Sep 2018 07:43 by Ryan Horne — Categorized as: Asset Management, Fixed Assets

Table of Contents [Hide/Show]

   General Information
   Master Tab
      Fields/Filters
   Details Tab
      Fields/Filters

General Information¶

Default Menu Location: Maintain >> Asset Tracking >> Asset Information OR click the Assets icon in the toolbar.

Screen Shot: RTASSET

Function: Setup and maintain information to track assets.

Master Tab¶

The first tab is used to add/edit/view assets.

The New Task button (green checkmark) will open the Task Master in Add Mode with the Asset and Current Location already filled out.

Fields/Filters¶

Asset Tag: Specific code for the asset

Name: Name of the asset

Owner: Owner of the asset

Serial: Serial number of the asset, if applicable

Seral2: Second serial number, if applicable

Entry Date: Enter the date the asset was entered into the system. This field will be populated by the system if the asset was received on a purchase order.

Warranty Exp Date: The date the asset's warranty will expire. This field will be populated by the system if the asset was received on a purchase order and the Warranty Length field is filled out in the Item Master.

Extra Date: Extra date field that can be customized to represent another date that needs to be tracked.

Description: Description of the asset (This field will be populated by the system if the asset was received on a purchase order.)

Based On: Select the item from the Item Master this asset is based on for billing. This field will be populated by the system if the asset was received on a purchase order.

Current Location: Current location of the asset (This is a Ship To record, this field will be populated by the system if the asset was received on a purchase order.)

Latitude: Automatically populated if appropriate software is loaded

Longitude: Automatically populated if appropriate software is loaded

Details Tab¶

Details screen contains more information regarding the assets and their attributes.

Asset Detail- Click for full size

Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below.

Asset Information - Attributes List

Resource: An asset that is used as a resource in task management

Depreciable Asset: An asset whose value is depreciated and tracked for accounting purposes

ECR: An asset that requires the tracking of engineering change requests and notices

Vehicle: An asset information on a vehicle

Fields/Filters¶

PO Date: The date the asset's purchase order was received and the PO number

This field will be populated by the system if the asset was received on a purchase order.

Inv Date/#/SO#: If the asset is sold, the invoice date, the invoice number, and the sales/work order number

This field will be populated by the system if the asset has been sold and invoiced.

Sell Amount: Amount the asset was sold for (This field will be populated by the system if the asset was sold on a sales order.)

Disposal Type: Disposal type that was used to remove the asset from the company

In-Service Date: Date the asset was put into service

Business Use: Percentage the asset is used for business purposes

Life (Years): Depreciation lifespan of the asset

Click the Edit Attributes button to edit the attributes/properties of the asset

Asset attributes are maintained in the Rule Maintenance screen by selecting Asset Properties from the drop-down menu