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
