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Page History: Asset Information

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Page Revision: Thu, 04 Aug 2011 11:57


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General Information

Default Menu Location Maintain >> Asset Tracking >> Asset Information

Screen Shot ASSET

Function It provides detailed information about all organization assets

Master Tab

Master screen is used to add/edit/view assets.

Asset Master- Click for full size

Asset Master- Click for full size


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

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.

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

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


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