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Page History: Asset Information

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Page Revision: Mon, 20 Jul 2009 17:01



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Maintain >> Asset Tracking >> Asset Information

Asset Information - Master Screen

Asset Information - Details Screen

Master Screen - General Description

Master screen is used to add/edit/view assets within the system.

Master Screen - 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: Enter a 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: The 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 Screen - General Description

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

Details Screen - 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: The 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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