Asset Replacements

Modified on Wed, 14 Mar 2018 10:43 by Freddy Donovan — Categorized as: Time and Material

General¶

Setup Option SHOWTASKASSET has been added to automate the process for replacing Equipment in an AC system for the HVAC industry. The setup option enables the following screen to pop up in the Material Tab when an asset with an asset type selected is added.

Note - The Serial2 and RFID fields have been re-labeled for the HVAC industry in the image below.

Asset Update Screen

Process¶

1. Add an item code that has the asset attribute to the Material Tab of the Time Entry screen (be sure to select an Asset Type during the entry). After the save button is clicked, the new screen will appear.

2. Enter the new AHRI and SEER ratings that will be given to the AC System when the new equipment is combined with the other two pieces of equipment.

3. Select the Remove checkbox next to the equipment item currently located at the address that needs to be replaced.

4. Click the Update button. This process will update the current location of the asset that was removed to the CID's default organization. It will also update the previously existing asset records' AHRI and SEER ratings with the values that were entered. Lastly, it will update the current location for the asset line that was added to reflect the location of the task.