Asset Actions Setup

Asset Actions Setup
Setup the various actions that can occur against an Asset for Asset item 

 To set an action against an asset go to 

 Asset Tracker Module> Configuration> Asset Action 

 

 Then click add and the screen below will appear. To edit an asset action, highlight the asset action you want to edit then click edit 

 

 

 

 

 Enable Emailing 

 Put a tick on to enable emailing 

 

 

 Code 

 Enter a code for the action 

 

 

 Description 

 Enter a description for the action  

 

 

 Action 

 Various actions can be done on an asset, log action, invoice, credit note, checklist, support log 

 

 

 State 

 There are four states to which an asset can be assigned, in, pending all, out and Disposed 

 

 

 Action icons 

 Set up an icon for the action 

 

 

 Sequence No 

 This is the sort order for the action drop down (You may want more frequently used actions at the top of the list) 

 

 

 Show return date 

 

 This should be off for any state that is 'in' and should be on for any state that is 'out'. When this is off, selecting an action will not save the return date. 

 

 

 

 Count 

 Put a tick on if you want the system to automatically count your assets 

 

 

 Allow Next Action 

 Put this tick on to allow next action 

 

 

 Next Action 

 Select the next action on the drop down menu selection 

 

 

 Active 

 Put a tick if it is an active action, and do not put a tick if it is inactive 

 

 

 

 

 

 Asset Action Grid 

 Go through the various actions and clean up the actions that you will not be using  

 We recommend the following actions remain in the system: 

 

 Available 

 Check-In 

 Check Out  

 Dispose (Works when you write off the asset and creates a stock level adjustment) 

 Sell (This works when you sell the asset and create an invoice) 

 Audit (Users this when you create your fixed asset audit, it will mark the items as being audited) 

 Bookin (Works with booking in feature in job costing) 

 . Bookout (Works with booking out feature in job costing)