Asset Actions Setup

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

Code - Create a code for the action

Description - Create a description for the action 

Action - There are various actions that 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 is off for any state that is in and should technically be on for any state that is out

                    When this is off , then when you select an action , it will not save the return date

Active - Mark whether this action is active or not active

 

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

We recommend the following remain in the system .

These would be:

1.Available 

2.Check in

3.Check out 

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

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

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

7.Bookin (Works with booking in feature in job costing)

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