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> GeneralConfiguration> 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
Code	CreateEnter a code for the action
Description	CreateEnter a description for the action
Action	There are variousVarious 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 ,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 isshould be off for any state that is in'in' and should technically be on for any state that is out 'out'. When this is offoff, , then when you selectselecting an action , it will not save the return datedate.
Active	MarkPut whethera thistick actionif it is an active oraction, and do not activeput a tick if it is inactive

 

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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 .system:

These

would be:

1.

1. Available
2. Check-In

2.

3. Check in
   Out 

   3.Check

out 

4.

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

5.

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

6.

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

7.

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

8.

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

 

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New Asset Actions setup Features