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

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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:

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)

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New Asset Actions setup Features