To create a new Asset you will need to navigate to the Asset section and then press the +. You will then be provided with the Contract entry screen for you to complete.
Fig 1 - Asset Entry screen
All the fields on the default Assets entry screen and their meaning.
|Asset#||Unique identifier for the record, generated by the solution.|
|Type*||This is the term for the Type of Asset you are creating. The current Value Set will contain a default list of options, for example; Fire Equipment, White Goods, IT etc.|
|Asset Number||A unique reference number for the Asset defined by your organisation|
|Serial Number||Asset Serial Number if provided|
|Model Number||Asset Model Number if provided|
|Installation Site||Location of the Asset, this will be a drop down list of all your Organisational Units or Departments as set up in Define Organisation|
|Maintenance Type*||This is the term for the Type of Maintenance required for the Asset, The current Value Set will contain a default list of options of Ad Hoc, Warranty, Extended Purchased Warranty.|
|Contracts||The associated Asset Warranty Contract|
Either type the name of the Contract directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the Correct Contract using various options.
|Start Date||The Warranty Start Date|
|End Date||The Warranty End Date|
* All Value Set contents (Other than Status fields) can be adjusted to contain values pertinent to your company in the Value Sets screen.