How to Add an Asset Description

Users within a specific role have the ability to add Asset Descriptions to the system.

Locate the Asset Description Dataset

1. Select the Admin category then Asset Descriptions:

2. Select New Record>Asset Descriptions or hit Insert on your keyboard.
3. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Category	Select the relevant category from the drop down, or add new if required
Equipment Type	Select the relevant type from the drop down, or add new if required
Asset Description	Enter the asset description
Asset Number Prefix	Enter a prefix (if applicable)
Next Asset Number	Enter the next asset number (if applicable)
Asset Descriptions (Hdr)
Kit Line	Enable this option to indicate you are adding in a kit. This will display the Asset BOM and Stock BOM tabs to allow you to make up a Kit
Counter Clock	Enable this option to indicate that the asset has a counter clock, i.e. mileage, timing belt etc.
Fixed Asset	Enable this option to indicate that the item is subject to depreciation. This will oopen the Asset Depreciation Tab
Chargeable	Enable this option if the item is subject to charges. This will then display the Rate Schedule tab. If this is enabled then a rate will be required within the Rate Schedule.
Exclude from Reporting	Enable this option if you want to exclude from all reports
Utilisation Type	Enable this option if utilisation is to be tracked for the item
Responsible Role	Select a responsible role (if applicable)

Select Save, a message will let you know a rate schedule for this asset description.

Select OK.

Rate Schedule

4. To view/amend the Rates, select the Rate Schedule tab and double click into the relevant cost field to amend, or open each rate individually if preferred:

5. Select the Asset Description Non Stock tab, select New Record>Asset Description Non Stock or hit Insert on your keyboard if the asset description you have added into the system requires Non Stock BOM’s tied to it:

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
BOM Item	This will automatically populate, this is user changeable if required
Qty Required	Enter the qty required
Description	Text field to record the description of the non stock asset description
Cost Finance Code	Select the relevant finance code
Revenue Finance Code	Select the relevant finance code
WIP Cost Finance Code	Select the relevant finance code
WIP Revenue Finance Code	Select the relevant finance code
Note	Text field to record additional notes

Select Next to add additional Asset Description Non Stock records, when complete select Close.

Mobilisation Cert Requirements

6. Within the Asset Description record, select the Mobilisation Cert Requirements tab, select New Record>Mobilisation Cert Requirements or hit Insert on your keyboard:

Select the Cert Type required for the mobilisation of the asset, or add new if required. Select Next to add additional Mobilisation Cert Requirements records, when complete select Close.

If a Mobilisation Cert requirements record exists against an Asset Description and you do not perform the necessary update within the Job Details, the system will not allow you to Manifest the Assets.

Modifications

7. Within the Asset Description record, select the Modifications tab, select New Record>Modifications or hit Insert on your keyboard.

Fill in the relevant fields.

Field	Template
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Mod Type	Select the relevant mod type
Mod Description	Enter the mod description
Due Date	Enter/Select the relevant due date
Mod No	Enter the relevant mod no (if applicable)
Mandatory (Tickbox)	Check this as true if the Mod type is mandatory
Asset Description Mods (Hdr)
Mod Doc	A document, file or webpage can be linked to the record
Notes	Text field to record additional notes

To Assign the modification to all assets in this Asset Description, select Functions>Assign Mod to Assets (Role Required – Approve Modifications)

This function will now check the Added to Assets tickbox as shown:

Asset Defaults

8. Within the Asset Description record, select the Asset Defaults tab or select New Record>Asset Defaults and hit Insert on your keyboard.

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Custom Status	Select the relevant custom status
Product Code	Select the relevant product code
HS Code	Select the relevant HS code
Asset Defaults (Hdr)
Comments	Text field to record additional comments

Select Next to add additional Asset Defaults records, when complete select Close.

Default Misc Charges

9. Within the Asset Description record, select the Default Misc Charges tab, select New Record>Default Misc Charges or hit Insert on your keyboard.

Adding a Default Misc Charge to an Asset Description will automatically add the charge when creating an enquiry/job.

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Category	This will automatically populate
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Charge Type	Select the relevant charge type, or add new if required
Default Misc Charges (Hdr)
Description	Enter the misc charge description
Qty	Enter the qty
Billing Currency	Select the relevant billing currency
Revenue Rate	Enter the relevant revenue rate of the misc charge

Select Next to add additional Default Misc Charges records, when complete select Close.

Model

10. Within the Asset Description record, select the Model tab, select New Record>Model or hit Insert on your keyboard.

When adding new assets with the kit line Asset Description, the user can select the Model type and this will automatically populate the Packing List Information tab within the Asset Details.

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Category	This will automatically populate
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Model No	Enter the relevant model number
Model (Hdr)
Technical Spec Notes	Text field to record technical spec notes
Transit Case Type	Select the relevant transit case type
Weight Type	Select the relevant weight type
Total Weight	Enter the total weight value
Dimension Type	Select the relevant dimension type
Dim L	Enter the length value
Dim W	Enter the width value
Dim H	Enter the height value
Packing Notes	Text field to record packing notes

Select Next to add additional Model records, when complete select Close.

The Asset Description has now been added to the system.