Asset Edit Views

A dropdown list of recently viewed records, for quick access.

The button is hidden when there are no recent items.

Creates an asset of the type selected.

The available types are:

• Other
• Equipment
• Vehicles

• Refresh Lookups: Applies any recent changes to lookup lists on attributes.
• Copy: Copies the asset to create a new asset.
• Delete Asset: Deletes the asset if confirmed.
  • If the asset is used in one of these, a warning shows where it is used (for example, “This Asset is currently used in Transaction Headers. Continue?”), and you can still delete it:
    • A service
    • A transaction
    • Estimate Routing
    • The calendar resource of an entry on a transaction
  • If the asset has child assets (see Relationships (tab)), the message “This Asset has Child Assets. Clear the link and delete?” appears. Click Yes (button) to delete the asset and keep the child assets without a parent.
  • Deleted assets are sent to the Recycle Bin.

View/Edit Notes & Attachments: Lets you view, edit and create notes and attachments.

Open in Assets Module: Appears only when the asset is opened from another module. Saves any changes, closes the popup and opens the asset in the Assets module.

Settings

• Edit User Access: Sets the user access for assets.
• Edit Attributes: Lets you create custom attributes and assign them to assets.
• Edit Statuses: Creates statuses for assets in the Asset Settings window.
• Edit Groups: Lets you create groups for assets.

Layout

Enter a description.

If auto-generated, the description is created as follows:

• Equipment: The machine’s make and model.
• Vehicles: The vehicle’s make, model, year of manufacture and registration number.

Enter a brief description or code. Only the code is used in asset lookups on transactions or service tickets.

If auto-generated, the code is created as follows:

• Equipment: The machine’s make, model and serial number.
• Vehicles: The vehicle’s make, model and registration number.

Enter the asset’s purchase price.

• Exclude VAT if the VAT was claimed back.
• Include VAT if the VAT was not claimed (e.g. if the tax laws do not allow VAT to be claimed on the asset, or you are not registered for VAT).

Select the depreciation status:

• Pending
• Active
• Complete

The status here is the depreciation status, not the asset’s own status (which depreciation does not change):

• It is set to Active when depreciation is added to a transaction.
• It is set to Complete automatically when the asset’s book value reaches its residual value.
• Assets with a Complete status are not depreciated.

Select the date from which the asset is depreciated.

If the starting date is after the first day of the month, the first month’s depreciation is calculated for the remaining days of that month only.

The monthly depreciation amount. This field is read-only.

It is calculated automatically using the straight-line method: (Starting Value − Residual Value) ÷ Months. It is recalculated whenever one of these values changes.

Right-click an attribute set’s heading for these options, which change the order of the attribute sets:

• Move Up (Ctrl + U)
• Move Down (Ctrl + D)

The reading’s date.

This field can only be edited if the reading was captured directly (not transferred from the linked service ticket).

The meter reading (for example, the odometer reading of a vehicle).

This field can only be edited if the reading was captured directly (not transferred from the linked service ticket).

A menu with these options:

• Open Ticket: Opens the linked service ticket.
• Delete: Deletes the entry.

Next to Add. Opens the Link Existing Asset window, where you select one or more assets to become direct child assets of this asset.

The asset itself, its parents and its direct child assets are not listed.

Select the asset that this asset belongs to. The dropdown list shows each asset’s description, code and parent.

The asset itself and its child assets are not listed.

Press Delete to clear the parent.

Right-click a child asset, or click its three dots (…), for these options:

• Open: Opens the child asset (or double-click it). In the Assets module, the child asset opens there. In a popup asset edit view (opened from a transaction or the Service Manager), it opens in another popup, and the tab is refreshed when that popup is closed.
• Unlink: Removes the child asset from this asset, if confirmed. Available only for direct child assets.

If checked, each note appears in full.

If unchecked, a shortened preview of each note appears: the first 255 characters on one line, or the first three lines of a formatted note when the General Setting General > Enable Rich-Text in Note fields is checked.

The notes are listed newest first, in the same layout as the Notes and Attachments Panel. Each note shows one bold line with the module and number it was added to, its reference, the user who created it and the date and time it was created, then the note (or its preview if Expand is unchecked).

If the General Setting General > Enable Rich-Text in Note fields is checked, the note is shown formatted (bold, colours and lists are kept). If it is unchecked, the note is plain text, and a formatted (HTML) note shows no tags.

Double-click a note to open it.

Right-click a note, or click its three dots (…), for these options:

• Edit Note: Opens the note.
• Delete Note: Deletes the note if confirmed.

Next to Add. Adds an attachment if confirmed and opens it, so that you can upload a file or enter a link (see Attachments: Edit View).

The Description filter is set to All, so that the new attachment is listed.

Select a description to show only the attachments with that description, or All to show every attachment.

The list is the attachment Description lookup list, as in the Attachments Module.

The attachment’s hyperlinked description, its type, the user who created it and the date it was created.

Click the description to open the attachment.

Right-click an attachment, or click its three dots (…), for these options:

• Copy Link: Copies the attachment’s link to your clipboard.
• Edit Attachment: Opens the attachment for editing.
• Delete Attachment: Deletes the attachment if confirmed. An uploaded file is deleted from storage too.

The number of the transaction, shown in the colour of the transaction’s status.

Double-click the entry to open the transaction.

Right-click the entry, or click its three dots (…), for this option:

• Open Transaction: Opens the transaction.

The number of the job, shown in the colour of the job’s status.

Double-click the entry to open the job.

Right-click the entry, or click its three dots (…), for this option:

• Open Service: Opens the job in the Service Manager.

The entry’s total in the transaction’s currency.

The abbreviation CUR is replaced by the currency’s code (e.g. Total (EUR)).

Click it, or right-click the entry, for this option:

• Open Transaction: Opens the transaction.