Assets List 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

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Available only in the Default view.

Batch Update: Applies the changes to all the selected records when you click Update (button) and confirm the changes.

The options are:

• Contact: Changes the contact to the one selected from the dropdown list.
• Entity: Changes the entity to the one selected from the dropdown list.
• Groups: Adds or removes the group selected from the dropdown list.
• Status: Changes the status to the one selected from the dropdown list.

Show Notes: Shows or hides the notes.

Views:

• Default
• Vehicles
• Equipment
• Depreciation

Settings

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

Layout

Checkboxes.

Only entries with the checked statuses appear.

If no boxes are checked, all the entries appear.

The asset’s 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.

The asset’s code, which is used in all lookup lists.

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.

The entity to which the asset is allocated.

An asset can be allocated to only one entity, but an entity can have multiple assets.

The contact to which the asset is allocated.

An asset can be allocated to only one contact, but a contact can have multiple assets.

A menu with these options:

• View/Edit Notes & Attachments: Creates, edits or shows notes and attachments.
• Edit: Opens the asset’s record for editing.
• Copy: Copies the asset to create a new asset, with the same description (followed by “(Copy)”), code, status, type, entity, contact, status note, note, groups and attributes.
• Delete: Shows a warning that lists where the asset is used. If confirmed, deletes the asset and sends it to the Recycle Bin.
  • If the asset has child assets, the message “This Asset has Child Assets. Clear the link and delete?” appears. Click Yes (button) to delete the asset and keep its child assets without a parent.

A menu with these options:

• View/Edit Notes & Attachments: Creates, edits or shows notes and attachments.
• Edit: Opens the asset’s record for editing.

A menu with these options:

• View/Edit Notes & Attachments: Creates, edits or shows notes and attachments.
• Copy: Copies the asset to create a new asset, with the same description (followed by “(Copy)”), code, status, type, entity, contact, status note, note, groups and attributes.

The total depreciation posted to date.

This amount is the total of the transaction entries linked to the asset, excluding deleted and cancelled transactions.

A menu with these options:

• View/Edit Notes & Attachments: Creates, edits or shows notes and attachments.
• Edit: Opens the asset’s record for editing.

Adds the default statuses Pending, Active and Cancelled.

The button works only when the list is empty. Otherwise, the message “The default Status list can only be created if the list is empty.” appears.

Select the Status Group:

• Pending (the default for a new status)
• Active
• Cancelled

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

• Move Up Ctrl + U: Moves the status one row higher.
• Move Down Ctrl + D: Moves the status one row lower.
• Delete Ctrl + Delete: Deletes the status if confirmed. You cannot delete a status that an asset uses; the message “Delete Failed. This Status cannot be deleted because it is currently used in Assets.” appears.