Asset item

Created on Aug 18, 2023 | By Kalpesh Patel
Last Updated on Sep 11, 2023
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Asset item

An asset item is a list of assets that an organization has. It helps the organization in keeping track of assets and utilizing them wisely. This list ensures that everything is taken care of and used as efficiently as possible.

Dependency: 

  • General ledger integration: Integration with the general ledger is necessary within the asset management system when creating assets, as it involves linking each asset with its corresponding GL.

How To Navigate:

The navigation includes the following steps to view the asset items that were registered with the asset management system:

Click on the:

Listing:

The asset management system’s asset item listing feature shows a list of all registered assets with the system.

  • Users can view the following information on the asset item listing page:
    • Name of the asset 
    • General ledger associated with
    • Added by & on 
    • Updated by & on 
    • Approval status 

The user can perform the following actions in this section : 

  • Add new: “Add New” refers to the action of creating a new asset or entry within the asset management system.
  • Delete Selected Row: “Delete selected row” refers to the action of deleting a particular selected row from the asset item listing.
  • Search: “Search” refers to the process of looking for a specific asset in the asset item listing. The system then conducts a search through the data it has access to and shows results that meet the search parameters.
  • Show all listing: “Show all listing” or “refresh” typically refers to a functionality that allows users to update and display the most current information or records within a specific module or view.
  • Clear cache: “Clear cache” in the asset item module refers to the action of removing or deleting temporarily stored data or information from the system’s cache memory.
  • Hide / Show Columns: “ Hide/show column” is a feature that allows users to customize the view of the data by hiding or showing specific columns.
  • Export: “Export” refers to the functionality that allows users to export data from the asset management to another format.
  • Quick search: The “Quick Search” feature refers to functionality that allows users to swiftly search and locate specific assets within asset items based on search criteria.

Recording and update: 

Add new asset : 

  • Name: The “Name” field refers to the unique label or title assigned to the asset item upon registration into the system. 
  • Purchase account(GL): “Purchase account GL” refers to the general ledger associated with the asset item within the asset management system.

Users can perform the following actions : 

  • Submit: “Submit” typically refers to the action of submitting the information entry for the new asset item. This action initiates the recording of the asset item’s details into the system.
  • Discard: The “Discard” function usually refers to the decision to cancel or discard the process of adding a new asset item.
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