---
title: "Asset Allocation Template Configuration"
slug: "asset-allocation-template-configuration"
updated: 2026-01-09T13:11:17Z
published: 2026-01-09T13:11:17Z
canonical: "help.symphonysummitai.com/asset-allocation-template-configuration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Asset Allocation Template Configuration

To configure the Allocation Form Template, perform the following steps:

1. Select **Asset > Configuration** > **Asset Masters** > **Asset** **Allocation Template Configuration.**
2. On the **ASSET ALLOCATION TEMPLATE CONFIGURATION** page, select the **Tenant**, **Category** and **Store.** In the User Allocation Form, fill the required details. For more information, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/tc.png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A10%3A25Z&se=2026-11-07T20%3A10%3A25Z&sr=c&sp=r&sig=pZIAfZkM6LGm3Qzbo5B6ATwWyThv0%2BkUJYnji4dLntk%3D) Figure: ASSET ALLOCATION TEMPLATE CONFIGURATION page

#### Field Description

The following table describes the fields on the **ASSET ALLOCATION TEMPLATE CONFIGURATION** page:

| **Fields** | **Description** |
| --- | --- |
| Tenant | Select the Tenant from the list. |
| Category | Select the Category from the list. |
| Store | Select the Store from the **LOCATION** tree. |
| Active | Select the **Active** check box to specify the template as active. If it is not selected, the specified template is inactive and is not enabled for Asset allocation. |
| **User Allocation Form** |
| Date | Specify the Date on which the Asset is allocated to the User. |
| User Name | Specify the name of the User. |
| Emp ID | Specify the Employee ID of the User. |
| Tenant/Department | Specify the Tenant of the User. |
| Email ID | Specify the E-mail ID of the User. |
| Login ID | Specify the Login ID of the User. |
| Category name | Specify the name of the Asset Category. |
| Asset ID | Specify the Asset ID of the Asset that is allocated to the User. |
| Asset Code | Specify the Asset Code. |
| Asset Location | Specify the location of the Asset where it is allocated to the User. |
| Allocation Date | Specify the date on which the Asset is allocated to the user. |
| Allocation Type | Specify the allocation type for the Asset. The following are the available options: - Single User: Select this option if the asset is allocated to a single user. - Multiple Users: Select this option if the asset is allocated to multiple users. - Customer: Select this option if the asset is allocated to any customer. |
| Allocation Form ID | Form ID is auto generated after asset is allocated. If the asset is allocated to a single user i.e., **Allocation Type** is **Single User** then the **Asset Allocation ID** is displayed without any hyphen. Example: 10001, 1002, 1003, and so on. If the asset is allocated to multiple users i.e., **Allocation Type** is **Multiple User** then the **Asset Allocation ID** is displayed followed with hyphenated number. Example: 10001_1, 1001_2, 1001_3, and so on. |
| Asset Details | Specify the Asset details along with their description in the table. |
| Declarations | Displays the declaration by the User while receiving the Asset. The Declaration contains all the terms and conditions related to the usage of Asset. |
| IT Engineer Name | Specify the IT Engineer's name who allocated the Asset to the User. |
| Receiver's Name | Specify the User's name who received the Asset from the IT Engineer. |
| IT-Engineer Sign & Date | Specify the signature of the IT Engineer along with the date of allocation of the Asset. |
| Receiver's Sign | Specify the signature of the User who received the Asset from the IT Engineer. |
| Show HTML | Click the **Show HTM**L hyper link to view the HTML format for the specified Asset Allocation Form. To view the specified text again, click the **Show Editor** hyperlink. |
| **Electronic Asset Acceptance Terms & Conditions** | Specify the terms and condition for assets in the User Allocation Form based on the organization requirement. |
| Bold icon | Click the icon to bold the text. |
| Italics | Click the icon to change the text to italics. |
| Underline | Click the icon to underline the text. |
| Left Align | Click the icon to align the text to left. |
| Centre Align | Click the icon to align the text to center. |
| Right Align | Click the icon to align the text to right. |
| Insert Ordered List | Click the icon to insert numbering format to the text. |
| Insert Unordered List | Click the icon to insert bullet format to the text. |
| Change Text Color | Click the icon to select a color to the font. |
| Add Image | Click the icon to add the image. |
| Add Link | Click the icon to add the link. |
| Remove Link | Click the icon to remove the link. |
| **Allocation Template Details** | Displays the list of allocation template details. Click the **Category** **Name** hyperlink to modify the respective template details. |