---
title: "Configuring+Asset+Management+Module.doc"
slug: "configuringassetmanagementmoduledoc"
updated: 2026-03-13T05:53:24Z
published: 2026-03-13T05:53:24Z
canonical: "help.symphonysummitai.com/configuringassetmanagementmoduledoc"
---

> ## 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.

# Configuring+Asset+Management+Module.doc

You can configure values for various components of the **Asset Management** module. Based on the configuration, the values or fields are displayed on the pages, reports, and so on. You have to log out from the application and log in again to view the updated configurations.

### To Configure Asset Management Module:

1. Select **Admin** > **Infrastructure** > **General** > **Tenant**
2. On the **Tenant** page under the **List** section, select the **Tenant Name** for which you want to configure the **Asset** **Management** module. The following page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-A5WA7UB3.png) Figure: Tenant page

> [!NOTE]
> Note:
> 
> On the above **Tenant** page, **Tenant** **Code**, **Display** **Name**, and **Description** about the selected Tenant is displayed. If the **Active** check box is selected, it indicates that the Tenant is an active Tenant. It also displays the list of various modules (configured, not configured, and disabled) for the Tenant by the different colored check marks: Orange indicates not configured module, Green indicates configured module, and Grey indicates disabled module.

1. On the right action panel, click Configure Details**.** The following page is displayed. Select **Asset Management** under **Modules** section. The details about the **Asset Management** module are displayed under **Details** section. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IMEESANW.png) Figure: Tenant page (Asset Management)
2. Type in the required details and select the appropriate options in the fields. Click **Submit.**

#### Field Description

The following table describes the fields under the **Theme Configuration** section on the **Tenant** page.

| **Field** | **Description** |
| --- | --- |
| Theme | Select the theme that you want to apply for the Tenant. Only the themes configured on the **Theme Configuration** page are displayed in the **Theme** drop-down list. |
| Allow Users to Select Theme | If selected, the users can select the Theme on the **My Profile** pop-up page that they want to apply for the Tenant. For more information about selecting a Theme on the **My Profile** pop-up page, see **Viewing/Updating Your Profile Details** in Platform. |

The following table describes the fields under the **Details** section on the **Tenant** page.

| **Field** | **Description** |
| --- | --- |
| Unique Validation | You can select By Category, By Tenant, or All Tenants in the **Unique** **Validation** field. Based on the selection in this field, the unique attributes are validated while adding Assets. |
| Customer Label | Type in the label name for the Customer. The name specified here is displayed for the Customer Name fields in the application. |
| Store Label | Type in the label name for the Store. The name specified here is displayed for the Store name fields in the application. |
| Store Movement Label | Type in the label name for the Store Movement. The name specified here is displayed for the Store Movement fields in the application. |
| Asset Deactivate Label | Type in the label name for the Asset Deactivate. The name specified here is displayed for Asset Deactivate fields in the application. |
| Software Variance Alert Type | Lists the Software Variance Alert Types. Based on the selected Alert Type, the Alerts are sent to the configured users. You can configure three types of Alerts: - New Installations: The user gets an Alert when a new software is installed on the Asset. - Software Updates: The user gets an Alert when a new update is available for the software installed on the Asset. - Both: The user gets an Alert when a new software is installed or a new update is available for the software installed on the Asset. |
| Enable E-mail Alerts for End Users | If selected, the Asset life cycle e-mail alerts are sent to the End Users. |
| Enable attribute level store threshold configuration | If selected, the Store Threshold configuration is enabled at the attribute level. For more information about store threshold configuration. |
| Enable Icon that Enables/Disables the Devices | If selected, the Icon that enables/disables the Devices is displayed under **Device Manager** tab of **Asset Details** pop-up page. |
| Set Present Date as Asset Allocation Date | If this check box is selected, the present date becomes the Asset Allocation Date during the asset allocation. |
| Enable Asset Search by Dynamic Attributes from All Categories | If selected, the dynamic attributes from all the categories are displayed in the drop-down list on the **Search** **Asset** page. |
| Display Previous Store | If selected, the **Previous Store** column is displayed on the **Fixed Asset**, **Search Asset**, and **Asset Transaction Details** **Report** pages. While moving the Asset(s) from one store to another store, the source store information of the asset(s) is displayed in the **Previous Store** column. |
| Display Only Current Financial Year Assets for Deletion | If selected, only the Assets of the Current Financial Year are displayed to the Analysts while deleting the Assets. |
| Display Location Code and Location Group | If selected, the **Location Code** and **Location Group** fields are displayed on the **Location Details** pop-up page. The Location Code is also displayed on the following pages: - Fixed Asset - Search Asset - Asset Transaction Details Report **Note:** - The Location Code is a unique 4-digit code used to define a specific Location. - Two or more Locations cannot have same Location Codes. - You cannot use alphabets and characters while setting Location Codes. You can only use numbers to set Location Codes. - The Location Code of any one of the stores within a respective Location can be same as the Location Code of the respective parent Location. - Two or more Stores within a respective Location cannot have same Location Codes. |
| Additional Acceptance Recipient E-mail IDs | Specify the additional recipient's e-mail ids to receive the Asset Acceptance e-mail notification whenever an Asset for the configured Tenant is accepted by the End User. Note: If not specified, only End User and Store-level configured users receive the Asset Acceptance e-mail notification. |
| **Depreciation** |
| Depreciation Type by Company Act | Lists the Depreciation Type by Company Act. Based on the selected Depreciation Type the Asset Depreciation is calculated. |
| Depreciation Type by Income Tax Act | Lists the Depreciation Type by Income Tax Act. Based on the selected Depreciation Type the Asset Depreciation is calculated. |
| Display PMD Transactions Report Drop-down Values | If selected, the drop-down values PMD IIIA, IIIB, IVA, IVB, V, VI, MOC, and NON-MOC are displayed in the **Report Type** drop-down list of the **Filters** pop-up page of the PMD Transaction reports. |
| Enable Depreciation Reserve Calculation up to the Sale Date | If selected, the depreciation reserve is calculated up to the date of sale only. |
| **Inactive** |
| Enable Approval for Asset Deactivation | If selected, the approval process is enabled for inactive Assets**.** |
| **Maker-Checker** |
| Enable Maker-Checker | If selected, the Checker can approve requests (only for the requests configured under the **Actions for Checker to Approve** field) from the Maker. |
| Actions for Maker-Checker to Approve | Select the actions from the drop-down list. If the Maker performs any actions configured here, it is sent to the Checker for validation. |
| Enable CBS Validation in Asset Approval Process | If this check box is selected, the Assets are approved by the Checker through the CBS validation. |
| Start Time and End Time | Specify the start and end time for Maker to send request (only for the requests configured under the **Actions for Checker to Approve** field) to the Checker for validation. |
| **Print Gate Pass** |
| Enable Print Gate Pass | If selected, the Print Gate Pass functionality will be enabled for the actions selected under **Action for Print Gate Pass Option** |
| Action for Print Gate Pass Option | Select the actions from the drop-down list for which you want to enable the Print Gate Pass functionality. |
| **Physical Verification** |
| Status | Select the status from the drop-down list. The **Remarks** field on the **Asset Physical Verification Request** page becomes mandatory for the selected status. |
| **My Asset** |
| Asset Type | Selected Asset Types becomes available on the **My Asset List** page as a filter criteria. |
| **Software Variance** |
| Uninstalled Variance | Lists all the Baselined and Non-baselined software variances on the **Software Variance** page. Based on the selection made in this field, you can view and configure three types of Uninstalled Variances: - All: If selected, you can view all the software that were uninstalled. - Baselined Software: If selected, you can view all the Baselined software that were uninstalled. - Non-baselined Software: If selected, you can view all the Non-baselined software that were uninstalled |
| Max. No. of Records | Specify the maximum value that can be displayed under the **List** section of the **Software Variance** page. The entered value should be from 100 to 5000. **Note:** If not specified, application displays the first 500 records. |
| **Remote Desktop** |
| Enable Remote Desktop Button on Asset Details Pop-up Page | If selected, the Remote Desktop button is enabled at upper-right corner of the **Asset Details** pop-up page. |
| Enable Remote Desktop Stealth Mode | If selected, stealth mode option becomes available on the **Remote Desktop Sharing** pop-up page. |
| Enable Remote Desktop URL Mode | If selected, Analyst can generate a URL for Remote Desktop Sharing. This URL becomes available on the **Remote Desktop Sharing** pop-up page. |

**Actions**

This section explains all the icons displayed on the right action panel of the **Tenant** page.

**Show List**

Click **Show List** to display the **List** table showing all the configured Instances. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-M8S5MZX8.png) Figure: Tenant page - List of Instances

- To update a Tenant details, click the configured **Tenant Name**. Make appropriate changes and click **Submit.**
- To display the inactive Instances, click the **Include Inactive** check box.

Note:

When the Tenant list is displayed under the **List** table, the **Add New** and **Tenant** **Label Display** actions are displayed on the right action panel.

- 
  - Click **Add New** to configure a new Tenant.
  - Click **Tenant** **Label Display** to configure a name for the Tenant label.

The **Tenant** **Label Display** pop-up page is displayed. Type in the label name in the **Tenant Label Display** field and click **Submit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GFBSR2Z7.png) Figure: Tenant Label Display pop-up page

**Show Tenant**

Click **Show Tenant** to display the details of the selected Tenant. The **Tenant** page is displayed.
