--- title: "Reallocating Fixed Assets" slug: "reallocating-fixed-assets" updated: 2026-01-08T07:34:23Z published: 2026-01-08T07:34:23Z canonical: "help.symphonysummitai.com/reallocating-fixed-assets" --- > ## 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. # Reallocating Fixed Assets You can view the list of Fixed Assets that are available for allocation and allocate them to users. To allocate Assets, perform the following steps: 1. Select **Asset > User > Manage Asset > Asset Inventory**. 2. On the **ASSET INVENTORY** page, under the **SELECT THE ASSET TYPE** section, click **FIXED**. 3. On the **FIXED ASSET** page, the **FILTERS** pop-up page is displayed. Select the value of **Status** as *In Store* and select the other required filter criteria. Click **SUBMIT.** 4. The list of Assets based filter criteria is displayed. Click the **Asset ID** to view the Asset details. For more information, see [Viewing Asset Details](/apex/docs/viewing-asset-details). 5. Select the check box corresponding to the Asset you want to allocate. On the **ACTIONS** panel, click **ALLOCATE**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KT2JTG4D.png) Figure: FIXED ASSET page 6. On the **ALLOCATE FIXED ASSET** page, type in the required details to allocate the Asset and click **SUBMIT**. For more information about the fields on the **ALLOCATE FIXED ASSET** page, see Field Description. You can allocate Fixed Assets to a Single User, Multiple Users, Tenant, Location, and Customer. You should select only one Asset at a time for allocation. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-9YFXVCQ0.png) Figure: ALLOCATE FIXED ASSET page #### Field Description The following table describes the fields on the ***ALLOCATE FIXED ASSET*** page: | **Fields** | **Description** | | --- | --- | | **Asset Summary** | | Tenant | Displays the Tenant of the selected Asset. | | Category | Displays the Category of the selected Asset. | | Store | Displays the Store location of the Asset. | | Asset ID | Displays the ID of the selected Asset. | | Asset Code | Displays the Code of the selected Asset. | | Added By | Displays the name of the user who added the Asset. | | Added Date | Displays the date when the Asset is added. | | Updated By | If the Asset details are updated, displays the name of the user who updated the Asset details. | | Updated Date | If the Asset details are updated, displays the date when the Asset details are updated. | | **ALLOCATION DETAILS** | | Allocate To | Allows you to allocate Assets using the following options: - *Single User*: Select this option to allocate the Asset to a single user. For example: an Employee. - *Multiple Users*: Select this option to allocate the Asset to multiple users. For example: In an organization, for the employees working in the BPO environment, you can allocate the same Asset to different employees on the basis shift. - *Tenant*: Select this option to allocate the Asset to a Tenant. For example: Different types of Servers, Printers, and so on. - *Location:* Select this option to allocate the Asset to a location. For example: Different types of Servers, Printers,and so on. - *Customer:* Select this option to allocate the Asset to a Customer. **Note:** If you want to disable an option among the drop-down values listed above, contact the System Administrator. | | Customer | Lists all the configured Customers. Select the Customer name from the list to whom you want to allocate the Asset. **Note:** If you select *Customer i*n the **Allocate To** field, it becomes mandatory to select the Customer in this field. Otherwise, this is an optional field. | | Reporting Manager | Displays the **Reporting Manager** of the selected user. **Note**: The **Reporting Manager** attribute is displayed on the allocation form only when the **Allocate To Value** is *Single User, Contract User or Multiple User*. | | Alternate Supervisor | Type in the name of the alternate supervisor. The matching names from the database are displayed in the list. Select an appropriate name from the list. To search for an alternate supervisor, click the **Search** icon. **Note**: The **Alternate Supervisor** attribute is displayed on the allocation form only when the **Allocate To Value** is *Single User, Contract User or Multiple User*. | | User | Type in the name of the User. As you type in the name of the User the matching names from the database are displayed in the list. Select an appropriate name from the list. To search for a User, click the **Search** icon. | | Project | Lists all the configured Projects. From the drop-down list, from the **User Project** section, select the Project of the User to allocate the Asset. **Note:** The **Project** field is visible based on the configuration on the ***ASSET APPLICATION SETTINGS*** page. | | Floor | Click the **Search** icon to select the Floor. The **LOCATION** pop-up page is displayed. On the **LOCATION** pop-up page, you can use the **Expand** icon to view the stores and floors in the **Location** tree. Select the Floor on which you want to allocate the Asset. The Floor location is auto-populated for the selected when the following conditions are met: - The configured Location in the **COMMON MASTERS** should match with the **Location in LOCATION AND STORE.** - The **Enable Auto Populate Floor** check box on the **ASSET APPLICATION SETTINGS** page is selected. | | Cubicle | Displays the cubicle number of the User. If not, type the Cubicle number of the user. **Note:** The **Cubicle** field is visible based on the configuration on the **ASSET APPLICATION SETTINGS** page. | | Allocation Type | Select the type of allocation for the Asset. There are two types of Asset allocations: - *Permanent*: Select this option if the Asset allocation is a permanent allocation. - *Temporary***:** Select this option if the Asset allocation is a temporary allocation. | | Allocation Date | Click the **Calendar** icon to select the allocated date of the Asset. **Note:** Present date is auto populated in this field by default. | | Request Type | Select the Request Type from the drop-down list. The available Request Type options are: - *Service Request* - *Incident Request* - *Work Order* **Note:** The **Request Type** field with the drop-down list is available based on the configuration of the **ASSET APPLICATION SETTINGS** page. | | Request Id | Type in the related Incident/Service request ID raised by the user. **Note:** - If the **Request Type** field is not available, the user should add a prefix SR/IM/WO before the Request Id (Ex. SR967). The added Request Id is displayed under the **Relationship** tab of the **Allocated ASSET DETAILS** page. This applies to Fixed Asset allocation or Fixed Asset Bulk Allocation. - The **Request Id** field is visible based on the configuration on the **ASSET APPLICATION SETTINGS** page. | | Return Date | Click the **Calendar** icon to select the return date of the Asset. | | Asset Usage Type | Select the Asset usage type from the list. **Note**: The Asset Usage Type option is enabled based on the configuration performed on the **Application Settings By Tenant** page. For more information about Asset Usage Type, see [Configuring Asset Usage type](/apex/docs/configure-asset-usage-type). | | Purpose | Lists all the configured Purposes of allocation. Select the Purpose for allocation from the list. | | Remarks | Type in the comments or notes about the Assets, if any. | | User Confirmation | Attach the user confirmation file. **Attachment Field** Upload any file(s) related to the Asset. Multiple attachments against a single file upload control can be done by two methods: 1. By attaching one file at a time and clicking on **SUBMIT** to save the file and perform the same action again. 2. By selecting multiple files at the same time (using CTRL button) and then **SUBMIT** the files to save it. Click ![](data:image/jpeg;base64,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)to upload/submit the selected files. The attachment details are displayed upon submitting as follows: 1. File Name- Displays the name of the attached file 2. Attachment Date- Displays the date of the file attached with time stamp. The maximum size of the file upload is 4MB. Administrator can customize the size of file upload in web.config. The number of attachment fields and the attachment limit (Single or Multiple) can be configured based on the requirement through Form Builder option. | | ** DETAILS** | The section title is displayed based on the Category you select while allocating the Asset. The fields are displayed based on the fields and attributes configured on the **FORM BUILDER** page. | ## References - To allocate or deallocate Software Licenses, see [Allocating/ Deallocating License](/apex/docs/deallocating-and-deactivating-fixed-assets). - To update Asset details, see [Updating Asset Details](/apex/docs/updating-asset-details). - To allocate Assets in Bulk, see [Allocating Assets in Bulk](/apex/docs/importing-and-allocating-assets-in-bulk). - To move Assets from one floor to another, see [Moving Assets From One Floor to Another](/apex/docs/move-assets-from-one-floor-to-another). - To print bar code of Assets, see [Printing Barcode](/apex/docs/printing-asset-barcode). - To deactivate Assets, see [De-activating Assets](/apex/docs/deactivating-fixed-assets).