Fixed Asset - In Store
- 20 Sep 2024
- 7 Minutes to read
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Fixed Asset - In Store
- Updated on 20 Sep 2024
- 7 Minutes to read
- Print
- PDF
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When an asset is added to a defined store, the status is displayed as In Store. The asset details provided during the creation will be recorded.
Let's explore the 'In Store' status in detail.
Figure: Asset details page - In Store status
Top Panel
Top Panel consists of following fields:
Field | Description | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Asset Code | Asset Code is a unique alphanumeric identifier assigned to assets in the inventory. It prominently displays the assigned code, where the first two letters denote the asset type. For example: In FI015424, 'FI' signifies a fixed asset. | ||||||||||||||||||||||||||||||||
Asset Status | Asset Status is displayed as In Store when the asset is present in a particular store. | ||||||||||||||||||||||||||||||||
| Click Allocate option to allocate the fixed asset to a user, project, location, or customer.
| ||||||||||||||||||||||||||||||||
Field | Description |
|---|---|
General Information | |
To | Allows you to allocate assets using the following options: User: Select this option if you wish to allocate the asset to a user. Project: Select this option to assign the asset to a specific project. Location: Select this option if you wish to allocate the asset to a location. Customer: Select this option if you wish to allocate the asset to a customer. |
Asset Owner | Select the Asset Owner from drop-down. |
Reporting Manager | Select the Reporting Manager from drop-down. This attribute is displayed on the allocation form only when the Allocate To value is selected as User. |
Alternate Supervisor | Select the Alternate Supervisor from drop-down. This attribute is displayed on the allocation form only when the Allocate To value is selected as User. |
Floor | Select the Floor to which you wish to allocate the asset. |
Cubicle | Mention the Cubicle number to which you wish to allocate the asset. |
Allocation Date | Click the Calendar icon to select the allocation date of the asset. |
Request Type | Select the Request Type source from the available options: Service Request, Incident, Work Order. |
Request ID | Mention the Request ID details. |
Usage Terms | |
Asset Usage Type | Select the Asset Usage Type from the available options: None, Primary, Secondary. |
Asset Purpose | Select the required Asset Purpose from the drop-down. |
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 permanent. Temporary: Select this option if the Asset allocation is temporary. |
Return Date | Click the Calendar icon to select the return date of the asset. |
Audit Trail captures information such as Change, Workflow, Link, Communication, BR, and Access History.
Figure: Audit Trail pop-up
Kebab menu consists of options such as Deactivate, Movement, Send Email, Remote Asset control etc.
For more details on kebab menu options, refer to the In Store - Actions segment below.
More Information
More Information section covers the details of action-related attributes for each specific asset lifecycle status.
Figure: More Information grid
Note
Asset Condition field will be displayed for all asset lifecycle statuses, as it is a crucial detail that helps in decision-making throughout the asset lifecycle.
The following table provides details about fields:
Field | Description |
|---|---|
Asset Condition | Choose the Asset Condition from available options: Faulty, Good, Scrap. |
Warranty Information
Warranty Information section captures the start and end dates of the asset's warranty. It consits of following fields:
Figure: Warranty Information tab
The following table provides details about fields:
Field | Description |
|---|---|
Warranty Start Date | Displays the Warranty Start Date of the Fixed Asset from the calendar. |
Warranty End Date | Displays the Warranty End Date of the Fixed Asset from the calendar. |
In Store - Actions
Deactivate
Deactivation is the process of decommissioning or rendering assets inactive or non-operational. This functionality will be useful when an asset needs to be taken offline for maintenance, upgrades, or security reasons.
Click the kebab menu on the asset details page to select Deactivate option.
Figure: Fixed Asset Details page - Deactivate option
On the Deactivate pop-up, enter all the required details and click Save. For more information on fields, refer Field Description.
Figure: Deactivate pop-up
Field Description
The following table provides details about fields:
Field | Description |
|---|---|
Deactivation Reason | Choose the deactivation reason from available options: Damage or Wear and Tear, End of Life, Lease Expired, Lost, Motherboard Issue. |
Deactivate Date | Click the calendar icon to select the deactivation date of the asset. |
Sale Price | Specify the Sale Price. |
Remarks | Enter the relevant remarks for deactivation. |
Attachments | Upload any file related to the deactivation of the Asset. |
Movement
Movement action involves physically relocating hardware assets, such as computers, servers, printers, networking equipment, and other technology resources, from one store or floor to another within the organization's premises or locations.
Click the kebab menu on the asset details page to select Movement option.
Figure: Fixed Asset Details page - Movement option
On the Movement pop-up, enter all the required details and click Save. For more information on fields, refer Field Description.
Figure: Movement pop-up
Field Description
The following table provides details about fields:
Field | Description |
|---|---|
Source Location | Displays the current source location of the asset. |
Destination Location | Select the desired Destination Location from the tree view where you wish to move the asset. |
Dispatch From | Enter the Dispatch From address. |
Dispatch To | Enter the Dispatch To address. |
Returnable Type | Choose the Returnable Type from available options: Returnable, Non-Returnable. |
Return Date | Select the Return Date of the asset from calendar. |
Remarks | Enter any remarks related to asset movement. |
Send Email
Automate the process of sending asset details through email, ensuring that the end user can easily access the asset information.
Click the kebab menu on the asset details page to select Send Email option.
Figure: Fixed Asset Details page - Send Email option
On the Send Email pop-up, enter all the required details and click Submit. For more information on fields, refer Field Description.
Figure: Send Email pop-up
Field Description
The following table provides details about fields:
Field | Description |
|---|---|
Recipients Selection | |
To | Select the required choice from available options: Users, Custom Email IDs. Users This option allows you to select specific recipient (user) from the available user list. You can select multiple users.
Figure: Users option Custom Email IDs This option allows you to enter specific custom email IDs. You can enter multiple IDs.
Figure: Custom Email IDs option |
Cc | Select the required choice from available options: Users, Custom Email IDs. Users This option allows you to select specific recipient (user) from the available user list. You can select multiple users.
Figure: Users option Custom Email IDs This option allows you to enter specific custom email IDs. You can enter multiple IDs.
Figure: Custom Email IDs option |
Notification Template Selection | |
Notification Template | Select the desired Notification Template from the drop-down. |
Subject | Subject refers to the email subject of the notification. It appears by default when the notification template is selected. |
Body | Body contains main information of the notification. It appears by default when the notification template is selected. |
Remote Asset Control
Remote Asset Control involves monitoring and managing assets remotely. This approach streamlines operations by minimizing the need for physical presence on-site, optimizing efficiency from anywhere. This feature enables the support team to easily control end-user systems for seamless access with enhanced security.
Click the kebab menu on the asset details page to select Remote Asset Control option.
Figure: Fixed Asset Details page - Remote Asset Control option
On the Remote Asset Control pop-up, enter all the required details and click Save. For more information on fields, refer Field Description.
Figure: Remote Asset Control pop-up
Field Description
The following table provides details about fields:
Field | Description |
|---|---|
Communication Channel | Choose the Communication Channel through which the connection can be established. |
Analyst Email | Select the required Analyst’s email from the drop-down. |
Username | Select the required Username from the drop-down. |
Reason for request | Enter a brief information explaining the reason for connection request. |
Import Template
Import Template option allows you to import any saved template into the new configuration page. This helps in easy form creation and saves time from repetitive manual input.
Click the kebab menu on the asset details page to select the Import Template option.
Figure: Fixed Asset Details page - Import Template option
Import Template pop-up displays the list of created templates. Select the required template checkbox and click Apply to apply the template on the configuration page.
Figure: Import Template pop-up
Print Barcode
Barcode labels can be printed for each Asset that is added to the Asset Inventory including deactivated Assets. Each barcode is unique so this is useful in identifying the Assets. During Asset Movement, the Floor or Store Manager can easily validate and scan the Asset barcode using a barcode scanner. Apex application supports ISBN barcode and QR Code types. Barcode labels can be configured separately based on the Stores and the Asset Categories.
Click the kebab menu on the asset details page to select Print Barcode option.
Figure: Asset details page - Print Barcode option
Print Barcode pop-up is displayed with barcode details.
Figure: Print Barcode pop-up
Click Print to take a physical printout of the barcode details in PDF format.
Figure: Print barcode prompt window
Discovery Information
Discovery Information provides details about Hardware and Software Discovery.
Hardware Details tab provides details about the hardware discovered on the asset. Software Details tab provides the list of software installed on the particular asset including information about publisher and installation date.
Click the kebab menu on the asset details page to select Discovery Information option.
Figure: Asset Details page - Discovery Information option
Hardware and Software Details are displayed as follows.
Hardware Details
Figure: Discovery Information - Hardware Details
Figure: Hardware Details List
Software Details
Figure: Discovery Information - Software Details
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