Fixed Asset - In Store

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 location.

Click Allocate option to allocate the fixed asset to a user, project, location, or customer.

For more information on Allocate action, refer to In Store - Main Actions segment below.

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. These options are specifically displayed based on the specific validations or conditions defined.

To learn about common asset actions, refer to Fixed Asset - Common Actions.

To learn about main actions for In Store status, refer to In Store - Main Actions.

Asset Condition *

Choose the Asset Condition from available options: Faulty, Good, Scrap.

Note

Asset Condition is a mandatory field and is editable across all asset status.

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.

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.

Asset Owner is the person or department that currently holds responsibility for the asset. This individual is accountable for the asset’s condition and usage, and can perform actions such as asset reject and return.

Reporting Manager

Select the Reporting Manager from drop-down.

Reporting Manager is the direct supervisor of the asset owner, responsible for approving or overseeing the asset’s allocation and usage. This field ensures that the allocation follows the appropriate chain of command.

Note

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.

Alternate Supervisor is a secondary or backup manager who can authorize or oversee the asset allocation if the primary reporting manager is unavailable. This helps maintain workflow continuity when the primary supervisor is out of office.

Note

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

This field captures the source of the asset allocation request, indicating whether it is triggered by a pre-existing record such as a Service Request, Incident, or Work Order.

This ensures that the allocation is tied to a formal request or issue that initiated allocation action, such as a logged service request, an incident that requires asset replacement, or a work order related to a specific task.

Request ID

Mention the Request ID details based on the source (Request Type) selected.

Usage Terms

Asset Usage Type

Asset Usage type is used to define whether the allocated asset will be used as a Primary asset or a Secondary asset.

Primary: This is the main asset which is allocated to the user.

Secondary: This is an additional asset which acts as an alternative asset.

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 if the Allocation Type selected is Temporary.

Deactivation Reason

Choose the deactivation reason from available options: Damage or Wear and Tear, End of Life, Lease Expired, Lost, Motherboard Issue.

Note

The deactivation reason list displayed here are based on the options defined by the Application Designer.

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.

Source Location

Displays the current source location of the asset.

Destination Location

Select the desired Destination Location 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

Note

This field is displayed when the Returnable Type is selected as Returnable.

Remarks

Enter any remarks related to asset movement.