Skip to Content

Changes for page Assets verwalten

Last modified by Sabrina V. on 2026/10/06 13:21
From version 9.1
edited by Sabrina V.
on 2026/06/10 06:21
Change comment: There is no comment for this version
To version 11.1
edited by Sabrina V.
on 2026/10/06 13:20
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -4,19 +4,19 @@
4 4  
5 5  {{aagon.floatingbox/}}
6 6  
7 -There are several actions available in the ribbon bar to manage your Assets. As well as [[adding>>doc:||anchor="HAddAssets"]] new Assets ([[image:Asset verknüpfen Icon.png||height="22" width="22"]]), you can also [[edit>>doc:ACMP.610.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HEditing2CDeletingandDuplicatingAssets"]] ([[image:65_Asset Management_Asset bearbeiten Icon.png||height="22" width="22"]]) or delete ([[image:65_Asset Management_Asset löschen Icon.png||height="22" width="22"]]) them. You can also duplicate existing Assets ([[image:65_Asset Management_Asset duplizieren Icon.png||height="22" width="22"]]), [[import>>doc:||anchor="HImportingAssets"]] them ([[image:import.png||height="22" width="22"]]) or combine them into Asset Collections ([[image:65_Asset Management_Asset Collection Icon.png||height="22" width="22"]]).
7 +There are several actions available in the ribbon bar to manage your Assets. As well as [[adding>>doc:||anchor="HAddAssets"]] new Assets ([[image:Asset verknüpfen Icon.png||data-cmp-info="10" height="22" width="22"]]), you can also [[edit>>doc:ACMP.610.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HEditing2CDeletingandDuplicatingAssets"]] ([[image:65_Asset Management_Asset bearbeiten Icon.png||data-cmp-info="10" height="22" width="22"]]) or delete ([[image:65_Asset Management_Asset löschen Icon.png||data-cmp-info="10" height="22" width="22"]]) them. You can also duplicate existing Assets ([[image:65_Asset Management_Asset duplizieren Icon.png||data-cmp-info="10" height="22" width="22"]]), [[import>>doc:||anchor="HImportingAssets"]] them ([[image:import.png||data-cmp-info="10" height="22" width="22"]]) or combine them into Asset Collections ([[image:65_Asset Management_Asset Collection Icon.png||data-cmp-info="10" height="22" width="22"]]).
8 8  
9 9  {{figure}}
10 -[[image:65_Asset Management_Übersicht_1721.png||data-xwiki-image-style-alignment="center"]]
10 +[[image:65_Asset Management_Übersicht_1721.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
11 11  
12 12  {{figureCaption}}
13 -Overview of ACMP Asset Management
13 +Overview of acmp Asset Management
14 14  {{/figureCaption}}
15 15  {{/figure}}
16 16  
17 17  = Add Assets =
18 18  
19 -To add a new Asset, clock on the Asset button ([[image:image-20231027105428-7.png||height="22" width="22"]]) on the ribbon bar. A wizard will open and guide you through the following steps.
19 +To add a new Asset, clock on the Asset button ([[image:image-20231027105428-7.png||data-cmp-info="10" height="22" width="22"]]) on the ribbon bar. A wizard will open and guide you through the following steps.
20 20  
21 21  {{aagon.infobox}}
22 22  The number of steps may vary depending on the Asset Type selected. This is due to the number of custom fields that need to be considered and filled in, which may add an extra page to the wizard.
... ... @@ -31,7 +31,7 @@
31 31  Then click //Next >// to proceed to the next page of the wizard.
32 32  
33 33  {{figure}}
34 -[[image:65_Asset Management_Allgemeine Informationen_678.png||data-xwiki-image-style-alignment="center"]]
34 +[[image:65_Asset Management_Allgemeine Informationen_678.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
35 35  
36 36  {{figureCaption}}
37 37  Provide general information about the asset
... ... @@ -40,7 +40,7 @@
40 40  
41 41  Under //Detailed Information//, enter the master data and additional data you want to store for the asset.
42 42  
43 -To do this, click on the individual drop down boxes and fill in all the relevant areas with the master data records. You can use existing data for each entry, or enter new information. Read [[here>>doc:ACMP.610.Arbeiten mit der ACMP Console.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome]] how to enter master data in the ACMP Console. Under Additional data you can select the status of the asset, as well as the model and serial number. The status will help you to keep track at a later date if you need to keep an accurate list of active and retired Assets.
43 +To do this, click on the individual drop down boxes and fill in all the relevant areas with the master data records. You can use existing data for each entry, or enter new information. Read [[here>>doc:ACMP.610.Arbeiten mit der ACMP Console.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome]] how to enter master data in the acmp Console. Under Additional data you can select the status of the asset, as well as the model and serial number. The status will help you to keep track at a later date if you need to keep an accurate list of active and retired Assets.
44 44  
45 45  {{aagon.infobox}}
46 46  The status of Assets can be configured in the [[Settings>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome]] (//System// > //Preferences// > //Asset// //Management// > //General//). If you wish to add the Asset to an existing Collection, select it. Click //OK// to confirm your selection. You can either create the auto-generated asset number manually or have it generated automatically. For the latter option, you must leave the box checked.
... ... @@ -49,7 +49,7 @@
49 49  Once all the relevant information has been entered, click //Next >//.
50 50  
51 51  {{figure}}
52 -[[image:65_Asset Management_Detaillierte Informationen_678.png||data-xwiki-image-style-alignment="center"]]
52 +[[image:65_Asset Management_Detaillierte Informationen_678.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
53 53  
54 54  {{figureCaption}}
55 55  Define master data
... ... @@ -59,7 +59,7 @@
59 59  Enter all relevant financial details for the asset on the next page. The purchase details can be entered separately from the warranty and service information. This data can be used, for example, if you want to allocate the information to a cost centre or department for correct invoicing. If it is not a purchase, you can also enter a different procurement type and depreciation period. The information entered here can also be edited and customised at a later date. Continue by clicking //Next >//.
60 60  
61 61  {{figure}}
62 -[[image:65_Asset Management_Finanzen_678.png||data-xwiki-image-style-alignment="center"]]
62 +[[image:65_Asset Management_Finanzen_678.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
63 63  
64 64  {{figureCaption}}
65 65  Financial and guarantee information on the asset
... ... @@ -66,7 +66,7 @@
66 66  {{/figureCaption}}
67 67  {{/figure}}
68 68  
69 -Optionally, enter the [[documents>>doc:ACMP.610.Arbeiten mit der ACMP Console.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome||anchor="HDokumente"]] you want to associate with the asset. Insert the appropiate documents using [[image:image-20231027110035-8.png||height="22" width="22"]].
69 +Optionally, enter the [[documents>>doc:ACMP.610.Arbeiten mit der ACMP Console.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome||anchor="HDocuments"]] you want to associate with the asset. Insert the appropiate documents using [[image:image-20231027110035-8.png||data-cmp-info="10" height="22" width="22"]].
70 70  
71 71  {{aagon.infobox}}
72 72  Once you have uploaded a document and it is displayed in the wizard, you can double-click it to open it.
... ... @@ -75,7 +75,7 @@
75 75  Then click //Next >//.
76 76  
77 77  {{figure}}
78 -[[image:65_Asset Management_Dokumente_678.png||data-xwiki-image-style-alignment="center"]]
78 +[[image:65_Asset Management_Dokumente_678.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
79 79  
80 80  {{figureCaption}}
81 81  Document linking
... ... @@ -104,7 +104,7 @@
104 104  |(% style="width:152px" %)Link Clients|(% style="width:1212px" %)If you want to connect a Client, a Wizard will open. All available [[queries from Query Management>>doc:ACMP.610.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]] are displayed. Select a Query that returns the required Clients as a result. All Clients returned by the Query are displayed on the following pages. Select the required Clients and click //Finish// to confirm your selection.
105 105  
106 106  {{figure}}
107 -[[image:65_Asset Management_Beziehungen_678.png||data-xwiki-image-style-alignment="center"]]
107 +[[image:65_Asset Management_Beziehungen_678.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
108 108  
109 109  {{figureCaption}}
110 110  Relations of Assets
... ... @@ -117,7 +117,7 @@
117 117  
118 118  All Asset related actions can be started from the ribbon bar. To do this, click on the appropriate action button and follow the on-screen instructions.
119 119  To edit an Asset, first select the Category in which the changes will be made from the drop down list. The Categories allow you to specify the grouping of Assets to be displayed. This list includes the following categories: //Asset Types//, //Locations//, //Departments//, //Cost Centres// and //Asset Collections//.
120 -Select the required Asset and click the //Edit// button // //([[image:image-20231027110617-9.png||height="22" width="22"]]) on the ribbon bar. Alternatively, you can select the item and double-click to open it. A new window will open allowing you to view and edit the information already stored for the Asset. This information is divided into tabs:
120 +Select the required Asset and click the //Edit// button // //([[image:image-20231027110617-9.png||data-cmp-info="10" height="22" width="22"]]) on the ribbon bar. Alternatively, you can select the item and double-click to open it. A new window will open allowing you to view and edit the information already stored for the Asset. This information is divided into tabs:
121 121  
122 122  |**Ride**|**Description**
123 123  |General Information|Change the Asset type by selecting a different type. You can also customize the name and description.
... ... @@ -139,7 +139,7 @@
139 139  {{/aagon.infobox}}
140 140  
141 141  {{figure}}
142 -[[image:65_Asset Management_Bearbeitung mehrerer Assets_706.png||data-xwiki-image-style-alignment="center"]]
142 +[[image:65_Asset Management_Bearbeitung mehrerer Assets_706.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
143 143  
144 144  {{figureCaption}}
145 145  Simultaneous editing of multiple Assets
... ... @@ -152,13 +152,13 @@
152 152  
153 153  Click //Save// when you have made all relevant changes to an existing Asset.
154 154  
155 -If you wish to delete an Asset, select it and click //Delete //([[image:image-20231027111225-10.png||height="22" width="22"]]). Confirm the security question and the Asset will be deleted.
155 +If you wish to delete an Asset, select it and click //Delete //([[image:image-20231027111225-10.png||data-cmp-info="10" height="22" width="22"]]). Confirm the security question and the Asset will be deleted.
156 156  
157 157  {{aagon.warnungsbox}}
158 158  Deleting an Asset is irreversible!
159 159  {{/aagon.warnungsbox}}
160 160  
161 -If you wish to duplicate an Asset, you can clone it either from the context menu or from the ribbon bar ([[image:image-20231027111258-11.png||height="22" width="22"]]). BWhen duplicating an Asset, a new window will open allowing you to change the data of the previously selected Asset. If you copy the information 1:1, the asset number will still change when you save the duplicate. You can select and define this unique identifier in the [[Settings>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="HImport"]] (//System// > //Einstellungen// > //Asset Management// > //Import//).
161 +If you wish to duplicate an Asset, you can clone it either from the context menu or from the ribbon bar ([[image:image-20231027111258-11.png||data-cmp-info="10" height="22" width="22"]]). BWhen duplicating an Asset, a new window will open allowing you to change the data of the previously selected Asset. If you copy the information 1:1, the asset number will still change when you save the duplicate. You can select and define this unique identifier in the [[Settings>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="HImport"]] (//System// > //Einstellungen// > //Asset Management// > //Import//).
162 162  
163 163  {{aagon.infobox}}
164 164  Please note that you can only duplicate one asset at a time. If you wish to duplicate more than one, you must duplicate them one at a time.
... ... @@ -169,7 +169,7 @@
169 169  In addition to the usual ways of working with and managing an Asset, you can also import Assets. In order to import an Asset, you must have a CSV file. To do this, click //Import// from the ribbon bar. A dialogue box will open for you to select the CSV file. You can also specify the symbol delimiters, whether the file contains column names and whether character encoding should be enforced. For the last two options, tick the appropriate boxes. Then click //Next >//.
170 170  
171 171  {{figure}}
172 -[[image:65_Asset Management_Datei importieren_760.png||data-xwiki-image-style-alignment="center"]]
172 +[[image:65_Asset Management_Datei importieren_760.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
173 173  
174 174  {{figureCaption}}
175 175  Import file
... ... @@ -176,12 +176,12 @@
176 176  {{/figureCaption}}
177 177  {{/figure}}
178 178  
179 -The previously imported CSV file is displayed on the second page of the wizard. The top row shows the column headings. There is a combo box under each column name. By expanding this combo box, you can select an ACMP database field to associate with the column. Note that only available //Asset Management// type fields are listed.
179 +The previously imported CSV file is displayed on the second page of the wizard. The top row shows the column headings. There is a combo box under each column name. By expanding this combo box, you can select an acmp database field to associate with the column. Note that only available //Asset Management// type fields are listed.
180 180  
181 -If you have previously created and saved mappings, you can use them here. This option provides quick access to previously created mappings that you want to use as templates. Use the Load Mapping ([[image:image-20231027111503-12.png]]), Save ([[image:65_Mapping speichern.png||height="16" width="16"]]) or Reset ([[image:image-20231027111503-14.png]]) functions. The mappings use the .lmp format.
181 +If you have previously created and saved mappings, you can use them here. This option provides quick access to previously created mappings that you want to use as templates. Use the Load Mapping ([[image:image-20231027111503-12.png||data-cmp-info="10"]]), Save ([[image:65_Mapping speichern.png||data-cmp-info="10" height="16" width="16"]]) or Reset ([[image:image-20231027111503-14.png||data-cmp-info="10"]]) functions. The mappings use the .lmp format.
182 182  
183 183  {{figure}}
184 -[[image:66_Asset Management_Zuordnungsdatei.png||data-xwiki-image-style-alignment="center"]]
184 +[[image:66_Asset Management_Zuordnungsdatei.png||data-cmp-info="10" data-xwiki-image-style-alignment="center"]]
185 185  
186 186  {{figureCaption}}
187 187  Assignment file for the import of an asset
... ... @@ -189,7 +189,7 @@
189 189  {{/figure}}
190 190  
191 191  {{aagon.infobox}}
192 -The master data //Contacts//, //Locations//, //Companies//, //Departments// and //Cost Centres// that you specify when importing assets, but which do not exist in ACMP, are automatically created as new records. If you want to create more information than just the value name of the master data when importing, import the entity with the corresponding values beforehand.
192 +The master data //Contacts//, //Locations//, //Companies//, //Departments// and //Cost Centres// that you specify when importing assets, but which do not exist in acmp, are automatically created as new records. If you want to create more information than just the value name of the master data when importing, import the entity with the corresponding values beforehand.
193 193  {{/aagon.infobox}}
194 194  
195 195  When you are finished, click //Next >// to complete the import.
... ... @@ -208,7 +208,7 @@
208 208  
209 209  = **Generate inventory number** =
210 210  
211 -If you want to assign an [[inventory number>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="HInventarnummer"]] to an Asset retrospectively, click on //Generate inventory number// in the context menu and confirm the dialog. This function may be necessary, for example, if you have not checked the //Auto-generate// option in the settings. The inventory number is the default inventory number for Asset types without an inventory number profile and is used for new or existing Assets.
211 +If you want to assign an [[inventory number>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="HGenerateinventorynumber"]] to an Asset retrospectively, click on //Generate inventory number// in the context menu and confirm the dialog. This function may be necessary, for example, if you have not checked the //Auto-generate// option in the settings. The inventory number is the default inventory number for Asset types without an inventory number profile and is used for new or existing Assets.
212 212  
213 213  The following scenarios may be useful for subsequent assignment:
214 214  
... ... @@ -216,6 +216,6 @@
216 216  * There is a change in the naming scheme (e.g. it was previously a global naming scheme and now it should be named separately).
217 217  * The counter is reset and there is a name change.
218 218  
219 -[[Generate inventory number>>image:68_Asset Management_Inventarnummer generiereen_1531.png]]
219 +[[Generate inventory number>>image:68_Asset Management_Inventarnummer generiereen_1531.png||data-cmp-info="10"]]
220 220  
221 221  
© Aagon GmbH 2026
Besuchen Sie unsere aagon-Community