Wiki source code of Assets verwalten

Last modified by Jannis Klein on 2024/08/13 08:19
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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.65.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 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"]]).
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9 {{figure}}
10 (% style="text-align:center" %)
11 [[image:65_Asset Management_Übersicht_1721.png]]
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13 {{figureCaption}}
14 Overview of ACMP Asset Management
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16 {{/figure}}
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18 = Add Assets =
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20 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.
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23 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.
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26 Under //General Information//, first select an Asset Type under which the Asset will be created. To do this, select an [[Asset Type>>doc:ACMP.65.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HOrganisingAssetsintoTypes"]] if you already have a correct one listed, or create a [[new>>doc:ACMP.65.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HAddinganAssetType"]] one. In this example, the Asset will be listed under Notebooks. Optionally, change the Asset Name and enter a Description.
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29 The Asset Name is automatically populated after the Asset Type is selected. You can manually correct the name.
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32 Then click //Next >// to proceed to the next page of the wizard.
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34 {{figure}}
35 (% style="text-align:center" %)
36 [[image:65_Asset Management_Allgemeine Informationen_678.png]]
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39 Provide general information about the asset
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43 Under //Detailed Information//, enter the master data and additional data you want to store for the asset.
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45 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.65.First Steps im ACMP.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.
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48 The status of Assets can be configured in the [[Settings>>doc:65.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.
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51 Once all the relevant information has been entered, click //Next >//.
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53 {{figure}}
54 (% style="text-align:center" %)
55 [[image:65_Asset Management_Detaillierte Informationen_678.png]]
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57 {{figureCaption}}
58 Define master data
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62 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 >//.
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64 {{figure}}
65 (% style="text-align:center" %)
66 [[image:65_Asset Management_Finanzen_678.png]]
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69 Financial and guarantee information on the asset
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73 Optionally, enter the [[documents>>doc:ACMP.65.First Steps im ACMP.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"]].
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76 Once you have uploaded a document and it is displayed in the wizard, you can double-click it to open it.
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79 Then click //Next >//.
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82 (% style="text-align:center" %)
83 [[image:65_Asset Management_Dokumente_678.png]]
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86 Document linking
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90 On the last page of the wizard, you can create a relationship between the new Asset and existing Assets or Clients. You can choose from several options for the type of asset relationship:
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92 |(% style="width:201px" %)**Relation kind**|(% style="width:1163px" %)**Meaning**
93 |(% style="width:201px" %)Is installed in|(% style="width:1163px" %)An Asset is installed in another Asset (e.g. a disc installed in a PC)
94 |(% style="width:201px" %)Has installed|(% style="width:1163px" %)An Asset has another Asset installed (e.g. a PC with a disc installed)
95 |(% style="width:201px" %)Belongs to|(% style="width:1163px" %)An Asset belongs to another Asset (e.g. a bag belonging to a projector)
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98 ZFor each type of relationship listed, there is a corresponding display field that you can use in [[queries>>doc:65.ACMP-Solutions.Client-Management.Abfrageverwaltung.Abfragen erstellen.WebHome]].
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102 You can specify Asset relationships when you create a new Asset, or you can customise them at a later date.
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105 If you select either the Is //Installed In// or //Has Installed// In relationship type, you must specify the shared properties of the Assets. In this case, all the shared properties will be listed for all the Assets you have linked. Note that the Assets must all have the same value (for example, you have a printer in your company that can be used by all employees in that location and department. The shared properties must therefore be the Location and the Department).
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107 |**Link type**|**Description**
108 |Link Assets|Select the relationship type here before selecting the asset(s) on the following pages. If you have selected //Is installed in// or //Has installed//, you will need to specify the common properties of the now linked Assets on the final wizard page. The values for the master data (e.g. User, Location, Department, etc.) entered in the existing and new Asset are already displayed. If you have selected and saved different information in both Assets, you will need to decide which data to transfer.
109 |(% 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.65.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.
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112 (% style="text-align:center" %)
113 [[image:65_Asset Management_Beziehungen_678.png]]
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116 Relations of Assets
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120 Finish the process of creating a new Asset by clicking //Finish//.
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122 = **Editing, Deleting and Duplicating Assets** =
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124 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.
125 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//.
126 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:
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128 |**Ride**|**Description**
129 |General Information|Change the Asset type by selecting a different type. You can also customize the name and description.
130 |Detailed Information|The detailed info shows the [[master data>>doc:ACMP.65.First Steps im ACMP.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome]] and the additional dates. Here you can change or assign new information that has already been stored.
131 |Finance|In the Finance tab, you can store all purchase, warranty and service dates and customize them if necessary.
132 |(((
133 Custom Fields (1:1)
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135 and
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137 Custom Fields (1:n)
138 )))|All custom fields (1:1) and (1:n) help you to store additional information that can be configured in the settings.
139 You can edit all the fields you have defined under these two tabs.{{aagon.infobox}}Please note that customisations to 1:n fields are not listed in the change history.{{/aagon.infobox}}
140 |Documents|Manage the documents you have linked. To do this, you can remove documents that have already been uploaded or change their descriptions and link new documents to the Asset.
141 |Relations|You can also use relations to link the current Asset with other Assets or Clients. Existing relations can be removed here.
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144 You can edit multiple Assets at once by first selecting the required number, ticking the appropriate checkboxes and then clicking Edit. In the window that opens, you will see the existing values for the fields. Note that the fields you wish to release for editing must first be selected. The value you change there will automatically be applied to all selected Assets.
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147 {{figure}}
148 (% style="text-align:center" %)
149 [[image:65_Asset Management_Bearbeitung mehrerer Assets_706.png]]
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152 Simultaneous editing of multiple Assets
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157 If the values are identical, the corresponding value is displayed in the drop-down box. Otherwise the fields remain blank as the values are different.
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160 Click //Save// when you have made all relevant changes to an existing Asset.
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162 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.
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165 Deleting an Asset is irreversible!
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168 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:65.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="#Import"]] (//System// > //Einstellungen// > //Asset Management// > //Import//).
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171 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.
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173
174 == Importing Assets ==
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176 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 >//.
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178 {{figure}}
179 (% style="text-align:center" %)
180 [[image:65_Asset Management_Datei importieren_760.png]]
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183 Import file
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187 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.
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189 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.
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191 {{figure}}
192 (% style="text-align:center" %)
193 [[image:66_Asset Management_Zuordnungsdatei.png]]
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195 {{figureCaption}}
196 Assignment file for the import of an asset
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200 {{aagon.infobox}}
201 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.
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204 When you are finished, click //Next >// to complete the import.
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207 Large numbers may be converted to exponential notation and stored in the database. To avoid this, you should enclose the numbers in quotes in the CSV files ("035346400700117014"). The number will then be interpreted as text and stored in full in the database. Also note that IP addresses must always be enclosed in quotes to ensure correct import.
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209
210 == Print Assets ==
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212 In some organisations, it may be desirable to have the asset information available in printed form. If you wish to print Asset data, you can do so directly from Asset Management. To do this, first select the Assets you wish to include in the printout. To do this, select the relevant Assets by ticking the boxes. Click on either //Preview //or //Print //in the ribbon bar under the //Assets //tab.
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214 |**Action**|**Description**
215 |Preview|The print preview allows you to view the report before printing, adjust the size to fit the screen width and save the asset report. A number of different formats are available.
216 |Print|You can print the report directly using the //Print //button. This will open a standard print wizard where you can select the print format and printer.{{aagon.infobox}}You can use the settings to define the reports to be sent to the printers. Dates cannot be changed in the settings, they must be set in the reports. {{/aagon.infobox}}
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