Asset Management

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Asset Management

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The Preferences allow you to make individual configurations for your Asset Management. For example, you can specify the sorting of entries or columns, which reports are available as a 'quick view' for an Asset Print, and whether or not to allow duplicate Assets. The Asset Management settings are divided into four sections: //General//, //Print//, //Import// and //Inventory number//.

= General =

The General Asset Management settings allow you to define the query and status configurations.

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[[image:65_Asset Management_Einstellungen Allgemein_1140.png]]

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Configuring Asset Management queries and status

For Asset Management queries, you can again first select a specific category to which the //changes// should relate. You can choose from //Asset Types//, //Locations//, //Departments//, //Cost// //Centres// and Asset //Collections//. Select the appropriate category. On the left hand side is a list of all the fields available for Asset Management, which you can assign to the default queries with Basic //Asset Management//. On the right are all the database fields that will be displayed in the Asset Management module in the relevant category. To change the order of the entries, you can select a field with a mouse click and drag it to any other position. Entries can also be removed by double-clicking on them. Note that the changes will not take effect for the relevant Asset Management categories until you click //Save//.

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You can define different statuses under //Asset Status//. The console is delivered with the following statuses: //In// //use//, //In// //store//, //Retired//, //Faulty// and //Unknown//. You can edit or delete any of these default statuses, or add completely new ones. If you add a new state, you will need to enter both an English and a German title. The caption is displayed according to the selected language of the ACMP console.

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The maximum length of the status name is limited to 100 characters.

= Print =

Specify which reports are available for printing when using the //Preview// and //Print// action fields on the ribbon bar. Only reports based on Asset Management will be displayed. To select such a report, use the arrow keys or drag and drop the required report. To set a report as the default, select the appropriate entry. The report selected as the default will be used when you click the Print button. All other selected reports can be found in the drop down menu below the //Print// button.

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[[image:65_Asset Management_Einstellungen Drucken_1278.png]]

Print Assets

= Import =

You can enable or disable the automatic processing of asset duplicates when importing assets. You can enable this setting under //Import// by ticking the checkbox. This option is disabled by default.

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[[image:65_Asset Management_Einstellungen Import_1033.png]]

Asset Import

If you allow duplicates to be processed, you will need to specify both a unique identifier and the processing method. The default is the inventory number, but you can also choose your own (based on the fields available in the //Asset Management// query base).

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The inventory number is particularly suitable as an identifier because the inventory number is always incremented sequentially and there should not be any duplicates on the ACMP pages.

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If duplicate assets are detected, there are two options for how to proceed: either skip the CSV file record and not import it, or update the existing asset with the CSV file record. Select the appropriate option.

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If duplicate processing is disabled, assets may be written twice to the database during import.

= Inventory number =

The inventory number is the default inventory number for asset types without an inventory number profile and is used when you add a new asset to Asset Management. The number profile is a scheme from which the asset number is generated. Any changes you make to the default asset number apply to future actions and are not retroactive. For example, if you customise a number prefix, the changes will only apply to new entries. Individual inventory numbers can be generated for each asset type and controlled via the [[number profiles>>doc:ACMP.65.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HNumberprofiles"]].

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[[image:65_Asset Management_Einstellung Inventarnummer_912.png]]

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Configuring Asset Numbers in Asset Management

If you want the asset number to be generated automatically, tick the box. In the settings you can define both the start and end of the number range. You can also specify how many digits the auto-generated asset number should have. Customise the number prefix and/or suffix. You can //preview// the current information and the last number generated. You can use the //Reset// button to reset the last inventory number generated.

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Please note that resetting the inventory number does not overwrite existing inventory numbers.

When assets are imported, no automatically generated inventory numbers are assigned. This is because assets are usually imported from a system that has already assigned inventory numbers. These numbers can be imported in full.

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Wiki source code of Asset Management

Navigation

author	version	line-number	content
		1	{{figureCaption}}
		2	Asset Management
		3	{{/figureCaption}}
		4
		5	{{aagon.priorisierung}}
		6	40
		7	{{/aagon.priorisierung}}
		8
		9	{{aagon.floatingbox/}}
		10
		11	The Preferences allow you to make individual configurations for your Asset Management. For example, you can specify the sorting of entries or columns, which reports are available as a 'quick view' for an Asset Print, and whether or not to allow duplicate Assets. The Asset Management settings are divided into four sections: //General//, //Print//, //Import// and //Inventory number//.
		12
		13	= General =
		14
		15	The General Asset Management settings allow you to define the query and status configurations.
		16
		17	{{figure}}
		18	(% style="text-align:center" %)
		19	[[image:65_Asset Management_Einstellungen Allgemein_1140.png]]
		20
		21	{{figureCaption}}
		22	Configuring Asset Management queries and status
		23	{{/figureCaption}}
		24	{{/figure}}
		25
		26	For Asset Management queries, you can again first select a specific category to which the //changes// should relate. You can choose from //Asset Types//, //Locations//, //Departments//, //Cost// //Centres// and Asset //Collections//. Select the appropriate category. On the left hand side is a list of all the fields available for Asset Management, which you can assign to the default queries with Basic //Asset Management//. On the right are all the database fields that will be displayed in the Asset Management module in the relevant category. To change the order of the entries, you can select a field with a mouse click and drag it to any other position. Entries can also be removed by double-clicking on them. Note that the changes will not take effect for the relevant Asset Management categories until you click //Save//.
		27
		28	You can define different statuses under //Asset Status//. The console is delivered with the following statuses: //In// //use//, //In// //store//, //Retired//, //Faulty// and //Unknown//. You can edit or delete any of these default statuses, or add completely new ones. If you add a new state, you will need to enter both an English and a German title. The caption is displayed according to the selected language of the ACMP console.
		29
		30	{{aagon.infobox}}
		31	The maximum length of the status name is limited to 100 characters.
		32	{{/aagon.infobox}}
		33
		34	= Print =
		35
		36	Specify which reports are available for printing when using the //Preview// and //Print// action fields on the ribbon bar. Only reports based on Asset Management will be displayed. To select such a report, use the arrow keys or drag and drop the required report. To set a report as the default, select the appropriate entry. The report selected as the default will be used when you click the Print button. All other selected reports can be found in the drop down menu below the //Print// button.
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		38	{{figure}}
		39	(% style="text-align:center" %)
		40	[[image:65_Asset Management_Einstellungen Drucken_1278.png]]
		41
		42	{{figureCaption}}
		43	Print Assets
		44	{{/figureCaption}}
		45	{{/figure}}
		46
		47	= Import =
		48
		49	You can enable or disable the automatic processing of asset duplicates when importing assets. You can enable this setting under //Import// by ticking the checkbox. This option is disabled by default.
		50
		51	{{figure}}
		52	(% style="text-align:center" %)
		53	[[image:65_Asset Management_Einstellungen Import_1033.png]]
		54
		55	{{figureCaption}}
		56	Asset Import
		57	{{/figureCaption}}
		58	{{/figure}}
		59
		60	If you allow duplicates to be processed, you will need to specify both a unique identifier and the processing method. The default is the inventory number, but you can also choose your own (based on the fields available in the //Asset Management// query base).
		61
		62	{{aagon.infobox}}
		63	The inventory number is particularly suitable as an identifier because the inventory number is always incremented sequentially and there should not be any duplicates on the ACMP pages.
		64	{{/aagon.infobox}}
		65
		66	If duplicate assets are detected, there are two options for how to proceed: either skip the CSV file record and not import it, or update the existing asset with the CSV file record. Select the appropriate option.
		67
		68	{{aagon.warnungsbox}}
		69	If duplicate processing is disabled, assets may be written twice to the database during import.
		70	{{/aagon.warnungsbox}}
		71
		72	= Inventory number =
		73
		74	The inventory number is the default inventory number for asset types without an inventory number profile and is used when you add a new asset to Asset Management. The number profile is a scheme from which the asset number is generated. Any changes you make to the default asset number apply to future actions and are not retroactive. For example, if you customise a number prefix, the changes will only apply to new entries. Individual inventory numbers can be generated for each asset type and controlled via the [[number profiles>>doc:ACMP.65.ACMP-Solutions.Asset Management.Assets organisieren.WebHome\|\|anchor="HNumberprofiles"]].
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		76	{{figure}}
		77	(% style="text-align:center" %)
		78	[[image:65_Asset Management_Einstellung Inventarnummer_912.png]]
		79
		80	{{figureCaption}}
		81	Configuring Asset Numbers in Asset Management
		82	{{/figureCaption}}
		83	{{/figure}}
		84
		85	If you want the asset number to be generated automatically, tick the box. In the settings you can define both the start and end of the number range. You can also specify how many digits the auto-generated asset number should have. Customise the number prefix and/or suffix. You can //preview// the current information and the last number generated. You can use the //Reset// button to reset the last inventory number generated.
		86
		87	{{aagon.infobox}}
		88	Please note that resetting the inventory number does not overwrite existing inventory numbers.
		89	{{/aagon.infobox}}
		90
		91	{{aagon.warnungsbox}}
		92	When assets are imported, no automatically generated inventory numbers are assigned. This is because assets are usually imported from a system that has already assigned inventory numbers. These numbers can be imported in full.
		93	{{/aagon.warnungsbox}}
		94
		95