Changes for page Assets verwalten

Last modified by jklein on 2024/10/28 14:07
From version 2.1
edited by Sabrina V.
on 2024/10/23 06:41
Change comment: There is no comment for this version
To version 1.1
edited by jklein
on 2024/08/13 08:28
Change comment: Imported from XAR

Summary

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Author
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1 -XWiki.SV
1 +XWiki.jklein
Content
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7 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>>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"]]).
8 8  
9 9  {{figure}}
10 -[[image:65_Asset Management_Übersicht_1721.png||data-xwiki-image-style-alignment="center"]]
10 +(% style="text-align:center" %)
11 +[[image:65_Asset Management_Übersicht_1721.png]]
11 11  
12 12  {{figureCaption}}
13 13  Overview of ACMP Asset Management
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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.
23 23  {{/aagon.infobox}}
24 24  
25 -Under //General Information//, first select an Asset Type under which the Asset will be created. To do this, select an [[Asset Type>>doc:ACMP.67.ACMP-Solutions.Asset Management.Assets organisieren.WebHome||anchor="HOrganisingAssetsintoTypes"]] if you already have a correct one listed, or create a [[new>>doc:ACMP.67.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.
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.
26 26  
27 27  {{aagon.infobox}}
28 28  The Asset Name is automatically populated after the Asset Type is selected. You can manually correct the name.
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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"]]
35 +(% style="text-align:center" %)
36 +[[image:65_Asset Management_Allgemeine Informationen_678.png]]
35 35  
36 36  {{figureCaption}}
37 37  Provide general information about the asset
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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.67.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.
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.
44 44  
45 45  {{aagon.infobox}}
46 -The status of Assets can be configured in the [[Settings>>doc:67.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.
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.
47 47  {{/aagon.infobox}}
48 48  
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"]]
54 +(% style="text-align:center" %)
55 +[[image:65_Asset Management_Detaillierte Informationen_678.png]]
53 53  
54 54  {{figureCaption}}
55 55  Define master data
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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"]]
65 +(% style="text-align:center" %)
66 +[[image:65_Asset Management_Finanzen_678.png]]
63 63  
64 64  {{figureCaption}}
65 65  Financial and guarantee information on the asset
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66 66  {{/figureCaption}}
67 67  {{/figure}}
68 68  
69 -Optionally, enter the [[documents>>doc:ACMP.67.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"]].
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"]].
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.
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75 75  Then click //Next >//.
76 76  
77 77  {{figure}}
78 -[[image:65_Asset Management_Dokumente_678.png||data-xwiki-image-style-alignment="center"]]
82 +(% style="text-align:center" %)
83 +[[image:65_Asset Management_Dokumente_678.png]]
79 79  
80 80  {{figureCaption}}
81 81  Document linking
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90 90  |(% style="width:201px" %)Belongs to|(% style="width:1163px" %)An Asset belongs to another Asset (e.g. a bag belonging to a projector)
91 91  
92 92  {{aagon.infobox}}
93 -ZFor each type of relationship listed, there is a corresponding display field that you can use in [[queries>>doc:67.ACMP-Solutions.Client-Management.Abfrageverwaltung.Abfragen erstellen.WebHome]].
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]].
94 94  {{/aagon.infobox}}
95 95  
96 96  {{aagon.infobox}}
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101 101  
102 102  |**Link type**|**Description**
103 103  |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.
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.67.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.
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.
105 105  
106 106  {{figure}}
107 -[[image:65_Asset Management_Beziehungen_678.png||data-xwiki-image-style-alignment="center"]]
112 +(% style="text-align:center" %)
113 +[[image:65_Asset Management_Beziehungen_678.png]]
108 108  
109 109  {{figureCaption}}
110 110  Relations of Assets
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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.
124 -|Detailed Information|The detailed info shows the [[master data>>doc:ACMP.67.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.
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.
125 125  |Finance|In the Finance tab, you can store all purchase, warranty and service dates and customize them if necessary.
126 126  |(((
127 127  Custom Fields (1:1)
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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"]]
148 +(% style="text-align:center" %)
149 +[[image:65_Asset Management_Bearbeitung mehrerer Assets_706.png]]
143 143  
144 144  {{figureCaption}}
145 145  Simultaneous editing of multiple Assets
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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:67.ACMP-Solutions.System.Einstellungen.Asset Management.WebHome||anchor="#Import"]] (//System// > //Einstellungen// > //Asset Management// > //Import//).
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//).
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.
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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"]]
179 +(% style="text-align:center" %)
180 +[[image:65_Asset Management_Datei importieren_760.png]]
173 173  
174 174  {{figureCaption}}
175 175  Import file
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181 181  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.
182 182  
183 183  {{figure}}
184 -[[image:66_Asset Management_Zuordnungsdatei.png||data-xwiki-image-style-alignment="center"]]
192 +(% style="text-align:center" %)
193 +[[image:66_Asset Management_Zuordnungsdatei.png]]
185 185  
186 186  {{figureCaption}}
187 187  Assignment file for the import of an asset
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