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General Information
Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR click the Assets icon in the toolbar. Screen Shot : RTASSET Function : Setup and maintain information to track assets. Master Tab
The first tab is used to add/edit/view assets. The New Task button (green checkmark) will open the Task Master in Add Mode with the Asset and Current Location already filled out.
Fields/Filters
Asset Tag: Specific code for the asset [...]
General Information
Default Menu Location Transaction>> Importers/Exporters>> Item Control>> Asset Import Screen Name IMPORTASSET Function The Asset Import screen allows the user to import asset records.
Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Asset Import template file (in XLS format). Export Template: Generates a blank Asset Import template file Map Fields: Fields must be mapped prior [...]
General Information
Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR the Assets icon in the toolbar
The Depreciation Information screen is a jump screen (a screen launched from an attribute) launched from the Asset Information screen.
Screen Name : ASSETDEP Function: Setup fixed asset depreciation information. Click here for the Depreciation Information Screen
There are four separate tracking/reporting tools (Federal, State, Book, AMT) and you [...]
[...] HVAC industry. The setup option enables the following screen to pop up in the Material Tab when an asset with an asset type selected is added. Note - The Serial2 and RFID fields have been re-labeled for the HVAC industry in the image below. Asset Update Screen Process
1. Add an item code that has the asset attribute to the Material Tab of the Time Entry screen (be sure to select an Asset Type during the entry). After the save button is clicked, [...]
General Information BOM - Inputs: When an asset-type item is added to the BOM - Inputs tab two fields will open up: Asset [...]
General Information
Default Menu Location : Reports >> Fixed Assets >> Monthly Asset Depreciation Screen Name : DEPSS Function : Produces a depreciation schedule for fixed assets in a given year. This report is commonly exported to Excel for data validation and manipulation. Monthly Depreciation Screen
Fields/Filters
Asset TagID: Asset ID or Asset Name Book Type: The set of depreciation books to use in the [...]
[...] department, the type of account, etc. As you will see, the first digit might signify if the account is an asset, liability, etc. For example, if the first digit is a "1" it is an asset. If the first digit is a "5" it is an operating expense. A gap between account numbers allows for adding accounts in the future. The following is a partial listing of a sample chart of accounts. How to Number the Accounts The first range of account numbers are current asset accounts and they are generally organized by the most current/liquid [...]
[...] with the same total time. Equip Bill Code: Select the bill code for the equipment that was used. Asset Tag: Enter the asset tag/id, if applicable. Any
General Description
Default Menu Location Maintain >> Asset Tracking >> Asset Information Screen Name RTASSETAIRHAMMER Function The Air Hammer is a drill-down tool that displays information about selected items. Click on any of the tabs to display information correlating to the item and the tab you've selected Double-click on any item you wish to see more [...]
[...] enter any assets that were added, removed, or worked on during the job.
Status: The status of the asset; what was done. Tag ID: The asset's ID/Code. Desc: [...]
[...] Filter by Phase. Phases associated with the selected project will be available in the drop-down menu. Asset: Filter by [...]
[...] add a contact. Right-click the Contact link to refresh the list of contacts in the drop-down menu. Asset ID: The asset being worked on for this task. This ID is a specific item #, but not a specific serial # for the item. Click the
General Description
Default Menu Location : Transaction >> Fixed Assets >> Asset Depreciation Posting Screen Name DEPPOSTING Function : This screen is used to post depreciation expenses to the General Ledger. Asset [...]
General Description
Default Menu Location : Reports >> Fixed Assets >> Fixed Asset Report Screen Name : FIXEDASSET Function : The Fixed Assets Report generates a summary report with asset tag, description, cost, salvage value, book value, total depreciation, depreciation method, and in-service date. Fixed Asset [...]
[...] attribute jump screen from the Organization Screen; a resource is defined as a person, organization, or an asset that is used to conduct business and/or generate revenue. Resource Attribute Fields/Filters
Schedule Tab: Determines which tab the resource goes under in the Scheduling Screen Schedule Tab may be added/edited/deleted from the drop-down menu Resource Name: Name of the resource RID: Resource's ID Supervisor: Supervisor for this resource, if any. Check the Supervisor box if this resource is a supervisor to someone else Email: Resource email [...]
[...] the Rule Maintenance screen under Item Attributes. Item Attribute screens Fields/Filters
Asset: Select this attribute if you want an asset [...]
[...] Resource Name : The name of the resource. This may be different than the Name of the Person/Organization/Asset. RID : The Resource's ID. This may be left blank. Supervisor : The supervisor for this resource. Check the supervisor box if this resource is a supervisor to someone else. WO Form : If there is a custom work order form for this resource, enter it here. Def Equip : Default equipment; if the resource has equipment (an asset) that is always used when [...]
General Information
Default Menu Location : Reports >> Fixed Assets >> Asset Depreciation Summary Screen Name : DEPSCH Function: The Yearly Depreciation Summary displays past, present, and future depreciation expenses for a specific depreciable asset or all [...]
[...] equipment that was used during the completion of the task. Equipment
Equipment is maintained in the Asset Information screen . Click New to add a piece of equipment. Equip. ID: The equipment's (Asset) ID. Equip Bill Code: The bill code for the equipment. This is an item set up in the Item Master with a Product Group of Equipment . This field should default [...]
[...] Information
Screen Name VEH Vehicle screen allows you to enter specific information about a vehicle as an asset you have selected. Vehicle Attribute [...]
[...] folder. List of Codes
Code Description Prefix APMAST AP Invoice Vendno + - + Invoice Number + - ASSET Asset Custno + - + TagID + - BILLMAST AR Invoice Invoice Number + - BOL Bill of Lading BOL # + - BOM Bill of Material BPONO Bid Purchase Order Bid PO Number + - COIL Coil Coil Lot + - CONTRACT Contract ENT Organization Custno + - ETEMP Email Template EXPRPT Expense Report GLBATCHH Journal Batch Batch Number + - INBOX Used for Inbox Email process ITEM Inventory Item Item Code + - LOTITEM Lot Number (on hand) for an Item [...]
General Description
Screen Name PCR The Engineering Change Request(ECR) screen allows requests for changes, assigning the request, tracking completed changes, testing and importing ECR records. ECR- Click for full size
[...] Adjutant toolbar . It allows you to quickly find different records in Adjutant. You can search by: Asset Name Asset [...]
[...] used, and the code, which mainly use Create (CR) or edited (ED)
Event Set Up
ADDASSET (Type = ASSET Code = CR) Creates an event when a new asset [...]
[...] Work Categories rule. Contract: Contact linked to the task. Contact: Contact linked to the task. Asset: Asset [...]
[...] .FRX extension to default a specific work order form for the resource. f11 - EquipID - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset [...]
[...] MSN - Project Control *:URL = vfps://do showscreen with <<msnid>>,'MSN' ASSET - Asset [...]
[...] a given date range. An Adjutant Meter Change-Out is recognized when an address has both a "Remove" asset entry and an "Add" asset [...]
[...] organizations of the selected organization. Assets: Assets owned by the selected organization. Search by Asset Tag, Asset [...]
