Creating Assets

This chapter explains how to create assets. The contents on this page are divided into the following sections:

Creating Assets via the Service Item Card

Note

Before you can use this functionality, you have to set up the fields FA No. Wizard Source, No. Series FA from Wizard as well as Serviced Item No. Prefix in the General Ledger Setup. For more information on this, click here. In addition, this function is only available if the field In Stock As on the service item card shows the value Fixed Asset and the service item hasn't been linked to an existing fixed asset yet.

To create a fixed asset via a service item please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Items.
  • A list containing all service items is displayed.
  • Open the service item you would like to create a fixed asset for.
  • Click on Actions > New > New Fixed Asset in the menu bar.
  • The system will create a new fixed asset that will be linked to the service item. The Fixed Asset No. as well as the Fixed Asset Description field on the service item card will be filled in by the system.
  • To open the fixed asset, click on the Fixed Asset Description (highlighted in blue) and then on the line for the asset you have created.
  • The fixed asset card is displayed. On the fixed asset card, you can see that the Description and the Serial No. field have been filled with the information from the service item card.
  • You can now add more information to the fixed asset card.

You have successfully created a new fixed asset that is linked to a service item.

Opening Asset/Item via the Service Item Card

To open a fixed asset or item that is linked to a service item via the service item card, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Items.
  • A list containing all service items is displayed.
  • Open the service item you would like to open the linked asset/item for.
  • In the menu bar, click Related > Open Fixed Asset Card or Open Item Card.
  • The card of the linked item/asset will be displayed.
  • You can now make changes to the item or asset.

You have successfully opened an asset or item that is linked to a service item via the service item card.