Updated: 14.04.2023

Creating Assets

This chapter explains how to create assets in TRASER DMS 365. It is divided into the following sections:

Creating Assets via the Service Item Card

Important!

Before you can use this functionality, you have to set up the FA No. Wizard Source, No. Series FA from Wizard as well as Serviced Item No. Prefix fields in the General Ledger Setup. For more information on this, click here. In addition, this function is only available if the In Stock As field 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) to find the Service Items page.
  • Open the service item for which you want to create a fixed asset.
  • 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 fields on the service item card will be filled in automatically by the system.
  • To open the fixed asset, click on the fixed asset description (highlighted in blue) and then on the line of the newly created asset.
  • The fixed asset card is displayed. Here, you can see that the Description and the Serial No. fields have been filled with the information from the service item card.
  • You can add further information as needed.

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

Opening Assets/Items 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) to find the Service Items page.
  • Open the service item that is linked to an asset or item.
  • In the menu bar, click on Related > Open Fixed Asset Card or Open Item Card.
  • The card of the linked item/asset will be displayed.
  • You can make changes as needed.

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