Edit an Asset Details
When working on an asset, you can edit the Asset Details to update the general details, specifications, custom field, costs, child asset, and to add notes, attachments, or links.
Access the Asset Details
- From the menu, click Assets.
- Click the Asset you want to edit and the Assets Details screen displays.
- Click the Details
icon and the Asset Details panel displays.
The panel contains the following tabs:
Details - this displays open by default.
Child Assets - see Set up Parent and Child Assets
Notes - see Add a Note to an Asset
Attachments - see Add an Attachment or Link to an Asset
Details tab
This tab contains the general details, specifications, custom fields, and costs
General
| Field | Description |
|---|---|
| Asset ID | Enter the Asset identifier and this must be a unique number. For example, Truck 001, Truck 002 and so on. |
| Description | Enter a short description of the asset. You can use letters, numbers, or a combination of up to 24 characters. For example, 2017 White Chevrolet Silverado. |
| Site |
Select a site that the asset belongs to. |
| Group |
Select an asset group and this describes where an asset belongs, who uses it, and what they use it for. The Group field is used for reporting and sorting purposes and is defined during configuration. For example, an asset group can be used to describe a location or a department that the asset belongs to. |
| Budget | Select the budget assignment and the budget is used to collect transactions. The budget assignments is defined during configuration. |
| Status | Select the status either Active, Inactive, Scrapped, or Sold. |
| Customer | Select the customer that the asset belongs to. For example, if you perform maintenance on customer-owned equipment. |
| Parent Asset | Either select from the list or search for the parent asset. |
Specs
Click the Specs expand 
icon.
| Field | Description |
|---|---|
| Category | |
| Sub Category | |
| Maunfacturer |
Select the manufacturer of the asset. Manufacturers defined by your Administrator during set up. |
| Model |
Select the model of the asset. Models defined by your Administrator during set up. |
| Serial # | Enter the serial number of the asset. |
| Barcode/Tag | Specify a custom barcode using your company naming convention. System-generated and custom barcodes can both be used. |
GENERAL
Click GENERAL expand icon.
This displays the custom fields that are created for the Category. Learn more in Add or Edit Asset Custom Fields.
Costs
Click Cost expand icon.
| Field | Description |
|---|---|
| Purchase Date | Select the date the asset was purchased. |
| Purchase Cost | Enter the amount that was paid for the asset. |
| Useful Life (Months) | Enter the amount of expected life in months for the asset. |
| Salvage Value | Enter the expected value of the asset. |
| Sold Date |
Select the date the asset was sold. |
Save
- When you have completed your updates, click the Save button.