Assets need to be added to service locations to track history. Please remember that service location assets need to be added before service agreements are created for the locations.
From the tree menu, click Service Management -> Locations -> click the By Location This Company tab, then select the hyperlink for your Location.
Figure 1: Select Location
2. Once a location is selected, click the Asset tab and select Add from the bottom of the screen.
Figure 2: Add Asset
3. Populate desired fields, which are defined below. Asset name, type, and description are the only mandatory fields within the asset setup. In the ‘Asset’ field enter a unique name for the equipment, such as RTU #12. Asset Type must be on file in OA (must choose from list). The asset description will default into the field. Client reference is how the customer labels the Asset. Asset Condition Rating must be on file in OA (must choose from list).
Asset: The code used for the asset to differentiate it from other assets of the same type.
Asset Type: The code used for the asset type from the added assets lists. Asset lists are created in Service Management > Setup > Global Setup > Asset Types > Asset Types. You cannot add a new type here.
Description: The description of the asset. You may edit the preselected description to make it easier to select if you have several of the same types of assets.
Manufacturer: The manufacturer of the asset.
Model: The model number of the asset.
Serial No.: The Serial number of the asset.
Barcode: The barcode number for the asset.
Client Reference: The client's reference for the asset. This field can be used if the client has a different series of invoice numbers that they want to use on the bill.
Manufacture Date: The date that the asset was manufactured.
Installed Date: The date that the asset was installed.
Installed By: The name of the person or company who installed the asset.
Commission Date: The date that the asset went into commission.
Warranty Expiration Date: The warranty expiration date.
Decommission Date: The date that the asset was decommissioned.
Last Invoice Date: The date that the asset was last certified.
Parent Asset: The parent asset of the asset. When selected, this is a supporting part of another asset.
Next Invoice Date: The date that the asset certification is due.
Replaces Asset: The asset that this asset replaces.
Lot Quantity: The number of assets represented by this asset.
Labor Price Group: The code used for the labor price group.
Asset Condition Rating: The code used for the asset condition rating.
Skill: The PR skill level to be used when paying an employee who has worked on the asset. This is used with a trade or union to determine job rate/calculations and/or union rate/calculations. Valid skill levels are set up in Payroll > Global Setup > Skill Levels and maintained in Human Resources > HR Maintenance > Lookup Codes.
Asset Priority: The code used for the asset priority.
Asset Set: The asset that is part of a set that should be tasked together.
Dormant: Whether the asset is dormant.
Energy Type: The type of energy used in the asset. Insert asset fuel type in this field, i.e. electric, or oil.
Nominal Capacity: The nominal capacity of the asset. Insert the amount of fuel that the asset is able to hold.
Belt Size: The belt size(s) used for the asset.
Filter Size: The filter size(s) used for the asset.
Physical Location: The physical location where the asset is installed.
Area Serviced: The room where the asset is located.
Comments: The general comments for the asset. Note that these comments do not appear on the service order.
Special Tools: Any special tools that are required for the asset.
Do Not Allow Company List: You can use this field to create company-specific Location fields for Assets.
Figure 3: Asset Main Tab
4. If there are any special tools needed for the asset, add notes under the Special Tools tab.
Figure 4: Special Tools Tab
5. Click the Refrigerant tab to add refrigerant information about the asset.
Figure 5: Refrigerant Tab
6. Click the Do Not Allow Company List tab to add any company not allowed to use the asset at this location. Select SAVE in the lower right corner. Select UNDO or enter another Asset.
Figure 6: Do Not Allow Company List
7. Below is how your screen should look once an asset has been successfully added to a location. Click the Add button to repeat the process for other assets stored at the location.
Figure 7: Completed Asset
