Asset CSV

Asset records correspond to a physical asset register. They are separate from the records of inventory devices, just as an asset register is separate from the physical devices it lists. The asset records and inventory device records are linked. (In the following table, long attribute names have been wrapped for publication, but in the CSV files each is one unbroken string.)

Table 1. Spreadsheet columns for Asset DDI

Column

Details

AcquisitionMode

Type: String. Optional. Maximum: 100

The acquisition mode. Standard modes are:
  • Purchased
  • Leased
  • Rented
  • Loaned.
If no value is specified for a new asset, no value is set in the database record.

For single tenant on-premises implementations, new acquisition modes will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

AssetName

Type: String. Mandatory. Maximum: 256

The name of the computer or a brief description of the asset.

AssetStatus

Type: String. Optional. Maximum: 100

The asset's status. Standard values are:
  • Purchased
  • In Storage
  • Installed
  • Retired
  • Disposed
  • Other.
If no value is specified for a new asset, the value will set to Purchased.
For single tenant on-premises implementations, new asset status values not yet in the compliance database but found in the incoming data will be created automatically. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)
Tip: Setting the AssetStatus to any of In Storage, Retired, or Disposed for import through the Business Importer excludes the device linked to the asset record from license consumption calculations. Setting AssetStatus by this method does not:
  • Remove installation records for the linked device
  • Remove individual license allocations for the linked device.
Those effects rely on the status being changed through the web interface for FlexNet Manager Suite.
AssetTag

Type: String. Optional. Maximum: 256

The asset tag that identifies the physical device. This may be something like a barcode number.

AssetType

Type: String. Optional. Maximum: 64

The asset type. Standard types are:
  • Workstation
  • Server
  • Monitor
  • Desk
  • Chair
  • Printer
  • Router
  • Switch
  • Telephone
  • Cell phone
  • Laptop
  • Mobile Device.
If no value is specified for a new asset, the Workstation value is used.

For single tenant on-premises implementations, new asset types are created for incoming non-existing values (so beware of typographical errors): for behavior and presentation, the Workstation template will be applied to these new types. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

AssignToUser

Type: String. Optional. Maximum: 128

The employee number of the asset assigned user. The user must exit in the compliance database; if not, the value will be discarded.

BusinessUnit

Type: String. Optional. Maximum: 500 (64)

The business unit of the asset: the name of the last level or some of the last levels or all levels. Level and sub-levels must be separated by the forward slash [/] character. The maximum size for each level is 64 characters.

Category

Type: String. Optional. Maximum: 500 (64)

The category of asset: the name of the last level or some of the last levels or all levels. Level and sub-levels must be separated by the forward slash [/] character. The maximum size for each level is 64 characters.

ChargesAmount

Type: Float. Optional. Maximum: -

Amount to be charged back for the use of this asset.

ChargesFrequency

Type: String. Optional. Maximum: 100

The frequency with which the charge back price is charged. Standard values are:
  • None
  • Weekly
  • Monthly
  • Quarterly
  • Yearly
  • Lump Sum.
If no value is specified for a new asset, no value is set in the compliance database.

For single tenant on-premises implementations, new period descriptions will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

Comments

Type: String. Optional. Maximum: 4000

Comments entered about the asset.

ContractNo

Type: String. Optional. Maximum: 60

The contract number (foreign key) for any contract attached to the asset.

CostCenter

Type: String. Optional. Maximum: 500 (64)

The cost center of the asset: the name of the last level or some of the last levels or all levels. Level and sub-levels must be separated by the forward slash [/] character. The maximum size for each level is 64 characters.

CurrencyCode

Type: String. Optional. Maximum: 32

The currency code must match an existing currency code in. See the list in Currency Codes.

CurrencyDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

Date the exchange rate is valid.

CurrencyRate

Type: Float. Optional. Maximum: -

The currency exchange rate against the default currency value set in System Defaults.

CurrencySnapshotName

Type: String. Optional. Maximum: 256

The name of the conversion rate snapshot to be applied to currencies in this import, when converted to the default currency. This must be an exact match for an entry in the SnapshotName column of the CurrencyRateSnapshot table of the compliance database.

DeliveryDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The delivery date.

Depreciation CurrentValue

Type: Float. Optional. Maximum: -

The current value of the asset.

DepreciationMethod

Type: String. Optional. Maximum: 100

The depreciation method. Standard values are:
  • Straight Line
  • Residual Value.
If no value is specified for a new asset, no value is set in the compliance database.

For single tenant on-premises implementations, new depreciation methods will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

DepreciationPeriod

Type: Integer. Optional. Maximum: -

The depreciation period (in years), used only for straight line depreciation.

DepreciationRate

Type: Float. Optional. Maximum: -

The percentage per year that the asset depreciates, expressed as a decimal fraction. For example, 33% p.a. should be represented as 0.33. This property is used only for residual value depreciation.

Depreciation ResidualValue

Type: Float. Optional. Maximum: -

The residual value of the asset.

DisposalDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date the asset was disposed of.

EndOfLifeRecipient

Type: String. Optional. Maximum: 128

The person or organization who received the asset when it was disposed of.

InstallationDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date the asset was installed.

InventoriedBy Electronic

Type: String. Optional. Maximum: 64

The name of the tool used to perform inventory on the assets. This property is overwritten by inventory imports.

InventoriedBy Physical

Type: String. Optional. Maximum: 64

The name of the person or tool that performed the last manual inventory.

InventoryDate Electronic

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date the asset last had inventory reported through software. This property is overwritten by inventory imports.

InventoryDatePhysical

Type: Date. Optional.

The date the asset last had inventory updated (entered) manually.

LeaseAgreement

Type: String. Optional. Maximum: 200

The contract name of the lease agreement for this asset. This must be an exact match for a ContractName property of an entry in the Contract table of the compliance database. (For consistent data, this same contract should have a ContractTypeID of 2, which represents a lease agreement.)

LeaseBuyoutCost

Type: Float. Optional. Maximum: -

The cost to purchase this asset at the conclusion of the lease agreement. Depending on the agreement, this may be specified as $1 (a 'dollar buyout'), a price specified in the agreement, or the 'fair market value' of the asset at the expiry of the lease.

LeaseEndDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date that the current lease on this asset runs out. (For early termination, you may prefer to use LeaseTerminationDate.)

LeaseNo

Type: String. Optional. Maximum: 60

The contract number of the lease agreement for this asset.

LeasePeriodicPayment

Type: Float. Optional. Maximum: -

The value of recurring payments for this individual asset as defined in its lease agreement. This is sometimes called the 'lease rate'.

LeasePeriodType

Type: String. Optional. Maximum: 1000

The frequency with which recurring payments are made. The value should match a PeriodTypeDefaultValue in the PeriodType table in the compliance database. Standard values are:
  • Weekly
  • Monthly
  • Quarterly
  • Yearly
  • Lump Sum.

For single tenant on-premises implementations, new period types will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

LeasePrice

Type: Float. Optional. Maximum: -

You may use this field to record a total liability under a lease agreement, or other purposes as you require. Keep in mind that you have separate fields for:
  • The regular rental payments for the assets covered by the lease (see LeasePeriodicPayment)
  • A buyout figure to take over ownership of the assets at the expiry or termination of the lease (see LeaseBuyoutCost)
LeaseStartDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date that the lease on this asset became effective. In general, this is the date from which you may use rented assets, and from which payment schedules are measured.

LeaseTerminationDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date that the lease on this asset was terminated. Normally, use this field for early termination of the lease. If a lease expires in the normal course of business, you may prefer to use LeaseEndDate.

LeaseTerminationReason

Type: String. Optional. Maximum: 100

The reason that the lease for this asset was terminated. Value must be matched in the DefaultValue column of the LeaseEndReason table of the compliance database. Standard values are:
  • Lease Ended - Asset Returned
  • Early Termination - Asset Returned
  • Buyout
  • Early Buyout
  • Trade.

For single tenant on-premises implementations, lease end reasons will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

Location

Type: String. Optional. Maximum: 500 (64)

The location of the asset. The value can be specified as a single description level or as levels and sub-levels separated by the forward slash [/] character. The maximum size for each level is 64 characters.

ManufacturerName

Type: String. Optional. Maximum: 200

The name of the manufacturer.

ManufacturerPartNo

Type: String. Optional. Maximum: 100

The manufacturer's part number.

ModelNo

Type: String. Optional. Maximum: 200

The model number.

ResalePrice

Type: Float. Optional. Maximum: -

The amount the asset was sold for.

RetirementDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date the asset was retired.

RetirementReason

Type: String. Optional. Maximum: 100

The reason the asset was disposed of. Standard values are:
  • Lost
  • Stolen
  • Disposed
  • Sold
  • Donated
  • Broken.
If no value is specified for a new record of an asset, no value is set in the compliance database.

For single tenant on-premises implementations, retirement reasons will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

SerialNo

Type: String. Key. Mandatory. Maximum: 150

The asset's serial number. Used to link to incoming records of inventory devices.

WarrantyEndDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The warranty expiration date.

WarrantyType

Type: String. Optional. Maximum: 100

The type of warranty. Standard values are:
  • None
  • One Year on site
  • Three years on site.
If no value is specified for a new asset, the value is set to None.

For single tenant on-premises implementations, new asset warranty types will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

WrittenOffValue

Type: Float. Optional. Maximum: -

The value of the asset at time of retirement/disposal.

FlexNet Manager Suite (On-Premises)

2023 R2