Asset Properties / General Tab
• | General Area |
• | Last Inventory Area |
• | End of Life Area |
The following controls are available in the General area of this tab (listed here alphabetically):
Property |
Description |
||||||||||||||||||||||||||||||||||||
Asset tag |
Enter an asset tag. An asset tag is any company-specific identification code that can be used to label the asset. |
||||||||||||||||||||||||||||||||||||
Asset type |
The kind of tangible asset that this record identifies. You can switch between types of computer asset, or you can switch types of other assets; but you cannot switch from one of the other asset types to a computer type (or vice versa). Tip:To choose from all available asset types, create a new asset (Hardware > Hardware Assets > All Assets, and click the Create an Asset button). The process allows you to choose from the four types of computer and all other (non-computer) asset types:
Tip:After creation of the asset, you can update the asset type from one computer type to another, or from one non-computer type to another; but you can no longer switch from computer types to non-computer types, or vice versa. |
||||||||||||||||||||||||||||||||||||
Category |
Categories represent how assets are classified within your enterprise. For example, if you would like to group assets for different purposes (such as production, warm-start backup, and the like), you could define a category called Asset Types and sub- categories for each type of asset. You could then assign each asset to one of these categories. Tip:You can create categories through Enterprise > Categories. Use the search facility to open the hierarchical tree of existing categories. You may need to expand headings to see sub-categories. Select any one from the tree (using the check box on the left), and click Add category. |
||||||||||||||||||||||||||||||||||||
Linked inventor |
The software or hardware inventory record that belongs to this asset. An asset is linked to the appropriate inventory record when:
Note:If the inventory record is created before the asset record, IT Asset Management will recommend a link based on the matching serial number, but the linking needs to be done manually. Use the search fly-down to identify the inventory record to associate with this asset. For details, see To Use a Fly-Down. |
||||||||||||||||||||||||||||||||||||
Manufacturer |
Enter the name of the manufacturer of this asset. (This is free text and does not require that your entry matches any vendor records.) |
||||||||||||||||||||||||||||||||||||
Master asset |
You can link an asset to another asset in a parent/sub-asset relationship. For example, suppose you leased a computer, monitor, and keyboard as a package. Your enterprise may require that each of these has an asset tag attached; but you may want to keep them related to each other. In IT Asset Management, you might use the computer as the parent asset (with leasing details recorded there), and make the monitor and keyboard sub-assets of the computer to keep them related. To make this asset a sub-asset, simply use the search fly-down to identify its parent asset. For details, see To Use a Fly-Down. Tip:As an alternative, you can use the Sub-assets tab in the properties of the parent asset to find and link to all sub-assets at once. |
||||||||||||||||||||||||||||||||||||
Model |
Enter the manufacturer’s model name or number for this type of device. Tip:If you create your asset record by starting with device inventory, the model number identified in inventory is automatically included here. |
||||||||||||||||||||||||||||||||||||
Name |
The name of a computing asset. When computer assets are linked to inventory, the inventory device name is assigned to this field. Important: If your computing asset is linked to an inventory device, do not use a business adapter to update the asset name, as this will be overwritten by the inventory device name again. Similarly, do not update the asset name manually, but make any changes through the inventory source. For manually-created records, enter a name or description to help identify this asset. This can include the appearance or specification of the device. Tip:If you intend to link this asset record to an appropriate inventory device record, this field is automatically completed to match the name reported in inventory for that device. |
||||||||||||||||||||||||||||||||||||
Part number |
Enter the part number that the manufacturer uses to identify this type of device. (Part number is not generally returned in inventory.) |
||||||||||||||||||||||||||||||||||||
Serial number |
Enter the serial number of this asset. Numbers, letters, and punctuation are acceptable. Tip:If you create the asset record from the inventory device, the manufacturer's serial number from inventory (where it exists) is automatically copied here. |
||||||||||||||||||||||||||||||||||||
Status |
Status The current disposition of the asset. Values include those supplied as standard, together with any custom status values you may have created within your enterprise. Select the current status of the asset. The following options are provided by default:
Tip:Normally, these assets (not yet delivered) cannot be inventoried, and so do not normally have linked inventory devices that show application installations. However, be aware that if you manually link an inventory device record or make license allocations to a linked inventory device, the records are counted in license compliance calculations. |
The following controls are available in the Last Inventory area of this tab (listed here alphabetically).
Property |
Description |
By |
When applicable to inventory data collected electronically and displayed in the Electronic field, the By field identifies the operator or system that performed the latest inventory, and is not editable. For computer assets, it indicates the inventory tool that was the source of the data. When applicable to an inventory date displayed in the Physical field, type in the name of the person or team who performed the latest inventory into the By field. |
Electronic |
This field identifies the date when details about the asset were last updated during an electronic inventory process. For computer-type assets, this is the latest date that the inventory data was uploaded during the inventory import. The Electronic field is non-editable. |
Information |
Enter any additional information about an asset. |
Installed on |
Enter the date (use choose the calendar icon to pick the date) on which the asset was first placed in service. This is distinct from the acquisition date. |
Physical |
This field indicates the date an asset was most recently counted during a physical inventory. Type in a date, or click the calendar icon to select it. |
If you selected Disposed or Retired from the Status drop-down list in the General section, this displays the End of Life area where you can also specify details about the end of life of your asset.
The following controls are available in the End of Life area of this tab (listed here alphabetically).
Property |
Description |
||||||||||||||||||
Disposal date |
Enter the date (or click the calendar icon at the end of the field to choose the date) on which you disposed of the asset so that it is no longer within your enterprise. |
||||||||||||||||||
Recipient |
If an asset is retired because it was sold or donated, you can record here the person or entity that received it. Enter the asset recipient's details. |
||||||||||||||||||
Resale price |
If your enterprise sold this asset to a third party as a method of disposing of it, you can record the sale price here. Enter the price for which the asset was on-sold. For help with setting currency and choosing exchange rates, start at Currency Settings. |
||||||||||||||||||
Retirement date |
When the asset is retired from use, enter the date of retirement, or click the calendar icon at the right end of the field for a date picker. |
||||||||||||||||||
Retirement reason |
Select an option from the drop-down list to indicate why the asset was retired. Options include:
|
||||||||||||||||||
Written off value |
Enter the final value written off for the asset. For help in choosing currencies and exchange rates, start with Currency Settings. Note:For information about retiring an asset and setting up written-off values, see Setting Up Change Management Rules for Assets. |