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Assets

The Assets option holds details of assets that are maintained in the service desk. The term 'asset' refers to the equipment or items at a customer site or held in one of your organisations locations.

Assets can be serial numbered instances of inventory items. i.e. you sell and maintain washing machines. Each machine has a generic stock code, but individually each has a serial number. A batch number representing a multiple of items can also be used.

This asset register maintains a history of all the service tickets, tasks, customer locations and anything related to this asset.

Assets can belong to a customer, and can be referenced on a contract.

Asset List

assets Tapping the asset line or the icon will open the asset record.

The icon will create a new record.

You may define as many assets as needed.

The ... Item Menu has an option allowing you to delete an item in the list unless this item is used in other data.

Asset Maintenance

customer edit

Asset Maintenance Entry

  • Customer ID - Duet system generated ID for this item (read only)

  • Code - Your unique code for the asset.

  • Name - Your description of the asset.

  • Type - Assets can grouped into Asset Types You can use the icon to select from a list.

  • Status - An asset can have the following status codes.

-- Stocked – you hold this asset for sale or as a replacement / loan unit.

-- Deployed – asset is deployed on a customer site or contract.

-- Disposed - asset has been disposed of / retired from service.

-- Recycled Has seen seen previous service (used).

  • Inventory - If this asset is based on or has an associated inventory code you can select it with the icon.

  • Customer - The code of the customer where this asset resides (this can be your company if the asset is currently in your stock).

  • Location - Location of the asset. Use the icon to view the location for this asset.

  • Sub Location - Sub Location of the asset. Use the icon to view any associated sub locations for this asset.

  • Contract - If this asset is referenced on a Contract you can use the icon to open the contract record.

  • Supplier - A Supplier can be referenced against this asset. You can use the icon to open the supplier record.

  • Quantity - How many of these are on this customer site or contract. usually only one if a unique serial number, but could be multiple if a 'batch' number or non-serial numbered asset.

  • Serial Number - Serial or batch reference of this item.

  • Version - Enter any revisions or build versions.

  • Install Date -Date installed.

  • Last Service Date -Date of last known service.

  • Next Service Date - Next service due date.

  • Warranty - Date any warranty expires.

  • Notes - Any information about the asset (can be read by users working on tasks related to this asset).