Equipment

Introduction to Assets

In BPO an asset can be:

1. An Internal Asset: This is an item that would be owned by a company and can be used as a device to generate revenue through rental. This will have been a serialised stock item that has been converted into an asset prior to rental.
2. A Customer (Client) Asset: This is where a customer has purchased a serialised stock item and is currently the owner of said item.

Note:

• A serialised stock item is not an asset, it is an item in store, ready to be sold, without a rental or service agreement. It only becomes an asset when converted from a stock item. Once an item is sold (and invoiced), BPO will 'move' it into the Customer Asset Warehouse, ready to attach a contract to it, if necessary, for servicing.
• The BPO Asset Listing screen contains a data grid of all type of items; Client Machines, Internal Assets and Serialised Stock but the latter are not actually 'assets' until the above-mentioned conversion.

Criteria for an asset would be:

1. A unique serial number
2. Scheduled task planning
3. Traceability (movement history, etc.)
4. Contract Items

Ribbon Access: Equipment and Locations > Assets

1. The Asset listing or Machine List for [Site] screen will be displayed.
2. The data grid will list all the serialised items currently on the system.
3. This screen will open with the Site filter set to your default site as configured on your User setup.

For a detailed handling of this topic refer to Site Selection.

The Status filter will be set to All.

For a detailed handling of this topic refer to State/Type Selection.

1. Click on the drop-down arrow to view the Site filter menu.

Selecting a specific Site will filter the data grid to display only the items linked to that Site.

2. In this image Durban has been selected.

The Asset Type Filter

By default, the Asset Type or Status filter in this screen is set to view All serialised items.

1. Click on the drop-down arrow to view the Status filter menu:
• Client Machines:  View serialised items that belong to customers.
• Internal Assets:  View serialised items that belong to the company, e.g. internal rental machines
• Serialised Stock:  View serialised items in stock ready for sale.

Selecting a specific Status will filter the data grid to display only the items with that particular Status description.

2. In this image the status has been kept as All.

Assets Action Buttons

Maintenance

From this screen, you can:

• Add an Asset
• Edit an Asset
• Delete an Asset
• View an Asset:
• View Client Machine
• View Internal Asset
• View Serialised Stock Item

Process

• Revalue an Asset
• Convert an Asset
• Buy Back an Asset

Print

• The following Asset Reports can be printed from this screen:
• Depreciation Report
• Depreciation Summary
• Period Depreciation
• Equipment Listing
• Asset Register
• Move History
• Scan History
• Equipment Detail
• Service History

Asset Functions Tiles

On the left side of the Machine List for [] screen is the Links panel which contains the Asset Functions and Processing tiles. Each tile, when clicked on, will take you to further information concerning the selected asset.

Important Note: When working from the Asset Listing (Machine List for Site) screen, ensure that you have selected the correct asset before you click on any tile.

	The WO History tile will direct you to the Work Orders for machine screen, where you can Add, Edit, Delete, View, Close, and Complete a work order linked to the asset.
	The Project History tile will direct you to the Project Listing for equipment screen, where you can Add, Edit, Apply a Project Methodology or Adjust Project Baseline, as well as maintain Employee and Project Time.
	The Meters tile will direct you to the Meter Listing for Serial No. screen, where you can Add, Delete or Reset a meter reading linked to the asset.
	The History tile will direct you to the Transaction History for Equipment screen, where you can view a history trail of the Valuation, Transactions and Movement of an asset.
	The BOM tile will direct you to the BOM Listing for equipment screen, where you can Add, Delete and View BOMs linked to the asset.
	The Warranties tile will direct you to the Warranties for Equipment screen, where you can Add, Edit and View warranties, and Warranty Claims linked to the asset.
	The Notes tile will direct you to the Note Listing for Serial No. screen, where you can Add a note linked to the asset.
	The Documents tile will direct you to the Documents for Equipment screen, where you can Add, Edit and Delete digital documents linked to the asset.
	The Maintenance tile will direct you to the Maintenance Methodology for Asset screen., where you can Add, Edit and Delete maintenance methodologies linked to the asset.
	The Depreciation tile will direct you to the Asset Depreciation screen, where you can View the current period and depreciation date.