Create an asset template

The following describes how to create a new asset template manually.

To manually create an asset template

1 Go to the Company Workspace tab and switch to Admin mode.
2 In the left Navigator, select the asset class under Templates > Assets. The templates log for the class displays.
3 Click the New button. The Create New asset form opens.

This form is similar to a non-workflow business process form. The form has two sections:

General: In the upper portion of the form, enter all the details about the asset. The fields on this form depend on the asset class attribute form design.
Standard tab: You can choose to define the depreciation schedule in a template. See “Creating a Depreciation Schedule”. Setting up the depreciation schedule is optional and can be defined in User Mode for each asset. Before you can set up a depreciation schedule, you must first save the form.
4 Click Save to save changes to the upper form, or Finish Editing to save and close the form.

 

 

 

 


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