The following describes how to create a new asset template manually.
To manually create an asset template
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select the asset class under Templates > Assets. The templates log for the class displays.
- 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. 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.
- Click Save to save changes to the upper form, or Finish Editing to save and close the form.