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.
    • Depreciation Schedule tab: You can choose to define the depreciation schedule in a template. Creating a Depreciation Schedule (Classic view). 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.

Last Published Saturday, July 13, 2024