Select Asset

Select the asset code. Search for an asset using the Accredo Lookups.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter edit mode, to edit the asset details.

Insert (F4)

Click to add a new asset.

Duplicate (Shift+F4)

Duplicates the opened asset.

Delete (F3)

If active transactions exist for the record, delete will not be allowed.

Print Label (Ctrl+L)

Prints labels for the current asset, using FA Asset Labels.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Asset Tab

Asset Code

A unique code of up to 16 numbers or letters. A combination of both can be used. Data can be entered for new assets where Allow Manual Asset Codes is selected in FA Settings.

Asset Name

The name (up to 60 characters) that appears on reports and when you select an asset.

Asset Group

The Asset Group the asset is assigned to. Click to open the Asset Groups. If the Asset Group is changed, the depreciation defaults for the Asset Group are applied to the asset.

Asset Location

The physical Asset Location. Click to open Asset Locations.

Category 1

Category 2

Maintain these from Categories on the Maintain tab, or click Open Category (Shift+F12) on the lookup. Labels can be replaced in FA Settings.

Custom 1

Custom 2

An up to 30 character reference to be used to filter reports or for searches. Use these fields to add information stored with assets. Labels can be replaced in FA Settings.

Serial No

An optional serial number for the asset.

Asset Date

The date the asset was first acquired.

Asset Quantity

An optional quantity for the asset when the assets comprise more than one item. As addition and disposal transactions for the asset are entered, if a quantity is specified in the transaction the Asset quantity will be updated.

Parent Asset Code

You can select another asset to link the asset to for reporting purposes.

Bar Code

You can enter a unique bar code for the asset. Scan or type the bar code number into the Bar Code field. Bar codes may be printed on Asset Labels.

Creditor

You can link the asset to an AP Creditor, e.g. the supplier of the Asset. If Add Assets from AP Invoice is used the link will be created automatically.

Customer

You can link the asset to an AR Customer, e.g. if an asset is held at a customers premises.

Inactive

Inactive assets will be hidden from view with full financial information and history retained for reporting. Inactive records can be opened in Lookups; click Show Inactive Records (Ctrl+I) on the Lookup or select Display Inactive Records from the right-click menu . If you select Display Inactive the inactive items will display dimmed in lists. Balance based reports automatically include inactive records where relevant, other reports have an option to include inactive records. Only fully disposed assets or those with no transactions may be made inactive. Parent Assets with active Child Assets cannot be made inactive.

Values

Shows the Values for the selected Book.

The initial depreciation values default from the Asset Group settings.

Lower Options

Book

Select the book to show values for.

Child Assets

Available when the Asset has Child Assets. Opens FA Child Assets.