Asset Management - Revision history

Anw: Added system parameters affecting the screen

2024-06-07T07:13:09Z

Added system parameters affecting the screen

← Older revision		Revision as of 09:13, 7 June 2024
Line 149:		Line 149:
	To generate the report output, click '''Create CSV''' - your browser will download the export, usually to the browser or opened in an application that is associated with CSV files.		To generate the report output, click '''Create CSV''' - your browser will download the export, usually to the browser or opened in an application that is associated with CSV files.


			== Further Configuration ==
			The following are system parameters affecting this function:
			{\| class="wikitable" border="1"
			\|- bgcolor="silver"
			!Parameter !! Description !! Level
			\|-
			\| ALLOW_UNLOAD_ASSET \|\| Controls if asset records are created as part of unload \|\| SYSTEM
			\|-
			\| ASSET_AT_FIXED_ORIGIN \|\| Asset At Fixed Origin \|\| COST_CENTRE
			\|-
			\| ASSET_DEBRIEF \|\| Indicates if assets debriefed with Items \|\| COST_CENTRE
			\|-
			\| ASSET_FORMAT \|\| Indicates which order item field will identify an asset \|\| COST_CENTRE
			\|-
			\| EPOD_PREVENT_ASSET_TRACK \|\| Prevents asset tracking through EPOD \|\| COST_CENTRE
			\|-
			\| MIC_EXCLUDE_ASSET_ID \|\| A comma-delimited list of prefixes that determines if the new asset ID will not be stored (e.g. for loose items). \|\| SYSTEM
			\|-
			\| UPPERCASE_ASSET_ID \|\| Asset id to be stored in upper case \|\| SYSTEM
			\|}

	<noinclude>		<noinclude>

Anw: Split out Asset import

2024-06-03T12:46:29Z

Split out Asset import

← Older revision		Revision as of 14:46, 3 June 2024
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	== Asset Upload ==		== Asset Upload ==
	~~To support an initial upload of multiple new Assets a file import is available using the standard C-TMS Import Maintenance functionality~~:		{{:Imports_ASSET}}

	~~[[Image:asset_upload.png\|800px]]~~

	~~Any data that does not conform to the specified format will be rejected, any errors will be reported in the results file which can be displayed on completion of the import process.~~

	~~Duplicate assets will not be inserted if an asset already exists; this will be considered an update.~~

	~~The standard Import screen is used to initiate the upload of the file:~~

	~~[[Image:asset_import.png\|600px]]~~

	~~When a valid asset is created/updated an associated record will be created in the Asset Audit History table to record the details of the creation or amendment.~~

Anw: Minor correction

2024-05-14T10:28:05Z

Minor correction

← Older revision		Revision as of 12:28, 14 May 2024
Line 162:		Line 162:


			<noinclude>
	[[Category:Maintenance\|230]]		[[Category:Maintenance\|230]]
	[[Category:C-TMS Modules\|D-230]]		[[Category:C-TMS Modules\|D-230]]
	[[Category:C-TMS User Guide\|BD-230]]		[[Category:C-TMS User Guide\|BD-230]]
			</noinclude>

Anw: Merged from training document

2024-05-14T10:25:42Z

Merged from training document

Show changes

Anw: ASSET MANAGEMENT moved to Asset Management

2024-05-07T15:06:37Z

ASSET MANAGEMENT moved to Asset Management

← Older revision	Revision as of 17:06, 7 May 2024
(No difference)

Anw: Initial Creation

2024-05-07T15:06:24Z

Initial Creation

New page

Asset ids are held against the order items. The system allows for DU types to be maintained as permanent assets, and then for those permanent asset IDs to be entered against the depots. Then, the system will track the asset automatically as it moves throughout the network and to customer locations, maintaining a ful audit trail.

== Asset Management ==
This screen allow you to add, edit and delete assets. From within this screen, you are also able to view the history of each asset.

[[Image:asset_maint.png|800px]]

The header of the Asset Management screen allows you to filter the ASSET data based on the following fields:
* Owner
* Asset Origin
* Asset_ID
* Current Location
* Status
* Inactive

All of the search fields are drop down lists but will also allow you to enter text. The search fields can be used in combination.

The screen displays the following information:
* Asset ID
* Owner
* Type
* Origin
* Current Location
* Trip ID
* Dwell - a dwell time in days, calculated based on the DATE field of the last movement. Dwell is not calculated for ASSETS which are at a status of IN TRANSIT. If the current location of an asset is not IN TRANSIT, the dwell is displayed in days, not including the current day.
* Status
* Linked To
* I/A - displaying whether the asset is inactive.
* Cmnts - a button to show any comments against the asset in a pop-up, allowing view, edit, add or remove comments.

The New, Edit and Delete buttons will be enables based on the user. If the user is a SUPERUSER, the buttons will be enabled, if the user is not a SUPERUSER, the buttons will be disabled. Supper users will also have access to a right click option allowing them to maintain the records in Asset Status.

You can access history of an asset using the '''History''' button.

== Asset History ==

[[Image:asset_history.png|800px]]

The header of the asset history screen allows you to limit the select of data.

The selection fields are drop down lists which also allow text entry.

== Stats ==
Selecting '''Show Stats''' displays a new pop up. This displays real time statistics, the proportion of assets at each status, the proportion of assets at each location and the proportion of assets belonging to each owner.

[[Image:asset_stats.png|600px]]

The proportion of assets at each location will differentiate between RDCs but will group all dealerships together.

== Import Maintenance Process ==
{{Note}} You can import assets from the [[Imports]]

[[Category:Maintenance|230]]
[[Category:C-TMS Modules|D-230]]
[[Category:C-TMS User Guide|BD-230]]