AssetManager Pro Custom Fields

Asset Custom Fields

If you need to record additional information about your assets th at may be specific to your business, you can create custom lists and fields. 

After you create them, your custom lists and fields will appear in the Asset Information window which you can access through the Asset List window.

Custom fields allow you to enter any information you like. They can be used to indicate any additional information about the asset.

Custom lists enable you to create lists of predefined attributes that remain standard over time; for example, they can be defined according to their type, size, weight or colour as additional information. 


To add/edit an asset's custom fields

 

Custom Lists - If you have set up Custom Lists in your data file, you can apply them to the asset. For information about setting up custom lists see below

Enter the list items or click the search icon to view the Select from List window. Custom Fields

You can directly enter any additional information you would like to record about the asset in these fields. The title of the fields can be changed. For information about setting up Custom fields see below

To label custom lists and fields

1 Go to the Setup menu and choose Custom Lists and Fields. The Custom Field and List Names
window appears. 
 
2 Label your custom lists and fields as required and click OK

NOTE : Labelling The labels you define here are used as names for these fields in the Asset Information
window. 


To create a custom list

1 Go to the Acquisitions c ommand centre and click Custom Lists. The Custom Lists windo w appears. 
 
2 Click on the Custom List drop down arrow to display the custom lists you have created. For information on creating custom lists see 'Setting up custom field and listnames' on page 38.
3 Select the custom list for which you want to include an entry. 
4 Click New to display the Edit Custom List window 
 
5 Enter the name of the list entry in the (List) field. For example, you might choose to enter 'yellow'.
6 Click OK, and the list entry is displayed in the Custom List window. If required, you will now be able to attach this list entry to any of the assets.
7 Repeat Step 3 to Step 6 until you have created all your list entries, and then click OK

To edit a custom list

1 Go to the Acquisition s command centre and click Custom List. The Custom Lists window appears.
2 Select the custom list entry whose name you want to change and click Edit.
3 Enter the new name in the List field.
4 Click OK. 

To delete a custom list

1 Go to the Acquisitions command centre and click Custom List. The Custom Lists window appears.
2 Select the custom list entry you want to remove and click Delete.
3 Click Yes to confirm the deletion. 

CAUTION : Custom list entry won't delete You cannot delete an entry which has been assigned to an asset. You will be informed that the item cannot be deleted. 


    • Related Articles

    • Asset Categorisation - Asset Headers

      Ways of grouping assets AssetManager Pro has a number of ways of grouping assets together to: 1 Provide a way to identify assets and find them 2 Show a relationship between the assets 3 and/or provide a way of totaling up asset values and ...
    • Attach and Display a Picture of an Asset

      To display a picture of an asset 1 Go to the Acquisitions command centre and click Asset List. The Asset List window appears. 2 Select the asset to which you want to display a picture and click Edit. The Asset Information window appears. ...
    • Disposing of an Asset

      Disposing of an Asset Disposing of an asset usually refers to the sale of an asset. When you dispose of an asset you need to create an asset transaction to record the details of the disposal. There a number of rules governing the disposal of assets ...
    • Setting up Asset Groups

      Each asset group, , will be set up to include default accounts, depreciation methods, and the basis of depreciation calculations.  By default, an asset will use the properties that are associated with the asset group to which it is assigned. As such, ...
    • Create a shortcut to an AssetManager Pro Company File (v4 or later)

      Create a shortcut to an AssetManager Pro Company File (v4 or later) Right-click the shortcut created for AssetManager Pro and choose Properties. The Properties window will be displayed. Click the Shortcut tab. The Target field should contain the ...