Customer – use for service management and invoicing service assignments.
No.: When creating a new asset, View suggests a new asset number based on the superior asset number and a sequential number starting at .01. Can be overridden by the user, but requirements regarding unique asset numbers should be entered in the system settings.
Name: Name/designation of asset
Pos.no: Free text field, searchable. Separate columns can be entered in the asset, work order and history list views.
Department: If department (cost carrier) is inserted here, this department will be linked as a cost carrier to work orders created on this asset. If department is not linked here, when creating a work order, the system will take the department of the nearest superior asset which has a department.
Asset group: Grouping of the asset with the option of inserting technical info. For details regarding technical info, see Asset Group under the System -> Asset menu.
Customer: Customer info is linked to the customer asset. Look up in the addressee register filtered by customer.
Invoice recipient: Invoice recipient is linked to the customer asset. Look up in the addressee register filtered by customer. When creating work orders in subordinate levels of the customer asset, the system will retrieve the invoice recipient that is here, provided that there is no invoice addressee connected to subordinate levels.
Type: A further grouping/breakdown of the asset.
Description: Free text field, searchable. Also supports links.
Cost Carriers: Project, Department, Objective and/or Carrier. Change of cost carriers for asset(s) is performed using Mass Update. Note that underlying assets inherit these cost carriers if none of them are on the underlying assets. To create new cost carriers, see separate description under ‘System’. For setup regarding the transfer of cost carriers from asset to work order, see ‘CostCarriers’ under the menu ‘Admin, → 'System Settings’.
Open in edit mode after saving to insert more information: Check here if you want to insert more information after you have started.