Use the Create New Asset - Create Asset window to create a new asset.
- Enter the key details of the asset, as required.
- Click .
The Creditor Search window is displayed.
Tip: Type the Creditor ID instead, if known.
- Enter some details about the creditor in the Search Criteria area.
- Click .
The Creditor Search window is redisplayed with creditors that match your search criteria.
- Select the creditor that you purchased the asset from.
- Click .
The Create New Asset - Create Asset window is updated with the creditor's Synergetic ID and name.
- Click .
The Create New Asset - Location window is displayed. See Create New Asset - Location window.
Note: Click the and buttons to move between the Create New Asset windows.
Create New Asset - Create Asset window key fields and buttons
Fields
Field |
Description |
---|---|
Asset Number |
Unique number used to identify an asset. |
Automatically assign Asset Number |
Clear the field to manually enter an asset number. The default is for the new number to be one greater than the highest asset number. |
Asset Type |
Code to distinguish different types of assets by depreciation rate and general ledger allocations. |
Asset Category |
Category for the asset. |
Cost Centre |
General ledger cost centre linked to the Asset Type Code. |
G/L Sub Alloc |
General ledger sub-allocation code linked to the asset. |
Description |
Description of the asset. |
Model / Serial |
Unique information required to identify the asset. |
Quantity |
Normally the quantity is one. |
Create as Multiple Assets |
Indicates whether multiple assets are individual or part of a set. For example, if you type a Quantity of 10 and the Create as Multiple Assets field is:
|
Private Use Rate |
Specify the approximate percentage of private use of the asset. |
Purchased Date |
Date the asset was purchased. |
Purchased Cost |
Purchase price of the asset. |
Insurance Notified Date |
Date the insurance company was notified of the asset's acquisition. |
Reference |
Insurance notification reference number. |
Creditor ID |
Synergetic ID of the creditor. |
Order Number |
Purchase order number used to purchase the asset, if applicable. |
Buttons
Button |
Description |
---|---|
|
Launch the Creditor Search window to select a creditor from the Synergetic community or create a new creditor. |