Skip to end of banner
Go to start of banner

Searching for assets

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Current »

See Searching in the Introduction manual for details on how to use the search tools.
Use the Set Asset Search Criteria window to search for assets.

 Opening the Set Asset Search Criteria window

To open the Set Asset Search Criteria window:

  1. Select Module > General Ledger > Asset Register Maintenance from the main menu.
    The Set Asset Search Criteria window is displayed.
    Tip: You can also access the General Ledger functions by clicking .
  2. Enter the information that you know about the asset.
  3. Click  to search.
    Note: If the asset is not found, change your search criteria or click  to add a new asset from this window. See Creating new assets.


Set Asset Search Criteria window key fields

Field

Description

Asset Number >=
Asset Number <=

Search for an asset within an asset number range.

Purchase Date >=
Purchase Date <=

Search for the date range during which the asset was purchased.

Asset Type

Search for an Asset Type Code.

Asset Category

Search for an asset category.

Description

Search by asset description.

Model

Search for an asset model, name or number.

Serial

Search for an asset serial number.

General Ledger Code

Search for the general ledger code the asset is assigned to.

Cost Centre

Search for the cost centre the asset is assigned to.

G/L Sub-allocation Code

Search for the general ledger sub-allocation code the asset is assigned to.

Business Unit

Search for the business unit the asset is assigned to.

Building

Search for the building the asset is assigned to.

Room

Search for the room the asset is assigned to.

Source ID

Search for the source of the asset. Assets can be:

  • purchased from a creditor
  • donated by a member of your community.

    Select either the Creditor Search or Community Search radio button and click to launch Creditor or Community Search.
    Note: Also see the Tagged IDs field immediately below.

Tagged IDs

Limit the Source ID search to your tag list.

Note: You select or "tag" community member records to create a group of records that you can use in reports and communications. See Tagging community records for later use in the Introduction manual.

Assigned to ID

Search for the individual the asset is assigned to.
For example, a staff member may be assigned a car.
Note: Also see the Tagged IDs field immediately below.

Tagged IDs

Limit the Assigned to ID search to your tag list.

Note: You select or "tag" community member records to create a group of records that you can use in reports and communications. See Tagging community records for later use in the Introduction manual.

  • No labels