Adding Asset Category

Adding Asset Category

Asset Category > Application settings

The purpose of Category is to define the asset type or set attributes for assets. Asset Infinity uses category in many other modules based on the requirements and functionality.

The page given below will open: 

      

The Fields visible on this page are explained below in the table

FIELD	DESCRIPTION	MANDATORY	VALIDATION
Parent Category	User requires selecting a category from drop down list. User cannot enter a new Category that is not present. Category created previously will only be available in the parent category drop down.	No
Category	Enter a name according to the type of assets. It is a mandatory field and category name should be unique.	Yes	Mandatory
Category Code	The Category should be of three characters only. If the user does not assign a code the system will generate a code from three initial character of the Category.	No	This is auto-generated but can also be manually written
Default Transfer Duration	Assets of this category will be transferred up to this duration unless changed.	No
Cascade	User requires marking the check box to apply cascade. If user marks the checkbox the default time duration for the parent category will be applied to the child or if the category is new, cascade will be applied to its child category.	No
Default Activity Schedules for Assets in this category	Create Activity schedules for number of Assets that are added under the category by default.	No

Users can create both parent and child categories. The form requires to be updated to create category whereas the grid displays the list of categories created in the application.

Managing Category Grid

Users cannot delete a Category if it is already in use. 

Users can view, edit, or delete the categories created in the application. The list can be exported to excel as well. 

The user can also manage the grid and decide what all columns to be displayed in the grid

STANDARD CONFIGURATION

• A check can be established to see whether each category code is unique or not
  
• Category code can be set as mandatory input.

• Related Articles

• Adding a Single Asset

  How to Add a Single Asset?  Home Page > Add Asset button.   With Asset Infinity, assets can be easily added and updated. To add new assets in the system, the form opens up as shown below. Add Asset form can be managed from Customize Asset ...

• Configuring Financial Information in Category Master

  Configuring Financial Information in Category Master  Application Settings > Asset Category   For adding financial information, the Category sets a default parameter to three fields - End of Life, Depreciation%, and Scarp Value - for all the assets ...

• Configuring Schedules Through Categories

  Configuring Schedules Through Categories  Menu > Application Setting > Asset Category  Create Activity schedules for a number of Assets that are added under the category by default.    After clicking on this button, a new screen appears    The fields ...

• Adding Assets in Bulk

  How to Add Assets in Bulk?  HOME PAGE > ADD ASSET > UPLOAD MULTIPLE ASSETS     An organization may require to upload a number of assets/line items. This may consume a lot of time if they continue to enter one entry at a time. Asset Infinity provides ...

• Adding a Meter

  Adding a Meter Menu > Usage > Usage Monitoring    The Utility Monitoring system collects detailed consumption information for selected utilities serving the Client facility.     When the user clicks on Usage Monitoring, the below screen appears:     ...