Asset

1. Overview

The Asset section is available under Master Data. It is used to create and maintain information about the assets used by the business.

An asset can be a business-owned item or equipment that needs to be recorded and tracked in the system. The Asset section helps keep these details organized and associates an asset with a particular room and status.

2. Navigation

To access Asset:

Master Data → Asset

When Asset is selected from the Master Data menu, the Asset form opens.

This form is used to enter or update the details of an asset.

3. Model

The Model field is marked with a red (*), which means it is a mandatory field.

This field is used to enter or select the model name or model information of the asset.

For example, if the asset is a particular piece of equipment, its model can be recorded here.

Purpose: To identify the specific model of the asset.

4. Asset Status

The Asset Status field is also mandatory.

In the screenshot, the selected status is:

Active / In Use

This field indicates the current condition or usage status of the asset.

For example:

• Active / In Use – The asset is currently active and being used.

• Other status options may be available in the dropdown depending on the system configuration.

The dropdown allows the user to select the appropriate status.

The X icon inside the field can be used to clear the currently selected status.

5. Rooms

The Rooms field is marked with a red (*), so it is also a mandatory field.

It is used to associate the asset with a particular room.

The field displays:

“Search to select rooms”

This means the user can search for and select the required room from the available room records.

Purpose of Rooms field:

• Identify where the asset is located.

• Associate the asset with a specific room.

• Make it easier to track the asset based on its location.

For example, if an asset is located in a particular room, that room can be selected here.

6. Other Asset Details

The screenshot also shows additional fields in the Asset form, but their labels are not completely visible because part of the form is covered by the Master Data menu.

These fields are intended to capture additional information about the asset.

The exact purpose of those fields should be understood from their respective labels when the complete form is visible.

7. Save Changes

The Save Changes button is available at the bottom-right of the form.

After entering or updating the required asset information, the user can click Save Changes to save the record.

Before saving, the required fields marked with (*) should be completed.

Purpose: To store the entered asset information in the system.

8. Close

The Close button is available next to Save Changes.

It is used to close the Asset form without continuing with the current entry.

It can be used when the user wants to exit the form instead of saving the changes.

9. Mandatory Fields

The screenshot clearly shows three fields marked with (*):

1. Model

2. Asset Status

3. Rooms

The * indicates that these fields are required fields.

Therefore, the user needs to provide the required information before successfully saving the asset.

Simple Workflow

The basic process of creating or updating an asset is:

Master Data → Asset → Enter Model → Select Asset Status → Select Room → Enter other required details → Save Changes

After saving, the asset information can be maintained and tracked within the system.

Short Note

Asset is a Master Data section used to create and manage asset information in the system. The Asset form allows users to enter important details such as the Model, Asset Status, and the Room where the asset is located. Mandatory fields are identified using a red (*) mark. The Asset Status indicates the current state or usage of the asset, while the Rooms field associates the asset with its location. After entering the required information, the user can select Save Changes to save the asset details or Close to exit the form.