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On each tab,you can the order the columns by clicking and dragging the column header to a new position, then right click in the grid and click Save Layout. You can also drag a heading into the grey area at the top and put it back into the header of the grid to replace it.

 

Asset grid grouping

 

Each tab is explained in detail below.

 

Active Job tab

Asset Active Job tab

Not all columns are showing in this image

 

Field

Explanation

Job#

The job number created

Type

The job type, as set up in Tools > Setups > Job > Job Type.

Status

The status of the job.

Cust#

The customer card code.

Cust Ref#

Any reference the customer provides, or an internal reference.

Fault Description

The fault description entered on the job.

Date Out

This date updates as the job process progresses. Once invoiced, for instance, this will be the invoice date.

Item#

The Item on the job.

Item Desc.

The description as entered on the Item.

Serial#

The serial number on the Asset.

Date Due/Time Due

The date and time the job is due.

Name

The person currently responsible for the job.

Acc. Mgr

The account manager for this job, usually the original salesperson.

Job Total Inc/Ex/Total

The job totals including/excluding tax.

Job Type

The job type as set up on the project template or the job itself.

Priority

The priority that is set on the job.

Quote#

The quote number if a quote was produced prior to creating the job.

Price Level

The price level as set up on the customer cardfile.

Tax Paid

Either true (including tax) or false (excluding tax).

Tax Content

The amount of tax being charged.

Quote

True or false, depending on whether a quote was raised.

OurRef

An internal reference as entered on the job.

Status Date/Time

The date and time the status was changed.

Date In

The date the job was created.

Labour

Total labour recorded on the job in minutes.

PrevJobNo

Previous job number if applicable.

From#

The customer cardfile.

Ship$

The ship cardfile if different to the customer cardfile.

Invoice Description.

Description entered on the job.

Branch/SubBranch/GL Dept

These fields are populated if Branches are in use.

InvNo

The invoice number for this job. If the job hasn't been invoiced, it will say Active.

 

Invoiced Job

asset inv job

Not all fields are showing in this image

 

Field

Explanation

Returned

This is automatically ticked by Jim2 if the invoice has been returned. A grey field indicates a partial return, and a solid tick indicates a full return.

Job#

The job number.

Type

The job type, as set up in Tools > Setups > Job > Job Type.

Status

The status of the job.

Cust#

The customer card code.

Cust Ref#

Any reference the customer has provided, or an internal reference.

Fault Description

The fault description from the job.

Date Out

This date updates as the job process progresses. Once invoiced, for instance, this will be the invoice date.

Item#

The Item on the job.

Item Desc.

The description as entered on the Item.

Serial#

The serial number on the Asset.

Date Due/Time Due

The date and time the job is due.

Name

The person currently responsible for the job.

Acc. Mgr

The account manager for this job, usually the original salesperson.

Curr.

Normally defaults to AUD, unless you are licensed to use Multi-Currency.

Job Total Inc/Ex/Total

The job totals including/excluding tax.

Job Type

The job type as set up on the job.

InvNo

The invoice number for this job.

Priority

The job priority.

Quote#

The quote number if a quote was produced prior to creating the job.

Price Level

The price level as set up on the customer cardfile.

Tax Paid

Either true (including tax) or false (excluding tax).

Tax Content

The amount of tax being charged.

Quote

True or false, depending on whether a quote was raised.

OurRef

An internal reference as entered on the job.

Status Date/Time

The date and time the status was changed.

Date In

The date the job was created.

Labour

Total labour recorded on the job in minutes.

PrevJobNo

Previous job number if applicable.

From#

The customer cardfile.

Ship$

The ship cardfile if different to the customer cardfile.

Invoice Description

Description entered on the job.

Branch/SubBranch/GL Dept.

These fields will be populated only if you are using Branches/GL Departments.

 

Related Stock

asset stock

 

Field

Explanation

Auto Add

This box will be ticked if the stock is to be automatically added to a job when that Item is used.

 

Note: If ticked, the stock will be added to every job that uses that Item.

Line#

The line number of the stock in the grid.

StockCode

The stock code for that stock record.

Stock Description

The description of the stock as set up on the stock record.

Stock GL Group

The GL Group as set up on the stock record.

Price Calculation Method

The price calculation method as set up on the stock record.

Price Ex/Inc

Prices excluding and including GST.

 

Templates

asset templates

Not all columns are showing in this image

 

This tab displays all templates in use by this Asset. See Project Templates for more detailed information.

 

The tabs that are common to many objects are explained below.

 

Tab

Explanation

Documentsicon

This tab displays any documents attached to this project, eg. a signed delivery note.

watchoutsicon

This tab will display all watchouts related to this project, and allows addition of new watchouts.

notesicon

This tab will display all notes related to the project, including the contact that the note is related to. New notes can be added here.

 

Further information

Assets Security

Asset List

Asset Header

Asset Footer

Asset Grid Fields

 

How to

Add an Asset

Add an Item

Add Documents to Assets

Link Templates to Assets