Asset Header

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Asset header

 

Fields in the Header

Field

Explanation

Asset#

Auto-generated by Jim2, but can be changed and can be alphanumeric as well.

Owner#

The customer cardfile that charges are billed to.

Priority

Method or prioritising the contact, ie. urgent, normal, etc.

Status

Defaults to Booked (ie. is in use). It can also be set to Template if this project is used as a reference to set up other projects from.

Name

The person responsible for this project.

Cust Ref

The customer reference associated with this Asset.

Ship#

The card code of the address for deliveries, or where technicians are assigned. As with normal Jim2 jobs, this is usually the same as the Cust# if the customer only has one address, but will change to match the actual site address for multi-site customers.

Req Days/Hours

Enter the planned response time for service here.

Location

Enter more specific information about the location of the Asset, ie. 1st floor. This information will then appear in the header of jobs created via the asset or project (not consumable jobs). The Location field will also show and populate when creating a job and entering the contract number in the header of the job.

 

location1

Acc.Mgr

The person who manages the Asset, usually the original salesperson.

Serial#

The Asset serial number.

Date. In/Warr. In

Date and Warranty dates in.

Ship Address/Ship Address? checkbox

When the Ship# is not the same as the Owner#, this will change to the Ship# address upon saving the Asset. If the Ship Address? checkbox is empty, the Ship Address will NOT update from the Ship# cardfile. If it is ticked, it will update, and will continue to use the address entered.

Item#

The Item number associated with the Asset.

Make

The Make of the Item.

Date. Out/Warr. Out

Date and Warranty dates out.

Model

The Model on the item.

Desc.

The description on the Item.

Request #

This field relates to the way a request for meter reads is performed, and is used more by managed print services.

Attn

Select the person on the Request# card code to contact for the Request By method.

Groups

Select an Asset Group, if required.

Request By

This field relates to the way a request for meter reads is performed, and is used more by managed print services.

Request To

This field is auto populated with contact phone number/email details, based on the Request By field, and is normally related to managed print services.

Comment

This field allows you to enter extra relevant information.

Cost Centre

This field relates to the customer's departments to allow them to allocate correctly to each department. This is a free free text field. Once used, it cannot be deleted.

 

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