Asset Lists

This section explains the field headings in the Asset List header.

Field	Explanation
Asset#	Enter an Asset number here to return a list for just that Asset, or leave it blank to run a full list of Assets.
Owner#	Entering a (customer) card code here will display a list of all Assets for that owner.
Status	Select a status to display a list of all Assets for that status.
Name	Selecting a name will run a list of Assets for that name only.
Cust Ref	Produces a list of all Assets using this customer reference.
Ship#	Either the same card code as the Owner# or a Ship card related to the Owner# will run a list based on the entry here.
Linked	Select from the below:
Item#	Produces a list of all Assets using this Item.
Item Make	The Item make as appears on the Item.
Item Model	The Item model as appears on the Item.
Attn	This field allows you to select a contact with an email address from the card file in the Request # field below. These fields are to determine where to send meter reading request emails.
Serial#	Entering a serial number will produce a list for an Asset with that serial number only.
Request By
Request #	Produces a list based on the Request By method:
Contract #	Entering a Project number will produce a list of Assets for that number only.
Master #	Select Master contract number, if applicable.
EKM Contact <	Select date before for EKM Contact
EKM Status	Filter the list based on the EKM status.
Happen EKM	Tick if Happen EKM is in use.
Company/Branch/SubBranch	These fields will be populated if using any of these, however they can be changed using the drop down menu.
Source	Filter based on where the Asset was created, then select that value in Source Value.
Source Value	Choose the source it was created in, for example: purchase order number, API, Connectors, etc.
Advanced List Fields
Dates and Warranty Dates	Narrow down the search based on dates in and out or warranty dates.
Asset Groups	Select an Asset/Item group or non report group to narrow down the search.
Item Groups	Narrow down the search by selecting Item groups.
Suburb/Postcode/Acc.Mgr/Groups	Narrow down the search by suburb, postcode, account manager or cardfile group.

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid to sort, then drag it to the Group By area to group.

Not all fields are displayed in this image

Some letters in the field names within the header are underlined, eg. Cust#. Using Alt+ the underlined letter will jump to the field beside that heading.

When viewing an Asset from a list, click the arrow in the quick access toolbar for the next/previous Asset in that list:

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

If user security allows it, right click within the grid, select Export Data and save the list information as an XLSX file.

Right Click Option

Function

View

View the highlighted Asset.

Edit

Edit the highlighted Asset.

Add Asset to Non Report Group

Will allow adding the highlighted Asset to a non report group.

Export Data

Exports the list to a spreadsheet.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

Further information

Add Documents to Assets

Asset End Start Reads

Incorrect meter read on asset

Linking Templates to Assets

Service Meter Reads