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Jim2® Business Engine Help File

An asset is a physical item supplied to a customer on a do-and-charge basis, eg. a photocopier/printer on a cost per copy basis.


This is about separating Assets from Contracts, and enhancing the Project interface. This means that the information that is typically stored in the header of a Project can now be split, and one Asset can be related to many Projects, and multiple Assets can be linked to a Project. For this reason, serial numbers are now stored at an Asset level, rather than a Project level.


An asset can be installed at a customer, then returned, refurbished and installed at a different customer, keeping a complete history on the asset, rather than on the individual contracts.


When the asset is returned, ideally the Owner# should be changed to the company cardfile for refurbishment, etc. When completed, the Owner# is then changed to the new customer cardfile.


This asset is separate from the billing process, which is managed by Contracts, enabling meter reads from connectors, service meter reads from technicians, etc. to be stored against the asset.


Meter reads can be added on the asset, however billing is not performed from there. This is performed via the contract associated to that asset. Adding the meter read to the asset will populate all related contracts, speeding up the meter read entry process.


If the company offers loan machines, only an asset record is required. Reads can be recorded against an asset without it belonging to a contract. Jobs can also be created that are linked to assets that have service reads against them without requiring a contract.


Further information


Assets Security

Assets Header

Asset Grid

Assets Footer

Preview Pane

Asset Lists

Add an Asset

Add Documents to Assets

Service Meter Reads