You must perform two tasks to create an asset type. You must first create the asset type in the Asset Type window and then include this asset type in a particular module in the Module window.

Create the Asset Type

To create an asset type, follow these steps:

  1. Open the Setup > Asset Type window in the System module.
  2. In the Asset Hierarchy pane on the left, expand the hierarchy to find the parent node under which the asset type will appear.
  3. Right-click the parent node and select Add Branch. The application adds a new child node called New to both the hierarchy and the table in the right pane.
  4. In the table in the right pane, highlight the word New and then type the name of the new asset type.

  5. If particular items of this asset type will be maintained in an inventory window, click in the Table Name column and type the name of the inventory table. The table name cannot exceed 23 characters and must end in _INVENTORY (in other words, the unique part of the name must be between 1 and 13 characters in length).

    Note: If your version of the application contains the Location Applicable column, click the check box in this column to require that each item in inventory have a location.
  6. Click . The new asset type is now created.
Note: If you entered an inventory table name, the application creates records in the Tables window for the inventory and class codes tables. (The class codes table has the same prefix as the inventory table name and ends with _CLASS_CODE.) These tables do not yet exist in the database; they will only exist in the database once you run the Apply Changes command for each table in the Tables window. You may also use the Tables window to create the windows to display the data in the tables along with Status, PM by Inventory, and PM by Class Code windows if desired.

Include the Asset Type in a Module

The asset type (and any associated inventory and class codes tables to support the asset type) now exist. The next task is to select the module in which the asset type will appear. This is accomplished as follows:

  1. Open the Setup > Module window in the System module.
  2. In the Modules pane on the left, click the module in which the asset type will appear. The application highlights the record to show that it is selected.
  3. In the Selected Asset Types pane on the right, right-click and select Edit Selection. The application displays the Asset Selection dialog box.
  4. In the dialog box, locate the asset type that you just created in the Asset Type window and click the square beside the name of the asset type. The application places a check mark in the square to denote that it is selected.
  5. Click OK. The application closes the dialog box and displays the selected asset type in the Selected Asset Types pane.
  6. Click . The asset type is now associated with a module.

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