Integrate asset management with fixed assets

  • Article

By integrating the Asset management and Fixed assets modules, you can link fixed assets with maintenance assets. Fixed assets users can then create a maintenance asset from a new or existing fixed asset, and Asset management users can associate a maintenance asset with an existing fixed asset. This feature also makes it easy for Fixed assets users to view the costs that were posted from work orders for related maintenance assets.

Note

In this article, maintenance assets refer to assets from the Asset management module, and fixed assets refer to assets from the Fixed assets module.

Set a default location for new maintenance assets that are created from fixed assets (optional)

This optional configuration lets you set a default functional location for new maintenance assets that are created from fixed assets. You typically complete this configuration this just one time, if you complete it at all.

To complete the configuration, follow these steps.

  1. Go to Asset management > Setup > Asset management parameters.
  2. On the Fixed assets tab, in the Functional location field, select the default location.
  3. On the Action Pane, select Save.

Work with integrated maintenance assets and fixed assets

This section provides a collection of procedures that show various ways that you can work with the integrated Asset management and Fixed assets features.

Associate an existing maintenance asset with a fixed asset

To associate an existing maintenance asset with a fixed asset, follow these steps.

  1. Go to Asset management > Assets > All assets (or Active assets).
  2. Select an asset.
  3. On the Fixed asset FastTab, in the Fixed asset number field, select an existing fixed asset.
  4. On the Action Pane, select Save.

View the fixed asset that is associated with a selected maintenance asset

To view the fixed asset that is associated with a selected maintenance asset, follow these steps.

  1. Go to Asset management > Assets > All assets (or Active assets).

  2. Select an asset.

  3. On the Fixed asset FastTab, in the Fixed asset number field, select the link.

    The Fixed assets page for the selected asset is opened. (Typically, this page is found at Fixed assets > Fixed assets > Fixed assets.)

View the maintenance asset that is associated with a selected fixed asset

To view the maintenance asset that is associated with a selected fixed asset, follow these steps.

  1. Go to Fixed assets > Fixed assets > Fixed assets.

  2. Select an asset.

  3. On the Action Pane, on the Asset management tab, in the View group, select Maintenance asset.

    The Maintenance asset page for the asset that is associated with the selected fixed asset is opened. (Typically, this page is found at Asset management > Assets > All assets.)

View maintenance costs that are associated with a fixed asset

Asset management work orders can be posted for maintenance assets, and each of those work orders typically has a cost. When a fixed asset is associated with a maintenance asset, you can go directly from the fixed asset to view the related costs.

To view the maintenance costs that are associated with a fixed asset, follow these steps.

  1. Go to Fixed assets > Fixed assets > Fixed assets.

  2. Select an asset.

  3. On the Action Pane, on the Asset management tab, in the View group, select Maintenance cost.

    The Maintenance cost page is opened and shows the related costs.

Create a new maintenance asset for an existing fixed asset

To create a new maintenance asset for an existing fixed asset, follow these steps.

  1. Go to Fixed assets > Fixed assets > Fixed assets.
  2. Select an asset.
  3. On the Action Pane, on the Asset management tab, in the New group, select Create maintenance asset. (If this option is unavailable, a maintenance asset might already be associated with the selected fixed asset.)
  4. Finish creating the asset as described in Create an asset.

Create a new fixed asset and add a new maintenance asset for it

To create a new fixed asset and add a new maintenance asset for it, follow these steps.

  1. Go to Fixed assets > Fixed assets > Fixed assets.
  2. On the Action Pane, select New.
  3. Finish creating the fixed asset as described in Create a fixed asset.
  4. On the Action Pane, on the Asset management tab, in the New group, select Create maintenance asset.
  5. Finish creating the asset as described in Create an asset.

Remove the association between two assets

In some cases, you might have to disassociate a maintenance asset from its fixed asset. For example, if you want to create a new maintenance asset from a fixed asset, you must first remove any existing association.

To remove an existing association between a maintenance asset and a fixed asset, follow these steps.

  1. Go to Asset management > Assets > All assets (or Active assets).
  2. Find and open the maintenance asset.
  3. On the Fixed asset FastTab, clear the value from the Fixed asset number field.
  4. On the Action Pane, select Save.