Overview of Asset Management
Roustabout Software defines an Asset as: An Asset is anything and everything that your organization uses as a billable item.
Defining Assets in Asset Management:
You determine how your companies Assets are entered and managed in the software. Once you have your Upper Level "Asset Type" determined you will be able to add the corresponding Lower Level "Asset(s)" and configure them according to your specific needs.
Upper Level "Asset Type" - Categories that All Lower Level "Individual" Assets can be uniquely defined
Lower Level "Asset(s)"- Sub-categories relative to the Upper Level " Asset Type" description
An example of how an Asset tree can be used is:
Managing your Assets in Roustabout Software
1.) Select the System Administration Drop-down
2.) Select Asset Management form the list
After Selecting Asset Management you will be directed to the Asset Management Home Page
Roustabout Software Asset Management uses a tiered approach that has appoints an Upper "Asset Type" Level, that has Lower "Asset(s)" Level Assets.
Roustabout Software recommends developing a structured Asset Tree before entering the items. This may involve reviewing field tickets and understanding how items get billed in your organizations accounting software.
Adding a New Asset Type with Asset(s)
1.) Select the Add Asset Type from the Asset Management Page
2.) Name the Upper Level Asset Type
3.) Set the Standard Fee
4. ) If Requiring more then 1 Asset(s) to be added under the Asset Type, Select the "Add More" button to add multiple Asset(s)
5.) Fill out Asset(s) Name/ Description
6.) Set the Default Price for the Asset that will bill charged if no special pricing set at another level
***To view " Company and Asset Pricing Structure" select the link below***
7.) Assign Cost of each asset (Not Required)
8.) Set Notes for each asset for viewing in ticket entry
9.) Select Save Changes
Modifying or Changing Assets in Asset Management
1. Navigate to the Asset Management Page following the steps shown above
2. Select the "Edit" button corresponding to the asset that requires editing
3.) Make all required changes and select the "Save Changes" button
Setting an Asset to Inactive
**Setting an Asset to Inactive will remove the Asset from being used in Ticket Entry**
1.) Navigate to the Asset Management Page following the steps shown above
2.) Select the "Edit" button corresponding to the asset that will be set to Inactive
3.) Select the Status Drop-down for the Asset Type/ Asset(s) that requires being set to Inactive
** Setting the Asset Type to Inactive will disable all Asset(s) defined below from being used in ticket entry**
4.) Select Save Changes
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All information provided is for software products produced by CantrellJackson.com