See Help Document #767.
The asset function is used to create an inventory of items that might require maintenance. Examples are refrigerator, air conditioner, pool, furnace. Information includes models and serial numbers, who it was purchased from, when the warranty expires, value information, and service contract information.
The warranty information is used by the work order function to alert you to items that are still under warranty.
In addition to the information below, a second page is available for free form comments.
ID
The Record ID identifies the particular item.
Description
Asset Type
Select from the Find List of Asset Types entered.
Brand
Select from the Find List of Brands entered.
Model
The model of the specific item. This is a freeform optional entry.
Serial #
Enter the serial number if available.
Unit
Select the unit from the Find List.
Vendors
Purchased From
Select a vendor from the Find List.
Warranty
Enter the type or length of warranty.
Expires
Enter the warranty expiration date.
Serviced by
Select the vendor from the Find List.
Valuation
Purchased
Enter the date of purchase.
Purchase Price
Enter the purchase price if available.
Current Value
Update this periodically based on your depreciation schedule.
Sold
Enter the date sold.
Sale Price
Enter the sale price if available.
Service Contract
Cost
Enter the amount paid.
Effective
Enter the starting date of the contract.
Expires
Enter the expiration date of the contract.
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