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Asset

ASSET MASTER​

1.1 Add Asset Master​

Add an Asset Master – Step-by-Step

Step 1: Access the Asset Master Screen​

From the side menu, click on "Maintenance", then go to "Master" and select "Asset".
This will open the Asset Master Search page.

Step 2: Add an Asset Master​

On the top-right corner of the Asset Search page, click on the "Add Asset" button.

Step 3: Fill in Asset Details​

  • Asset Number [Text Field] (Mandatory) – Auto-generated based on the last asset entry.

  • Asset Owner [Dropdown] (Mandatory) – Select from options such as Supplier, Internal, or Customer. Values are populated from the Master Category.

  • Asset Category [Dropdown] (Mandatory) – Select the asset category. Values are taken from the Asset Category master.

  • Sub Asset Category [Dropdown] (Mandatory) – Populated based on the selected Asset Category.

  • Asset Name [Text Field] (Mandatory) – Enter up to 200 characters for the asset name.

  • Manufacturer [Text Field] (Mandatory) – Enter up to 200 characters.

  • Model / Serial No [Text Field] (Mandatory) – Enter the asset's model or serial number, up to 200 characters.

  • Maintenance Frequency [Dropdown] (Optional) – Select a frequency (daily, weekly, etc.). Values are pulled from the Master Category.

  • Status [Dropdown] (Mandatory) – Choose between Active (default) or Inactive.

    • If Inactive is selected:
      An additional Reason field appears. This is a mandatory dropdown field with values from the Master Category.

  • Remarks [Text Area] (Mandatory) – Add any additional information.

Step 4: Save, Clear, or Cancel​

  • Submit – Saves the data to the system and finalizes the Asset Master entry.
  • Clear – Clears all entered values.
  • Cancel – Returns to the search page without saving.

1.2 Search Asset Master​

Search for an Asset Master – Step-by-Step

Step 1: Apply Search Filters​

You can search using the following filters on the Asset Master Search screen:

  • Asset Category [Dropdown] (Optional)
  • Sub Asset Category [Dropdown] (Optional) – Defaults to showing all subcategories. Filters if an Asset Category is selected.
  • Asset Owner [Dropdown] (Optional)
  • Asset Name [Text Field] (Optional)
  • Maintenance Frequency [Dropdown] (Optional)
  • Status [Dropdown] (Mandatory) – Default is Active.

Step 2: Search or Clear​

  • Search – Click to fetch results based on the selected filters.
  • Clear – Resets all filters to default.

Step 3: View Results​

Results matching your criteria are displayed in a table with the following columns:

  • View/Edit – Click to open a specific asset for editing.
  • Asset Category - Sub Asset Category – Displays the selected category and subcategory.
  • Asset Name – Name of the asset.
  • Asset Owner – Owner type.
  • Maintenance Frequency – Frequency of maintenance.
  • Status – Active or Inactive.
note
  • You can use a single filter or combine multiple filters for precise results.
  • A search field above the table allows for quick filtering.
  • Click 'Export as Excel' to generate a report in Excel format.

1.3 Edit Asset Master​

Edit an Asset Master – Step-by-Step

Step 1: Access the Edit Page​

After searching, locate the asset in the results table and click on "View/Edit" next to it.

Step 2: Update Details​

Make the required changes to the editable fields. Modify text fields, dropdowns, or upload files as necessary.

Step 3: Save or Cancel​

  • Submit – Saves all updates and finalizes the changes.
  • Cancel – Discards changes and returns to the search page.

That’s it! You’ve successfully learned how to add, search, and edit Asset Master records using the DMeX app.

For further assistance, please contact the Support Team.