Use Asset Inquiry to search
and review a record's properties, details, and transactions. If you want
to display additional information, use the drill
down tool to look at the record or transaction detail. The information
displayed in Inquiry is view only,
which means that information can be seen but not edited or updated.
1. Open Connect Asset Management > Asset Inquiry.
2. In the Lookup bar, enter one of the following values:
Asset number
Acquisition date
Tag number
Classification
3. Now, you can look at the
Asset record
Depreciation
Allocations
Transactions
Related Assets
Groups
Attachments
Notes
Use History to view changes
that have been made to tracked fields. When you set up a tracked
field in the Organization table, the system will record the field's
current content. When the content in the field is updated or deleted,
the system will record the date and the new value. History tracking is
useful when its important to keep tabs on critical information.
Click the History button, located on the main toolbar, to show the history for fields that are being tracked.
The Tracking
tab in Organization stores the fields that will be tracked. Open Organization
> Organization > Tracking tab to get started. Click [+] to expand
each section. To track a field, select the History Tracking, Management
Tracking, or Management Deletions checkbox. Use History Tracking to
allow all users who have access to the routine to view the tracking history.
Use Management
Tracking when you want to record
changes to tracked fields but you only want to show the tracking history
on Management reports. Use Management
Deletions to include the values
for the selected field on Management reports when a record is deleted.
Use Maintenance (CTRL+M) to
open Modify Existing Assets. You can use Modify Existing Assets to update
information on an asset record. Unfortunately, the information is view only in Inquiry.
If some of the fields that you need are missing from the Inquiry screen,
you can add the missing fields to the Additional
Fields area on the Asset tab. You can also use the Additional
Fields area to group together the fields that you use the most
often.
Open Asset Inquiry > Asset tab. Right-click on the Additional Fields grid, choose Select Fields from the menu. When the Selection form displays, choose which fields to display by double-clicking on the field name. You can also select a field and click the Select button.
Depending on the size of your screen, you can click Maximize to make the console as big as the screen allows. The Maximize button is located in the upper-right corner of the console next to the red X.
Yes,
you can change the display order by clicking on the Field or Data column
headings. Click the column heading once to sort the values in A-Z order,
then click the column heading again to reverse the sorting order to show
Z-A.
If you want to know which percentage of an asset belongs to which department,
go to Asset Inquiry > Allocations
tab. You can click on an allocation percentage to show the allocation's
GL accounts.
A projected calculation displays future amounts, while a previously calculated amount shows current amounts.
Do you want to show projected calculations or previously calculated amounts?
I want to show projected calculations. On the Asset Inquiry > Depreciation tab, select the Display Estimated Lifetime Depreciation checkbox.
You can manually depreciate the asset.. On the Asset Inquiry > Depreciation tab, deselect the Display Estimated Lifetime Depreciation checkbox.
If you want to sort data quickly, turn on a filter. A filter allows you to select information based on a selection criteria. The Filters button is located on the main toolbar. You can use it to create a new filter, select an existing filter, or remove filters that are no longer useful. Manage Filters in Inquiry even offers Set as Default to apply a filter every time you launch Inquiry.
Click the menu button next to Filters. A list of all your filters displays. Then, select a filter name to apply it.
Click the menu button next to Filters. From the resulting shortcut menu, select Manage Filters. The Manage Filters form displays. When you click Add a New Filter, the form is ready to fill out. Double-click anywhere on Filter Criteria to choose the fields in the selection criteria. The selected fields will be displayed in the Filter Criteria grid. The columns you need to set up are Value and Test. Click OK to save the filter.
Use
Manage Filters to delete filters that
are not being used. When the Manage Filters form displays, select a Filter
Name and then click Remove the Selected Filter.
A Group is a category for collecting
assets with similar characteristics, features, or functions. If an asset
belongs to a group, the group name will show up on the Asset Inquiry >
Groups tab.
Use Options (F12) to set up the program's default properties. These properties give you a way to change how information is displayed and choose default settings. You can change the
Default tab
Default Lookup Type
Show/hide Report-only Transactions
The default tab is the tab that will be displayed when you launch Inquiry.
I want to choose a default tab. Click on the Default Tab drop-down list, then select a tab name.
I want to remove the default tab selection. Click on the Default Tab drop-down list and choose [blank].
The default lookup is the lookup type that will be displayed first when you launch Inquiry.
I want to choose a default lookup. Click on the
Default Lookup drop-down list,
then select a lookup type.
A report-only transaction is created for capitalization and depreciation based on the user-defined settings for the assigned asset types. Governmental assets are reported differently to depreciate assets; usually, the depreciation transactions are reported as report-only transactions. The report-only transactions allow you to see the differences in the reporting requirements.
I want to show report-only transactions. Select the Show Report-only Transactions checkbox.
I want to hide report-only transactions. Deselect the Show Report-only Transactions checkbox.
Click the menu button next to the Options (F12) button. Then, choose Clear My Options.
Click Refresh Data (CTRL+R) to load changes that were made in the application after the program was launched.
A primary asset is an asset that requires other assets to complete it. A primary asset should not exist without at least one sub-asset. The sub-assets for the current asset show up on the Asset Inquiry > Related Assets tab.
A report only transaction is recorded and will be updated to the General Ledger as a report only transaction.
Do you want to show/hide report only transactions?
Yes, I want to include report only transactions. Click Options (F12) and then select the Show Report-Only Transactions checkbox.
No, I do not want to include report only transactions. To hide report only transactions, click Options (F12) to deselect the Show Report-Only Transactions checkbox.
The Transactions tab displays all of the transactions for the current asset.
On the Asset Inquiry > Transactions tab, double-click on a row in the Transactions grid. Use the Transaction Detail form to show the transaction detail.
Yes, you can save the current settings by right-clicking on the Transactions grid and selecting Save Layout from the menu. You can also return the Transaction grid to its default settings by choosing Restore Default Layout.
Yes, you can change the display order by clicking on a column heading. Click the column heading once to sort the values in A-Z order, then click the column heading again to reverse the sorting order to show Z-A.