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Create an asset class

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Create an asset class

Creating a new asset class requires defining a new table and creating a corresponding application and module, then adding the new asset class to new or existing model categories. The default asset classes are Hardware, Software License, and Consumable. These general classes can be used to manage a variety of assets.

Before you begin

Role required: asset or category_manager

About this task

If the general classes are not appropriate for a specific group of assets, consider creating a new asset class. For example, a fleet of cars could be tracked in a custom asset class named Vehicle. Before creating new asset classes, analyze business needs to see if the general classes can be used. A large number of asset classes can be difficult to maintain.

Built-in functionality allows you to use asset classes for financial tracking, in a model bundle, and as a pre-allocated asset.

Ensure that the model categories contain models. Use the Table form to extend an existing table.

Procedure

  1. Navigate to System Definition > Tables & Columns > Create Table and fill out the Table form fields with information on the new table.
    Field Value
    Label Display name of table that can be localized.
    Name Internal name of table that cannot be changed later.
    Extends table Table that new table inherit fields from.
    Application Application that uses the record.
    Create module Check box for creating a module.
    Create mobile module Check box for creating a mobile module.
    Add module to menu Menu that module will display.
    New menu name [Optional] New menu name.
  2. Click Submit.
  3. Navigate to the new application (for example, Asset > Vehicle) and click New.
  4. Configure the form to include Model, Model Category, and Quantity.
  5. Create a model category and add the asset class you created to the Asset class field.
  6. Create new models and add them to the model category.

What to do next

Now that the model category (associated with the new asset class) and the models are created, manage the models as assets. For example, use the model in a bundle.
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