Scenario:
The user needs to define new types or categories of assets (e.g., Furniture, Vehicles, Machinery) based on their classification and use within the organisation.
Action:
The user navigates to the Asset Type screen, enters the Code, Type, and Description, and clicks Save to record the details.
Outcome:
The system creates a new asset type entry and displays it in the left panel. The asset master is updated with accurate classification details for further transactions and reporting.
Scenario:
The user wants to verify or review the list of asset types or print them for documentation or audit purposes.
Action:
The user selects the appropriate asset type from the left panel, clicks Preview, and then chooses to view, print, or export the details in available formats (Excel, PDF, HTML, Open Office, or Notepad).
Outcome:
The system displays the selected asset type details and allows the user to print or export them, ensuring easy access to up-to-date information.
Scenario:
The user wants to send asset type details to relevant stakeholders, such as employees, suppliers, or auditors.
Action:
The user selects Email, enters the Subject, attaches files if needed, selects the recipient category (Employees, Customers, Suppliers, etc.), composes a message, and clicks Send.
Outcome:
The system sends the asset type details via email to the selected recipients, ensuring efficient communication and data sharing.
Scenario:
The user wants to view all asset categories and subcategories together for a complete overview or simplify the display by collapsing them.
Action:
The user clicks Expand All to view the entire asset hierarchy or Collapse All to hide subcategories.
Outcome:
The system updates the view, accordingly, allowing users to easily navigate and manage asset type structures.
Scenario:
The user needs to remove an existing or obsolete asset type or subcategory from the system, provided that no dependent transactions exist.
Action:
The user selects the relevant asset type from the left panel, clicks Delete, and confirms the action by clicking Yes in the confirmation prompt.
Outcome:
The system deletes the selected asset type, and it is removed from the asset list, ensuring only valid and active records remain in the ERP.