Scenario:
The user needs to create new asset records or subcategories under their corresponding asset types for accurate financial tracking.
Action:
The user selects the relevant Asset Type from the left panel, enters the Asset Code, Asset Name, Description, WDV or Straight Line percentage, and selects the Expense A/C and Liability A/C from the dropdown lists. The user then clicks Save.
Outcome:
The system saves the asset details and displays the asset code and name on the left panel, ensuring that each asset is recorded and classified correctly in the ERP.
Scenario:
The user wants to review or print asset details for verification, audit, or reporting purposes.
Action:
The user selects the required Asset Type from the left panel and clicks Preview. The system displays the details, allowing the user to print or export them in formats such as Excel, PDF, HTML, Open Office, or Notepad.
Outcome:
The system provides a clear and printable view of asset details, enabling the user to verify and share accurate information as needed.
Scenario:
The user needs to share asset information with relevant stakeholders such as employees, auditors, or suppliers.
Action:
The user clicks Email, enters the Subject, adds attachments if required, selects recipient categories (e.g., Employees, Customers, Suppliers), and clicks Send to share the details.
Outcome:
The system sends the selected asset details to the chosen recipients, ensuring quick and secure communication directly from the ERP.
Scenario:
The user wants to view all asset categories and subcategories in a single view or simplify the screen by hiding them.
Action:
The user clicks Expand All to view the complete asset hierarchy or Collapse All to hide subcategories.
Outcome:
The system updates the display accordingly, allowing easier navigation and management of asset structures.
Scenario:
The user needs to remove incorrect or obsolete asset records, provided there are no dependent transactions linked to them.
Action:
The user selects the relevant asset record from the left panel, clicks Delete, and confirms the action by selecting Yes in the confirmation prompt.
Outcome:
The system deletes the selected asset record and removes it from the asset list, maintaining clean and accurate asset data in the ERP.