Pinnacle can be used to issue fixed assets to persons, sections or institutions to record who is responsible for them. Issuing a fixed asset does not necessarily involve a physical movement of the asset from one location to another. It is a way of recording the custodian that is responsible for the asset. You cannot issue an asset if it is a child asset. If the asset is linked and is the head asset, you can issue it.
Run the Asset Module.
Choose Bulk Actions>Issue from the Asset menu.
Pinnacle will display the Bulk Issue window. The Bulk Issue window displays a browse list of Fixed and Equipment assets.
Highlight the assets that you want to issue. You can use the Filter button to narrow down the list of assets.
Click the Issue button, and confirm that you wish to issue the selected asset or assets.
Pinnacle will display the Issue Details window.
Choose the Issue Type, either Person (to issue to a Staff/Non-supplier), Section, or Institution. If you change the issue type, the details in the lower part of the Issue Details window will change to reflect the type of issue.
The Issue Date will default to the current date, but you can change it if you wish.
You can type in an expected Return Date if you know it, otherwise you can leave the Return Date blank.
Choose the entity that the selected assets are to be issued to.
If the Issue Type is Person, the Issued
To field will display a list of the staff/non-suppliers that have been
set up in the Staff/Non-suppliers table.
If the Issue Type is Section, the Issued To field will display a list
of the sections that have been set up in the Sections table.
If the Issue Type is Institution, the Issued To field will display
a list of the institutions that have been set up in the Institutions table.
When you choose the Issued To, more details about the selected recipient will be displayed in the lower part of the window.
When all the details are correct, click the OK button.
Pinnacle will issue the selected assets to the chosen recipient, and will change the status of the selected assets to Issued. Once the issue is complete, Pinnacle will return to the Bulk Issue window.
Run the Asset module.
Choose Bulk Actions>Issue from the Asset menu. Highlight the single asset that you wish to issue.
OR
Open the asset that you want to issue. Choose Bulk Actions>Issue from the Asset menu. Pinnacle will open the Bulk Issue window and will automatically highlight the asset that was open.
OR
Open the asset that you want to issue. Choose Issue from the Assets menu OR Choose Issue from the popup menu OR Click the Issue toolbar button. Pinnacle will open the Bulk Issue window and will automatically highlight the asset that was open.
Click the Issue button.
Pinnacle will display the Issue Details window.
Choose the Issue Type, either Person (to issue to a Staff/Non-supplier), Section, or Institution. If you change the issue type, the details in the lower part of the Issue Details window will change to reflect the type of issue.
The Issue Date will default to the current date, but you can change it if you wish.
You can type in an expected Return Date if you know it, otherwise you can leave the Return Date blank.
Choose the entity that the selected asset is to be issued to.
If the Issue Type is Person, the Issued
To field will display a list of the staff/non-suppliers that have been
set up in the Staff/Non-suppliers table.
If the Issue Type is Section, the Issued To field will display a list
of the sections that have been set up in the Sections table.
If the Issue Type is Institution, the Issued To field will display
a list of the institutions that have been set up in the Institutions table.
When you choose the Issued To, more details about the selected recipient will be displayed in the lower part of the window.
When all the details are correct, click the OK button.
Pinnacle will issue the selected asset to the chosen recipient, and will change the status of the selected asset to Issued. Once the issue is complete, Pinnacle will return to the Bulk Issue window.