Asset types are used to broadly define the types of assets you record in Pinnacle. Each asset must have an asset type. The asset type is a general description of what the asset is. For example, your asset types might be such things as "Computer", "Chair", or "Bookcase".
The Asset Types table has several different tabs for recording information about an asset type. The tabs are: Browse, Details , Description, Attributes, Depreciation Books, Posting Accounts, Failure Codes, Feedback Codes, and Permits.
The Browse tab is a list of the asset types that have been added to the table.
The Details tab shows the detailed information that you can record about each asset type. The fields available on the Details tab are:
Asset Type - This is the description of the asset type. You must enter a description for each asset type, and each description must be unique.
Category - This is the category that the asset type falls under. You must select a category from the list of categories defined in the Categories table.
Attractive - This indicates whether the asset is an "Attractive and Portable" asset. Attractive assets are assets that might be easily stolen or removed.
Barcode Location - This is where the barcode label should be placed on assets of this type. This is used when performing an asset stocktake to indicate where to find the barcode label for the asset.
Comments - This is where you can record any additional comments for the asset type.
If there are certain combinations of asset type and asset description that you frequently use, you may want to link the asset descriptions to the asset type. You can link more than one asset description to each asset type, and you can link the same asset description to different asset types.
The Descriptions tab shows the asset descriptions that have been linked to the asset type. The asset descriptions are those that have been set up in the Asset Descriptions lookup table.
The Descriptions tab displays two boxes. The box on the left hand side of the window displays all the asset descriptions that have been assigned to the asset type. The box on the right hand side displays all the asset descriptions that are available to be assigned to the asset type.
Open the Asset Types Table.
Find the asset type to which you wish to link asset descriptions. Change to the Description tab.
Highlight the asset description you want to assign in the list of available asset descriptions, or use the Control key as you click on the list of available asset descriptions to highlight more than one asset description.
Click on the single left arrow or double-click on the highlighted asset description.
The asset descriptions you highlighted will move from the list of available asset descriptions to the list of linked asset descriptions.
Open the Asset Types Table.
Find the asset type to which you wish to link asset descriptions. Change to the Description tab.
Click on the double left arrow.
All asset descriptions will move to the list of linked asset descriptions.
Open the Asset Types Table.
Find the asset type from which you wish to remove asset descriptions. Change to the Description tab.
Highlight the asset description you want to remove from the list of linked asset descriptions, or use the Control key as you click on the list of linked asset descriptions to highlight more than one asset description.
Click on the single right arrow or double-click on the highlighted asset description.
The asset description you highlighted will move to the list of available asset descriptions.
Open the Asset Types Table.
Find the asset type from which you wish to remove asset descriptions. Change to the Description tab.
Click on the double right arrow.
All asset descriptions will move to the list of available asset descriptions.
The Attributes tab allows you to decide which attributes should be available to assets of particular types. When you have defined attributes as attributes belonging to an asset type, assets automatically gain the attributes that belong to their asset type.
When selecting attributes that apply to the asset type, you can also specify whether the attribute is to be copied to work orders raised for assets of this asset type. If you change the Copy field for an attribute linked to the asset type, your modification will take effect when you choose to save your changes. It will not affect work orders that have already been raised for assets of the selected asset type.
The attributes are those that are defined in the Attributes lookup table.
The Attributes tab displays two boxes. The box on the left hand side of the window displays all the attributes that have been assigned to the asset type. The box on the right hand side displays all the attributes that are available to be assigned to the asset type.
If a dynamic attribute has been linked to an asset type, the attribute cannot be removed from the asset type once it has been used as the attribute to trigger a Planned Maintenance template for an asset of this asset type. If the attribute cannot be removed from the asset type, an icon will be displayed next to the attribute in the list of linked attributes.
Open the Asset Types Table.
Find the asset type to which you wish to add attributes. Change to the Attributes tab.
Highlight the attribute you want to assign in the list of available attributes, or use the Control key as you click on the list of available attributes to highlight more than one attribute.
Click on the single left arrow or double-click on the highlighted attribute.
The attributes you highlighted will move from the list of available attributes to the list of assigned attributes.
Open the Asset Types Table.
Find the asset type to which you wish to add attributes. Change to the Attributes tab.
Click on the double left arrow.
All attributes will move to the list of assigned attributes.
Open the Asset Types Table.
Find the asset type from which you wish to remove attributes. Change to the Attributes tab.
Highlight the attribute you want to remove from the list of assigned attributes, or use the Control key as you click on the list of assigned attributes to highlight more than one attribute.
Click on the single right arrow or double-click on the highlighted attribute.
The attributes you highlighted will move to the list of available attributes.
Open the Asset Types Table.
Find the asset type from which you wish to remove attributes. Change to the Attributes tab.
Click on the double right arrow.
All attributes will move to the list of available attributes.
The Depreciation Books tab displays the default depreciation information for each depreciation book for the selected asset type. The default depreciation information is the information assigned to an asset of the asset type when the asset is first added. You can change the depreciation information for an asset on the actual asset itself. You can also change the default depreciation information for an asset type from the Depreciation Books table.
The Asset Types tab shows the following information:
Book Name - This is the depreciation book that the depreciation information is displayed for.
Depreciation Method - This is the default depreciation method for new assets in the selected depreciation book for the current asset type.
Depreciation Rate - This is the default depreciation rate for new assets in the selected depreciation book for the current asset type.
Is Depreciable? - This indicates whether new assets in the selected depreciation book are depreciable by default for the current asset type.
Residual Value - This is the default residual value for new assets in the selected depreciation book for the current asset type.
When performing certain actions against an asset, such as finalising the asset or running the Periodic Depreciation function, Pinnacle posts depreciation amounts against account codes for the default book only. In order for Pinnacle to correctly balance all postings, each asset type needs to have some posting codes defined against it. The Posting Accounts tab allows you to select the following account codes:
Accumulated Depreciation - This is the account code to use when performing accumulated depreciation postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Depreciation Expense - This is the account code to use when performing depreciation expense postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Revaluation - This is the account code to use when performing revaluation postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Revaluation Expense - This is the account code to use when performing revaluation expense postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Disposals - This is the account code to use when performing disposal postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Writeoffs - This is the account code to use when performing writeoff postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Gain on Disposals - This is the account code to use when performing gain on disposal postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
Loss On Disposals - This is the account code to use when performing loss on disposal postings for assets of this asset type. This account code must be selected from a list of budget component 1 codes defined in the system.
The Failure Codes tab allows you to decide which failure codes should be linked to assets of particular types. Once you have defined failure codes as belonging to an asset type, these failure codes are displayed at the top of the failure code drop down list when you view a work order for an asset of the particular type.
The failure codes are those that are defined in the Failure Codes lookup table.
The Failure Codes tab displays two boxes. The box on the left hand side of the window displays all the failure codes that have been assigned to the asset type. The box on the right hand side displays all the failure codes that are available to be assigned to the asset type.
Open the Asset Types Table.
Find the asset type to which you wish to add failure codes. Change to the Failure Codes tab.
Highlight the failure code you want to assign in the list of available failure codes, or use the Control key as you click on the list of available failure codes to highlight more than one failure code.
Click on the single left arrow or double-click on the highlighted failure code.
The failure codes you highlighted will move from the list of available failure codes to the list of assigned failure codes.
Open the Asset Types Table.
Find the asset type to which you wish to add failure codes. Change to the Failure Codes tab.
Click on the double left arrow.
All failure codes will move to the list of assigned failure codes.
Open the Asset Types Table.
Find the asset type from which you wish to remove failure codes. Change to the Failure Codes tab.
Highlight the failure code you want to remove from the list of assigned failure codes, or use the Control key as you click on the list of assigned failure codes to highlight more than one failure code.
Click on the single right arrow or double-click on the highlighted failure code.
The failure codes you highlighted will move to the list of available failure codes.
Open the Asset Types Table.
Find the asset type from which you wish to remove failure codes. Change to the Failure Codes tab.
Click on the double right arrow.
All failure codes will move to the list of available failure codes.
The Feedback Codes tab allows you to decide which feedback codes should be linked to assets of particular types. Once you have defined feedback codes as belonging to an asset type, these feedback codes are displayed at the top of the feedback code drop down list when you view a work order for an asset of the particular type.
The feedback codes are those that are defined in the Feedback Codes lookup table.
The Feedback Codes tab displays two boxes. The box on the left hand side of the window displays all the feedback codes that have been assigned to the asset type. The box on the right hand side displays all the feedback codes that are available to be assigned to the asset type.
Open the Asset Types Table.
Find the asset type to which you wish to add feedback codes. Change to the Feedback Codes tab.
Highlight the feedback code you want to assign in the list of available feedback codes, or use the Control key as you click on the list of available feedback codes to highlight more than one feedback code.
Click on the single left arrow or double-click on the highlighted feedback code.
The feedback codes you highlighted will move from the list of available feedback codes to the list of assigned feedback codes.
Open the Asset Types Table.
Find the asset type to which you wish to add feedback codes. Change to the Feedback Codes tab.
Click on the double left arrow.
All feedback codes will move to the list of assigned feedback codes.
Open the Asset Types Table.
Find the asset type from which you wish to remove feedback codes. Change to the Feedback Codes tab.
Highlight the feedback code you want to remove from the list of assigned feedback codes, or use the Control key as you click on the list of assigned feedback codes to highlight more than one feedback code.
Click on the single right arrow or double-click on the highlighted feedback code.
The feedback codes you highlighted will move to the list of available feedback codes.
Open the Asset Types Table.
Find the asset type from which you wish to remove feedback codes. Change to the Feedback Codes tab.
Click on the double right arrow.
All feedback codes will move to the list of available feedback codes.
The Permits tab allows you to assign permits to an asset type. When assets are created with this asset type, these assets will automatically inherit the permits that are associated with their asset type.
The Permits tab displays two boxes. The box on the left of the window displays all the permits that have been assigned to the asset type. The box on the right displays all the permits that are available to be assigned to the asset type.
Open the Asset Types table.
Find the asset type to which you wish to assign permits. Change to the Permits tab.
Highlight the permit you want to assign in the list of available permits, or use the Control key as you click on the list of available permits to highlight more than one permit.
Click on the single left arrow or double-click on the highlighted permit.
The permits you highlighted will move from the list of available permits to the list of assigned permits. When you save your changes, Pinnacle will ask you if you want to add the permits to all assets with the current asset type. If you choose yes, the highlighted permits will be added to all assets of this asset type.
Open the Asset Types table.
Find the asset type to which you wish to assign permits. Change to the Permits tab.
Click on the double left arrow.
All permits will move to the list of assigned permits. When you save your changes, Pinnacle will ask you if you want to add the permits to all assets with the current asset type. If you choose yes, the highlighted permits will be added to all assets of this asset type.
Open the Asset Types table.
Find the asset type from which you wish to remove permits. Change to the Permits tab.
Highlight the permit you want to remove from the list of assigned permits, or use the Control key as you click on the list of assigned permits to highlight more than one permit.
Click on the single right arrow or double-click on the highlighted permit.
The permits you highlighted will move to the list of available permits. When you save your changes, Pinnacle will ask you if you want to remove the permits from all assets with the current asset type. If you choose yes, the highlighted permits will be removed from all assets of this asset type.
Open the Asset Types table.
Find the asset type from which you wish to remove permits. Change to the Permits tab.
Click on the double right arrow.
All permits will move to the list of available permits. When you save your changes, Pinnacle will ask you if you want to remove the permits from all assets with the current asset type. If you choose yes, the highlighted permits will be removed from all assets of this asset type.
You can view a permit from the Asset Types table Permits tab. To do so, you must first have associated the permits' file type with some sort of external viewer program through Windows. For example, to view documents, you must have associated files of type "DOC" with Microsoft Word, or some other document viewer.
Select the Permit tab on the Asset Types table.
Double click on the selected permit.
Changing Depreciation Rates for Asset Types
Filtering the Attributes on the Attributes Tab
Setting the Sort Order for Attributes
Work Order Attributes Tab
Work Order Feedback/Failure Tab