Contract Asset Types Tab

The Asset Types tab displays any asset types that have been attached to the contract. You can assign asset types to a contract or remove asset types from a contract from this tab.

Asset Types can be linked to a contract so that when work orders are raised for an asset of a particular asset type, contracts that are linked to the asset type will be listed as contracts that would be appropriate for the work order.  The selection of contract for a work order is also influenced by the location of the work order and the skills required to complete the work order.

The Asset Types tab displays two boxes. The box on the left of the window displays all the asset types that have been assigned to the contract. The box on the right displays all the asset types that are available to be assigned to the contract.

To assign an asset type to a contract:

  1. Open the Contract window.

  2. Find the contract to which you wish to assign asset types. Change to the Asset Types tab.

  3. Highlight the asset type you want to assign in the list of available asset types, or use the Control key as you click on the list of available asset types to highlight more than one asset type.

  4. Click on the single left arrow or double-click on the highlighted asset type.

    The asset types you highlighted will move from the list of available asset types to the list of assigned asset types.

To assign ALL asset types to a contract:

  1. Open the Contract window.

  2. Find the contract to which you wish to assign asset types. Change to the Asset Types tab.

  3. Click on the double left arrow.

    All asset types will move to the list of assigned asset types.

To remove asset types from a contract:

  1. Open the Contract window.

  2. Find the contract from which you wish to remove asset types. Change to the Asset Types tab.

  3. Highlight the asset type you want to remove from the list of assigned asset types, or use the Control key as you click on the list of assigned asset types to highlight more than one asset type.

  4. Click on the single right arrow or double-click on the highlighted asset type.

    The asset types you highlighted will move to the list of available asset types.

To remove ALL asset types from a contract:

  1. Open the Contract window.

  2. Find the contract from which you wish to remove asset types. Change to the Asset Types tab.

  3. Click on the double right arrow.

    All asset types will move to the list of available asset types.

Related Topics:

Adding a New Work Order

Related Tables:

Asset Types Table