Friday Feature - Associating Fixed Assets

Last week we talked about creating multiple fixed assets and how you can create them automatically through a requisition using the Create Asset flag or by copying them in the Fixed Assets activity. What I didn't mention was the connection between assets and requisitions.

Create Asset flag in a requisition
Create Asset flag in a requisition

Now, if you set the Create Asset flag to YES in the line item of the requisition, Escape Online automatically creates the assets for you when you receive the line item—we  established that much in last week's feature—but Escape Online uses this flag to create an association between the assets.

This means that you can see (and quick link to) the assets from the requisition via the Assets tab on the requisition.  It also enters the requisition number in the Asset record so that you can quick link to the requisition from the asset.

But, if you choose the second route we discussed last week—create one asset and then copy, how does that work?  Well, it works just fine but you will still need to enter some of the fields.  But even if you choose the long, slow route of hand-entering an asset you still could associate it with a requisition.

Associating Requisitions with an Asset
Associating Requisitions with an Asset

You do this simply by entering in the requisition number. When you enter a requisition number into the Asset record, Escape Online automatically understands that you want to associate the asset with the requisition.  So, if that requisition number matches a requisition in Escape Online, you will automatically get a quick link from the asset to the requisition.

But wait there's more!

Escape Online also shows that asset on the Asset tab of the requisition so that you can quick link from the requisition to the asset even though the Create Asset flag for that line item was not set to YES.

This means that at any time (even after-the-fact) you can associate an asset with a requisition with only a few clicks on the keyboard. Extraordinary!