Assets
Main menu for all assets. Can be added to the main menu. Possible to add listviews.
Account and product are mandatory and must exist prior to creating an asset.
We recommend a scheduled job to automatically create and update all assets information to avoid mismatch between Deem Insight and your ERP system.
Asset settings
Section titled “Asset settings”| Field | Description |
|---|---|
| Name | Name of the asset(mandatory) |
| Owner | Drop down list (mandatory). |
| Project | Drop down list (mandatory). |
| Notes | Free text field (optional). |
| External id | Alternative id (mandatory). |
| Amount | Number field (optional). |
| Status | Statuses are custom, and can be set up in statuses (there are some standards which can be used). |
| Key | Unique id (mandatory). |
| Type | Drop down list (mandatory). |
| Product | Drop down list (mandatory). |
| Product version | Drop down list (optional). |
| Created time | Automatically created (mandatory). |
| Business area | Drop down list (optional). |
| Supplier | Drop down list (optional). |
Activities tab: List of activities related to the asset.
Attachments tab: Attachments related to the asset.