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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.

FieldDescription
NameName of the asset(mandatory)
OwnerDrop down list (mandatory).
ProjectDrop down list (mandatory).
NotesFree text field (optional).
External idAlternative id (mandatory).
AmountNumber field (optional).
StatusStatuses are custom, and can be set up in statuses (there are some standards which can be used).
KeyUnique id (mandatory).
TypeDrop down list (mandatory).
ProductDrop down list (mandatory).
Product versionDrop down list (optional).
Created timeAutomatically created (mandatory).
Business areaDrop down list (optional).
SupplierDrop down list (optional).

Activities tab: List of activities related to the asset.

Attachments tab: Attachments related to the asset.