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assets:overview [2024/12/10 22:57] claeroassets:overview [2024/12/10 23:21] (current) claero
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 This section provides details on Asset management within FIRE Spark. This section provides details on Asset management within FIRE Spark.
  
-====== Asset Category / Subcategory management ======+====== Category / Subcategory ======
 All FIRE Spark assets can only be associated to a single sub-category; they can not be directly associated to an asset category.  And when creating an asset it is a requirement that the asset is associated to a sub-category.  This is so the asset is available for selection within tickets, work orders, or other pulldowns in FIRE Spark. All FIRE Spark assets can only be associated to a single sub-category; they can not be directly associated to an asset category.  And when creating an asset it is a requirement that the asset is associated to a sub-category.  This is so the asset is available for selection within tickets, work orders, or other pulldowns in FIRE Spark.
  
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     - multiple sub-categories can be associate to a single category; i.e., use the same "Parent Company" selection     - multiple sub-categories can be associate to a single category; i.e., use the same "Parent Company" selection
  
-The page in FIRE Spark which allows for the administration of category and sub-categories is under the +The page in FIRE Spark which allows for the administration of category and sub-categories is
   * **Equipment -> Assets & Inventory** menu   * **Equipment -> Assets & Inventory** menu
     * **Admin** tab on the top right of the screen     * **Admin** tab on the top right of the screen
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   - Associating the individual asset to a charge   - Associating the individual asset to a charge
   - Associating an asset sub-category to a charge; thereby associating all assets in that sub-category to the charge   - Associating an asset sub-category to a charge; thereby associating all assets in that sub-category to the charge
 +
 +The page in FIRE Spark which allows for the association of sub-categories to pricebook charge(s) is:
 +  * **Equipment -> Assets & Inventory** menu
 +    * **Admin** tab on the top right of the screen
 +      * **Asset** tab on the top left of the screen
 +        * **Asset categories** tab
 +          * Edit an **Asset sub-category** record
 +            * Under the **Pricebook Charges** section
 +
 +The **Pricebook charges** section under the asset category admin allows for the selection of one or more charges from the price book.
 +
 +The equivalent of this selection can also be found in each individual asset record.  However, it is much easier and more efficient to associate the entire asset sub-category to a charge, and in this way all assets under this sub-category will inherently also be associated to the charge(s).
 +
 +Note that if assets are added to the sub-category AFTER the charge association is made to the sub-category, or new assets are created that are put in the sub-category, then these assets will automatically be tied to the charge(s) of the sub-category as well.
 +
 +//Asset sub-category association to charges in FIRE Spark//
 +{{:assets:spark_asset_category_pricebookcharge_dec2024.png|}}
assets/overview.1733896665.txt.gz · Last modified: 2024/12/10 22:57 by claero