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assets:overview

This section provides details on Asset management within FIRE Spark.

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.

The asset sub-category must in turn only be associated to a single asset category.

Therefore FIRE does not allow for the “nesting” of categories in to multiple levels. There are only two levels available - a category and sub-category.

When creating or administering the category / sub-category setup in FIRE Spark, the following rules are important:

  1. The category must be created first
    1. During setup of a category, the “Parent Category” should be set to “is parent”
  2. The sub-category is set up second
    1. During setup of a sub-category, the appropriate category should be selected as the “Parent Company”
    2. 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:

  • 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

Asset category / sub-category administration page in FIRE Spark

Asset creation

Pricebook association

Assets can be associated to pricebook charges for a number of reasons:

  • Makes it easier to select assets by selecting them on the charges tab of a ticket
  • Ties the revenue of a charge directly to an asset; allowing for revenue per asset reports

There are two ways that an asset can be associated to a pricebook charge in FIRE Spark

  1. Associating the individual asset to a charge
  2. 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/overview.txt · Last modified: 2024/12/10 23:21 by claero