Adding assets

To add assets:

  1. Click Assets.
  2. In the Asset ID box, specify an ID for the asset.
  3. In the Acquisition Date box, specify the date of purchase.
  4. In the Quantity box, specify the number of items purchased.
  5. From the Asset Type list, select an asset type.
  6. In the Description box, specify a description for the asset. The description you specify is displayed in the Asset views.
  7. In the Acquisition Cost box, specify the cost of each item. If there is a minimum value established for the asset type, this box is already populated with the minimum cost. If you change the asset type and the current cost is greater than the minimum cost of the new asset type, the box retains the original amount and does not default to the minimum cost of the new asset.
  8. Optionally, click Product to change the percent of amounts that should be allocated to the products.
    1. Click Allocation.
    2. In the Current Allocation section, click Change. The New Allocation section is enabled. To remove all current allocations, click Clear.
    3. Specify the percent of amounts to be allocated to each product. The amounts must be specified as integers between 1 and 100, and the total of all entries must add up to 100. If you need to find a member in the list, specify the member's name in the Find field.
    4. Click Apply.
    5. Click Close.
  9. Click Save.