On Your Radar

This widget displays all the urgent and important tasks that a Fixed Assets Administrator must perform.

Note: You must specify the Company and Snooze Duration in the Filter section to view the data in this widget. By default, the Snooze Duration is set to 24 hours.

The widget comprises of matrices that display the count of urgent and important tasks. You can click a matrix to view the data related to these tasks in the Required Actions widget. These are the available matrices:

  • Manage new assets: This matrix displays the count of assets for which the Status must be set to Entered and Transaction cost must be greater than or equal to 0. If the Transaction cost is greater than or equal to 0 the Capitalize option is displayed in the Required Actions widget. When you click the Capitalize option the Capitalization (tffam1200m000) session is displayed. The Asset Source field must be set to Manual on the Origins tab in the Asset Details (tffam1600m000) session to view the data in this matrix. However, if the Transaction Cost is less than 0 the Modify option is displayed. When you click the Modify option the Asset Details (tffam1600m000) session is displayed. You can retrieve the data is retrieve for this matrix from the Asset Details (tffam1600m000) session.
  • Received assets to be processed: This matrix displays the count of received assets for which the Status must be set to Received and Processing errors. If the Status is set to Received the Process option is displayed in the Required Actions widget. When you click the Process option the Process Received Assets (tffam0260m000) session is displayed. The Asset Source field must be set to Received Asset on the Origins tab and the Transaction Cost must be greater the 0 on the General tab in the Asset Details (tffam1600m000) session to view the data in this matrix. However, if the Status is set to Processing errors the View report option is displayed. When you click the View report option the Process Received Assets (tffam0260m000) session is displayed. You can retrieve data for this matrix from the Received Assets (tffam0160m000) session.
  • Unreviewed sold assets: This matrix displays the count of manual sales invoices for which the Status must be set to OnHold and Confirmed and the Asset Number field must be specified. If the Status is set to OnHold and Confirmed the Review option is displayed in the Required Actions widget. When you click the Review option the Invoicing 360 (cisli3600m000) session is displayed.