Recording asset usage area history

You can track changes in the usage area that is associated with an asset. For example, a wastewater treatment plant might replace pumps and valves with ones from other usage areas, making it necessary to keep track of where each asset came from. Infor Public Sector shows the number of usage areas that have been associated with the asset under Usage Area History on the Life History tab. You can click Details to record, update, or review usage area history entries. When you change an asset's usage area under Usage Area History, Infor Public Sector automatically updates the Usage Area field on the Associated tab. Conversely, when you specify a usage area in the field, Infor Public Sector automatically adds a usage area history entry, using the current date as the date the asset was removed from the previous usage area and installed in the new one.

Note: The appearance of the Usage Area History section depends on the asset type and how your agency has set asset display preferences using My Infor.
  1. Load the asset record you want into the appropriate asset InfoViewer.
  2. On the Life History tab, under Usage Area History, click Details.
  3. Under Usage Area History, click Add above the grid.
  4. Specify a date in the Installed or Removed field, depending on whether you're installing the asset in the usage area or removing it.
    Note: If you're removing an asset from a usage area, the install date is required. If you add an entry with install and remove dates earlier than existing entries, it is automatically placed above the existing entries when you click Save. In this way you can add retroactive entries for past usage area changes. If you're installing the asset in a new usage area and the previous location doesn’t have a remove date, Infor Public Sector automatically enters the install date of the new location in the Removed date field for the previous location. Dates cannot overlap.
  5. Specify the identification code for the usage area where you're installing or removing the asset.
  6. Click Save.
  7. When you're finished recording the asset's usage area history, click Close to close the dialog box.
    Infor Public Sector updates the information under Usage Area History on the Life History tab. If you installed the asset in a new usage area, Infor Public Sector automatically updates the Usage Area field on the Associated tab to show the new usage area. If you removed the asset from its existing usage area without installing it in a new one, Infor Public Sector clears the Usage Area field.