The Add New Asset transaction is used to create a new Asset.
1.To create a new asset, from the Main menu, tap New Asset. The New Asset screen appears:
2.Enter the Site, Location, Asset Tag and Asset Type and, optionally, a Serial #, then tap OK to save the transaction and reset the screen. The Description field will display the description for the selected Asset Type.
Asset Tag: Asset Tags must be unique across all Sites and Locations. A particular value can occur only once in the database.
Sites: You must enter an exiting site in the Site field. New Sites cannot be created on the mobile device. They must be created on the PC prior to creating the Windows Mobile/CE device database.
A Note on Sites: If only one site exists in the Windows Mobile/CE device's database, the Site field will default to that site. If the database contains multiple sites, the Site field will be blank for the first transaction after starting Rosistem Assets and all subsequent transactions will default to the last Site used.
If the Site you need is not in the Windows Mobile/CE device's Asset database, tap Cancel (and then Close) to exit the New Asset function completely. To add a new Site to the Pocket PC's database, you will have to first create the new site on the PC, then create the database again and synchronize to update the mobile device's database.
When you select an Asset Type, the following screen will display:
Select Yes to populate fields with information from the Asset Type. For example, if Check Out Length information is entered for the Asset Type, it will appear on the Type tab.
If you have enabled the Edit Inherited Asset Type Data option on the Options screen, you can make changes to the information that is populated from the Asset Type. If this option is not enabled, these fields will be disabled and you will not be able to make changes.
If you do not want to incorporate information from the Asset Type, other than the Asset Type number and Description, click No.
Pinning allows you to lock the value entered in a field for use as a constant in subsequent iterations of the same transaction. In the following example, values for Site and Location were selected, then both fields were Pinned by tapping their labels. Note that they now appear in gray boxes and the 
symbol is no longer displayed to the right of the input field.
Input for the pinned fields is now locked and multiple Add New Asset transactions can be performed by supplying only the Asset Tag, Asset Type, and Serial # if necessary. Any input field can be pinned to suit the data entry task at hand (where permitted).
See the Definitions topic for further descriptions of Site, Location, Asset Tag, Asset Type and Serial Number.
New Locations or Asset Types can be created at will by entering the new value directly on the screen shown above. A popup will ask if you want to create the new value. Tap Yes to confirm. Tap No to abort the creation of the new Location or Asset Type. See Creating New Asset Types later in this topic for further information on adding Asset Types. To create a New Asset, supply the required Site, Location, Asset Tag and Asset Type values and, optionally, a Serial #, Department and Condition then tap OK to save the transaction and reset the screen. The Description field is view only because it contains data associated with the specified Asset Type.
3.You can create links to other assets by tapping the Linking button.
Asset Linking, also known as Asset Kitting, allows you to link two or more assets together to form one new asset. For example, the asset Mary's Computer may consist of 4 separate assets - CPU, Keyboard, Mouse and Monitor. These four individual assets are linked together to form one new asset, Mary's Computer. For a complete definition of Asset Linking and an example, please refer to the Definitions topic.
Below is an example of the Linking tab:
The Asset Tag field will display the tag you entered on the General tab.
Click the Transact as Whole checkbox if you want functions (check-in, check-out, move, audit,etc.) to be performed on this group as a whole on the PC.
Parent Asset: If this asset is to be the Parent, or top-level asset, of this group, you can leave the Parent field blank. If you want to give this asset a parent (for instance, if this asset is a monitor and you want to link it to the asset Mary's Computer), enter an asset here or click the i button to search for an asset.
The asset can have a parent assigned to it and be a parent (have child assets assigned to it).
Child Assets: To associate child assets with this asset (the current asset will be the "parent" of these assets), tap the Link button. A screen similar to the one below will appear:
Highlight an asset and tap Link, or type in a value and tap Find to search for an asset. After you tap Link, the selected asset will appear on the Linking tab as shown below:
In this example, Asset 4008 is child of the current asset.
You can unlink an asset by highlighting it in the Child Assets window and tapping Unlink.
A Note about the Transact as Whole Flag: In the example above, the Transact as whole flag is checked; therefore, any functions (check-in, check-out, audit, move, etc.) will be performed as a whole for the group. This flag is driven from the top down, meaning the selection made for the parent asset will override the selection for a child asset. If you want to move only one asset that is a child of this asset, you will need to deselect this checkbox. Deselecting it on the Edit Asset > Asset Linking tab for the child asset (in this case, Asset 2456) will not override the selection made for this asset, and this group would still be moved as a whole.. Similarly, if the Transact as whole flag was NOT selected on this tab, but it IS selected for Asset 234 (the parent of this asset), the group would still be transacted as a whole because the selections made for the parent of this asset would take precedence. To put it another way, if you think of these relationships in the vein of child-rearing, one of your children may decide it is ok to borrow the car, but you as the parent do not think it is ok, and your decision would override that of the child.
4.You can optionally enter information on the Custom tabs. These tabs allows you to enter custom text and date/number fields for the asset. To add custom text, highlight a field in the list, then type in a value. For dates, you can click the down arrow and choose a date from the calendar.
5.To complete the new asset, return to the General tab and tap the OK button.
Searching for Sites, Locations and/or Asset Types:
1.If you want to search for an existing Site, Location, or Asset Type, tap the symbol to the field you want to search. A list of Sites, Locations or Asset Types appears from which you can select a value.
2.Select an Asset Type from the drop down list or enter a value for Asset Type and tap Find to search for an existing Asset Type. You can enter a partial value and the system will return all Asset Types that begin with those characters. You can also search for an Asset Type by serial number. This is useful if your company uses full or partial serial numbers as Asset Tags.
3.Highlight the desired listing, then tap OK to return to the New Asset screen. Click New to create a new Asset Type.
The Search Asset Type and Search Site screens behave identically to the Search Location screen with the exception of the New button. You cannot create new sites on the Pocket PC.
Creating a New Asset Type:
You can create a new Asset Type by typing in an unknown value in the Asset Type field or by tapping New on the Search Asset Type screen. Below is an example of the New Asset Type screen:
The following fields are required on this screen:
1.Asset Type - The asset type is a category for assets. Assets are assigned to a specific asset type. For instance, you may have an Asset Type of Label Printers that defines the manufacturer, size specs, etc. of this particular type of printer. Then specific printers of the same type are assigned to the Label Printers asset type.
2.CO Duration (Check-Out Duration) - the default number of Days the asset type may remain Checked-Out before it is overdue. This field defaults to 1. Overwrite this default value if you would like the Check-Out Duration for Assets of this Asset Type to default to a greater number of days. Entry of fractions of a day are not allowed here for the default duration, but when a specific Asset Tag (having this Asset Type) is actually Checked-Out , a specific Due Date and Due Time can be specified (overriding the default duration you specified here.)
3.Depreciation Class and Category are optional fields, but a selection should be made from among any previously defined values found in the respective drop down lists before creating a <New> Class or Category. If you create a new Depreciation Class or Category on the Windows Mobile/CE device , it will not appear in the drop down list on your Windows Mobile/CE device following another synchronization unless it is associated with an Asset Type that satisfies the filter criteria specified when you created the Windows Mobile/CE device database.
Asset can perform depreciation calculations at the PC for any Depreciation Class assigned to asset types for which that option has been enabled. The Windows Mobile/CE device does not distinguish those Depreciation Classes for which depreciation has been enabled from those where it has not. If you define a new Depreciation Class on the Windows Mobile/CE for which depreciation should be calculated, the option will have to be enabled for that Depreciation Class. Click here for information on enabling depreciation.
Asset Tags must be unique across all Sites and Locations. A particular value can occur only once in the Asset database.
For an overview of Asset Windows Mobile/CE device operations, see The Windows Mobile/CE Data Cycle.