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AssetManage Manual - Liberty Street Software

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1. insurance ko wwr o od When you set the User defined fields in AssetManage 1999 2015 Liberty Street Software Chick on the approgmate New Field Name column te add or edit a new field name Usar Feeld 1 CPU User Field 10 User Field User Field 100 User Field 11 User Feel 12 User Feeld 13 User Field 14 Weer Feel 15 User Field 16 User Feeld 17 User Feeld 18 User Feel 19 User Field 2 User Field 20 User Field 21 User Field 22 User Feld 23 T iins Fsi Tl Existing Fields Use this section to change the names of felds that are already present In Assetlanage You will notice a User Fields tab when adding or editing assets this tab will let you enter information for each user defined field that will be stored for the asset being added edited 1999 2015 Liberty Street Software s AssetManage Manual Add Themis amp iCurrently Defined th CPU RAM ors 0 5 SP MS OFFICE Veron HO Sre MAC User Field User Field User Field 0 Additional Weer elds can be crested nthe Preferences Tools gt Preterences 2 User Peds tab The Color Made Of and Year fields have the added advantage of appearing in the View display So you can enumerate these fields and view records by field value ize LETE S Groups Colo i 3 Year Made Made of H ERARASR 7 4 Change multiple records simultaneously You may occasionally wish to go back and ch
2. If you are using a label printer that prints out labels one per row such as the Zebra label printer below Make sure to set both the Horizontal Count and Vertical Count to 1 1999 2015 Liberty Street Software 99 AssetManage Manual Templates 8 oc a Layout El Layout Definition 2 622 in x 1 000 in Size horizontal 2 622 in Size vertical 1 000 in Horizontal ister Chet n Vertical Offset 197 in Print Order Horizontal Fl Printer Settines 8 Troubleshooting 8 1 Trouble shooting and Frequently asked questions Q I can t see newly imported data after using the Import function A Try closing and reopening the application Q I am trying to print out labels for several assets Only the first label prints out Or the first label prints out multiple times Or the labels are cut off at the right or bottom A This usually happens if you are printing to a label printer that prints 1 label per row If this is the case Edit the label template you are using Reporting gt Edit Labels Select Project gt Page Setup from the report designer main menu Expand the Layout Definition section of the Regions tab 1999 2015 Liberty Street Software Troubleshooting 100 Standard Layout el Layout E Layout Definition 2 622 in x 1 000 in 1x10 2 622 in Size vertical 1 000 in Horizontal Distance 0 272 in Vertical Distance 0 098 in Horizontal Count 1 hs i Horizontal Offs
3. pdd3 mdb eddie mdb test mdb Save as type Microsoft Access mdb Cancel Locations to Export wf My House Choose an existing Excel or Access file or specify a new file e Select the locations you would like to export e Click the Export button Another way to export AssetManage data is by using the AssetManage reporting features You can specify that a report is to be exported to Excel HTML XML and other formats 2 3 Exporting data to an HTML file Under the File menu select Export to HTML The following dialog will appear 1999 2015 Liberty Street Software Importing and Exporting Data 20 E Save Selected Fields In Save in IF Documents D er EB i Name Date modified Type te Tags z a di AngieBrill a r AssetManage Desktop dE AssetManage Enterprise ob AssetManage Enterprise Exports P AssetMManage Exports Liberty Street j AstetManage Help g ub AssetManage Home a db Automation Anywhere r Autorun MAK Projects A db Camtasia Studio Met works r CoinMlanage File name f html him Sawe as typa HTML fles htm himii Fields bo E sport i Asset E Showin Browser alter Expert h Department M Show First 2 Images w Cabegory i 2 he Brandy arme O Sav inip File A Hage B0 5 rc The HTML he ard image files vall be EALA stored in a ZIP fie Ideal for upload to jw oba a web sile e Select an existing HTML file or specify a new o
4. 1999 2015 Liberty Street Software Keeping Records 24 2 Choose the folder that contains the images that will be used when adding assets Browse for Files or Folders Select a Directory Please a E Pictures d 200901 do 20090216 a Jo 20091225 NG_0026 IMG_0027 IMG_0027_edited 1 IMG_0028 i IMG_0029 IMG_0030 To view subfolders dick the symbol next to a folder ox Cone 3 Select 1 or more images from the thumbnail list that will be associated with the asset 4 Enter a description for the asset 5 Choose either the Quick Add or Add with Details button a new asset with the selected images will be created 1999 2015 Liberty Street Software AssetManage Manual E Browsing C Users Liberty Street Pictures 2010 02 24 IMG_DO6D pg Select 1 or more Images then enter an Asset Description To add an item using Your Webcam If you have 1 or more Webcams attached to your computer they can be used to take pictures of assets 1 Select Add Items using WebCam fromthe Actions menu ie LAGOS HQ AssetManage Ctrl M Add Items using Images Source Copy to Clipboard Ctrl C 2 Click on the Take Snapshot button to take a picture using the WebCam 3 Use the Quick Add and Add With Details buttons to add an asset with the pictures taken using your WebCam 1999 2015 Liberty Street Software Keeping Records 26 3 2 Changi
5. Function i Claes ET ea Seral Humber kesion to Custome Platform iaai to Emplopse Use Assign bo Employee Email Display Name Assign to Employes Employes ID Cost Center Asigned To Ragion Bar Code Team Base Cost Manager Brand Meme win 7 Copabiity Tenement VIDI Eligibility Chesciced Oud Checkout Due When an Imported Recd has the same Asse H ag C Replace Daa Meigs Data Greate a new Record with a unique Asset amp Note Only applicable it Asset Num has been seles Sample data heen C A Users Libeity Sreet Dor Deae Cepaitmert Dep Per ear Depe Method Oescnptioan Disposal Disposal Accum Deg Deposal Book Vale Disposal Date Disposal Method Group 1 Group 2 Group 3 brie 1 w 4 Do this for all the columns in the Source Field Names section that you want to import import Data A 5 Table Shest to Import irom mpat ta Asset Database Estimated H of Rows BS Source Field Hames m Hare Aszet H Function Class Category Senal Humber Senal Humber Platform Description User Assign to Employee Employee ID Display Mame Assign to Employee Cost Center Department Region Location Team Manager win 7 Capabiliy WOI Eligibality When an Imported Record has the same Atse E as an Exiting Aepod 5 Click on the OK button to begin the import 1999 2015 Liberty Street Software AssetManage Manual Notes r
6. e Windows XP Vista or Windows 7 8 and 10 All versions 32 and 64 bit e 800x600 SVGA display e At least 50 MB free hard drive space The Setup program will show you exactly how much space is required and let you know if there is not enough space available on the selected drive LO Images can greatly increase the amount of space AssetManage uses All images you attach to records are converted to jpg format and stored in the AssetImages directory If you attach a lot of images to records by scanning or importing take note of the image size xX Name Size Type Date M A Ej Asseta 1 ipg JKB JPEG Image O2 24 2 fi Asset 10 1 jpg 9KB JPEG Image 02 13 21 E Asset248 1 jpg 21KB JPEG Image 2 13 20 t Asset247 1 jpg 21KB JPEG Image 02 13 21 H Asset246 1 jpg 21 K6 JPEG Image 02 13 21 How Do I Install From The CD 1999 2015 Liberty Street Software 5 AssetManage Manual Simply insert the CD into your CD ROM drive The setup program should start automatically If the Setup program does not start automatically run AUTORUN EXE or SETUP EXE from the root directory of the CD Multi User installation 1 Install Version 2015 either by running the downloaded setup file or from the CD 2 When choosing directories for the Data and Images make sure the directories are accessible to all users Each user must have read and write permissions for the chosen directories 3 After completing the initial installation You can now
7. A List of the assets belonging to the currently selected Location or Department To sort on a particular column click on the column header to reverse the sort click on the header again The columns being shown and their order can be changed from the Preferences dialog Tools gt Preferences Top xK XK 1 6 Legal Notices AssetManage version 2015 Copyright 1999 2015 Liberty Street Software All Rights Reserved License Agreement You should carefully read the following terms and conditions before using this software Unless you have a different license agreement signed by Liberty Street Software your use of this software you indicates your acceptance of this license agreement and warranty Registered Version One registered copy of AssetManage may either be used by a single person who uses the software personally on one computer or installed on a single workstation used nonsimultaneously by multiple people but not both You may access the registered version of AssetManage through a network provided that you have obtained individual licenses for the software covering all workstations that will access the software through the network For instance if 8 different workstations will access AssetManage on the network each workstation must have its own AssetManage license regardless of whether they use AssetManage at different times or concurrently 1999 2015 Liberty Street Software General Info 10 You may return
8. AssetManage 2015 Getting Started Guide Copyright 2015 IBERTY STREE SOFTWARE AssetManage Manual Table of Contents Foreword 0 Part General Info 1 4 What Can Asse tManage DO nnan a iunanie sien E econ een saent 1 2 How to buy AssetManage and Contact Info cece cece eee e sence ences ee eeeeeeeeeeeeeeaeaeaseseenenenenaeaes 2 3 Upgrading from an earlier version of AssetManage ccccsceeeeeceeneneeeeeeeeeeeenenenenaeaeenenenes 3 A Installing ASSEIVIA NAGE assrirpneas anea andes deceased A A aa A aa ANEAN ENa ENa AAN 4 9 The Mair VV INO OW roate a a aa teu ia ue aa a a a os cs 6 6 Legal Nolite S rn a a A A E E 9 E Whats new m Versi n 2015ra wonsbeacierenceub Wie seaside eubacmneneteste sea ecee eis 11 Part Il Importing and Exporting Data 13 1 Importing data into AssetManage ccccccsceeeeeeeeeeeeneeeeeeeeeeeeseeeaeesneeaeesneeaeesnenaeeseenaeesnenees 13 2 Exporting data to an Excel or Access file ccc ccceeec cece eee eeeeeeeeeeeeneneneeeeaeaeeeeseenenenaeaeeenenes 18 3 Exporting data to an HTML file sscssevassnsragscascccacaaqotasceentatasensragscmszonscaanntascucazagsesercestonsvancess 19 Part Ill Keeping Records 20 1 Creating HEM KE COFGS rasnon aa e aa EOE aa 20 2 Changing Hem INM O ren a a a A a a a ia 26 3 REMOVING EMS iviastsicdcein i teseaceseteaiicuancds onto cawcaniean tas acenenee ne utiosaeanwaarcaessaeseeeeeeaaieanie 28 4 MOVING OF COPYING MOINS srauni
9. 1 2 Howto buy AssetManage and Contact Info How to buy AssetManage AssetManage Order Page http www assetmanagesoftware com Purchasing aspx AssetManage Web Site http www AssetManageSoftware com To Contact Liberty Street Software You can contact Liberty Street Software Liberty Street Software at any time Sales sales libertystreet com Tech Support support libertystreet com Forum http www libertystreetsoftwareforums com forumdisplay php f 7 Instructional Videos https www youtube com channel UCXOals200xcmxGEu472dyVqg or Select HELP gt ASSETMANAGE VIDEOS from the main menu Online Chat 1999 2015 Liberty Street Software AssetManage Manual Click on the Online Chat Operator Graphic at http www assetmanagesoftware com ContactUs aspx Mailing Address Liberty Street Software 228 Park Ave S 26512 New York NY 10003 1502 or Liberty Street Software 3126 Lednier Terrace Mississauga ON L4Y 4A1 Canada Phone Sales 888 250 6615 Technical Support 905 566 5082 or 347 960 6466 Note that you can access our website and e mail through hyperlinks in the About dialog box 1 3 Upgrading from an earlier version of AssetManage To upgrade to AssetManage 2015 from an earlier version 1 Install Version 2015 either by running the downloaded setup file or from the CD 2 Make sure you select the same installation directories as were used in the previous version of AssetManage These
10. A Access 18 32 Add Category 91 Assets mdb 1 32 83 B backup 3 83 backup your data 83 Bar Code lookup 35 bar code support 35 Batch Check Out Check In 43 BMP 20 C calculating depreciation 38 Category Name 92 Category Properties 92 Check In Check Out 43 Check Out Tools or other equipment to an Employee 43 Check Warranties 90 column 94 Columns 94 Contact Information 2 Copy 29 1999 2015 Liberty Street Software copyright 9 create a category 91 Create Report and Close 63 Create Report and Design 63 csv 13 custom reports 63 D delete an item 28 delete unused Rooms 93 Deleted Items 55 departments 53 depreciation 38 Depreciation Report 73 Disposed Assets 49 Divide by Zero 99 Double Declining Balance 38 sE edit a category 92 edit a location 54 edit item 26 EMF 20 employee badge 77 example how to 67 Excel 13 18 expenses 95 export 18 19 Export data to an Access or Excel file 18 Export to HIML 19 aks FAQ 99 features 1 find item 30 find what 30 sO GIF 20 107 AssetManage Manual H home 53 HTML 19 ICON 20 images 20 impot 3 import images 13 Importing data 13 installation 4 Installing AssetManage on a network server interface 40 Item Notebook 95 item properties 26 item records 20 label and report designer 63 65 67 label printer 96 Legal Notices 9 Liberty Street Software Technical Support Liberty Street Software web site 2 Li
11. Barcode u Barcode BaseLost Brand arr Category 3 Eh Layouk as Layout Preview Preview lt Mm 224 4 2 3 Select Table 10 8mm 41 9mm 205 1mm 251 5mm 194 3mm 209 6mm Base Pinnel 24 Contents Appearance Co T Show Background Color True res Data Lines Default Fort Arial 1 Fined Size False Nol Footer Lines Group Header L Locked False Nil t Contents Displays the properties dialog ES Ou Lill 3 s 250 monn The Label and Report Designer interface with a report showing Assets by Picture in progress Note The Label and Report Designer is third party software not provided by Liberty Street Software included with AssetManage to provide the features described here It comes with its own help file not provided by Liberty Street Software and not part of this help file To access the specific Label and Report Designer Help click on the in the menu bar as shown above then select Contents to view the entire help file or click Context Sensitive and move the mouse cursor icon to click on a part of the interface This will show help topics relevant to that part of the interface w UM Centext Sensitive Contents Selecting Context Sensitive help in the Label and Report Designer 5 2 2 1 Step by Step Example Report To create a report as described in Custom Reports follow these five steps 1999 2015 Liberty Street Software Generating
12. Departments 1999 2015 Liberty Street Software Managing Locations 54 Location Category ligil View G2 Main Office G2 Toronto bice Marketing ii Deleted Items AssetManage allows you to specify which department an asset is located in Click on the Dept To see only the assets found in the selected Department 4 2 Creating new locations You can create locations at any time A location consists of a Name and Comments If you need to change the name of the location you can change it by choosing the Properties menu item while the location is selected This is described in more detail in the following section on Editing Locations You can create as many locations as you need To create a location 1 Click New Location from the File menu The Create a New Location dialog appears 2 Provide a descriptive Name for the location You can optionally add information about the location in the Description area 4 3 Editing and printing location barcodes You can modify the location s description as well as the information that appears on the status bar when the location is opened To edit a location 1 Select the location you want to modify in the Locations tab in the main window 2 Cllick Properties from the File menu The Location Properties dialog appears Make changes to the Name and description and other information as necessary 1999 2015 Liberty Street Software 55 AssetManage Manual Lo
13. E Status Checked In ra A hn Fa Assigned Ta wa Assigned To Customer B Employees Notebook Items by Type Mi biog I Il h Fairmo Fairmo To run a report that only contains assets with a particular status such as Checked Out simply right mouse click on the status and then select the report from the popup menu 1999 2015 Liberty Street Software 49 AssetManage Manual Add item Proprties Movwitpy Delete Refresh Find NewLoc Print Clone Atachmi Ad All Status Checked Out enart tl Locsion E Category BA View Asset Location 3 5 SaaS Tech Service BA Status a saci L Ey ox Tech Service By Assigne SISA Oh Add Item s using this Status m Assigned ToC E Employees E Notebook Iter El B Notebook Items by Assignee Assets grouped by Category m Sf Completed Notebook Items Assets grouped by Vendor m G Uncompleted Notebook Items Assets Grouped by Location E amp Lact Audited Assets by Location Dept i Assets Grouped by Location Category H Y Queries Assets by Employee m Ei Groups M i membe ible Comisia ee 3 12 Disposing Assets There are several ways to dispose assets in AssetManage 1 Select TOOLS gt DISPOSE from the main menu 1999 2015 Liberty Street Software Keeping Records 50 Asset Barcode 21416 Items To Dispose Descriptio Havana Tall Storag Disposal Out of Service g 18 0
14. Q Add an Attachment a Add an Image wo Delete Del The Search for Text dialog box will appear 1999 2015 Liberty Street Software Keeping Records 32 Search for Text Find What redundant wich El rid f Seach al Test Fields C Search im Asset H O Cenditian iriure Model Section Assigned Ta O CPU Lire MS OFFICE Version Serial Barcode Cusiame tern Matebook Mumba Mace Shape Btand Hara Oeaer Lew akizi 075 Size Category Depaitnert heb 075 SP Status Ca C Oeeenptean kiada Di Falc ser Fiel Comment OHO Size Pel cera aes Laney Fucbel User Fiel IEI F lems Found EEE APC Aedundant Swatch APC SUi44 7 APC A dundant Seabch 4 mI E Aun Report Go torecerd or he Resula ks Fon Close Invoking the Search for Text dialog box by selecting Actions gt Find as described above Enter the text to search for in the Find What box Then click on the Find button Use the Print button to print the results of a search Use the Go to record button to close the Search for Text dialog and select the record in the AssetManage main display 3 6 Queries Suppose you would like to view all the assets that you acquired in December of 2000 or perhaps you would like to view all the assets you own that are worth more than 1000 dollars You can ac
15. Alt Enter P Exit CtrleX 2 Choose a Text File csv tab txt asc Access mdb or Excel xls file and then select the Open button 1999 2015 Liberty Street Software 15 AssetManage Manual Logik iin E icuments t E mg FT Name Date taken Tags Size employertest iij equipment _ equipment ERRORLOG EULA SFA FILE FORMAT Sj farrell upload 3rd 4th fl GIRL goto meeting _ GUSTAVODEMO ig JeffersonMickels3 __ karenbrown hbertvetreet z File name Microsoft Excel ads m R First Row contains column heading Menage Data Files Aa Tad Hia rec ey tab tt Tex Fikes Choose the delimiter that Micmac Access mdb a C Tab C Semicolan Comma Space C Other E Hobe Regarding Esce Files If possible save your Excel Spreadsheet as 6 CS file belore mpat Into Asah anage 3 AssetManage will show the field structure of the file to be imported in the Source Field Names column You will also see the first few rows of data from the import file To select a Destination Field for each column click on the appropriate row and column within the Destination Field Then select the appropriate column from the drop down list that appears 1999 2015 Liberty Street Software Importing and Exporting Data 16 Table ca Sheet to impot fone Ok Import bo Asset Database Eshmated tof Rows 681 Carcel Source Field Names Hame
16. COBRA FST Please choose the fields to be printed in this line Properties can be set in the next step Populating the list with data using the Available and Selected Fields boxes in the Project Wizard 6 Create Your Report When you have selected all the data to be included and sorted it as you want click Done to proceed through the Project Wizard to the Label and Report Designer or Cancel to escape the Project Wizard without generating a report 1999 2015 Liberty Street Software Generating and Using Reports 72 W Table Contents Asset L Header Line Data Line ii Footer Line Il Group Header Sroup Footer Line Definition 1 v op Ely Line E Link URL El Appearance 4s5eb 45sethurmi Background transparent Asset Assigned a 7 Asset Barcode mone Arial Format Rotation 0 Text Format Normal Text El Layout Alignment 0 left Appearance Condition True Show Blank Optimization True Yes Fit l wrap Frame Justified No Action The Label and Report Designer interface To access the specific Label and Report Designer Help click on the in the menu bar as shown above then select Contents to view the entire help file or click Context Sensitive and move the mouse cursor icon to click on a part of the interface This will show help topics relevant to that part of the interface 9 3 Reporting Fields Explained Reporting Fields you can use Most of the fields you can use in a report
17. Department or Category whose assets will be included in the report To use all assets select the Use All Assets in Report checkbox in Step 2 1999 2015 Liberty Street Software Generating and Using Reports 74 a Main Office gt Board Room ee Location H Categor BA view Main Office Ea Board A c T Add Item s to this Dept Output Report using this Dept Output Labels Using Qutput File Cards Using Depreciation Report Using 3 Delete Properties You can also select Reporting gt Depreciation Report Using from the main menu 2 The Depreciation Report dialog will appear If you want to run an annual report choose the Year End date from the list provided The pull down list contains all valid year end or month end dates If a year end or month end date is not in the Annual or Monthly list it is because no assets have depreciation in that period Depreciation Report Depreciation Report Input f For the ear Ending gt Cancel 5 1273172011 t For the Month Ending fees 20l 12 51 2012 Haa2013 le l Depreciation Report Templ 1273174014 Use Report Depreciation For fear by Category C Select Report Browse Use All Assets in Report O Include Fully Depreciated assets in report 5 5 Sorting amp Filtering Data Within Reports AssetManage allows you to sort data within reports using whic
18. Deser Lheparimernt Dene amp Per Yeal Dep Method when an Imported Record has the same Asset a Description C Replace Data Merge Data Disposal Disposal Accum Depr C Create anew Record with a uniqueAsce Disposal Book Value I if Asset Num Oisposal Date Note Only applicable if Asset Num has been sele Disposal Method Sample data from C Users Public Documanty C OUP 1 Asset Tag Baec Description Vake Group3 10 Round Table resi 11 Round T able age A 12 Round able 13 Found Table 14 Round Table a 15 Folding Char lrvoice POR 16 Folding Chair Last Audited a a Lease Begin im Umenia 1999 2015 Liberty Street Software Importing and Exporting Data 1 To import Employee and other data into AssetManage 1 Select Employees or whatever type of data you want to import Import Data Table or Sheet to Import from Import to mE Asset Databaze Source Fil Dealers Manufacturers Customers Insurers Em pla PEE 2 2 Exporting data to an Excel or Access file AssetManage can export data to 3 formats e HTML e Microsoft Access MDB files e Microsoft Excel XLS files To export data to an Access or Excel file Under the File menu e Select the Export command The following dialog will appear 1999 2015 Liberty Street Software 19 AssetManage Manual Save Selected Locations In Save Side ee cd
19. Software 13 AssetManage Manual e Ibadan AssetManage File Actions Tools Reporting View Help New Location A Add Department Import Export Export to HTML a ah Manage Users A Backup Database G Manage Backup Files Pertnire pan 2 You will see the Manage Users dialog open with no users define Select the Add User button to begin by adding yourself as an AssetManage Administrator Modify User Remove User Reset Password 2 Enter your Username and permissions The first user must be an Admin so that option defaults to True and cannot be changed 1999 2015 Liberty Street Software User Permissions 104 15 Admin Can Delete Items I Can Add Items M Can Add Edit Items I Can Check Out Assets IW Can Check In Assets l Can Dispose Assets W Can View Employee Info WV Can Import Restore Data I Can Audit Assets W Can Create Edit Reports Labels Iw 3 Add additional users as needed Setting the desired permission levels 1999 2015 Liberty Street Software 105 Assetmanage Manual Manage Users If Can Add Edit Items M Can Check Out Assets Can Check In Assets Iw Can View Employee Info Can Import Restore Data I Can Audit Assets V Can Create Edit Reports Labels I Can Backup Data 1999 2015 Liberty Street Software tt HF Index asc 13 tab 13 txt 13 1 150 Declining Balance 38 5 SOcomupd exe 99
20. a E a a a 29 S RNANA MS aa E EE A E E E E 30 G2 TQUIGIIG S a E E E naccaceeseet 32 7 Using AssetManage with Barcodes ccccccceececeeeeeeeneeeeeeneeaeeseeeaeesneeasesaeeaeesneeaeesneeanesnenanes 35 SDE BrCl AVON aer a E N cane ereoann cue eee 38 9 The View Tab What is it used for sisi wat siete odie telscna Stowe yar Macietonc icin stolen heraie ar eaeaceee 40 10 Onko FSSC US cc cicihroins ciceedat T A a A E a a a aa 41 11 Check mMeNeck OUl ii aa a Eea E aa a Ee a a 43 AZ DISPOSING ASSES dui a a ace ian a a a a a a a fu 49 Part IV Managing Locations 53 t Wha atare LOCAlOnS suier aa a a a aa aa aai 53 2 Creating NEW local ons csicsa a A 54 3 Editing and printing location barcodes sssssssnnssnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnne 54 A REMOVING LOCA HONS caruana a a a a aa a 55 Part V Generating and Using Reports 56 1 RUNNING REDONS sisiriha Aa a Ea Eaa SE AG Aai 56 1999 2015 Liberty Street Software Contents 2 Creating RE DOING ciiin eavsgovenseseacsemundaveuntecasacavenvemsanncees 61 GUS CONT RED ORS aaia a a AA aa a aaa A AEA ED A E aAA Aai aa a etter aire venicl 63 Label and Report Designer ccecesceeeeeeeseeeeeeneeeeeeeneeeeeeesseeeeeasseeeeeesaeeeeeasaeeeeeasaeeeeeasseeseneseeeeenesseeseeasaeesenaneeenees 65 Slep by Step Example Repor ikii vevesecvacancs a eae a a e a aa dea ae a aaa a aa a 67 3 Reporting Fields Explained nnnannsnnnnnnnnnnnnnnnnnnnnnnnnnnnnn
21. a report based only on the assets that belong to a particular employee expand the Employees section in the View main window by double clicking on the Employees icon or clicking on the box with a plus sign to the left of the employees icon Status f Assigned To B Employees P B Brown Karen Dembowski Mitchell B Dembowski Paul Then right mouse click on the employee whose assets you wish to view pick a report from the popup menu as shown below Add ttem Proprties Mowilpy Delete Refresh Fine Ne Assets Grouped by Asset Warranty Infor All Items assigned to Employee Demboy Location Category ia View Image Asse a 3853 Status a ace Fa Assigned To El Employees Asset Lease Informa Reports with Images Expense Report Maintenance Report Notebook Items Rep Brown Karen CE Dembo aaki Purchases Report emanate ch Add Item s using this Employee Aad Mneme i Wan Hout Notebook Ite Run Report Usini Bb Notebook Ite Ej Completed Mi Run Report using wj Uncompleted q Last Audited n ii Properties Add New Employee 1999 2015 Liberty Street Software at AssetManage Manual 6 2 Working with Manufacturers Insurers etc AssetManage keeps track of Manufacturer Customer Vendor and Insurer information To view a list of Manufacturers select View gt Show gt Manufacturers from the main menu 4ssetManage Tools Reporting Help g
22. are self explanatory For example the Asset AssetNum field will show the asset number Listed are some fields that may need more explanation Asset AskingPrice If you have an item for sale this is the asking price for the item Not to be confused with Asset SellingPrice which is the price that item was actually sold for Asset Created the date time the item was first entered into HomeManage 1999 2015 Liberty Street Software AssetManage Manual Asset Item Detail this report field will show an entire HMTL display for that asset similar to what you see in the item detail window when you view an asset in the program Asset HasNotebookItems Asset HasNotebookItemsDueDate Asset HasNotebookItemsInvoiceDate Asset HasNotebookItemsCom pletionDate Asset HasMaintenance Asset HasMaintenanceInvoiceDate Asset HasMaintenanceCom pletionDate Asset HasMaintenanceDueDate Asset HasReminders Asset HasBeenCom pleted Asset HasWarranty Asset HasLease Asset HasInsurance Asset HasImage These boolean fields can be used as filters in a report So if you are creating a report that should only show items with a valid warranty You can use the Asset HasWarranty field 5 4 Depreciation Reports AssetManage ships with several Monthly and Annual Depreciation report templates These reports will show depreciation data grouped by Category Department or simply in a list sorted by Asset Number To run a Depreciation Report 1 Select the Location
23. are various methods for calculating Partial Year Depreciation The method you wish to use can be specified in the Depreciation section of the Preferences dialog under the Tools menu Tools gt Preferences as shown below AssetManage Preferences _ Preferences Columns Company Field Names Depreciation Fiscal Year Use the following convention for computing Partial Year Depreciation Full Year Record a full year s depreciation in the first year and none in the last Half Year Record half of one year s depreciation in the first year and half in the last Full Month Depreciation is prorated according to the number of months in service during the year including the month placed in service Half Month Depreciation if prorated according to the number of months in service during the year The month the asset is placed in service is included only if the placed in service date falls on or before the 15th Actual days Depreciation if prorated according to the number of days in service during the year Fiscal Year Starts January 1999 2015 Liberty Street Software Keeping Records 40 Depreciation Conventions Used in AssetManage e Full Year A full year s depreciation is recorded in the first year and none in the last e Half Year Half of one year s depreciation is recorded in the first year and half in the last e Full month Depreci
24. area and click Delete to remove the column from the display Add Select a column in the Available Columns area and click Add to display the column Move Up Select a column in the Show the Following area and click Move Up to have the column display further to the left Move Down Select a column in the Show the Following area and click Move Down to have the column display further to the right Reset Click Reset to ignore your changes and return to the default column setup 7 13 Track expenses related to an item Track expenses related to an item by using the Item Notebook tab when adding or editing items This tab is for tracking repairs part replacements and other expenses incurred related to an asset Use the Add Edit and Delete buttons to manage entries 1999 2015 Liberty Street Software Add item to Notebook Type Hd aintenance Date 05 07 2005 w Assigned To w Due Date LI w a Completed _ we Descriptions Oil Change and amp ir Filter Replacement Hint Create a new tem Notebook Type by entering the name of the Type directly into the Type edit window 7 14 How Do I Generate Asset Numbers Automatically AssetManage allows you to either specify or automatically generate asset numbers for use within its database To automatically generate asset numbers go to Tools gt Preferences gt Preferences tab and check the check box labelled Generate a unique
25. by Location Y H BOM ia r N Assets by Location Dept Ea BOM E Assets Grouped by Location Category Be 20M petty Epi an P Properes Assets with Expiring Leases Ka BONM 473 ii tem Detail 1 Asset per Page Tar pe SS E e Em pe eee E mole a Ta In the example above only the items from the location Bio Net will be included in the report When running a report the Print Options dialog will appear The default is to print the report directly to the Printer click on the Direct to dropdown to select another output such as to a Microsoft Excel spreadsheet or PDF file E Print Options Select printing options Print target F Brother MFC 7820N USB Change pa Directo E Printer z r Printer Save options permanenthy EA Preview Lal Presentation Options mm Adobe PDF Format E XHTML CSS Format First page F Pages El HTML Format All _ Page range s Running a report that you have created To run reports that you have created use the Output Report Using feature 1999 2015 Liberty Street Software Generating and Using Reports 58 From the main menu you can select Reporting gt Output Report Using All Data Bepotmg wiew Heip l List ef Artati T List of Ameti Financial Lest of dissets harth Barcodes np 3 Hem Detail 1 Aset per Pagel Kore Poepecerts F Actite Grouped By I Rapata vith raged Ir Check Out to Cusicenie Reperts F Check Out t
26. es Movilpy Categoy 8A Tvl Show Thumbnails ls MOF aker aker TUK Records l ah 3 Toolbar v I De Status Bar Details Show View in Browser Full Screen C lA c wLoc Prit Clone Atte Employees Customers Groups Firew Vendors Firew Or select the Manufacturer icon from the View tab main window 1999 2015 Liberty Street Software Managing Employees Manufacturers etc s2 Tr y p FN i Add tem FProprties Movyicpy Delete Fie gt All Manufacturer fa Location Categg EA Purchases Y Queries E Groups Warranty Expire Expiring Leases a6 Section W Account Code Invoice EF Sales bo Disposals ee Disposal Methods ET Manufacturer Dealers g3 Customers Insurers To View assets from a particular manufacturer expand the Manufacturer section by double clicking on the icon or clicking in the box with a plus sign to the left of the icon H g CSPI Leases s6 Section W Account Code Invoice EF Sales 4 Disposals Disposal Methods gol aon gob ACER cob AEG gob Alpha gob AOC gob APC gob ASCOM Then click on one of the Manufacturers listed to see the assets that use the particular manufacturer 1999 2015 Liberty Street Software AssetManage Manual 7 How Do 7 1 Use AssetManage with a PDA type Barcode scanner Using a barcode scanner such as the Palm OS Powered Symbol SP1T1550 or SPT1800 you can take a complete inv
27. much easier You can download the latest data file to your laptop that will be used on a business trip or make it much easier to migrate your AssetManage data to a newly acquired computer Note This feature will not work in the trial version it requires a valid activation code Actions Tools Reporting View Helpi P New Location Add Department Import Export Export to HTML E amp Manage Users Change Password Fa Backup Database i Manage Backup Files Restore Backup To Internet k Restore Internet Backup a Per Lice Wal Ha ilg 2 User Permissions We have received many requests for this feature from current and potential customers Assign permissions to your users that will dictate what they can and cannot do while using AssetManage 1999 2015 Liberty Street Software General Info 12 Manage Users Can Check Out Can Check In Assets Can Dispose A Can View Employee Info Can Import Restore Data Can Audit Assets Can Create Edit Reports Labels Can Backup Data add ddd dad da a waiting Disposal lt Oy 3 Data Caching We have spent alot of time optimizing the performance of the program Users with large amounts of data should notice smoother scrolling and faster updating as a result 4 Web Cam Capture You can take pictures of assets using your Web Cam This feature is present in the Item Picture window and is used in the new Add Items Using WebCam f
28. of Assets Financial List of Assets with Barcodes item Detail 1 Asset per Page More Reports Assets Grouped By Reports with Images Check Out to Customer Reports Check Out to Employee Reports Expense Report Maintenance Report Notebook tems Report Purchases Report Asset Movernents Report Asset Status Changes Report Asset Assignment Changes Report Uncompleted Tasks Completed Tasks Depreciation Report Using Output Report using All Data Employee Reports Create Assets Report New Reports Wizard Edit Report ia Output Report Using Select Reporting gt Create Assets Report and the following window will appear 1999 2015 Liberty Street Software e AssetManage Manual im Create Assets Report Paper Onentation N Portrait Landscape ist Mandatory Field Show Totals Summary Show Asset Image Grovping and Sorting Optons Sort By Group By Show Group Totals Regart Farmat Available Fields Fields to print Acct Code P Width Heading a otal Cost 120 Description Age gnedTe 100 Manufacturer BarCode 95 BrandName BaseCost K Mode BoughtFrom B5 Leta Beet Erandhame lt lt Unselect B5 Department Business ise 3b Category ChechedQut CheckOutbue ii f Column Width Create Report and Design Create Report and Clase Close The Save As Report field is mandatory enter a name for t
29. the Software for a full refund within thirty days of the date of purchase Governing Law This Agreement is subject to the laws of the Province of Ontario Canada All disputes arising from this Agreement shall be determined under the law of the Province of Ontario Canada exclusively by the court having competent pecuniary and territorial jurisdiction over the city Liberty Street has its principal office Disclaimer of Warranty THIS SOFTWARE AND THE ACCOMPANYING FILES ARE SOLD AS IS AND WITHOUT WARRANTIES AS TO PERFORMANCE OF MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED Because of the various hardware and software environments into which AssetManage may be put NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED LIMITATION OF LIABILITY FOR DAMAGES INNO EVENT SHALL LIBERTY STREET SOFTWARE OR ITS SUPPLIERS BE LIABLE TO YOU OR TO ANY OTHER PERSON REGARDLESS OF THE CAUSE FOR ANY DIRECT SPECIAL INDIRECT INCIDENTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFIT BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF OR RELATING TO THE USE OR INABILITY TO USE THIS SOFTWARE EVEN IF LIBERTY STREET SOFTTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN THE EVENT THE FOREGOING LIMITATION IS FOUND BY A COURT OF COMPETENT JURISDICTION TO BE INEFFECTIVE THE PARTIES AGREE THAT LIBERTY STREET SOFTWARE S MAXIMUM LIABIL
30. 1st Floor Equities 1st Floor El fan TFS London Middlesex St gt 4th Floor Comms Room Bth Floor Comme Room Admin 4th Floor Admin 6th Floor Currencies 4th Floor Developers 6th Floor Equities 4th Floor Travel 6th Floor Volbroker fa TFS Tel Avty gt Toronto Office iat Tren 17 AQC 2 Select and then Drag the items you wish to restore back to a location or room folder The same result can be accomplished by using the Move Copy Items dialog to move the item s out of the Deleted Items folder and back to a location 3 4 Moving or Copying Items To move or copy records 1 Select the asset record s you wish to move or copy and click Move Copy Items fromthe Actions menu The Move or Copy Items dialog appears as shown below 1999 2015 Liberty Street Software Keeping Records 30 Move or Copy Items Move Selected Items To 5j k TFS London Middlesex St pI 4th Floor Comms oom bth Floor Comms Aoo Admin 4th Floor Admin 6th Floor 3 Currencies 4th Floor Developers 6th Floor Equities 4th Floor Travel 6th Floor Volbroker zit PA TFS Tel Aviv al gt Toronto Office Quantity to Move i cancel 2 Select the location or Room Dept to which you want to move or copy the selected records 3 If only 1 item is being moved and the item has a quantity of more than 1 you can choose how many units of the item to move 4 Check the Copy checkbox to copy the s
31. 6 2013 Disposal Reason peel Enter or scan the asset numbers of the items to be disposed Enter the Out of Service and Disposal Reason then click on the OK button 2 Select the assets you wish to be dispose in the asset list window Right mouse click to show the popup menu 1999 2015 Liberty Street Software 51 AssetManage Manual do E E g age Suite Jo 7 Add an Attachment age j Add an Image do 21416 1 01 lage i Move Copy Iterns s Jo 21415 3 0 GR Add Itern s age Clone Delete Run Report Using Output Report Using Output Labels Using Output File Cards Using led to this record View in Browser Properties Select Dispose from the popup menu 3 Drag the items to be disposed into the Disposed Assets folder This action will bring up the Disposal dialog Pharmacy Users El a Missizsauga Office Customer Service iT Managers Server Room Warehouse a NO LOCATION Ne El t Dis p zed s K Inventory 2 Ne 2000 N Marketing Office ne a mage Other q is rie ee It is also possible to Undispose an asset by dragging it out of the Disposed Assets folder to another location folder Note that doing this will set the disposal fields to empty An asset is considered disposed if the Date Sold Disposal Method or Placed out of Service fields are set to a non empty value 1999 2015 Liberty Street Software Keeping Records 52 4
32. 99 2015 Liberty Street Software Generating and Using Reports 62 Create tems Report Paper Onentaton Portrait C Landscape Save As Report MyAssetReport st Mandatory Field Show Totals Summary Show Item Image Grouping and Sorting Options sortey asset DatePurchasedL SCSCS CS Y GopBy Show Group Totals Report Format Once a report is created you can execute it by selecting Output Report Using from a popup menu or from the Reporting main menu 1999 2015 Liberty Street Software e AssetManage Manual dd tem Proprtiies Movicpy Delete Refresh Location Category RA view Im Pk Ima Plc i Add Items to this Location Adi Run Report Using Run Report using Output Labels Using bo usd 2 Output File Cards Using Bay Retired New Room ead Fe _ jy Deletes x Delete Properties ICS Metrolog P f 5 2 1 Custom Reports AssetManage allows you to customize your own reports Creating Custom Reports If the report you are creating is similar to one already in the program Select Reporting gt Edit Report from the main menu and choose the report Then save the report under a different filename and start making changes AssetManage also includes a Create Assets Report feature Use it to create simple asset reports 1999 2015 Liberty Street Software Generating and Using Reports 64 List of Assets S List
33. Asset Number if field is left blank This is the default setting as shown below iW Generate a unique Asset Number if field is left blank Setting AssetManage to generate unique Asset Numbers To specify numbers uncheck the check box described above and then enter the asset number in the Asset field 7 15 Make my Labels print out properly AssetManage includes pre defined label templates for labels from the manufacturers Avery Herma and Leitz If you are using another type of label you can customize your label template by entering the measurements offsets width height etc for the label These measurements can usually be found in the label packaging or online To enter the measurements for your labels 1999 2015 Liberty Street Software AssetManage Manual Choose Reporting gt Edit Labels from the main menu Lest ef Anetti Assets Grouped by Location isses Grouped by Locetion Dept Aecets Grouped by Location Category Beset Grouped by Category Aaret Grouped by Employee Airek Grouped by Werndor Asset Grouped by Manufacturer Aesets with Eapinng Leases Hem Detaal 1 Asset per Page Asset Warranty Infonmatenn el a Che ee Ga Ged Ged Ge Ge ed el ed Aivet Lead fermatien Raeperts with migi Check Out to Curteener Reports Check Out to Enployee Reports ir Experne Report Maintenance Report Hofebook kem Report Purchases Eeport Uncompieted T asics Completed Tasks Depreciation Report Uin
34. Bogdan E3 Riche John Sinha Raghu E Spratt Thomas Stanley Bruce B Tong Shideng E Wammer Henry Assets Grouped by Locatill Assets by Location Deg 1999 2015 Liberty Street Software et AssetManage Manual 5 2 Creating Reports The quickest way to generate a simple report is to use the Generate Asset Report command Reporting gt Generate Asset Report from the main menu List of Assets Assets Grouped by Location Assets Grouped by Location and Room Assets Grouped by Location Category Assets Grouped by Category Assets Grouped by Vendor Assets Photo Album View Insurance Report Assets Grouped by Manufacturer Assets with Expiring Leases kem Detail 1 Asset per Page Asset Warranty Information Asset Lease Information Beneficiary Report Reports with Images AARP RAPA Aa eee Output Report using All Data Generate Asset Report Edit Report Create New Report a Output Report Using j Create Labels k Edit Labels H Output Labels Using Create File Card PA Edit File Cards F Enter the name of the report then specify which fields should be shown sorting and grouping options The Create Report and Design button will create the report and open the HomeManage report designer with the newly created report in edit mode The Create Report and Close button will simply create the report immediately with no further actions necessary 19
35. Edit the asset you wish to dispose by double clicking on the item or choosing Properties Item Properties Placed into Service 18 06 2013 Salvage Value Business Use 4 100 Percentage Per Year Click on the Depreciation tab Enter the Disposal information in the section highlighted in the screenshot above Click OK to save the Disposal information and dispose the asset All Disposed Assets are moved to the Disposed Assets folder 1999 2015 Liberty Street Software 53 AssetManage Manual 4 4 1 Wy Location pissy G2 Main Office Accounting ge Suite Managing Locations What are Locations Locations Locations represent a particular home or office although it is certainly possible to use locations to represent something else such as a vehicle company or person AssetManage provides flexibility allowing you to use locations in the most convenient manner for you In the example shown below the locations are Toronto Office and Main Office highlighted eT ILD rt kanil teal Li ey re T ed ed Sales he 2 Toronto Office Marketing ii Deleted Items The way locations work for you depends on your needs Some things to keep in mind when organizing your locations are e Where are the items physically located e Remember if you change your locations later you can easily move the appropriate items into the new locations and remove the obsolete locations
36. Employee Select ACTIONS gt CHECK OUT TO EMPLOYEE from the main menu or Ctri F8 on your keyboard Ibadan AssetManage File Tools Reporting View Help Ch Add Item s Ctrl N Acid i Add Items using Images Ctrl Ths Add Items using Images Source Select All Ctrl A hk Move Copy Iterns s g T Clone Selected Records Ctri 2 A Eind Ctrl F Check Out to Employee n Check In from Employee i Ctrl F9 vig Check Out FE E wig Check In F9 d Empty Deleted Items Folder gy Refresh F5 Husky Add Employee Process check out transactions automatically with a barcode scanner 1999 2015 Liberty Street Software Keeping Records 44 a Check Out Emoloyee Info Employee 101 0 m assets 0 M ijau Load From Fie Items To Check Out CALL A Husky Vertical Compressor 1 Scan the employee s barcode number from the employee badge or enter it manually in the Employee field The employee name will be shown 2 Scan or enter the asset s for the items to be checked out to the employee 3 Press the Complete Checkout button to finish To Check Out or Check In a single asset first select the asset and the right mouse click Choose Check In or Check Out from the popup menu 1999 2015 Liberty Street Software 45 AssetManage Manual lech Services Migu Tech Services Additions M59520 7 Add an Attachment Tech Services Add an I
37. ITY FOR ANY CLAIM ARISING HEREUNDER WHETHER IN CONTRACT OR TORT INCLUDING NEGLIGENCE PRODUCT LIABILITY OR OTHERWISE SHALL NOT EXCEED THE LICENSE FEES IF ANY PAID BY YOU TO LIBERTY STREET SOFTWARE FOR USE OF THE PRODUCT Good data processing procedure dictates that any program be thoroughly tested with non critical data before relying on it The user must assume the entire risk of using the program ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF PURCHASE PRICE ASSIGNMENT You may not transfer or assign the Software or license granted hereunder to another party unless the other party agrees to all the terms and conditions of this EULA and provided that you transfer all copies of the Software registration keys and or codes and related documentation to the same party and destroy any copies not transferred Any such transfer terminates your license COSTS 1999 2015 Liberty Street Software 11 AssetManage Manual You agree to reimburse Liberty Street Software for all expenses incurred by Liberty Street Software in the enforcement of any of its rights hereunder including without limitation solicitors fees 1 7 What s new in Version 2015 1 Internet Backup Restore You can now backup your data and images to a secure cloud based location The ultimate data protection to guard against computer theft natural disaster etc This feature also makes moving data between machines
38. age Break Condition False False a Pagewrap Before False Mo 5 SEA O Line Options A Data Lines Asset AssignedTo Footer Lines Asset AssetMumber Group Footer Lines Asset Quantity AE Group Header Lines Sse resc penn ARE i5seC Location 455eb Dealer Soe Asset Insurer orting Sort order to use aa Oty 4sSe0 Department 5 Asset Location Dept 5 8 53 7 Select Seri E CS RT m Table Sorting In addition to choosing the sorting field that will be used by the report each table can have a sort field associated with it Select the table in the Report structure view and then choose the sort field in the Properties window In the example shown the report will be grouped by Category The Categories will be shown in alphabetical order Within each category group the assets will be sorted by Asset Number AssetManage also has a report filter which allows you to set up parameters by which to select the data appearing in a report To access the report filter choose Project gt Filter from the Report Designer main menu When the Edit Filter Condition dialog box appears follow the tooltips and the internal Report Designer help to create the filter as shown below In the example below Asset Category specifies that assets without an assigned category 1999 2015 Liberty Street Software AssetManage Manual Should not be included in the report W Edit Filter Condition Variables and Functions Functions ea Text Con
39. ain Toolbar P FX CA Ye SS 4 Add item Proprties Monat py De Refresh Find Mew Loc Top Caption Window Description of what is currently being displayed in the main window This can be the currently displayed Location Department Asset Category Employee list etc Top 1999 2015 Liberty Street Software General Info 8 Location Window Location H Category QA View Fa Kain Office Toronto BI Accounting Sales Marketing NewYork Olfice EJ Technical Support 7m m at Shows an overview of the Locations and Departments currently defined in the AssetManage database Top Image Window Show all images that have been attached to an item Click on the image to show it in your default image editor Up to 16 images can be attached to each asset record Top Q Status Bar For Help press Fl eE 5 Items The status bar shows additional information related to the menu item being selected selected image etc Top 1999 2015 Liberty Street Software 9 AssetManage Manual 6 List window Image Assett Department Category Bran Model Description Hanutactu i Compi uter PowerEdge 150 Dell Aces Soe Y Inte segn 2 WH AN 1303 Sales ee 2595 Marketing Medical Oxygen Analyzer YACU MED i Equipment 2596 Accounting IT Equipment 1S MacBook Pra Apple a 2 33GH2 Loma wel um AR F gt
40. and Using Reports 68 1 Set print options and paper size First using the radio buttons choose whether all pages will be printed on the same printer or whether the cover page will be printed on a different printer than the following pages Click Next to proceed or Back to return to the Project Wizard welcome screen Then set the printer for the report from the available printers to change a printer from the default setting click Choice which will invoke the Print Setup dialog box Then select whether you wish the print to cover the page format or the available printing area of the page using the Force Page Format s if possible and Use physical paper size and not the printable area check boxes Click Next to proceed to Step 2 or Back to return to the initial printer screen Project Wizard E j E x Please choose the default printer for your project and set additional printing options Printer choice for all pages Epon Stylus COLOR 800 ESCP 2 T Force Page Formats if possible M Use physical paper size and not the printable area Back S The Project Wizard screen setting some print options as described above 2 Set options for page numbering and title AssetManage s default setting is to number pages so if you do not wish to have numbered pages uncheck the Add Page Numbering check box Then under Options for the title using the radio buttons choose whether your report title will appear only on the first
41. ange some information common to more than one item record at a time For example you may wish to add insurance information for 8 items Rather than edit each record individually and fill in the insurance fields there is a much easier way Changing information for multiple records 1 Select all the items records whose data you wish to change Then select 1999 2015 Liberty Street Software Properties from the main menu or from the right mouse click context menu 2 Specify the information to be updated in all the selected records Note that leaving a field blank will NOT result in any information in that field being set to empty erased The field will retain the data if any it contained previously 7 5 Change the Data File or Image files location The location of the AssetManage data file ASSETS MDB or the directory used to store images can be changed from within the Preferences dialog under the Tools menu Database Directory C Program Files AssetM anage Images Directory C Program Files AstetM anage Assetlmages kal If you are using the multi user capability of AssetManage be sure that all users have read write permission on both these directories AssetManage stores images attached to records as jpg images in the Images directory The number after the prefix Asset is the unique id of the asset record The number in parenthesis is the image number Each record can have up to 4 images Images
42. as well 3 When the status of an asset in the group is changed the status of all the other linked assets is changed as well To link assets e Select the Linked Assets tab in the Item Properties for one of the assets to be linked In this example we are going to edit a Dell Computer asset and link a keyboard as a child asset 1999 2015 Liberty Street Software Keeping Records 42 Item Properties i General Additional User Fields Notebook tiem Picture s Attachments Linked Assets Depreciation Select the appropiate parent or child asset from the Asset Manage main window asset list and then press the aporopriate Add Selected bulon An asset can have parent asset OR be a parent to uniim ed child ageeds Parent Assets with this tem as a child Children Assets with thie teen as the Pareri F iri Add Selected ss Children 30 lo record lirin e Go back to the AssetManage main window and select the asset that will be the child of the asset that is currently being edited Computer CPU Inspiron e Now return to the Item Properties dialog and select the Add Selected as Children button The keyboard asset selected in the main window is now a Child of the Dell computer asset currently being edited Uoo Children Assets with this tem as the Parent 12 1999 2015 Liberty Street Software 43 AssetManage Manual 3 11 Check In Check Out Check Out Tools or other Equipment to an
43. ation is prorated according to the number of months in service during the year including the month placed in service e Half Month Depreciation is prorated according to the number of months in service during the year The month the asset is placed in service is included only if the placed in service date falls on or before the 15th e Actual days Depreciation is prorated according to the number of days in service during the year 3 9 The View Tab What is it used for This section describes the View tab highlighted in the figure below and its uses The View tab lets you view information in many additional ways In the example below the Status icon tree menu has been expanded to show the different Status values used by asset records within AssetManage Clicking on the Status icon will show all records where the Status field is populated not empty For example clicking on the Checked Out icon will only show those records with Checked Out as the status a E E j eee ee ee sn me me Fa Location Catega El Status Checked In Ey Checked Out VEO LIVE Pre LIVE VEOJ STATUS VB100 FS Assigned To F Employees You can access this function this way from the Status Assigned To Colors Year Made and Made Of icons The Manufacturers Employees Dealers Customers Insurers Queries and Groups icons work in a slightly different manner Clicking on the main icon does not show asset r
44. belonging to other record types will have a different prefix for instance Dealer images will have the prefix Dealer instead of Asset x Name Sze Type Dats a Si Asseti4725 1 jp9 S7KB JPEG Image Gey th Asset 14730 1 jpg 14KB JPEG Image Oey 1 Mi Asset22566 2 jp9 ISKB JPEG Image o2 1t l Arrati ASNT 1 iaa vA FR Eis lan ama roi Asset images with prefixes and numbers as described above 7 6 Check Service Agreements or Warranties You can check for expired or soon to expire Service Agreements Warranties that apply to items you have entered into AssetManage Checking for Expiring Service Agreements Warranties 1 Click Check Svc Agreements Warranties from the File menu The Check Warranties dialog appears as shown below 1999 2015 Liberty Street Software ot AssetManage Manual Check Service Agreements W arrantes Expiration Begin Date 11 28 2003 F End Date 03 27 2004 items whose Svc Agreements ananties vall espire Asset Num Descrphiori Manulacturer Brand Name Model Lammnaimg Machne 2 Select the date from which you would like to begin checking warranties 3 Select the end date then click the Check button All the items whose warranties expire between the 2 dates selected will be Shown You can then print the list by clicking on the Print button An Easier way to view Expiring Warranties Leases or Service Agreements is from the View tab Expand the Expiring Warrant
45. cation Properties Manne B oston Docklands Mumbar Code Descriptiorc Changing the text in the Location box as described above The Barcode field lets you print out barcodes for your location Select Tools gt Print Location Barcode Labels eat Bar Code Lookup CiD Check Swe Agreements Warranties mo how Totals Ctrl T Select Image Source Assign Asset Nurvbers Pont Barcode labels wath Sequential Numbers Print Location Barcode Labels Asset Audet Uang All Data Asset Audet Using Change Locatbon using Barcodes Find Orphaned Records Create Thumbnails for Images Regenerate All Depreciation Info Delete Duplicate Records Delete Records with Duplicate Asset Nurnbers Delete Records with Duplicate Seral Numbers thy Check Out Fa ty Cheek in Fo gra Preferences 4 4 Removing Locations You can remove locations at any time Remember to move your items to another Location before deleting the location where they reside 1999 2015 Liberty Street Software Managing Locations 56 To remove a location 1 Select the location you want to delete in the Locations tab on the main window 2 Click Delete on the File menu AssetManage asks you to confirm your deletion 3 Click Yes to remove the location AssetManage 2011 for Windows 2 Are you sure you want to delete TFS Frankfurt Deleting a location will delete all assets that belong to that location T
46. complish this by creating an AssetManage Query To create a Query either e Select Add Query from the Actions menu e Type Ctrl Q on your keyboard The following dialog will appear 1999 2015 Liberty Street Software AssetManage Manual Create a Query Greate a Query named Last Audited First Q1 2011 Show recond where all of the following apply Field Operator Value mendel yy for dates Last Audited gt Greater than or O1AN1 2011 Last Audited lt Less than oreg 03 31 2011 F i 4 5 6 3 Creste Create and Execute A valid query requires a name and at least 1 condition The Create and Create and Execute buttons will only be enabled when a valid query has been specified Below is an example of a query When executed this query will display all assets that were last audited in the first quarter of 2011 Once you have successfully added a Query you can be view it in the Queries section as seen below a Location caear GA ven Status Fa Assigned To E Employees Notebook Items by Type E Notebook teme by Assignee Ej Completed Notebook Items Fj Uncompleted Notebook Items gy Last Audited E Purchases Y Queries Last Audited First 1 201 tn E Groups be Warranty Expire Expiring Leases s6 Sechon EF Sales m To run a report that will only include asset that meet the query parameters right mouse click on
47. culating depreciation Straight Line Double Declining Balance 125 150 and 175 Declining Balance Sum of Years Digits Percentage per Year Specify Depreciation for an asset by clicking on the Depreciation tab when adding or editing an asset as shown below Gereral Addtional Usar Fields Notebook bam Picture s Attachmenta Linked Assate Depreciation Deprecation Method Placed inion Serice FF 2011 TA 2011 _ Wwe 1 100 00 00 1312013 Salvage Value 1231 2014 oe era a m0 300 00 PF 5 Yean E Business Uae x 100 oro oe Cn Percentage PerYear a sq2011 S16 67 S166 1 089 33 902011 16 67 Ar 51 06667 iwz 16 67 0 1 050 00 1902011 16 67 1033 33 1231 2011 515 67 83 3 51 016 67 131202 18 67 DON aoe 16 67 Faai 16 67 4302012 16 67 5 31 2012 15 67 Boon 16 67 q fl 00 Prior Depreciation 00 l im Fer the Period Ended Assets with Depreciation set will show both the Monthly amp Annual Depreciation tables in the details view as shown below 1999 2015 Liberty Street Software 39 AssetManage Manual na Table Conference Table 24 Workspace Cabinets Fire File 4 Drw Verti Fire King nese Depreciation Info Business Use 100 o Depreciation Method Life In Years peas esi 05 07 2005 Service Depreciation Data Straight Line e an E There
48. di Datei FStrgi g Fields E i LL 5 Asset H Attachment Customer i Dealer E3 T Depreciation 4 Employee Insurer H Manufacturer Monthly Depreciation 2 NotebookItem A Functions E E Numerical Functions H E Date Functions ECD String Functions HE Misc Functions E3 T ggregate functions 4 2 Barcode Functions E3 T Conversion Functions EC Project and Print dependent Functions C Logical Functions 2 Drawing Functions The Edit Filter Condition dialog box showing Variables and Functions To access the help topics for this dialog box click the icon in the lower left as shown above 6 Managing Employees Manufacturers etc 6 1 Working with employee data AssetManage lets you keep track of the employees that work for your organization To view the list of Employees select View gt Show gt Employees from the main menu 1999 2015 Liberty Street Software Managing Employees Manufacturers etc Reporting Help x Toolbar mL ea 4 fi wy Loc Print Clone Employees Manufacturers j Customers Groups Vendors y Type y Assignee You can also view the employee list by click on the View tab then selecting the Employees icon rie ACTIONS oor ReEpomng view Mep 4 P 9 Add tem Proprties Mow ilpy Refresh ma S Delete a at All Employees Status FS Assigned To Notebook IAs by Type E Not
49. directories will appear as the defaults in their respective install screens 3 Run AssetManage You may see a message box asking if you would like to update the AssetManage data file Select Yes to upgrade the file If you do not see this message box it means the data file is already compatible with the version of AssetManage that you have installed The 2014 version of AssetManage has a new feature called Open AssetManage File File gt Open 1999 2015 Liberty Street Software General Info 4 AssetManage File This feature will let you switch which data file is being used by the program It will also set the data folder to that used by the selected data file This feature can be useful when moving a single user install of AssetManage to a new computer and in other situations For Multi User installation Upgrades Only 4 IMPORTANT Install AssetManage on all your other workstations that will be using the program 5 When installing on the other workstations make sure that the Data directory amp Images directories are the same for all users Note AssetManage must be able to both read from and write to the source of the file s data so backup files should be saved on hard drives or other writeable media and not read only CD ROMs A data import from a read only CD will not work 1 4 Installing AssetManage System Requirements AssetManage 2015 requires the following minimum system configuration to operate properly
50. eature 1999 2015 Liberty Street Software 13 AssetManage Manual B Add Using WebCam CTE ale Delete Image Delete Al 2 Importing and Exporting Data 2 1 Importing data into AssetManage AssetManage can import delimited text files Microsoft Access database files and Microsoft Excel spreadsheets Not only can you import data pertaining to assets but you can also import Dealer Employee Customer Manufacturer and Insurer information If you have been using another application to store your data check to see if the application has the option to export data Many programs allow you to export to a CSV comma separated variable file Tip The formatting of Microsoft Excel spreadsheets sometimes causes problems with the AssetManage import feature If you are having trouble importing an Excel Spreadsheet save the spreadsheet as a CSV file and then try the import again 1999 2015 Liberty Street Software Importing and Exporting Data 14 To import asset data into AssetManage 1 Select Import fromthe File menu File Actions Tools Reporting View Help Yo New Location Add Departrnent Ls ih Export w Export to HTML P Backup Database Manage Backup Files Restore Open AsstManage File 6ote Data Polder Goto Reports Folder G Goto My Images Folder 9 Goto Exported Files Folder Print CtrleP Ga Print Preyew ga Print Setup Propertes
51. ebook Items by Assignee Ej Completed Notebook Items ml To add a new employee to the program select Actions gt Add Employee from the main menu 1999 2015 Liberty Street Software AssetManage Manual Actions Tools Reporting View Help T Add Itemis Ctri N Add tems using Images Ctri I Add Items using Images Source Select All Ctrl A ya Hnd Ctrl F Empty Deleted Items Folder Ey Refresh F5 Add Category Ctrl G Add Manufacturer Add Customer Ctrl Add Dealer Add Set Group Add Insurer Add Query Cirie Add an Attachment Add an Image Delete Del You can also add a new employee dynamically from the Add Asset dialog Simply type the the last name then the first name separated by a comma Section Quantity i Assigned To f Employee Customer Other Status Dembowski Mre seias Condition Or the first name then last name separated by a space To print employee badge s Select the employees you wish to print the badges for then right mouse click and press the Print Employee Badges command from the popup menu 1999 2015 Liberty Street Software Managing Employees Manufacturers etc s Z Last First Position Employee Der jJrown Karen LSS001 Dembowski Properties Jembowski Mitchell xX Delete Print Employee Badges p Add an Attachment The AssetManage report feature is context sensitive to run
52. ecords but rather a list of the items from the table corresponding to the icon In the example below the Manufacturer icon has 1999 2015 Liberty Street Software oat AssetManage Manual been selected resulting in a list of all the Manufacturer records from the Manufacturer table Q Location Category GB view Image gt Description Ne AEG Y Last Audited First Q1 2011 image D ia Groups Mo Alpha Warranty Expire image P H Expiring Leases E Expiring Wo AOC E 5 Section image E Salas v ieee Me APC H Me Uieposals mage oe Disposal Methods z mo ASCOM m EE 7j H S Dealers E Fz Customers la Bay Networks m G Insurers m Mi Color lia Belinea m a Yea i m A Made OF No Belkin mage This information can be printed exported etc in the context in which it is viewed on the screen For example selecting Export to HTML at this point will export a list of Manufacturers to the HTML file of your choosing For more information on exporting to HTML see Exporting data to an HTML file 3 10 Linking Assets AssetManage allows assets to be linked together An asset can be a parent or a child of another asset but not both The following applies to a group of linked assets 1 When one asset in the group is moved to another location dept all assets in the group are moved as well 2 When one asset in the group is assigned to somebody new all the linked assets are re assigned
53. egarding the import feature The Assigned to Employee destination field should contain the name of the employee A new employee record will be created automatically with the specified name if it does not already exist The Assigned to Employee Emailand Assigned to Employee Employee ID will only import data if the Assigned to Employee field is used as well If no field is mapped to the Asset field AssetManage will create random unique asset numbers for every asset imported The Assigned to Customer destination field should contain the name of the customer A new customer record will be created automatically with the specified name if it does not already exist If no source field is mapped to the AssetManage Location field all the data will be imported into the currently open Location To import images 1 Select Image 1 2 3 or 4 as the destination column Make sure the FULL pathname of the image is specified in the file to be imported Image column You can also import images directly from the internet The FULL URL of the image must be specified in the Image column of the file that is being imported Table or Sheet to Import frome Ok Import box Asset Database Eshmated of Rows 10 Cancel Source Field Hames Destination Field Click to Select Ae Tag Barcode Uescnphon Dascnpio Value Facility Location Liecalicn Aetred howe Base Lost Base Co Total Cost Total Cost Imaga Date Sold F
54. elected record s or uncheck the checkbox to move the records Click OK Note Items can also be moved between locations and categories using Drag and Drop Simply select the items to move then drag them to the new location or category in the tree view on the left side of the AssetManage window To copy items using drag and drop hold the Ctrl key down while you are dragging the items 3 5 Finding Items To quickly select an asset based on the asset number Click in the asset list Then type the asset number of the asset that should be located The status bar at the bottom of the main window will show the text you are typing as you type it in If an asset with that number is present in the list it will be selected If not the selection will remain on the presently selected asset Use AssetManage to find a string in any of an asset s Text fields Comments Description Brand Name etc Select Actions gt Find from the main menu You can also use the keyboard Shortcut Ctrl F 1999 2015 Liberty Street Software 31 AssetManage Manual Tools Reporting View Help T Add Item s Ctrl h Add tems using lmaqges Ctrl I Add Items using Images Source Select All Ctri A T Move Copy Items s Hy Clone Selected Records Cirle Ctrl F Empty Deleted Items Folder Q Add Employee Add Category Ctri G Add Manufacturer Add Customer Ctr Add Dealer Add Set Group Add Insurer Add Query Ctrl
55. entory of your assets then later upload the inventory to AssetManage To do this you will need an application such as On Hand from Stevens Creek Software for the Palm Operating System http www stevenscreek com palm onhand html or Dolnventory from WakefieldSoft http www wakefieldsoft com doinventory Both of these software programs will export collected data from the the PDA Barcode scanner to a text file on your PC This data can then be imported into AssetManage 7 2 Backup My Data Select File gt Backup Database fromthe main menu To automatically backup your data configure the Backup Directory amp Frequency section in the Preferences dialog Tools gt Preferences 1999 2015 Liberty Street Software AssetManage Preferences i Preferences Columna Company Feld Namea Depreciation Fiscal Year Default Asset Tracking Settings l W Record changes in Location W Record changes in Status Assogrmert Co Code Asset Ming Std WOheckOut Bug C Uert Lbs Street Apo Data Alsaming Asset Manage Agnel mages A Repos Labels amp Fie Larda C Code eset Ming Sid Debug Reports I Backup Directory amp Frequency Eser Liberty Street App Data Roaming Asset Manage Back C Backup Every 115 runs of Asse Manage Ghiefs Oiss Cumency Options TFS Frank Add a Depi Generate unique Asset Number field is left blank wiih pref Ge not alow duplcele Asset Numbers Multiply Base Cost by Quan
56. es Tools gt Preferences e There is no need to import data unless you have suffered a system crash or accidently deleted records 7 3 Change Field Names To change field names Select the Field Names tab from the AssetManage Preferences dialog Click on the appropriate column to enter a new field value Leave the New Field Name blank to keep the old field name Note that the lt lt Asset User Field Tab Title gt gt is used to change the title of the tab in the Asset Properties dialog named User Defined Fields as shown below 1999 2015 Liberty Street Software to add or edit a new field nams B Existing Fields a Department Locstron Miade OF Manufacturer Nurnber Made Section Shape Size Status Tax I Tax Warranty Expire Year B User Fields Tab c lt Asset User Field Tab Tithe gt User Defined Fields A User Defined Text Helis A User Defined Date Fields User Defined Boolean Fields E biases Malins ursam Fali ga Asset User Field Tab Tithe gt gt Specify the Tithe of the User Fields tab shown when adding or editing asset properties _oK EEN AssetManage has over 100 user defined fields including 100 Text 3 Boolean 2 Currency and 2 Date fields You can also change the names for fields such as Color Made Of Year Number Made Size and Shape as seen below 1999 2015 Liberty Street Software AssetManage Manual Add Terns 1 2 3
57. et 0 157 in Vertical Offset 0 197 in Print Order Horizontal E Printer Settings Set the Horizontal count and Vertical count to 1 If the problem is that the labels are cut off when printing Find out the offsets and measurements of the labels you are printing to and enter them into the Layout Definition section Save the label template and then try printing again Ze C E E tayout El Layout Definition 2 622 in x 1 000 in Size horizontal 2 622 in Size vertical 1 000 in Horizontal E Vertical Offset 197 in Print Order Horizontal Fl Printer Settines Q Importing an Excel spreadsheet is not importing all my data correctly A This usually happens because of the formatting of the Excel spreadsheet Try save the spreadsheet as a CSV file and import again Q I change the database location AssetManage cannot find the database afterward A Try closing and reopening the application 1999 2015 Liberty Street Software tor AssetManage Manual Q I get Divide by Zero errors or GPFs when trying to add items A Try this 1 Run Regedit exe 2 Delete All Software Liberty Street Software AssetManage nodes in both HKEY CURRENT_USER and HKEY_LOCAL_ MACHINE 4 Try running AssetManage again Q AssetManage crashes when exiting or when adding items A This is usually because the Headers wcd has become corrupted Delete the file and try running AssetManage again Q When trying to run AssetMa
58. field then scan the bar code using your bar code Scanner The text representation of the bar code will automatically be inserted into the field Use the Bar Code Lookup dialog to later retrieve the item record Tools Reporting View Help er Bar Code Lookup CiD Check Svc Agreements Warranties fm how Totak Chl T Select Image Source Assign Asset Numbers Print Barcode labels with Sequential Numbers Print Location Barcode Labels Asset Adit Using All Data Asset Audit Using Change Location using Barcodes Find Orphaned Records Create Thumbnails for Images Regenerate All Depreciation Info Delate Duplicate Records Delete Records with Duplecate Asset Numbers Delete Records with Duplicate Serial Numbers wy Check Out FE i Check In F drh Preferences The Bar Code Lookup dialog lets you search for assets based on the Asset Barcode or Serial Number Use the Search In dropdown to specify what field will be searched 1999 2015 Liberty Street Software Keeping Records 36 Bar Code Lookup Searchin Asset If Matching Asset Is Found 1 Display the matching inventory item C Edit the matching inventory item C De not Display or Edit the Item If Matching Asset Is Found 2 Change the Status of the item to Set the Last Audited Date to the current date Assign the AssetTo Employee Customer F Other change the Location of the item to If Matc
59. g Output Report wdy All Data Eripleyee Reapers ir uH Create Assets Report Hew Reports Werard Ed Report fea Output Report Using Create Labels Belt Labetik f E Output Labels Using Create File Card Edit File Cards Ea Qutput File Cords Liseng Select the label template you want to use Then select Project gt Page Setup from the Report Designer main menu D Designer CCodeliseet Ming Std Debug Report CompanyName BarCodel 28 Jbl File Edit Gbjects View 1 a AS gestu p fox A BR G Dijet Drecluche _ 7 lings Layer Definitions ee rate a a Filter m Filter LAJ A Surn Variables P ro pe j User Vanables at Compan oOo Optanns a WL all 5 Code Er pee See m mm iaka ee 1H Dee 1999 2015 Liberty Street Software Click on the Regions tab Expand the Layout Definition section Then enter the measurements for the label and then click on the OK button to save your changes Standard Layout jl a Definition 2 62 in x 1 000 i E E 2 Sie honzontal 2 622 im g Size vertical 1 000 in Horzontal Distance O72 in Vertical Distance 0 098 in Honzontal Count 2 Vertical Count 10 Hornzontal Offset O 157 in Vertical Offset 0 197 in Print Order Horizontal El Printer Settini Frinter Mame Snagit 9 E Paper Size Letter 8 500 in 11 0 For label and card projects sets the workspace area
60. he new report there The Create Report and Design button will bring up the Report Designer with the new report in edit mode The Create Report and Close button will create the report and save it to the AssetManage reports folder AssetManage also has a New Report Wizard command that is useful in some instances From the Reporting menu select New Reports Wizard The Project Wizard will appear directing you through the steps to create a new project Set print options and paper size Set options for page numbering and title Choose table options and summary Choose the data for the list Create Your Report proceed to the Label and Report Designer ee hae For more information on using these steps see Step by Step Example Report 5 2 2 Label and Report Designer The Label and Report Designer allows you to create custom labels file cards and reports to complement AssetManage s functionality To open the Label and 1999 2015 Liberty Street Software Generating and Using Reports 66 Report Designer select Reporting gt Create New Report to create a new report working with I st files or Reporting gt Create Edit Labels to create new labels or work with existing label Ibl files or Reporting gt Create Edit File Card to create new file cards or work with existing card crd files Note In order to use the Edit feature you must have previously created bl or crd files To edit labels or card
61. hever data field 1999 2015 Liberty Street Software AssetManage Manual s you prefer To specify a field by which to sort the report go to Reporting gt Edit Report and when the Report Designer appears go to Project gt Sort Order of Data The selection of Sort Order dialogue box will appear as shown below selection of Sort Order Available Sort Orders Asset 4ssethumber Asset 45signedTo Asset DatePurchased Asset DatePurchased Asset DateSald Asset DateSald Asset Dealer czek Nenarkrmernt The selection of Sort Order dialogue box showing the available sort options Click on an option to select it and then click OK When using groups in reports it is important to sort by the grouping field The example above shows the sorting that should be used in a report that has assets grouped by category 1999 2015 Liberty Street Software Generating and Using Reports 76 Designer C Program Files AssetManage Enterprise Repo Fie Edit Project Objects View 7 D amp E uR Report structure x o ax kh amp ee B T Report Container a Table Asset Asset AssetMumber 5 ip 6 Oo HETE fap Caeoory 2 FE pre LAr F Objects Report st Layers Preview Properties i w Es gi Olle Fixed Size False Ho ai 3 Pa i al gt El Layout i n Appearance Condition True Show ae woe H Distance Before T 0 0 mm H A a P
62. hing Asset Is Not Found Create and Edit an inventory item with the specfed Asset Serial 2 or Barcode O sientiy Teate an inventory item with the speohed Asset Serial 2 or Barcode 2 in Location Do Nothing aoe The Bar Code lookup dialog has many options that dictate what will happen if an asset is found If a bar code scanned within the Bar Code Lookup dialog is not associated with the Asset any asset the selected action in the If Matching Asset Is Not Found section will be performed The option selected in the screenshot below will result in theAdd Item dialog will appear with the asset number field already filled in eS T change the Location of theitem to If Matching Asset Is Not Found Create and Edit an inventory item with the specified Asset Serial 2 or Barcode Slenty create an inventory item with the speotied Asset Serial or Barcode in Location Penn State lenar trent BOM za C Do Nothing ip j ooe The Bar Code Lookup dialog can be used to add many assets in this manner For example if you have purchased pre printed barcode labels you can scan 1999 2015 Liberty Street Software AssetManage Manual each barcode in and edit the asset details If you simply want to add assets in a certain asset number range from 1 100 you could just type the asset number into the yellow barcode field press the ENTER key and then have an asset with that asset numbe
63. ies section to see the Month Year expiration date for all assets with valid Expiration Dates a Location E Category fi View Image lt Asset Num Description Com ang 4 IBM Aptiva a IE Status a Assigned To Employees Notebook Items by Type B Notebook Items by Assignee g Notebook Items by Completion Date F Notebook Items by Due Date P Purchases 7 7 Create a new Category or Department Creating Categories There are several ways to create a category or room 1 Click the Add Category or Add Room button in the Preferences dialog as shown below 1999 2015 Liberty Street Software MEWS LAUS amp CME Legis C Program Files 4sseth anage Aeports Unused Depts Unused Categories Documentation Inside Sales Legal Library Lobby Mair Office Other Porch Sales Server Room Shipping Cell Phones China Dishes Clocks Cottee Tables Collections Storage Computer Study ki Computer Accessory Add 4 Dept Add a Category yr 2 Type the name of the new category in the Category window when adding or editing an item To add a room on the fly perform the same action in the Room Dept field LOC anor Pet LITLE al Dept Ares Ww r 3 A third way to create a new category is to right mouse click in the Category view and select Add Category 7 8 Edita Category To edit a category 1 Select the category you want to modify in the Ca
64. install AssetManage on all your other workstations that will be using the program 4 When installing on the other workstations make sure that the Database directory amp Images directories are the same for all users You can change the data file location and other directory locations in AssetManage from within the Preferences dialog under Tools gt Preferences Database Directory C Program Files AssetM anage Images Directory C Program Files AstetM anageAssetlmages If for some reason you cannot run AssetManage the locations can also be changed by using RegEdit To do this 1 Select Start gt Run for Windows XP For Windows Vista and Windows 7 click on the Window button at the lower left corner of your screen and type regedit exe into the Search edit box 2 type regedit into the Open edit window 3 Open HKEY_CURRENT_USER Software Liberty Street Software AssetManage or HKEY_LOCAL_MACHINE Software Liberty Street Software AssetManage if you installed the software using the All Users option in the setup program HKEY_LOCAL_ MACHINE if you installed the program for All Users Single User installation 1999 2015 Liberty Street Software General Info 6 Install Version 2015 either by running the downloaded setup file or from the CD Registration Code information Liberty Street Software supplies a unique registration code with each software purchase The code appears on the CD if you bough
65. it Using All Data Asset Audit Using Change Location using Barcodes Find Orphaned Records Create Thumbnails for Images Regenerate All Depreciation Info Delete Duplicate Records Delete Records with Duplicate Asset Numbers Delete Records with Duplicate Senal Numbers sty Check Out FS wig Check In dh Preferences The Check In dialog window will appear with a list of assets that currently have the status Checked Out Select the assets that should be checked in and then press the OK button Batch Check Out Check In using a text file AssetManage supports batch check out check in using a simple text file The text file must be formatted with one asset per line 29251 25248 25250 25340 Use the Load From File button in the Check Out or Check In dialog to choose the text file 1999 2015 Liberty Street Software Keeping Records 48 E Check Out Items To Check Out 25340 MF 320 DRAGON mi herkrmiat Tr This feature is useful with PDA type barcode scanners Most of these scanners will allow the scanning of multiple asset tags which can then be exported to a PC as a text file AssetManage makes it easy to view all assets with a particular status such as all Checked Out items Open the View tab and then expand the Status section as seen in the screenshot below meee j seem mye ome l n ee a All Status Chec
66. ly Just place the AssetManage data file in a central location on your network Barcodes Scan amp Print barcodes to attach to your assets Attach up to 16 pictures to each of your records by scanning pasting or importing them Attach files and links to your records Click on the attachment link to visit the specified website address or launch the attached file Show a live video feed from your Webcam and take pictures of your assets Check when service agreements and warranties expire on catalogued items User Permissions Assign permissions to users such as whether they can delete items backup data and much more Track repairs maintenance costs and other expenses related to an item Check In Out to keep track of tools and other equipment The integrated Report Designer lets you create Reports Labels amp File Cards Track changes in an item s location or status Calculate both Monthly amp Annual depreciation schedules To purchase spiral bound printed copies of this manual select Purchase Hard Copy User Manual fromthe main menu 1999 2015 Liberty Street Software General Info 2 Help Contents F1 Check For Updates Purchasing Information Getting Started Guide PDF Format Report Designer Manual PDF Format Purchase Hard Copy User Manual AssetManage Support Page AssetManage Forum Rate AssetManage Purchase Additional Licenses Enter Registration Information i About AssetManage
67. mage Move Copy Iterns s o 388 Tech Services Art Sabi 19e Reproductio Add Itern s o 392 Tech Services Clone ige Delete 0 395 Tech Services age Run Report Using 7 Output Report Using Output Labels Using Output File Cards Using Check Out Check In View in Browser Properties The Check Out or Check In dialog will appear with the asset already selected Another list will contain a list of assets with the current status Checked In that you can add to the Items to Check Out list Use the Employee field to scan an employee badge that would contain the employee number in barcode format The Print Check Out Receipt checkbox will result in a check out receipt being printed once the Complete Checkout button is selected 1999 2015 Liberty Street Software Keeping Records 46 a Check Out Asset nana PO pi Add K osete Metrologic Li Ar J Th ai ls b mr g Add to Checkout ltem List The Check In or Check out feature can also be selected from the main menu Tools gt Check In or using the F9 key in the case of a check in 1999 2015 Liberty Street Software AssetManage Manual Tools Reporting View Help WW Bar Code Lookup Ctrl D Check Sve Agreements Warranties fy Show Totals Ctrl T Select Image Source Assign Asset Numbers Print Barcode labels with Sequential Numbers Print Location Barcode Labels Asset Aud
68. mitation of Liability 9 locations 53 Manage Users 101 manipulating report data 74 Manufacturers 81 Move Down 94 Move Up 94 move copy item 26 Move Copy Note 29 Multi User installation 4 Multi User Setup 4 2 4 N new category 91 New Location 54 New Reports Wizard 63 Percentage per Year 38 PNG 20 pre printed barcode labels 35 Print Employee Badges 77 Print Options 56 project wizard 63 67 Properties 92 Q queries 32 R records 20 recover deleted item 28 RegEdit 4 Registration Code information 4 remove a location 55 report 6 7 report filter 74 reports 61 63 74 Reset 94 rooms 53 S scanner 35 search 30 search string 30 search text 30 setup 4 Single User installation 4 1999 2015 Liberty Street Software Sort 74 94 Sort report data 74 Sorting 94 Straight Line 38 Sum of Years Digits 38 System Requirements 4 me Take Snapshot 20 Technical Support 2 TIFF 20 To add an item 20 To add an item using YourWebcam 20 To import images 13 Track expenses 95 Troubleshooting 99 _U unused Rooms 93 upgrade 3 Upgrade to from an earlier version 3 using AssetManage with bar codes 35 V view information 40 View tab 40 W warranties 90 Web Site 2 website 2 What Are Locations 53 WMF 20 1999 2015 Liberty Street Software
69. nage a message similar to this appears The Microsoft Jet database engine cannot open the file AssetManage Assets mdb It is already opened exclusively by another user or you need permission to view its data A This usually happens when a file called Assets ldb gets corrupted Delete Assets Idb NOT ASSETS mdb from your AssetManage directory and try running the program again 9 User Permissions Enter topic text here 9 1 Assigning Permissions to AssetManage Users One of the major new features in AssetManage 2015 is User Permissions Users can be granted or denied permission to perform various tasks It is not mandatory to set user permissions If no users are added the software will behave as if every user has full permission to any features in the program 1999 2015 Liberty Street Software User Permissions 102 tego BrandName Model Description Manufactul Can Add Items Can Add Edit Items Can Check Gut Assets Can Check In Assets Can Dispose Assets Can View Employee Info Can Import Restore Data Can Audit Assets Can Create Edit Reports Labels Can Backup Data a1 1 1 4 1 4 A 4 AG a de ES Lan To begin setting user permissions with AssetManage 1 Select File gt Manage Users from the main menu Note that the first user added must be an Administrator Only users with the permission level of Administrator can add delete and edit other user permissions 1999 2015 Liberty Street
70. nding to Descending and vice versa The example below Shows a Descending sort on the Description field Description Street Toshiba royal alpha Phillips Oster Nokia Herman Miler 10201 7 12 Specify which columns I want to see Each company or individual has different needs and requires different information from AssetManage Liberty Street Software has kept these differences in mind when 1999 2015 Liberty Street Software 95 AssetManage Manual designing AssetManage You can determine the information you need most often or is most important to you To specify the information you want to view 1 From the AssetManage Setup dialog open the Columns tab as shown below AssetManage Preferences Preferences Columns Company Field Hames Depreciation Fiscal Year Categories Pe Showing a Category Available Columns Asset Num Assigned Ta Bar Code Base Cost Bought Frorn Brand Hame Business Use 2 Category Color Comments Company Condition Cost Current Yalue Date Purchased Date Sold Depreciation Method gt Location Room Dept Brand Name Model Description Company SAW aranty Type SAW aranty Expire Invoice Condition Current Value Date Purchased Lost Bought From Protit Date Sold Sold To gt 2 For each category select and organize the columns you want to see using the following buttons Delete Select a column in the Show the Following
71. ne e Select the fields to be exported e Click on the Export button If the Show in Browser after Export checkbox is selected your default Internet Browser will open with the resulting HTML Document Like many other features in AssetManage the Export to HTML feature exports the data that is currently being shown in the program Use the Save in Zip File option to save all the html files and images in a single Zip file The zip file can then be uploaded to a web site or emailed 3 Keeping Records 3 1 Creating item records To add an item There are numerous ways to begin adding items in AssetManage 1999 2015 Liberty Street Software 21 AssetManage Manual 1 Select Add Item s from the Actions menu as shown below Actions Tools Reporting View Help Rh Add item s Add Items using fisges Add Items using Images Source Select All Move Topy items s Clone Selected Records mo oP a Fired Empty Deleted Items Folder Refresh f Add Category Add Manufacturer Add Dealer Add Beneficiary Add Customer Add Set Group Add Insurer Add Query Add an Attachment lg Add an Image 2 Click the Add Item s button on the Toolbar as shown below Wu FV gt Circulation File Actions Tool Add tem Proprties 3 Use the Keyboard shortcut Ctri N 4 Click using your right mouse button within the AssetManage window and select Add Item s f
72. ng item info After you create an item record you can make changes to the information by opening the Item Properties dialog You can also move or copy an item from one location to another using the Move Copy Item Dialog To edit an item There are several ways to edit an item including 1 Select the item you want to change or view in the right AssetManage window and click on Properties under the File menu The Item Properties dialog appears You can also right mouse click and select Properties from the popup menu that appears 1999 2015 Liberty Street Software AssetManage Manual Add an Attachment all Add an Image Move Copy iterns s Add emis Clone Delete xf r e Run Report Using Server Output Report Using Output Labels Using Output File Cards Using m a via Check In 172 16 3 a View in Browser 2249 Editing an item by right clicking on it as described above 2 Double clicking on an item will also bring up the Edit Item s dialog 3 Selecting Alt Enter on the keyboard To edit multiple items at once 1 Select all the items you wish to edit or view in the list window and click Properties under the File menu or from the context menu which appears when you right click in the AssetManage window 2 The Item Properties dialog appears The example below shows a change in the Status and Comments fields for the 3 records selected Clicking OK will result in the data e
73. nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 94 TI SOCKENS inoa a a e a aetacanacnaesana aot 94 12 Specify which columns want tO see aassassnnsnnnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ennenen 94 13 Track expenses related to an item ccc cece cece eee e eee ee sence cea eeeneeaeaenseaeasnseaeasnenaeasnenanaeaes 95 14 How Do I Generate Asset Numbers Automatically ccccccececeeeeeeeeeeeeeneneneeaeaeeeeseenenenes 96 15 Make my Labels print out properly ccccccce cece sence eeeeeeeeeeneeeseaeeeeaeneeeseaenseasneeaseannenannaeas 96 Part VIII Troubleshooting 99 1 Trouble shooting and Frequently asked questions cccceceeeeeeeeeeeeeeeeeeeeeeseseneeseeneeesesnees 99 Part IX User Permissions 101 1 Assigning Permissions to AssetManage Users ccccecececeeeeeeeneeeeeeneeeseeneeesesneeeseeneeenesnaes 101 Index 106 1999 2015 Liberty Street Software 1 AssetManage Manual 1 General Info 1 1 What Can AssetManage Do AssetManage is designed to provide a complete asset tracking solution for virtually any business AssetManage is currently being used by thousands of companies and organizations to keep track of assets such as Tools Computer Equipment Rental Property Police Car Equipment Office Furniture Museum Artifacts and many more types of property AssetManage Features include Multi User capable More than one user can make changes to the same data simultaneous
74. nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ennn nnan 72 A Depreciation REPONS cessie Eaa a a aaea aia 73 5 Sorting amp Filtering Data Within Reports cccccceeeeeeeeeeeeeeeeeeeeeeaeaeeseeeeneneneeaeaeeesesnenenes 74 Part VI Managing Employees Manufacturers etc 1T 1 Working with employee data iicciiseschidsscccctsiiedonsnensastveotidendecetaiicidoneeacadinwobedsitdadatatecdine T7 2 Working with Manufacturers Insurers etC unnnnnnnnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnn ennn nnnn nnn 81 Part VII How Do I 83 1 Use AssetManage with a PDA type Barcode scanner cccceceeeeeeeeeeneneeeeeeeeeeeeeenenenenaeaes 83 2 BackUp MY Data 7 consain ea aE AE a 83 3 Change FieldName S ciseu e a e a aa aaa a aa aaa 85 4 Change multiple records simultaneously s nssannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnnm 89 5 Change the Data File or Image files location n nnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 90 6 Check Service Agreements or Warranties csceceeeeeeeeeeeeeeeeeeeeeeneeeeaeaeeeesnenenenanaeaneneges 90 7 Create a new Category or Department eiiicicsosectvioiievinscuenacunrnenssbcunuecdvoebavinsuiesedenumnereatins 91 9 Edita CALC GORY 2 viii cee cutest aa N aT AENEA 92 9 Remove a Category or Department csicsscsactecnccntiadivinsivcasssavensninoierncactialavieniecasssavicsxenennncas 93 10 Set the beginning of my companies fiscal year s assnnsunnnnnn
75. ntered in these 2 fields to be changed in all 3 records Any data previously entered in the Status or Comments fields will be overwritten on all selected records 1999 2015 Liberty Street Software Keeping Records 28 n TLF Properties You have selected Jitem records These records will be updated with the information you spedfy in thes Obsolete and placed nto Storage at Grand Park storage Track changes in Status facility Unit 49 Taxable Insured Employes C Customer C Other Custom Date Field 2 Custom Curnency Fietd Custom Boolean Field 1 Custom Boolean Field 2 Custom Boolean Field 3 o Came 3 3 Removing items Deleting Items Select the item or items you want to remove and then select Delete from the Actions menu or context menu You can also delete items using the keyboard Del key AssetManage prompts you to confirm the deletion All deleted asset records go to the Deleted Items folder This does not permanently delete them until you select Empty Deleted Items Folder under the Actions menu or right click on the Deleted Items folder and select the option there Other records such as Dealer Customer Insurer or Manufacturer records are permanently deleted 1999 2015 Liberty Street Software 20 AssetManage Manual Recovering items from the Deleted Items Folder 1 Open the Deleted Items folder by clicking on item Location E Category ligil view Admin Tt Floor Energy
76. o recover items accidentally deleted open the Deleted Items folder and drag the items out to another location 5 Generating and Using Reports 5 1 Running Reports There are several ways to run a report in AssetManage To run a pre defined report that includes ALL assets select the report from the REPORTING section of the main menu View Help List of Assets List of Assets Financial List of Assets with Barcodes Item Detail 1 Asset per Page More Reports Assets Grouped By Running a report from the main REPORTING menu will include all assets in the report except for Disposed and Deleted assets To run a report that only includes items from a particular location category department etc 1 Select the item that will be used as a source for the report Right mouse click on the item and then select RUN REPORT USING and then the report to be used 1999 2015 Liberty Street Software AssetManage Manual s Bio Net qt Location F Catagoey figil View Image Assets Department Site Locator Catego Ii u 3565 BOM A SD County Computer EJ BOM A T Add term s to this Location OEM Accessory gt Penn State Run Report Using I List of Assets ment E BOM mii Output Report using List of Assets Financial HB Output Labels Using fn E3 BOM Ea Output File Cards Using Assets grouped by Vendor ef BJ BOMH Depreciation Report Using Assets Grouped
77. o Employee Reports i Eqperepe Report Maintenance Report Hoteiook berms Report Purchases Repeut Airi Movernents Rapti eset tabus Changes Report Asset designement Changes Report Lincompleted Taks Comeleted Task Depreciation Report Using Qutput Report waing All Data Eniployoe Reports Hew Reports Wizard Edt Report ba Qutput Report Using Creste Labels Edit Labek E Output Labels Using Create File Card Bae File Cards Qutput File Cards Liang You will be prompted for the name of the report to run All AssetManage reports have the file extension lst The Run Report Using command can also be used with a particular Location Category Department etc To run a report using on the items in a particular category right mouse click and select Run Report Using from the popup menu as seen below 1999 2015 Liberty Street Software os AssetManage Manual Additam Proprtias MowCpy Delete Refresh Find Haw Loc f Computers Location E Categoy FA View 8 Compute Modem Computer telonitor Computer Motheiboard Computer Network Adapter A Computer Petipherals A Computer Printer Computer Serice A Computer Sound Card W Computer Speakers H Computer Storage 8 Computer Video Card a Oh Add item s using this Category E Dek Add a Category E Desktop Run Report Using t B Disposal Run Report using this Category In Brian s PE Dell i
78. page or on every page of your report Click Next to proceed to Step 3 or Back to return to step 1 1999 2015 Liberty Street Software e AssetManage Manual Project Wizard 3 x The assistant can create a page numbering as well as a list title for you The title can appear on all pages or only on the first page Iv Add page numbering Options tor the title M Add title err te ee ee on all pages lt Back cancel _ Setting page options and title in the Project Wizard 3 Choose Object Type You To create a report with a single table simply select the Table option i Choose Object Type Choose the object type thak you want bo insert into the Report Container ATT Table F m OO crosstab iri chart Choose Object Type 4 Choose the table that will be used for the report AssetManage can create reports based on data from different sources The report designer can also create nested tables Choose the table that will be used as the initial base table for this report For this example we will select the Asset table 1999 2015 Liberty Street Software Generating and Using Reports 70 Choose Source Table Path Flease choose the source table here Attachment Customer Dealer Depreciation Employee Insurer Manufacturer Monthly Depreciation NobtebookIbern Select Source Table screen in the Project Wizard 5 Choose the data for the list This box lets
79. r created automatically by AssetManage Note It is usually not necessary to click the Lookup button as most bar code scanners will add an Enter character at the end of the bar code scan AssetManage can use any bar code reader that inputs the bar code characters via the keyboard These are often referred to as wedge readers as they wedge themselves between your keyboard and your computer Some of these devices are driverless they are hardware only Others require a software driver Web Site for bar code scanners http www idautomation com scanners Liberty Street Software recommends users obtain durable pre printed bar code labels for attaching to the actual asset items rather than attempting to print their own on standard laser printers and paper Labels are available in materials ranging from laminated paper through to solid plastic or anodized aluminium to suit every end use environment You can choose different sizes and formats with custom features such as including your company name and logo on the label Choice of Style and Color Pro perty of Text Line 1 YO T R COM PANY Text Line 2 pe Wi AUI With or Without Barcode Solu FIC Starting Number iil Actual size 1 5 inches Web Site for bar code labels http www barcodesinc com services preprinted labels htm 1999 2015 Liberty Street Software Keeping Records 38 3 8 Depreciation AssetManage 2011 supports the following five methods of cal
80. rc Dell Dereeciatinn Report Using Delete Running a report using only selected assets Properties To run a report using only certain assets simply select the assets and right mouse click Then choose the appropriate report from the popup menu 1999 2015 Liberty Street Software Generating and Using Reports 60 Darran Furniture U Workstation Darran Furniture Crendenza BOM 5 Wledical LAB GDM 47 2 Glass Door Lab Puffer Hubbard Equipment Add an Attachment r47 Cu Ft koun An eader Kodak Add Item s Clone Dell Inc Delete IxP Pees eerste cam irs List of Assets Output Report Using List of Assets Firt ncial F Output Labels Using E List of Assets with Barcodes E3 Output File Cards Using Assets grouped by Category ae g tg Check Out a Assets grouped by Vendor e G Ba Checkin E Assets by Location Dept View in Browser Assets by Employee uote ODPM ne ge Propertie cnn ROLEN 2 Glass Door Lab Refrigerator srewr ererrrerer item Detail 1 Asset per Page AB GDM 47 Location Reports with Images p E Nepartrs a Expense Report The same concept applies to Employees and other data groups that can be found in the View section of the main window f Brucklacher Aot Desai DO hormaint CE kuz ki Ja Ling Jyh Min Add Item s using this Employee Lowghran Thomas Add New Employee Prokopezyk
81. rom the menu that appears as shown below 5 You can also create a new item by dragging image files into the AssetManage list view The example below will launch the Add Item s dialog with the AddNote JPG image as an image AssetManage supports most major image types including JPG BMP GIF TIFF PNG WMF ICON and EMF 1999 2015 Liberty Street Software Keeping Records 22 Ho M59520 BCS image mo 58 we 7120 Copier Image Mo 24 i FPD1730 Monitor Be na 535 i OP780 PC image ot nr added bo this reco IMG_0002 IE Favorites Hi The Add Item s dialog showing the image as described above 1999 2015 Liberty Street Software 23 AssetManage Manual Add Tbe mils E7 ra General Additional User Fields Notebook tem Picture s Attachments Linked Assets Depreciation we 2 a Ja js fe z Je fs Jm Jn api To add an item using Images This feature lets you add assets using images you already have on your computer These images have usually already been downloaded from a digital camera 1 Select Add Items using Images from the Actions menu Tools Reporting View Help T Add Item s Ctrl Add Items using Images Add Items using Images Source Select All Ctril A Move Copy Iterns s Move Copy Items s T4 Clone Selected Records Ctri 2 S Find Ctrl F Empty Deleted Items Folder Pn Frar la Cc
82. s select a lbl or crd file in the Open dialog box Choosing Create under Reporting takes you directly to the Project Wizard main screen as shown below Project Wizard Welcome to the project wizard This wizard will lead you step by step through the generation of a new project To continue click the Mest button The steps on the way to your list are Set print options and paper size Set options for page numbering and title Choose the data for the list lt Back Cancel For more information about using the Project Wizard please see Step by Step Example Report If you do not want to use the Project Wizard to begin your project you can close it by clicking on the X in the top right hand corner which takes you directly to the main Label and Report Designer screen as shown below 1999 2015 Liberty Street Software AssetManage Manual Designer C Program Files AssetManage Reports AssetsByPicture lst File Edit Project Objects View 7 Del aajo BBS Re Be al es kh Objects x oO 50 100 150 rama List of variables HE Froject e hatatatatahatatatatadutatatatahunatarara bt es Project variables EE T able ea Text om Text w Text m Fields Asset AssetNurn Assigned BarCode pe ol ele 50 100 lo Plo 150 u Barcode u Barcode HN Barcode HM Barcode u Barcode HN Barcode u Barcode HN Barcode u Barcode HM
83. t the CD ROM version If you ever lose the code please email us and we will look it up for you Installing AssetManage on a network server AssetManage can be run froma network server To use the program in this manner all users must install the software on their machine as well The reason is that AssetManage uses the Windows registry on each user s machine 1 5 The Main Window xK OK K AssetManage Main Window 1999 2015 Liberty Street Software AssetManage Manual 6 1 List window Main Toolba W Main Office Toronto AssetManage Se File Actions Toob Reporting View Help A Je ee ee Add tem Propreties MowlCpy Refresh a Main Office Toronto 2 Caption Window 2 Location fA Category Q View ai Man Office Toronto vi L cect T FH EI Accounting Marketing xygen Analyzer VACLEMED E Sales Equipment 3 Warketi Ga Marketing 3 i IT Equipment 15 MacBookPro Apple E New York Office gt S3GHz G Technical Support i I iia a d ro o Location Window c 3 2GH FSB DeLL PowerEdge 1730 Intel i 4 Description Xeon proc 3 2GHz IMB AJETTIETSI TE DeLL E as Cache 533MHz FSB _ l Image Window i Main Office Toronto Category Computer Accessory For Help press F1 S Items 5 status Bar The main window of AssetManage software Here you can get an overview of all your assets view all assets belonging to a particular location or Department M
84. tegory tab in the main window 2 Click Properties from the File menu or from the popup menu that appears when you right mouse click The Category Properties dialog appears as shown below 1999 2015 Liberty Street Software 93 AssetManage Manual aT Gl Location Category Gor View a ch Add Thern s using this Category C gt Ca dd a Category gt La gt CC Run Report using this Category gt Le Ch Delete SO Bovertes Fire File 4 Drw vetica lega Fire Ring 7 9 Remove a Category or Department AssetManage ships with many pre defined categories and rooms You many want to simplify data entry by removing unnecessary rooms and or categories amp To delete unused Rooms and or Categories 1 From the AssetManage Setup dialog select the rooms and categories you would like to remove Note that you can select multiple items in both the room and category list controls You many select multiple items by holding down the Shift or Control keys on the keyboard and using the mouse pointer to click on the entries and select multiple items The Shift key will select multiple sequential entries and the Control key will select multiple individual entries 2 Click the delete button 3 Click the OK button to permanently delete the items or 4 Click the Cancel button to abort the process PISO LOUIS Mo Wo Leon C Program Files4scethl anage sAepar
85. the query and the select Run Report Using from the 1999 2015 Liberty Street Software Keeping Records 34 popup menu Tra Cds SHJILEJ EA Purchases 1 W Queries Last Audited First 1 2011 E Groups El Warranty Expire Run Report Using 3 List of Ass Expiring Leases Run Report using Assets gro 4 Section ee sets gro amp Sales Asset List JB4 HF OL385 Assets by Assets by AssetManage uses the Query capabilities built into Microsoft Access Any queries you create are stored directly within the AssetManage data file ASSETS MDB Microsoft Access i Ele Edit View Insert Tools Window Help i By eala pen L car PEMPE T i M i f Assets Database Access 2000 file format open f Design iNew X 45 Objects S Create query in Design view c Tables Create query by using wizard El Acquisitions 2002 Sl Acquisitions 2003 So F nee SS Acquisitions 2004 Reports El Disposals 2004 Pages Macros Modules Groups Favorites 1999 2015 Liberty Street Software 35 AssetManage Manual 3 Using AssetManage with Barcodes As shown below each item record in AssetManage has an asset field i aS book Item Picture s Attachments Linked Assets Depreciation Asset Lsso015 Purchase Into Invoice PO Dealer When adding or editing records associate a bar code with a record by placing the cursor in the Asset
86. tity AssetManage stores your backed up data in a ZIP file The backup includes the program data file ASSETS MDB and any image files that you have attached to entered items To view your backup files choose File gt Manage Backup Files from the main menu To view the contents of a backup you can open the ZIP file by double clicking on it or opening the file The backup file name includes the Date and Time of the backup in the filename Older backup ZIP files can be deleted if necessary Mame Size Type Date Backup_08_08_2008_9 50_45 PM zip 6 108KB Compressed zippe O8 0 Backup 31 08 2008 8 00 47 PM zip 6 176KB Compressed zippe 31 08 To restore backed up data into AssetManage e AssetManage can ONLY import a Microsoft Access MDB file that was backed up to another location e Previous versions of AssetManage 2007 and older would create a new filename for the backup data file and store it in the Backup folder If this applies to your case first rename the file to ASSETS MDB e If you are restoring from version 2011 first unzip the backup file 1999 2015 Liberty Street Software os AssetManage Manual e Copy the ASSETS MDB file to the Data folder in your current AssetManage installation replacing the ASSETS MDB file that is currently there To be safe rename the current ASSETS MDB file or make a backup copy in another location e The location of the Data folder can be found in the program Preferenc
87. ts 3 Unused Depts Unused Categories Documentation Additions lnside Sales Legal Library Lobby Lars Main l Category Office CLs Other Cell Phones Porch China Dishes Selecting multiple items in the Setup dialog as described above 1999 2015 Liberty Street Software 7 10 Set the beginning of my companies fiscal year You can set the start of the fiscal year from the AssetManage Preferences dialog as shown below Tools gt Preferences AssetManage Preferences ee Preferences Columns Company Field Names Depreciation Fiscal Use the following convention tor computing Partial Year Depreciation O Full ear Record a full year s depreciation in the first year and none in Half fear Record half of one year s depreciation in the first year and h the last Full Month Depreciation is prorated according to the number of months service during the year including the month placed in service Half Month Depreciation if prorated according to the number of months service during the year The month the asset is placed in service is incl only if the placed in service date falls on or before the 15th Actual days Depreciation if prorated according to the number of days i service during the pear Fiscal Year Starts January 1 w 7 11 Sort items El How Do I Sort Items To sort items by column click on the column header Click on the header again to toggle the sort from Asce
88. you choose which data goes into the report Click on entries in the Available Fields box to select them Ctrit click to select multiple entries Shift click to select multiple sequential entries then use the gt arrow to move the selected entries to the Selected Fields box To move all available fields click the gt gt button To remove fields from the Selected Fields box click the lt button To remove all fields from the Selected Fields box click the lt lt button You can also sort the selected fields into whatever order you like the default is the order in which they re selected by clicking on them to highlight them then using the up and down arrow keys to move them up and down the list to their desired places Unchecking the Add Column Titles check box at the bottom right will remove headings fromthe report Click Next to proceed to Step 6 or Back to return to step 4 1999 2015 Liberty Street Software AssetManage Manual W Pre selection of fields for a line definition Line name Line Definition 1 tempts Useful to distinguish between different lines of the same type Insertable Fields Colurnns Fas 4 SE Asset Asset Assethum assethium m Asset AssignedTo AssignedTo Asset BarCode BarCode I BarCode_128 U Barcode_250L I Barcode_251IL I Barcode_25IND I Barcode _25MAT IIM Barcode _30F WU Barcode_AZTEC jut Barcode Codabar WY Barcode _CODE11 I Barcode CODES IN Barcode _CODES9_cRC43 WU Rarende

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