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AssetManage Enterprise Help

1. 85 4 Change Field Names sn a benne tan ana connu cadran tee ont 85 5 Change multiple records simultaneously is sssssssssrrnens 89 6 Change the Image files location sivsiescrsedcssscasccasnotaacateiavassioriegscnsiavocssnataacateratgsesmieessendvances 90 7 Check Service Agreements Or Warranties ccsceeeeeeeeneeeeeeneeeeeeeneneneeaeaeaeeseenenenanaeanenenes 90 8 Create a new Category or Department cece cece eee eee e eee eeeeeeenenseeeaeaeaeeseenenenaeaeaeenenes 91 9 Edita Category A nn a teeta anew Ge RU cie 92 10 Remove a Category or Department ee eenee eee eeeeseeeenenceaeaeeeeseensnenenaeaeeeesesnsnenes 93 11 Set the beginning of my companies fiscal year sis 94 12 SON NEMS siesta a nu cet a a a ce ar oa idee er iu 94 13 Specify which columns want tO see cc ceeceeeeee eee eneeeeeeeeeeeeneneneeaeaeeseeesesnsneeaeaeeeesesnenenes 95 14 Track maintenance amp other expenses related to an item eeeeeeeeeeeneeeeeenes 96 15 How Do I Generate Asset Numbers Automatically 97 Part VII Managing Employees Manufacturers etc 97 1 Working with Manufacturers Insurers etc ss 97 2 WOrKINgG With employee dala xs cececenvendscudestwane estas devedsasvandccacestuskersedadeaustectes 99 Part VIII Troubleshooting 102 1 Trouble shooting and Frequently asked question
2. Okyect faciu x a LE 1 Lu NU l a CI Pre Layer Definitions ai A E Filter LAJ A Suri Variables oer Vanables z E all EL Objects 3 m Properties x Er ij ce tr General Settings eee Mine maik m m oh Fsds 1 H Ds Proper lt lt Compan Then select Project gt Page Setup from the 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 2004 2015 Liberty Street Software Standard Layout A Layout Definition Sine horizontal Size vertical Honzontal Distance Vertical Distance Honzontal Count Vertical Count 10 Hornzontal Offset 0 157 in Vertical Offset 0 197 in Frnt Order Horizontal El Printer Settings Printer Name Snagit 9 Letter 8 500 in 11 0 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 2004 2015 Liberty Street Software osa AssetManage Enterprise Help Templates _ _ _ BR xt El Layout Definition 2 622 in x 1 000 in Size horizontal 2 622 in Size vertical 1 000 in Horizonta Vertical Offset 0 197 in Print Order Horizontal Fl Printer ettinns 6 2 Prevent certain users from adding del
3. Database Schema Purchasing Information AssetManage Forum Enter Registration Information 1 About AssetManage 1 3 Howto buy AssetManage and Contact Info How to buy AssetManage Enterprise AssetManage Enterprise Order Page http www assetmanagesoftware com Purchasing aspx AssetManage Enterprise Web Site http www AssetManageSoftware com To Contact Liberty Street Software You can contact Liberty Street Software at any time e Sales sales libertystreet com e Tech Support support libertystreet com Online Chat Click on the Online Chat Operator Graphic at http www assetmanagesoftware com ContactUs aspx 2004 2015 Liberty Street Software General Info 5 Mailing Address Liberty Street Software 3126 Lednier Terrace Mississauga ON L4Y 4A1 Canada Phone Sales 888 250 6615 Technical Support 905 566 5082 Note that you can access our website and e mail through hyperlinks in the About dialog box 1 4 Installing AssetManage Enterprise System Requirements AssetManage Enterprise requires the following minimum system configuration to operate properly e Windows XP Vista 7 or 8 Works on all 32 and 64 bit versions e 800x600 SVGA display set at High Color 16 bit or higher e At least 80 MB free hard drive space e Valid license for the back end database that will be used to store the AssetManage data Or you can download the free Express edition of SQL Server The Express edition
4. I Change the Location of the item to If Matching Asset Is Not Found Create and Edit an inventory item with the specified Asset Serial 2 or Barcode e Silently create an inventory item with the specied Asset Serial or Barcode in Location Penn State anar tment 50M za Do Nothing Cip coe 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 Change the Location of the item to If Matching Asset Is Not Found Create and Edit an inventory item with the specified Asset Serial tor Barcode C Sienty create an inventory item with the speotied Asset Serial or Barcode in Location Penn State epar tment BOM Zo C Do Nothing uns come 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 2004 2015 Liberty Street Software Keeping Records 47 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 typ
5. AssetManage Enterprise Getting Started Guide Copyright 2004 2015 LIBERTY STREET SOFTWARE Contents Table of Contents Foreword 0 Part General Info 1 Ay WN AUS NOW 5 55 ee marntss nee nee non oise none entres tendons 1 2 What Can Ass Manage DO en a te OtEEs 3 3 How to buy AssetManage and Contact Info ss 4 4 Installing AssetManage Enterprise Aaaa anaa a aaa a NNE AENEAN AAA 5 9 Legal NOICE Sennor a a an ee rene a a a a a a a a 17 TRS MAI MVNO cise ceil ok cocoons a a O cine sn a a a A een in 19 Part Il Importing and exporting 23 1 Importing data into AssetManage isisisi a a a EE a aE Ea 23 2 Exporting data to an Excel or Access file sise 27 3 Exporting data to an HTML TIR nanas den eue sta sons dun uec nue ea date eeceta ns dominesemlebee 27 Part Ill Keeping Records 28 T CHECK IN CHECK OMR nai anse que colonne Neue nee ei 28 2 Creating HEM TECOS einen oti esasadssncaadgevensadaduanscl titane cent de eric ENE nc encens 33 Changing LeMIINMIOZ sise oies Gene uote ae eo 38 A REMOVING HEMS 55215 sn ii nan ein E 40 SMOvVInQ Or Copying NEMS SSSR A dus told es ati tn ne a 41 FIG ITEMS oss drastic sonde A EE duel diese one stands enve ta tien 42 7 Using AssetManage with Barcodes sis ssssnesrensnnseennnneenennnnse 44 S DE DFE CIACION SL ER a eid ad a An Se ne 48 9 The View TabD MWnACIS I Used FOr Sienne i
6. Bar Code Base Lost Bought From Brand Name Business Use 7 Category Color Comments Company Condition Cost Current Value Date Purchased Date Sold Depreciation Method Dept Dept Section Description Disp Disp Accum Depr Disp BY Disposal Method Insured Insured By Invoice PO Lease Begin eace Fleer Show the Following Asset Ff Dept Category Brand Hame Model Description Company S A aranty Type SAW arranty Expire InvorcePO H Condition Status Current Yalue Date Purchased Cost Bought From Profit Date Sold Sold Ta Sold For Liuantity Serial Number Comments Color Made of Size fear Made User Field 1 Note The display of the Image column can be controlled using View gt Show Thumbnails from the main menu Cancel 2 For each category select and organize the columns you want to see using the 2004 2015 Liberty Street Software AssetManage Enterprise Help following buttons Delete Select a column in the Show the Following 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 fur
7. 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 2004 2015 Liberty Street Software amp AssetManage Enterprise Help Add item Propriies MowCpy Delete Refresh Find hew Loc F G Computers Location E Categoy FA View 8 Computer Modem Computer Hlionitor E Computer Motherboard Image Location No Benne image wo Thomhill mage Research Computer Network Adapter A Computer Petipherals A Computer Printer M Computer Serice Hi Computer Sound Card W Computer Speakers H Computer Storage M Computer Video Card a ares CL Add hemis using thus Category H Dek Add a Category i Dacktop Run Report Using ig Disposal Run Report using this Category q Brian s PC Del lne Dell D meg Delete Ge Properties Running a report using only selected assets 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 2004 2015 Liberty Street Software Generating and Using Reports 63 Darran Furniture U Workstation Darran Furniture Crendenza BOM 5 Medical LAB GOM 47 2 Glass Door Lab Puffer Hubbard Equipment Add an Attachment r47 Cu Ft Move Cop
8. Add tem Proprties 3 Use the Keyboard shortcut Ctri N 4 Click using your right mouse button within the AssetManage Enterprise window and select Add Item s fromthe menu that appears as shown below 5 You can also create a new item by dragging image files into the AssetManage Enterprise list view The example below will launch the Add Item s dialog with the AddNote JPG image as an image AssetManage Enterprise Supports most major image types including JPG BMP GIF TIFF PNG WMF ICON and EMF 2004 2015 Liberty Street Software Keeping Records 35 i M59520 BCS image m 533 we 7120 Copier Image Mo 34 FPO1730 Monitor a na 535 i OP780 PC Image Li nr added bo this record IMG_0002 IE Favorites Hi The Add Item s dialog showing the image as described above 2004 2015 Liberty Street Software AssetManage Enterprise Help Add Tbe mis ra General Additional User Fields Notebook tem Picture s Attachments Linked Assets Depreciation we 2 a Ja js fe z Je fs Jm jy 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 CR Add Items Ctri M Add Items using Images Add Items
9. AssetManage Enterprise Help example below the Status icon tree menu has been expanded to show the different Status values used by asset records within AssetManage Enterprise 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 CITE us mye soem I All Status Checked Out D Location catea BA view El Status Checked In VEOJ Ey Checked Out l LIVE 1m Pre LIVE STATUS Pa Assigned To Fl Employees VELOC 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 records but rather a list of the items from the table corresponding to the icon In the example below the Manufacturer icon has been selected resulting in a list of all the Manufacturer records from the Manufacturer table All Manufacturer Location E Category BA View Wr Last Audited First Q1 2011 a m ii Groups Aloha E Vi arany Expire eos hi E Expiring Leases AOC H se Section fel m EP Sales MM Disposals Gan iaia ay Disposal Methods E do oh ds daniel 4 Deals Ho Bay Networks a A Customer
10. 2 Asset Num Description Manufacturer Brand Name Model Larm namg Machine 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 Warranties section to see the Month Year expiration date for all assets with valid Expiration Dates CA Location E Category fii View Image lt Asset Num Description Com 4 IBM Aptiva a IE Status a je Assigned To Employees Notebook Items by Type B Notebook Items by Assignee g Notebook Items by Completion Date p 9 Notebook Items by Due Date PG Purchases Y Queries 6 8 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 2004 2015 Liberty Street Software 92 AssetManage Enterprise Help MEWS LAUS amp CME LAN 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 Collection
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12. ASCOM Then click on one of the Manufacturers listed to see the assets that use the particular manufacturer 2004 2015 Liberty Street Software Managing Employees Manufacturers etc 99 7 2 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 Reporting View Help lvl Toolbar H m Status Bar a Wg wLoc Print Details Clone Manufacturers Customers View in Browser Grou Full Screen PS ene Vendors u Assignee You can also view the employee list by click on the View tab then selecting the Employees icon rie ACTIONS loo REpOMmnAg view Mep P Add tem Proprties MoviCpy ae Fa Delete amp Fetresh an EA All Employees Status Fa Assigned To Notebook IAs by Type E Notebook lems by Assignee Ej Completed Notebook Items To add a new employee to the program select Actions gt Add Employee from the main menu 2004 2015 Liberty Street Software 100 AssetManage Enterprise Help Actions Tools Reporting View Help oh Add Items CtrisN Add Items using Images Ctri I Add Items using Images Source Select All Ctri ya End Ctrl F Empty Deleted Items Folder cy Refresh F5 Add Employee Add Category Ctrl G A
13. Assets Grouped by Vendor Assets Photo Album View Insurance Report Assets Grouped by Manufacturer Assets with Expiring Leases Item Detail 1 Asset per Page Asset Warranty Information Asset Lease Information Beneficiary Report Reports with Images AARP RAPA Aa eee IE 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 Edit File Cards een 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 2004 2015 Liberty Street Software Generating and Using Reports 65 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 asetDewPuhasel gt Group Bye 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 2004 2015 Liberty Street Software e AssetManage Enterprise Help d
14. 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 23230 23340 Use the Load From File button in the Check Out or Check In dialog to choose the text file 2004 2015 Liberty Street Software 32 AssetManage Enterprise Help E Check Out Asset PO tems To Check Out DRAGON MF 320 DRAGON hatknnt 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 I n mr mn a All Status Chec E Status Checked In EF ra LR Fa Assigned To wa Assigned To Customer B Employees Notebook Items by Type Mi biog I Il ln 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 2004 2015 Liberty Street Software Keeping Records 33 Add item Proprties MovCpy Delete Refresh Find NewLoc Print Clone Attachmt Ad All Status Checked
15. DSN tab or the System DSN tab User DSN can be used only by the user who created the data source whereas System DSN can be used by anyone who has access to the computer 2004 2015 Liberty Street Software General Info 13 ODBC Data Source Administrator 2 I x User DSN System DEN File DSN Drivers Tracing Connection Pooling About User Data Sources Add AssetManageMySGL MySQL ODBC 3 51 Driver aesethings OL SOL Server Remove A ACCLM Microsoft Access Driver mdb BFL_ACCLM Microsott Access Driver mdb Configure dBASE Files Microsott dBase Driver dbf Excel Files Microsoft Excel Driver xls MS Access Database Microsoft Access Driver mdb An ODBC User data source stores information about how to connect to the indicated data provider A User data source 18 only visible to you and can only be used on the current machine OK Cancel Apply Help e On the User DSN tab or the System DSN tab click the Add button and select the driver recommended by the manufacturer of the database server you are using Then click Finish Create New Data Source Microsoft ODBC for Oracle Microsol Parados Driver db Microsoft Parados Treiber dE Microsoft Text Driver tet csv Microgott Text Treiber tst cs Microsoft Visual FoxPro Driver Microgotk Visual FoxPro Treiber SOIL Matie Chent SOL Server Hi MIT EE A M tw Ea cancel e The Create a New Data
16. Out D Location ad Category ai View Location Department Fairmont Tech Service BA Status Checked Ir Pack en CI H py As racer To T Add items using this Status T e Assigned Too Fairmont Tech Senace ncial 5 B Notebook Items by permen Assets grouped by Category m Sf Completed Notebook Items Assets grouped by Vendor E y Uncompleted Notebook Items Assets Grouped by Location m amp Last Audited Assets by Location Dept pee Assets Grouped by Location Category FI Leries a fo Groups Assets by Employee r mo a s Ane ie vote Comisia aneas 3 2 Creating item records To add an item There are numerous ways to begin adding items in AssetManage Enterprise 1 Select Add Item s from the Actions menu as shown below 2004 2015 Liberty Street Software AssetManage Enterprise Help View Help Actions Tools Reporting ei Add Item s Add Items using es PES Add Items using Images Source Select All Move Topy items s Clone Selected Records ie E gt Find Empty Deleted Items Folder Ey Refresh Add Category ct Add Manufacturer L Add Desler Add Beneficiary Add Customer Ctri Add Set Growp Add Insurer f Add Query Ci Add an Attachment lg Add an Image f l ae F no 2 Click the Add Item s button on the Toolbar as shown below Wu FV gt Circulation File Actions Tool
17. Report M Output Report Using Select Reporting gt Create Assets Report and the following window will appear 2004 2015 Liberty Street Software e AssetManage Enterprise Help ye Create Assets Report es Paper Onentaton N Portrait U Landscape Save As Report SimpleAssets ist Mandatory Field Show Totals Summary V Show Asset Image Grouping and Sorting Options SortBy Group By D Show Group Totals Report Format Available Fields Fields to print Acct Code a Width Headin meaai 120 Description AssqnedTa SE PQ BarCode Epi ae BaseCost a Mode BoughtFrom 55 Lista bem Er andhane 65 Department Business ise Category ChechedQut CheckOutDue ii f Column Width j Create Report and Design Create Report and Clase Close The Save As Report field is mandatory enter a name for the 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 t
18. SQL Code CREATE DATABASE assetmng2010 2 AssetManage Enterprise contains a file called AssetMng SQL 2004 2015 Liberty Street Software 12 AssetManage Enterprise Help in the UPSIZE MySQL directory usually Program Files AssetManage Enterprise UPSIZE MySQL Run this script file to create the tables in your MySQL assetmng2010 database 3 Download and install the MySQL ODBC Connector Setup an ODBC connection to the assetmng2010 database Then run AssetManage Enterprise and choose this connection Using AssetManage with Oracle and other Databases Recreate the AssetManage table structure in the target database by importing the ASSETS MDB file in the UPSIZE directory Your database may have an Import feature to faciliate this If not Intelligent Converters offers several products http www convert in com Setting Up an ODBC Connection to SQL Server After migrating the AssetManage database structure to your database you must setup an ODBC connection to the database AssetManage uses the specified ODBC Data Source Connection on program Startup The first time you run the program from each user s computer you will be asked to pick an ODBC Data Source The following information must be specified and steps must be taken when you create your data source in the ODBC setup utility In addition be sure to meet all the criteria required by the database you are using e You can create your data source in either the User
19. be created automatically with the specified name if it does not already exist e The Assigned to Employee Email and 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 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 MOTTE E Asset Database Dealers Manufacturers Customers Insurers Em Alo EES Source Fi 2004 2015 Liberty Street Software Importing and exporting 2 2 Exporting data to an Excel or Access file AssetManage Enterprise 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 Save Selected Locations In Save In E Debug PY dE a c ea El pdd3 mdb pd mdb test mdb Sav
20. drop hold the Ctrl key down while you are dragging the items view on the left side of the AssetManage Enterprise window To copy items using drag and drop hold the Ctrl key down while you are dragging the items 3 6 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 fromthe main menu You can also use the keyboard 2004 2015 Liberty Street Software Keeping Records 43 shortcut Ctrl F Actions Tools Reporting View Help CL Add Item s Ctrl N Add tems using Images Ctrl I Add items using Images Source Select All Ctrl A T Move Copy Items s Ty Clone Selected Records Cirle Ctrl F Empty Deleted Items Folder Refresh F5 Add Employee Add Category Ctri G Add Manufacturer Add Customer Ctr Add Dealer Add Set Group Add Insurer Add Query Ctris Q 7 Add an Attachment bal Add an Image lt Delete Del Q The Search for Text dialog box will appear 2004 2015 Liberty Street Software 4 A
21. 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 2004 2015 Liberty Street Software 30 AssetManage Enterprise Help n Check Out Asset nana PO pi Add KR 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 2004 2015 Liberty Street Software Keeping Records 31 Tools Reporting View Help M 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 Audit 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 F 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
22. 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 Enterprise again AssetManage Enterprise crashes when exiting or when adding items PO This is usually because the Headers wcd has become corrupted Delete the file and try running AssetManage Enterprise again 2004 2015 Liberty Street Software 104 AssetManage Enterprise Help 2004 2015 Liberty Street Software tte E Index asc 23 tab 23 txt 23 1 150 Declining Balance 48 5 50comupd exe 102 A Access 27 Add Category 91 assets mdb 3 B bar code support 44 BMP 33 C calculating depreciation 48 Category Name 92 Category Properties 92 Check In Check Out 28 Check Warranties 90 column 95 Columns 95 Contact Information 4 Copy 41 copyright 17 create a category 91 csv 23 custom reports 66 2004 2015 Liberty Street Software D delete an item 40 delete unused Rooms 93 Deleted Items 58 departments 56 depreciation 48 Depreciation Report 75 Divide by Zero 102 Double Declining Balance 48 E edit a category 92 edit a location 57 edit item 38 EMF 33 employee badge 99 example how to 70 Excel 23 27 expenses 96 export 27 Export data to an Access or Excel file 27 Export to HTML 27 5 a FAQ 102 features 3 find item 42 fin
23. file A Print Options Select printing options Print target 4 Brother MFC 7820N USB Change P onae Bee a i Printer Save options permanently Le Preview Options m Adobe PDF Format E XHTML CSS Format First page So F Pages El HTML Format All F Page range s azart i y cel armat Running a report that you have created To run reports that you have created use the Output Report Using feature 2004 2015 Liberty Street Software Generating and Using Reports 61 From the main menu you can select Reporting gt Output Report Using All Data Reporteng wiew Heip i List ef Artati T List of Assets Financial Lest of dissets harth Barcodes np cs Hem Detail 1 Aset per Pagel Kore Reports F Actite Grouped By I Rapata vith raged Ir Check Out to Cusicenie Reperts F Check Out to Employee Reports L Eqperepe Report Maintenance Report Hctebook Items Report Purchases Repeut Airi Movernents Rapti eset tabus Changes Report Asset hssignment Changes Report Lincompleted Taks Comeleted Task Depreciation Report ing Qutput Report waing All Data Employ e Reports Hew Reports Wizard Edt Report ba Cutput 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
24. 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 Designer C Program Files AssetManage Enterprise Repo File Edit Project Objects View 7 OD B gd g amp E 9m A 1 Report structure x i l lal lex x amp Ju a La Report Container 5 sett i E Table Asset asset AssetMumber co 5 Arne LArrel Objects Report sk Layers Preview S i Properties 7 wa E 8 ole Fixed Size False Ho a El Layout E Appearance Condition True Show pee ui Distance Before T 0 0 mm H Page Break Condition False False i Pagewrap Before False Mo a Seno 00 El Line Options A Data Lines Asset AssignedTo Footer Lines Asset AssetMumber E Group Footer Lines Asset Quantity i nee Group Header Lines Sse esc IpEOn i i5seC Location ysset Dealer SE Asset Insurer orting Sort order to use Sao Asset Department AL Asset Location Dept 5 8 53 7 Select HA SNS GT 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 structure view and then choose the sort field in the Properties window Select the table in the Report 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 wil
25. 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 5 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 from the Actions menu The Move or Copy Items dialog appears as shown below 2004 2015 Liberty Street Software a2 AssetManage Enterprise Help Move or Copy Items Move Selected Items To Er a TFS London Middlesex St ti 4th Floor Comms Room bth Floor Comms Aoo Admin 4th Floor Admin 6th Floor Currencies 4th Floor Developers 6th Floor Equities 4th Floor Travel 6th Floor Volbroker ul 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 selected 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 Enterprise window To copy items using drag and
26. using Images Source Select All Ctril A Move Copy Iterns s Move Copy Items s Clone Selected Records Ctri 2 Find Ctrl F Empty Deleted Items Folder Pn Frar la CE 2004 2015 Liberty Street Software Keeping Records 37 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 2009 01 06 do 2009 0216 a L 20091225 1G_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 2004 2015 Liberty Street Software ES AssetManage Enterprise Help A Browsing C Users Liberty Street Pictures 2010 02 24 IMG_0060 jpg Select 1 or more Images then enter an Asset Description 3 3 Changing 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 Enterprise w
27. Dept Output Report using this Dept Output Labels Using Output File Cards Using Depreciation Report Using o lt Delete Properties 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 2004 2015 Liberty Street Software Generating and Using Reports 77 Depreciation Report Ed Depreciation Report Input Ce For the ear Ending 1231 2006 12 37 2007 12 31 2008 12 31 2009 12 37 2010 1273172011 127317201 127317201 1273172014 1273172015 1273172016 T r31 207 7 12 31 42018 12 2014 12431 2020 1273172021 12431 2022 1273172023 12431 2024 ro 12731 2025 qra 42026 12a ele 1231 2028 12312023 1243142030 1273172031 1273172032 1273172033 1243142034 1231 2035 For the Month Ending Use All Assets in Report al an I f d Fc pei 3 Select the Depreciation Report template to be used to output the depreciation data The report selected should be a monthly report if you chose a month end date in step 2 or a annual report if an annual year end date was chosen 2004 2015 Liberty Street Software AssetManage Enterprise Help Loo
28. Microsoft Help Viewer D OA Microsoft Office ij Microsoft SDKs Eg Microsoft SQL Server 100 E Ca 49 0a 90 a M5SGL 2 Eff MS5QL 4 Backup Ca Binn 3 Data ERE f Assething2007_Data MDF 1 Asset Ming20 10 mdf n BugDatabase md distmdl mdf master mdf LJ model maf 1 msdbdata maf mesqleystemresource md C tempdb mdf mi E C ual File name AgsetMing2007_ Data MDF For SQL Server 2005 Use the same steps as for SQL Server 2008 except to Attach AssetMng2005 MDF AssetMng2005_Log LDF You can also create the database by first creating a new database in the SQL Server Management Studio 2004 2015 Liberty Street Software General Info 9 Pg PL eS ee hypo roe IL Pe ide ur File Edit View SOL Prompt Tools Window Commu New Query L i GF 2 at a BB Object Explorer PF Bx a id LIBERTYSTREET64 SQLEXPRESS SQL Server 9 0 4053 Libe New Database Attach mi ma e E then select the newly created database Next copy and paste the entire contents of AssetMngToSQLServer2005 SQL from the UPSIZE directory usually Program Files AssetManage Enterprise UPSIZE into a new Query and Execute the Query For SQL Server 2000 AssetManage Enterprise contains a file called AssetMngToSQL2000 SQL for SQL Server 2000 or in the UPSIZE directory usually Program Files AssetManage Enterprise UPSIZE Use this file to creat
29. New Loc button on the toolbar or select 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 Jelp refresh Find En Le Print 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 2004 2015 Liberty Street Software 5 AssetManage Enterprise Help Location Properties Manne B oston Docklands Number Code Description 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 Show Totals Ctrl T Select Image Source Assign Asset Humbers 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 In
30. SE PRICE COSTS 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 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 1 6 The Main Window eee AssetManage Enterprise Main Window 2004 2015 Liberty Street Software 2 AssetManage Enterprise Help 1 Main Toolba 2 Caption Window 3 Location Window 4 Image Window 5 status Bar The main window of AssetManage software 6 List window MIE W Main Office Toronto AssetManage File Actions Took Reporting View Help Add tem Propriies MoviCpy Delete Main Office Toronto amp Refresh vA Find P Exit 22 Location E Category FA View a Man Offiee Toronto EJ Accounting En Sales ES Marketing New York Office E Technical Support d ro nn mene 3 7 Marketing Oxygen Analyzer YACU MED Equipment 15 MacBook Pro Apple 2 acGHz Doret AiR Accounting IT Equipment mor roc 3 2 FSB DeLL Pow
31. Source dialog box appears In the Which SQL Server do 2004 2015 Liberty Street Software 14 AssetManage Enterprise Help you want to connect to field enter the IP address or Host name of the database server for the database you created in Step 1 Then click Next Create a New Data Source to SOL Server This wizard will help vou create an ODBC data source that vou can use to connect to SQL Server What name do you want to use to refer to the data source Mame assetM anage How do you want to describe the data source Description assetM anage ODBC Connection Which SOL Server do you want to connect to Server LIBERTYSTREET 1 e Specify the type of login that you will be used For most configurations Windows Authentication is recommended Create a New Data Source to SOL Server With SQL Server authentication using login ID and password entered by the user To change the network library used to communicate with SOL Server click Client Configuration Client Configuration Connect to SOL Server to obtain default settings for the p onn L Server toc additional configuration options Login ID Paul Dembowski 2004 2015 Liberty Street Software General Info 15 e Select the database you created to store AssetManage data Then click Next On the next page click Finish Create a New Data Source to SOL Server a5 einer MF M Change the default database to AscetsSli Attach data
32. THER EXPRESSED OR IMPLIED Because of the various hardware and software envronments into which AssetManage Enterprise may be put NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED LIMITATION OF LIABILITY FOR DAMAGES IN NO 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 LIABILITY FOR ANY CLAIM ARISING HEREUNDER WHETHER IN CONTRACT OR TORT INCLUDING 2004 2015 Liberty Street Software General Info 1 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 PURCHA
33. _Data MDF AssetMng2007_Log LDF in the UPSIZE directory usuallly Program Files AssetManage Enterprise UPSIZE Copy both these files to the folder that MS SQL Server likes to keep data files which is normally c Program Files Microsoft SQL Server MSSQL Data 1 Run SQL Server Management Studio 2 Right click the Databases item and choose a Attach 2004 2015 Liberty Street Software General Info 7 FP Microsoft SQL Server Management Studio Fie Edit view Tools Window Community Help iNew Query Li tip ri Foo Lh cF 2 ie Object Ex plorer Connect O m A T Te ten YOUR ERDMFHMLFS 1500 SOL Server 9 0 3042 LIBEF E Ca pCatabases New Database Restore Files and Filegroups HAE H 1 ea Wy _ E Refresh b Click on the Add button T Attach Databases Select a page E LE Script Help L General Databases to attach MOF File Location Database Attach As Owner Status Database details c Select the AssetMng2007_Data MDF file you copied over previously to the Program Files Microsoft SQL Server MSSQL Data directory Data directory 2004 2015 Liberty Street Software 8 AssetManage Enterprise Help E Locate Database Files UBERTYSTAEETBA LIBERTYSTSQ E E a Select the file ig LOISOCrestor E G Logitech H O Microsoft Device Emulator E Microsoft Games H D
34. _datareader Sill ii 3 O db_datawriter a O Opens property sheet For the c m db_denydatareader iL i db_denydatawriter 2004 2015 Liberty Street Software 6 3 Use AssetManage with a PDA type Barcode scanner Using a barcode scanner such as the Palm OS Powered Symbol SPT1550 or SPT1800 you can take a complete inventory 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 6 4 Change Field Names To change field names Select the Field Names tab from the AssetManage Enterprise 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 2004 2015 Liberty Street Software s AssetManage Enterprise Help AssetManage Preferences 6 es Chick on the approcriate New To add or edit a new Teed name B Existing Fields a Color Department Locstron Made OF Manufact
35. ard Layout 2 622 in x 1 000 in 1x10 Size horizontal 2 622 in Size vertical 1 000 in Horizontal Distance 0 272 in Vertical Distance 0 098 in Horizontal Count 1 hs i Horizontal Offset 0 157 in Vertical Offset 0 197 in Print Order Horizontal 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 2004 2015 Liberty Street Software Troubleshooting 03 EF Layout El Layout Definition 2622 in x 1 000 in Size horizontal 2677 in Size vertical 1 000 in Horizontal Lust peer in weal Distance Horzental Count Vertical Count fsagtal Offset Vertical Offset Print Order Horizontal Fl Printer Settinas 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 m getting errors after updating the program A This is usually because the table structure is different between the database you have setup and the new version you have installed Compare your current AssetManage database structure to the one at http www assetmanagesoftware cony AssetEntT ableSchema Q I get Divide by Zero
36. base filename m CE TL Create temporan stored procedures for prepared SOL statements and drop the stored procedures f Only when you disconnect When you disconnect and as appropriate while you are connected M Use ANSI quoted identifiers M Use ANSI nulls paddings and warnings F Use the failover SQL Server if the primary SOL Server ie not aval able lt Back Cancel Help Create a New Data Source to SOL Server F Change the language of SUL Server system messages to English r Use strong encryption for data M Perform translation for character data Use regional settings when outputting currency numbers dates and m tres CADOCUME TT P SULOETTMLOLSLS 1T empi Browse Long query time milizeconds Log ODBC driver statistics to the log file CADOCUME TT P ULOE TT LOCSLS TT emp ST Browse lt Back Cancel Help e The ODBC Microsoft SQL Server Setup dialog box appears confirming the settings you 2004 2015 Liberty Street Software 16 AssetManage Enterprise Help have selected Click the Test Data Source button to test whether the data source has successfully made a connection to the database SQL Server ODBC Data Source Test Test Results Microsoft SQL Server ODBC Driver Version 03 85 1117 Running connectivity tests Attempting connection Connection established Yernfying option settings Disconnecting from server TESTS COMPLETED SUCCESSFULLY e After installi
37. bution An eset can have 1 parent assal OF be a parent to unlimited chid assels Parent Assets wiih the fem as a chid Model mec ue Children Assets wath thie een a the Parent s hth Description Manufscturer Brand Mame Model 2004 2015 Liberty Street Software 52 AssetManage Enterprise Help 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 gt Marketing je Asset Category Brand Name Model Description 1 Keyboard tn 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 Children Assets with this item as the Parent Go ta re 3 11 Disposing Assets There are 3 ways to dispose assets in AssetManage 1 Select TOOLS gt DISPOSE from the main menu 2004 2015 Liberty Street Software Keeping Records 53 Asset Barcode 21416 Items To Dispose Lescriotio Havana Tall Storag Disposal Out of Service g 18 06 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 R
38. by Liberty Street Software your use of this software you indicates your acceptance of this license agreement and warranty Definitions Software refers to AssetManage Enterprise 2015 Registered Version One registered copy of the Software 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 the Software 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 the Software on the network each workstation must have its own AssetManage Enterprise license regardless of whether they use the Software at different times or concurrently You may return 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 WHE
39. ch 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 jipa JKB JPEG Image 2 24 2 ri Asset 10 1 jpg JKE JPEG Image O2 13 21 t Asset246 1 jpg 21 EB JPEG Image 02 13 21 E Asset247 1 jp9 21KB JPEG Image 02 13 21 t Asset246 1 ipg 21KB JPEG Image 02 13 21 Installing on a Windows Terminal Services machine 1 You must install using the All Users option you will see in the setup program 2 Make sure the Documents amp Settings All Users Application Data AssetManage Enterprise folder and all folders underneath have complete Read amp Write permission for all users If not you will get errors when running the program If you don t see the Application Data folder it is probably because it is hidden by default To fix this Start gt My Computer Select Tools gt Folder Options from the main menu and then the View tab Click on the Show hidden files and folders setting and then press the Apply or OK button 1 5 Legal Notices AssetManage Enterprise version 2015 Copyright 1999 2015 Liberty Street Software All Rights Reserved License Agreement 2004 2015 Liberty Street Software 18 AssetManage Enterprise Help You should carefully read the following terms and conditions before using this software Unless you have a different license agreement signed
40. 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 LOUCIS Mo Wo Leon C Program Files 4scethl anage Reports Unused Depts Unused Categories Documentation Additions Inside Sales Legal Library Lobby Lars fi air Category Office 4 CDs Other Cell Phones Porch China Dishes Selecting multiple items in the Setup dialog as described above 2004 2015 Liberty Street Software 94 AssetManage Enterprise Help 6 11 Set the beginning of my companies fiscal year You can set the start of the fiscal year from the AssetManage Enterprise Preferences dialog as shown below Tools gt Preferences AssetManage Preferences Preferences Columns Company Field Names Depreciation Fiscal Y Use the following convention for computing Partial Year Depreciation Full Year Record a full year s depreciation in the first year and none in O Half Year 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
41. d tem Froprties MoviCpy Delete Refresh Location Category RA view Im Fc Ima Fc i Add Items to this Location Adi Run Report Using Run Report using Output Labels Using 7 use 2 Output File Cards Using i e Retired New Room o Fe be jy Deletes x Delete Properties ICS Metrolog P 5 2 1 Custom Reports AssetManage Enterprise 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 2004 2015 Liberty Street Software Generating and Using Reports 67 List of Assets S List 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
42. d what 42 GIF 33 home 56 HTML 27 ICON 33 images 33 106 AssetManage Enterprise Help Importing data 23 PNG 33 installation 5 Print Employee Badges 99 interface 49 project wizard 66 70 Item Notebook 96 Properties 92 item properties 38 item records 33 R Z J records 33 recover deleted item 40 JPG 33 Registration Code information 5 remove a location 58 a L report 70 report filter 78 label and report designer 66 68 70 reports 64 66 78 label printer 81 Reset 95 Legal Notices 17 rooms 56 Liberty Street Software Technical Support 4 Liberty Street Software web site 4 S em Limitation of Liability 17 locations 56 scanner 44 search 42 M search string 42 search text 42 manipulating report data 78 setup 9 Manufacturers 97 Sort 78 94 Microsoft SQL Server 2005 Express Edition 5 Sort report data 78 Sorting 94 Move Down 95 Move Up 95 SQL Server 2005 5 move copy item 38 Straight Line 48 Move Copy Note 41 Sum of Years Digits 48 Multi User Setup 5 System Requirements 5 MySQL 5 MySQL ODBC Connector 5 m T N Technical Support 4 TIFF 33 new category 91 To add an item 33 New Location 57 Track expenses 96 Troubleshooting 102 unused Rooms 93 using AssetManage with bar codes 44 Percentage per Year 48 2004 2015 Liberty Street Software Index 107 V view information 49 View tab 49 W warranties 90 Web Site 4 website 4 What Are Locations 56 Windows Terminal Services 5 WMF
43. dated 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 Change the Image files location AssetManage Enterprise 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 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 A1 Asset 14725 1 jp9 57KB JPEG Image oes 1 th Asset 14730 1 jpg 14KB JPEG Image Gey M Asset22566 2 jpg ISKB JPEG Image 02 1 l Arrati Aon 1 ima 7A FB Deis Ter ea LELEL Asset images with prefixes and numbers as described above 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 2004 2015 Liberty Street Software Check Service Agreements W arrantes Expiration Begin Date 11 28 2002 End Date 03 27 2004 A Items whose Svc Agreements AWananbes will expire
44. dd Manufacturer Add Customer Ctrl Add Dealer Add Set Group Add Insurer Add Query Ciri Q Add an Attachment Add an Image x 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 2004 2015 Liberty Street Software Managing Employees Manufacturers etc to Z Last First Position Employee Der TOWN Karen LSS001 Dembowski Properties Jembowski Mitchell xX Delete Print Employee Badges p Add an Attachment The AssetManage report feature is context sensitive to run 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 LE 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 be
45. e a database in your SQL Server database Using an SQL Script To create a database in SQL Server using an SQL Script first create a New database 2004 2015 Liberty Street Software 0 AssetManage Enterprise Help File Edit View Project Debug SQLPrompt Tools F New Query D fy DS 4 a Po Connect Er ay A E Fr LIBERTYSTREET64 LIBERTYSTSQL2008 SQL Server 10 0 Attach Restore Database Restore Files and Filegroups Start PowerShell Reports Refresh Give the database the name AssetMng2010 2004 2015 Liberty Street Software General Info 11 F New Database Sno ei Select i ECL i i y A R iai LE Senet A Help AA Filegroups Database name Asset Mng2010 Dne default gt hace Database files Logical Mame __ Fle Type Fegoup lized Sizo MO Atogronth AssetMing20 Rows PRIMARY 3 By 1MB unrestricted growth Assetting20 Log Mot Applicable 35 By 10 percent unrestricted growt Server LIBERTYSTREETES LIBERTY S 1 4 View connection properties Progress Ready Li Ti b Add R After the database have been created you can create a New Query then copy and paste the contents of the appropriate SQL file from the UPSIZE folder For SQL Server 2008 and higher this would be AssetMngScript sql Then Execute the Query to create the database tables For MySQL 5 0 and Higher 1 Create a Database on your MySQL Server with the name assetmng2010 you can use the
46. e as type Microsoft Access mdb Cancel Locations to Export wf Wy House e 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 2004 2015 Liberty Street Software 2 AssetManage Enterprise Help M Save Selected Fiekds In Save in F Documenta D cf BA Name Date modrhed Type MIE Tags ad r Andrewlmagzs Recent Places d AngieBrill Fu di AssetManage Desktop d AssetManage Enterprise dE AssetManage Enterprise Exports r AssetManage Exports Uberty Awat assetManage Help A di AssetManage Home di Automation Anywhere Computer a di Autorun MA Projects j j db Camtasia Studio hearts di CoinManage di CoinManage 2007 File name f himi him Export Save as type HTML files Him himi Cancel Field to E port i asset ta Showin Browser alter Expert Lei Departmert FF Show Fint 2 Images iw Labegoiy gt Lei Brandy ame Save in Zip Fie wi Made B0 hairs The HTML He and image files well be nat stored in a ZIP fie Ideal for upload to pe Status sg web site e Se
47. e the asset number into the yellow barcode field press the ENTER key and then have an asset with that asset number 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 Re 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 2004 2015 Liberty Street S
48. em C Replace Daa Marge Data Condition i Viohu Creste a new Receed sath unique Asset H Es s Note Only applicable if Asset Nurm has been selec Cate Purchased Dabe Sold Sample date biar C Ueers Libsity Street Den Deae Cepaitmert Meme Function Chass Drape Per Year FICLABBODGS Primary Desktop Dep Method FICLA 32089 Print Desktog Gescnptan FICLA 737554 Primary Desktop Disposal f FICLAG79970 Primary Desktop Disposal Accum Depr FICLA732061 Primary Desktop Sir tala FICLA 37581 Primary Desktop pepate Pa z FICLATHS557 Primary Desktop laup a il Group 2 Group 3 imane 1 4 Do this for all the columns in the Source Field Names section that you want to import 2004 2015 Liberty Street Software 2 AssetManage Enterprise Help Import Lata Table Sheet to Import from lpoit to Asset Database Estimated Hof Rows ES C Destination Field Click to Select Marre Asset H Fumclor Class Category senal Humber senal Number Platform Description User Aszion to Employee Employee ID Display Mame Asii fa Employee Cost Center Department Region Location Team Manage Win Capability VO E ligitbality When an lnported Record has the same Asset as an Existing Record 5 Click on the OK button to begin the import Notes regarding the import feature The Assigned to Employee destination field should contain the name of the employee A new employee record will
49. en 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 2004 2015 Liberty Street Software AssetManage Enterprise Help Pre selection of fields for a line definition Line name Line Definition 1 tempts Useful to distinguish between diff rent lines of the same type Insertable Fields Columns Fas SO Asset Asset Assethum assethium m Asset AssignedTo AssignedTo Asset BarCode BarCode WW BarCode_128 Barcode_250L Barcode_25IL I Barcode_251ND II Barcode_25MAT HI Barcode_30F9 Barcode_AZTEC LUN Barcode Codabar WN Barcode _CODE11 WW Barcode _CODES9 UN Barcode _CODES9_cRC43 WN Rarende CORRS FXT 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 2004 2015 Liberty Street Software Generating and Using Reports 75 Table Contents Asset i Header Line Data Line i Footer Line Group Header Gr
50. erEdge 1750 Intel Manufacturer DeLL Description Xeon proc 3 2GHz 2MB Category Computer Accessory Cache 533MHz FSB Locaton ain Once Teron For Help press Fl Here you can get an overview of all your assets view all assets belonging to a particular location or Department 2004 2015 Liberty Street Software General Info 21 i in Offi Main ToolD Main Office Toronto AssetManage 2 Caption Window ro Main Office Toronto PJ Accounting rene Db Oxygen Analyzer VACU MED 23 Sales 3 E Marketing 15 MacBookPro Apple eaer And New York Office 2 33GHz ocation Window Technical Support latte ak me mn E lt PowerEdge 1750 Intel Xeon proc 3 2GHz 2MB Cache 533MHzFSB Dell PowerEdge 1750 Intel Xeon 3 2GHz 2MB Cache 533MHz FSB DeLL PowerEdge 1750 Intel 4 Description Xeon proc 3 2GHz 2MB AY Fee DeLL Cache 533 MHz FSB Image Window TESTES Main Office Toronto ET TN Computer Accessory lt 5 Status Bar Main Toolbar 4 P 3x Aa E amp OH HP Add item Proprties MowiCpe Delete Refresh Find New Loc Prini Clone Attechmt Add imge Top Caption Window a Main Office Toronto 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 Location Window 2004 2015 Liberty Street Software 22 AssetMa
51. eting or modifying data AssetManage Enterprise honors the User Permissions settings specified by the back end database it is connected to The screenshot below shows the SQL Server 2000 Enterprise Manager user properties define for the AssetSQL1 database In this example this is the database that was created specifically to store the AssetManage data The db_datareader permission is set which means that user can view AssetManage data but will not have the rights to delete modify or add new data to the program m SQL Server Enterprise Manager File Action View Tools Window Help Em x 2 526 me A Console Root Microsoft SQL Servers SQL Server Group local Windows NT Databases gt Console Root aE Microsoft SOL Servers EE SOL Server Group Er ilocal Windows NT El E Databases a vb AssetsSQL1 oo Diagrams E Tables ee Maj Database User Properties LIBERTYSTREET 1 Guest l Login name LIBERTY S TREET 1 Guest Permissions z Items A Users Login Name LIBERTYSTREET 1 Paul Der ty Street Liberty Street Ef Libertyst LibertySt FA LIBERTYSTREET 1iGuest LIBERTYSTREET 1 Guest General User name LIBERTY STREET 14Guest Database role He eae pL me db_ owner io db_accessadmin E 5 Io db_secuntyadmin H I Manageme Io db_ddladmin C Replication oO db_backupoperator E T geant ER i db
52. fields that are already present in AssetManage OK Cancel 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 2004 2015 Liberty Street Software Add Item s Gereral Addition E Currently Defines t CPU RAM ors OS SP MS OFFICE Vermon HD Sre MAC User Field User Field User Field 10 Additional User elds can be crested nthe Preferences Tools gt Preterences 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 Lf LES Groups J Cobos 1 Year Made Made of HE 6 5 Change multiple records simultaneously You may occasionally wish to go back and change 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 2004 2015 Liberty Street Software o AssetManage Enterprise Help 6 6 6 7 Properties from the main menu or from the right mouse click context menu 2 Specify the information to be up
53. fo Delete Duplicate Records Delete Records with Duplicate Asset Murnbers Delete Records with Duplicate Seral Numbers y Check Out Fa by Cheek in Fa 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 2004 2015 Liberty Street Software Managing Locations 59 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 Are you sure you want to delete TFS Frankfurt Deleting a location will delete all assets that belong to that location To 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 Itern 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
54. he data for the list Create Your Report proceed to the Label and Report Designer A RE 7 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 Enterprise s functionality To open the 2004 2015 Liberty Street Software Generating and Using Reports 69 Label and Report Designer select Reporting gt Create New Report to create a new report working with lst 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 lbl or crd files To edit labels or cards 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 vou 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 p
55. he 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 iz 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 1 w Depreciation Conventions Used in AssetManage Enterprise 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 Depreciation 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 2004 2015 Liberty Street Software 50
56. ible to use locations to represent something else such as a vehicle company or person AssetManage Enterprise 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 TA ILD rt fet Li re w T LT Sales he 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 Departments Location Category HA View Main Office Toronto bice Marketing ig Deleted Items AssetManage Enterprise 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 2004 2015 Liberty Street Software Managing Locations 57 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 on the
57. ight mouse click to show the popup menu 2004 2015 Liberty Street Software 4 AssetManage Enterprise Help Jo aman do 21416 JO 21415 led to this record Suite XF PES Add an Attachment Add an Image Move Copy Items s Add Itern s Clone Delete Run Report Using Output Report Using Output Labels Using Output File Cards Using View in Browser Properties Select Dispose from the popup menu 3 Edit the asset you wish to dispose by double clicking on the item or choosing Properties 2004 2015 Liberty Street Software Keeping Records 55 Item Properties General Additional User Fields Notebook tem Picture s Attachments Linked Asset Depreciation Method Recalculate Plsced into Service Annual Depreciation Schedule Salvage Value Recovery Period 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 We Location 13337 2 Main Office FJ Accounting SALE Suite ig Deleted Items 1 2004 2015 Liberty Street Software 5 AssetManage Enterprise Help 4 Managing Locations 4 1 What are Locations Locations Locations represent a particular home or office although it is certainly poss
58. 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 2004 2015 Liberty Street Software 6 AssetManage Enterprise Help Bio Net Location Category GH view Image Asset Department Site Locator Categor LT u BEC BOM A SD County Computer es BOMA CR Add term s to this Location OEM Accessory ee Penn State Run Report Using List of Assets pran E BOM Li Output Report using List of Assets Financial ae E Output Labels Using h ES BOM 4 a Output File Cards Using Assets grouped by Vendor pe Py BOM Depreciation Report Using Assets Grouped by Location Y Eq BOM ia EP TE Assets by Location Dept Ea BOMH X Assets Grouped by Location Category a BOM i elete errs ter a dscets ployee ry BOM H BOM H p epes Assets with Expiring Leases BOM 13 mege tem Detail 1 Asset per Page SS LI i pe eee Fr mole a a 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
59. indow 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 2004 2015 Liberty Street Software Keeping Records 39 Add an Attachment all Add an Image Move Copy iterns s Add emis Clone Delete xP Swe Run Report Using Server Output Report Using Output Labels Using Output File Cards Using La EL a Der 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 Enterprise 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 entered 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 2004 2015 Liberty Street Software 4 AssetManage Enterprise Help LiF Properties You have selected Jitem records These records will be updated with the information you s
60. ion E Account Code Gl A Invoice E JEE H 4 Disposals ee Disposal Methods con Manufacturer Dealers 58 Customers Pl Insurers 6 New Reports have been added to the program including Asset Status Changes Report Assets by Invoice Assets by Account Code Asset Assignment Changes Asset Movements 7 Keep track of vehicles Inventory trucks cars boats and other vehicles 2004 2015 Liberty Street Software General Info 3 All Vehicles AssetManage EU x File Actions Tools Reporting View Help PS X SA ls 2 BR Additem Properties MoviCpy Delete Retresh Find Mew Loc Brin Cons Aftachmt A Addimage Lookup Heip Exit All Vehicles a Location FA Category BA View Image VehicleYear Make Model Color oe Ford F 450 XL Red AAJD 987 We Assigned To F inf Assigned To Customer B i Vehicles g 2006 Ford F 450 XL AAID 987 2010 Ford F 150 AAKD 899 E E Empioyees E Hotebook lhems by Type E 3 Notebook Items by Assigiee m gt Completed Notebook Items 2010 Ford F 150 2010 Ford F 150 lett lev aid6 1508 Notes DVD entertainment system Matching paint Tonneau cover Side Mount steps 2 Wheel Dove CD Player 1 2 What Can AssetManage Do AssetManage Enterprise is designed to provide a complete asset tracking solution for virtually any business AssetManage is currently being used by hu
61. k pri C3 Reports we Qepreciation eportForMonth ist OepreciationtieporthortonthiyCategary Ist QepreciationtieporthorMonthiyDept ist Deprecistion tenortFor fear ft iil Cepredston enor tForTesrEyCateqory Kt CepreciahoreeportFor ear ByDept bt EmpioresDetad bet EroloreeCer edoz ist ErolonesC rectoes ist Employee ist st Employmeshy Dept isk Employee Totisset_tst Laptop _Whast Smissing st mar bet Motebockssset ist File pane Fie of lype Lists F kaj 5 4 amp G GverdueNotebookltems Ist U soettiest Ist best ist Et tet ist DepeecistiornA eparlF ates iy aag Sorting amp Filtering Data Within Reports AssetManage Enterprise allows you to sort data within reports using whichever data field 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 DateSold Asset DateSald Asset Dealer czek Menartrient 2004 2015 Liberty Street Software Generating and Using Reports 79 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
62. l be sorted by Asset Number 2004 2015 Liberty Street Software s AssetManage Enterprise Help AssetManage Enterprise 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 should not be included in the report W Edit Filter Condition Variables and Functions Functions i Text Condi Date Fatri Fields Fumetions GED LL ES Asset Numerical Functions E E Attachment E Date Functions H E Customer E C2 String Functions B E Dealer i H Misc Functions GE Depreciation Aggregate Functions H E Employee H Barcode functions EQ Insurer H Conversion functions a Manufacturer D Project and Print dependent Functions H MonthlyDepreciation a frm Logical Functions gE NotebookItem 4 Drawing functions t sset Category 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 5 5 Reporting Fields Explained Reporting Fields you can use Most of the fields you can use in a report are self e
63. lease 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 2004 2015 Liberty Street Software AssetManage Enterprise Help Designer C Program Files AssetManage Reports AssetsByPicture lst File Edit Project Objects View 7 Del 486 cIEG Be 4 es kh Objects x oO 50 100 150 rama List of variables HE Froject e hatatatatahatatatatadutatatatahunatarara De Project variables EE T able fe ea Text om Text w Text m Fields Asset AssetNurn Assigned BarCade pe ol ele 50 100 lo Plo 150 Ml Barcode u Barcode HN Barcode HM Barcode Ml Barcode HN Barcode Ml Barcode HN Barcode Ml Barcode Ml Barcode u Barcode F B aseLost Grand arr Category z Eh Layouk as Layout Preview Preview lil 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 a s 250 monn The Label and Report Designer interface with a report showing Assets by Pic
64. lect an existing HTML file or specify a new one 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 Check In Check Out 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 2004 2015 Liberty Street Software Keeping Records 2 lech Services Migu Tech Services Additions M59520 gt Add an Attachment Tech Services Add an Image Move Copy Iterns s a 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
65. low Add ttem Proprties MoviCpy 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 2 TERA 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 Heat ch Add Item s using this Employee i Wan Hout Notebook Ite Run Report Usini Bb Notebook Ite Ej Completed Mi Run Report using wj Uncompleted q Last Audited Nu as Properties Add New Employee 2004 2015 Liberty Street Software 102 AssetManage Enterprise Help 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 AE Layout E Layout Definition Stand
66. nage Enterprise Help Location H Category AA view Fa Main Office Toronto EJ Accounting Sales Marketing New York Office EJ Technical Support mem Mi mi a 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 4 images can be attached to each asset record Top Q Status Bar For Help press F1 5 Items The status bar shows additional information related to the menu item being selected selected image etc Top List window 2004 2015 Liberty Street Software General Info 23 Image sset Department Category Bran Model Description Hanutactu A BEL Sales Computer PowerEdge 1750 Dell Intel Xeon PE m ME D 2595 Marketing Medical Oxygen naskzer VACLI MED Equipment EE 2596 Accounting IT Equipment 15 MacBook Pro Apple ae E E a Fa R Orra le ur AGR ta 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 xxx 2 Importing and exporting 2 1 Importing data into AssetManage AssetManage En
67. ndreds 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 Enterprise Features include e Multi User capable More than one user can make changes to the same data simultaneously e Works with any ODBC compatible database such as SQL Server MySQL Oracle amp more e AssetManage Enterprise will honor the User Permissions that have been set by the Database Server Administrator e Barcodes Scan amp Print barcodes to attach to your assets e Attach up to 16 pictures to each of your records by scanning pasting or importing them e Attach files and links to your records Click on the attachment link to visit the specified website address or launch the attached file Check when service agreements and warranties expire on catalogued items Track repairs maintenance costs and other expenses related to an item The integrated Report Designer lets you create Reports Labels amp File Cards Track changes in an item s location or status 2004 2015 Liberty Street Software 4 AssetManage Enterprise Help e 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 amp Contents Fl Getti ng Started Guide PDF format Report Designer Manual PDF format
68. ng the ODBC Data Source run AssetManage Enterprise The first time you run the program a Select Data Source dialog box will appear Select the Data Source that you created in the preceding instructions e To reset the Data Source connection used by AssetManage Enterprise select File gt Open Another Database from the AssetManage Enterprise main menu Then restart the application Troubleshooting If you are encountering errors when running AssetManage check to verify that 1 The Primary Key for each table is the same as in the ASSETS MDB file contained in the UPSIZE directory 2 Allow NULLS is set to FALSE for the Boolean or Bit fields in the target AssetManage table structure 3 The database you created for AssetManage is the default database selected in your ODBC data source connection Registration Code information 2004 2015 Liberty Street Software General Info 17 Liberty Street Software supplies a unique activation code with each software purchase The code appears on the CD if you bought the CD ROM version In addition you will receive an automated email with your activation code The easiest and most accurate way of entering your registration information is to copy amp paste your code directly from the email into the registration dialog If you ever lose the code please email us and we will look it up for you L Images can greatly increase the amount of space AssetManage Enterprise uses All images you atta
69. nit tete nement 49 10 EINKNG ASSE lS ne a eras n eee AIAN CERN eines ae eee eae 51 11 DISPOSING ASSETS nissan dessein e a cie en uen eine dentaire a e 52 Part IV Managing Locations 56 1T W hatare LOGCAUONS ne ben een E NEE Naaa EEA Eaa SSe 56 2 Cre aring NEW lOCatlONS eismo a a aa EAS 57 3 Editing and Printing Location barcodes sssssssssssnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnne 57 A REMOVING LOCANONS ionia a a A eset eae 58 Part V Generating and Using Reports 59 1 RUNDO REDONS seriis a A E E E EA NEATA 59 Z Greating REDONS cenena ae n a E a a u ne etant 64 CUSTOM Reports mieri ae a aE E a a Eae a Aa A aA net den ot sat 66 Label and Report D esSignher siie a EE AE EAE aaar aiaa aaa Eai 68 2004 2015 Liberty Street Software i AssetManage Enterprise Help SPD Sie Bx ample R PONSE nan ne nes entr c rs nos nn acura Dent GOn dec lpe este an 70 3 D DrTECIAtION RE DONS 24 RS tc as eos es Nee CSS Etant 75 4 Sorting amp Filtering Data Within Reports assannsnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnn ennen 78 9 JRC DOMING Fields EX DIAG d sisese a E e a e aae ENE DEA 80 Part VI How Do 81 1 Make my Labels print out properly cesssirsesscccsevoctcorszedcensevecvensscdarusievontenzacadcesssedisunaegerasanagts 81 2 Prevent certain users from adding deleting or modifying data 84 3 Use AssetManage with a PDA type Barcode scanner
70. oftware 4 AssetManage Enterprise Help 3 8 Depreciation AssetManage supports the following five methods of calculating 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 Assets with Depreciation set will show both the Monthly amp Annual Depreciation tables in the details view as shown below Table Conference Table 24 Workspace Cabinets Fire File 4 Drw Verti Fire King ue Depreciation Info Business Use 100 0 mM Depreciation Sn ine Method Life In Years Placed Into Service Salvage Value 05 07 2005 Depreciation Data Straight Line 2004 2015 Liberty Street Software Keeping Records 49 There 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 t
71. oup Footer s E 4 El Link URL Line E r ES JE x B B E Appearance Asset AssekMum Background transparent Asset ssignedTo 7 sset Barcode Fank Arial Format Rotation 0 Text Format Normal Text El Layout Alignment left Appearance Condition Show Blank Optimization Yes Fit wrap Frame Justified No Action E Layo YO Appearance Cond ok X Cana 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 5 3 Depreciation Reports AssetManage Enterprise 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 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 2004 2015 Liberty Street Software AssetManage Enterprise Help Main Office gt Board Room Location Image E 1 E Category RA WE Add It rnis to this
72. pecfy in thes Obsolete and placed nto Storage at Grand Park storage i Track changes in Status facility Unit 49 Taxable Insured Employes C Customer Other Custom Date Field 2 Custom Currency Field M Custom Boolean Field 1 Custom Boolean Field 2 Custom Boolean Field 3 o Came 3 4 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 2004 2015 Liberty Street Software Keeping Records 41 Recovering items from the Deleted Items Folder 1 Open the Deleted Items folder by clicking on item Location E Category HA View Admin 1t Floor Energy 1st Floor Equities 1st Floor TFS London Middlesex St 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 Toronto Office jui Tren 17 AQC 2 Select and then Drag
73. port with a single table simply select the Table option Choose the object type that you want bo insert into the Report Container 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 2004 2015 Liberty Street Software Generating and Using Reports 73 Choose Source Table Path Please choose the source table here AL Customer Dealer Depreciation Employee Insurer H Manufacturer Monthly Depreciation NobebookIbern Select Source Table screen in the Project Wizard 5 Choose the data for the list This box lets you choose which data goes into the report Click on entries in the Available Fields box to select them Ctrl 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 th
74. quipment ERRORLOG EULA S FA FILE FORMAT ij farrell upload Jrd 4th fi GIRL __ gotomeeting GUSTAVODEMO iq JeffersonNickels3 Ci File name Fies of type Fe Fra Row contains column heading r Test Files Choose the delimiter that Microsoft Access mob i Tab Semicolon Comms Space C Other M Note Regarding Excel Files If possible save your Excel Spreadsheet as CS file before imporhng mig Asseh anage 3 AssetManage will show the field structure of the file to be imported in the 2004 2015 Liberty Street Software Importing and exporting 25 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 Import Data Table ce Sheet bo Impol komi Dk Import to Asset Database Eshmated otAows 661 Cancel Source Field Names Destinsler Ped Eick to Seea OO Hame a Function i Claes m Sena Humber i e se mm on to Custormet Use Assign to Employee Email Display Name Assign to Employes Employes ID Cost Center Tesgned Ta Redon Bar Cone Team Base Cost Manage Brand Hame win 7 Capability a Use VO Eligibiit hegy _ Checked Out Checkout Due When an Imported Recod has the same Asse H as o
75. s 102 Index 105 2004 2015 Liberty Street Software General Info 1 1 General Info 1 1 What s new 1 Improved Check In Check Out feature You can now print out check out receipts Employee number barcode can be scanned in to check out assets to a particular employee asset Garcode OOO ija Lo Tems To Check Qui Cube Chase CL Cub Chasse Mobs Ttems Available For Checkout Current Status Checoed In 2 Last Audited feature Keep track of the last time an asset was audited Includes new reports for assets that have not been audited on over a year or never audited Checklist audit report 3 Employee Badges Print out employee badges directly from AssetManage including an employee photo and employee number in barcode format 2004 2015 Liberty Street Software 2 AssetManage Enterprise Help oe JA Ga 4 06 nn Liberty Street Software Liberty Street Software Karen Paul Brown Dembowski 4 New fields for Account Code Check Out Date and Check Out Due Date 5 The VIEW tab has been expanded so that assets can now be enumerated and viewed by Section Last Audited Invoice PO and Account Code T Location Categoy 4 view Status FS Assigned To Employees Notebook Items by Type E Notebook Items by Assignee Ej Completed Notebook Items Uncompleted Notebook ltems FJ July 2011 2011 A Purchases T Queries E Groups Warranty Expire Expiring Leases Sect
76. s Storage Computer Study ki Computer Accessory Add 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 LITTLE Li 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 6 9 Edita Category To edit a category 1 Select the category you want to modify in the Category 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 2004 2015 Liberty Street Software Location Category Gor View a ch Add Thern s using this Category C gt La Add a Category gt La CC Run Report using this Category gt Le Ch Delete S 19 pores Fire File 4 DnWerticalegal Fire Ring 6 10 Remove a Category or Department AssetManage Enterprise ships with many pre defined categories and rooms You many want to simplify data entry by removing unnecessary rooms and or categories To delete unused Rooms and or Categories 1 From the AssetManage Enterprise 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
77. s image Insurers Mo Belinea m M Color inane a fd Year Ne Belkin a i Made OF HH image 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 2004 2015 Liberty Street Software Keeping Records 51 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 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 ie Properties cE General Additional User Fields Notebook item Picture s Attachments Linked Assets Depreciation seed the appmpeste parent or child asset from the Asset Manage main window asset list and then press the spornpiste Add Selected
78. sets 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 Choose Reporting gt Edit Labels from the main menu 2004 2015 Liberty Street Software amp AssetManage Enterprise Help FES EH i mi a En e EH A _ i En fe EE Were Help Lait of Acts Assets Grouped by Location Assets Grouped by Locetion Dept Aecets Grouped by Locetion Categorny Assets Grouped by Category Aaret Grouped by Employee Assets Grouped by werdor Assets Grouped by Manufacturer Assets with Expinng Leases Hem Detal 1 Asset per Page Asset Warranty Inforrmatenn Apit Less bermatien Reports vith Irma Check Out to Curbemer Reports L Check Out to Employes Reports k Experes Report Maintenance Report Hictebook kem Report Purchases Eeport Lncompleted T asics Completed Taski Depreciation Report Uirg Output Report wiry All Data Employee Reports Create Assets Report_ Hew Reports Wiarda Ed Report Qutput Report Using Creste Labels Edit Labek H Output Label Using Create File Card Eda File Cardy Output File Cords Lising Select the label template you want to use Report Designer main menu EB Designer CrCode liseet Ming Std Debug Report CompanyName BarCodel 28 Jbl File Edit Objects View 1s Es Page Setup ty EE lA A
79. ssetManage Enterprise Help Search for Text Find What redundant etc Sench al Test Fields C Seach in ht H Condition ingura Model Sechor Assigned To O CPU Inroice MS OFFICE Version Serial Barcode islame iem Motebook Number Made Shape Brand Marre Deze Los ae 045 Sine Category Oepaitmert MAC 045 SP Stalig Cor Oeeenptean O lade Di __ Pees User Fiel Comments HO Size hl ariuitact ures RAH Ueer Fiel post Los anuiactwer APC A dundant f Mahe APC Redundant Swich SLA 4 mI E Fun Report Goioiecod cn the Results kl dal run ne 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 7 Using AssetManage with Barcodes As shown below each item record in AssetManage has an asset field es book tem Picture s Attachments Linked Assets Depreciation Asset Lss0018 m Purchase Info Invoice PQ Date Purchased 7 19 2011 Dealer When adding or editing records associate a bar code with a record by placing the cursor in the Asset field
80. terprise 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 To import asset data into AssetManage 1 Select Import from the File menu 2004 2015 Liberty Street Software 2 AssetManage Enterprise Help File Actions Tools Reporting View Help New Locatson Add Department Export Export to HTML Backup Database Tansee Manage Backup Files Open AssetManage File Goto Data Folder Goto My Images Folder Goto Reports Folder Goto Exported Piles Polder Print Ctrl P Print Preview Print Setup Properties Alt Enter Exit CtrleX FER ERIL 2 Choose a Text File csv tab txt asc Access mdb or Excel xls file and then select the Open button Look in E Documents ci Er Name i Date taken Tags Size iSi employectest l equipment __ e
81. 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 Epson 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 Enterprise 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 page or on every page of your report Click Next to proceed to Step 3 or Back to return to step 1 2004 2015 Liberty Street Software AssetManage Enterprise Help 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 for te te 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 re
82. the month placed in service Ce Half Month Depreciation if prorated according to the number of month 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 gt Actual days Depreciation if prorated according to the number of days i service during the year Fiscal Year Starts January 1 6 12 Sort Items 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 Ascending to Descending and vice versa The example below shows a Descending sort on the Description field Description Street Toshiba royal aipha Phillips Oster Nokia Herman Miler 10201 2004 2015 Liberty Street Software 6 13 Specify which columns want to see Each company or individual has different needs and requires different information from AssetManage Enterprise Liberty Street Software has kept these differences in mind when designing AssetManage Enterprise 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 Enterprise Preferences dialog Tools gt Preferences open the Columns tab as shown below AssetManage Preferences Preferences Columns Company Field Names Depreciation Fiscal Year Set Columna For Ca Showing Location w Avallable Columns Asset Ff Assigned To
83. then scan the bar code using your bar code 2004 2015 Liberty Street Software Keeping Records 45 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 Toole Reporting View Help MM Bar Code Lookup Ctrl D Check Svc per reg en Show Total Chl T Select Image Source Assign Asset Numbers Print Barcode labels with Sequential Numbers Print Location Barcode Labels Asset Audit 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 Serial Numbers wy Check Out FE ty Check in FA te 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 2004 2015 Liberty Street Software 4 AssetManage Enterprise Help Bar Code Lookup am L550015 cst oo Search In Asset If Matching Asset Is Found 1 Display the matching inventory item Edit the matching inventory item C De not Display or Edit the Item If Matching Asset Is Found 2 M Change the Status of the item to Assign the AssetTo Employee C Customer Other
84. ther to the right Reset Click Reset to ignore your changes and return to the default column setup 6 14 Track maintenance amp other 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 Add Item to Notebook Tupe Expense v mail Date 1042 2006 v Assigned To v Due Date 10 72 2008 Quant Completed E v Odometer fs Descriptions Invoice and Cost Information Cost Vendor vl Invoice Invoice Date E Hint Create a new ltem Notebook Type by entering the name of the Type directly into the Type edit window 2004 2015 Liberty Street Software 6 15 How Do Generate Asset Numbers Automatically AssetManage Enterprise 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 Asset Number if field is left blank This is the default setting as shown below MW Generate a unique Asset Number if field is left blank Setting AssetManage Enterprise to generate unique Asset Numbers To specify numbers uncheck the check box described above and then enter the asset n
85. ture in progress Note The Label and Report Designer is third party software not provided by Liberty Street Software included with AssetManage Enterprise 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 FF 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 2004 2015 Liberty Street Software Generating and Using Reports 71 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
86. umber in the Asset field 7 Managing Employees Manufacturers etc 7 1 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 rh Toolbar amp 3 w LOC es MowiCpy pel Status Bar rint Clone Atte Details Show Employees Category RA Wie Cat EE Show Thumbnails SEs TT View in Browser TON sker Full Sereen inii Firew Vendors aker TUE Le 1 Records VEUS V OTOTORET Firew D sak si Or select the Manufacturer icon from the View tab main window 2004 2015 Liberty Street Software o AssetManage Enterprise Help Sic GA A Ri Add tem Proprties MoviCpy Delete Fie All Manufacturer a Lacation Categg Fi Purchases Y Queries E Groups Warranty Expire Expiring Leases a6 Section Awe Account Code Invoice EP Sales 3 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 Be Account Code Invoice EF Sales Disposals Disposal Methods gol 3Com gob ACER gob AEG gob Alpha gob AOC gob APC gob
87. urer Murnber Made Section Shape Size Status Tax 1 Tax 2 Warranty Eure Year B User Fields Tab ee ge TEEN User Defined Fields A User Defined Text Fields A User Defined Date Fields E User Defined Boolean Fields D tices Madi Poser memes Faahi lt lt Asset User Field Tab Tithe gt gt Specify the Tithe of the User Fields tab shown when adding or editing asset properties ok Cancel AssetManage Enterprise 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 2004 2015 Liberty Street Software Add Itemis J Insurance Info Ingres By Pokey Lease info When you set the User defined fields in AssetManage 2004 2015 Liberty Street Software AssetManage Enterprise Help AssetManage Preferences i jen Preferences Columna Company Field Names Depreciation Facal Year User User Feel 1 CPU Weer Fseld 10 User Fieldlo User Fseld 100 User Fseld 11 User Field 12 User Field 13 User Fseld 14 User Feeld 15 User Field 16 User Fseld 17 User Feld 18 User Feld 19 User Field 2 User Field 20 User Field 21 User Field 22 User Fseld 23 jinas Peeled Ai Use this section to change the names of
88. will for for up to 5 users How Do I Install From The CD 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 AssetManage Enterprise Setup We have a video that shows AssetManage Enterprise setup at https www youtube com watch v csmiu9Gtahg AssetManage Enterprise works with any ODBC compatible database including SQL Server 2005 MySql Oracle SQL Server 2008 and later If your organization does not currently own a suitable database you may want to consider the Microsoft SQL Server 2012 or 2014 Express Edition This database is free and can be downloaded at https www microsoft com en us download details aspx id 42299 2004 2015 Liberty Street Software 6 AssetManage Enterprise Help Note that the SQL Server 2014 Express Edition is not suitable for more than 5 concurrent users Before using AssetManage you must duplicate the AssetManage table structure in your database server 1 Create a database on your database server of choice This is the database that AssetManage Enterprise will use 2 Create your user server login on the server for the database you created 3 After creating the database you must create an ODBC connection to the newly created database For SQL Server 2008 amp Later Users AssetManage Enterprise contains 2 files called AssetMng2007
89. xplanatory 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 2004 2015 Liberty Street Software Generating and Using Reports 81 HomeManage 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 6 How Do 6 1 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 off
90. y Iternsis ri Kodak Add Item s Clone Dell Inc Delete IxP Pees eerste cam irs List of Assets jaa Output Report Using List of Assets Firtncial Hf Output Labels Using 3 List of Assets with Barcodes E3 Output File Cards Using Assets grouped by Category RE g tg Check Out a Assets grouped by Vendor fe S E ty Check In US Assets by Location Dept fa Dawin Browar Assets by Employee uote ODPM ne ge Propertie cnn ROLEN 2 Glass Door Lab Refrigerator rourr mean Item Detail 1 Asset per Page AB GDM 47 Location Reports with Images ep 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 Rob Desai Citumant CE kuz ki Ja Ling Jyh Min Add Item s using this Employee Lowghran Thomas Add New Employee Prokopezyk Bogdan E3 Riche John Sinha Raghu E Spratt Thomas Stanley Bruce B Tong Shidong ES Wammer Henry 2004 2015 Liberty Street Software amp AssetManage Enterprise Help 9 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

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