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Role Center

The Asset Manager Role Center is your command center for Asset Pro - a dedicated dashboard providing quick access to all asset management features, real-time metrics, and navigation.

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What is the Role Center?​

The Asset Manager Role Center is a specialized Business Central role center page designed specifically for asset management tasks. It provides:

  • Headline Section: Personalized greeting and documentation links

  • Activity Cues: Real-time metrics and key performance indicators

  • Quick Actions: One-click access to common tasks

  • Navigation Pane: Structured menu for all Asset Pro features

  • Embedded Lists: Quick access to assets and transfer orders

Think of it as your Asset Pro homepage - the first thing you see when you log in and the place you return to for navigation.

Accessing the Role Center​

Setting as Your Default Role​

To make Asset Manager your default role center:

  1. Choose the πŸ”Ž icon

  2. Enter My Settings

  3. Choose the related link

  4. In the Role field, select Asset Manager

  5. Click OK

Result: Asset Manager Role Center opens automatically when you log in

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Accessing Without Setting as Default​

If you use multiple role centers:

  1. Click the Settings gear icon (top right)

  2. Select My Settings

  3. Click Select a Role link

  4. Choose Asset Manager from the list

  5. Role center opens (doesn't change default)

Or use the search:

  1. Choose πŸ”Ž icon

  2. Enter Asset Manager Role Center

  3. Choose the related link

Role Center Layout​

The Asset Manager Role Center is organized into distinct sections:

1. Headline Section​

Located at the top of the role center, the headline provides:

User Greeting:

  • Personalized welcome message

  • Changes based on time of day ("Good morning", "Good afternoon")

  • Displays your user name

Documentation Link:

2. Activity Cues (KPIs)​

Activity cues display real-time metrics across four groups:

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Assets Group​

Total Assets:

  • Count of all assets in the system

  • Click to drill down to Asset List

  • Quick overview of system size

Assets Without Holder:

  • Count of assets with no current holder assigned

  • Indicates assets needing assignment

  • Click to view unassigned assets

Blocked Assets:

  • Count of assets marked as Blocked

  • Helps monitor restricted assets

  • Click to view blocked asset list

Quick Action: "New Asset" button creates new asset record

Transfers Group​

Open Transfer Orders:

  • Count of transfer orders in "Open" status

  • Orders in draft, not yet released

  • Click to view open transfer order list

Released Transfer Orders:

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  • Count of transfer orders in "Released" status

  • Orders ready for posting (shipment/receipt)

  • Click to view released transfer orders

Quick Actions:

  • "New Transfer Order" - Creates new transfer order

  • "Asset Journal" - Opens asset journal for batch transfers

Components Group​

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Total Component Entries:

  • Count of all component installation/removal entries

  • Complete component activity history

  • Click to view Component Entries ledger

Quick Action: "Component Journal" opens component journal

Today's Activity Group​

Assets Modified Today:

  • Count of assets modified on current work date

  • Tracks daily activity

  • Click to view today's modified assets

  • Uses WorkDate() for filtering

The navigation pane (left side) provides structured access to all Asset Pro features:

Assets Section​

Asset List:

  • View and manage all assets

  • Main asset management page

Asset Tree:

  • Hierarchical tree view of assets

  • Visualize parent-child relationships

Holder Entries:

  • Complete custody history

  • Audit trail of all asset movements

Relationship Entries:

  • Attach/detach event history

  • Parent-child relationship audit trail

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Transfers Section​

Transfer Orders:

  • View and manage asset transfer orders

  • Open, Released, Posted statuses

Posted Transfers:

  • Archive of completed transfers

  • Posted transfer shipments and receipts

Asset Journal:

  • Batch-based asset transfers

  • Manual holder changes

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Components Section​

Component Entries:

  • Component installation/removal ledger

  • Complete component history

Component Journal:

  • Record component operations

  • Install, remove, replace components

Document Integration Section​

Organized by document type:

Sales:

  • Posted Sales Shipments

  • Posted Return Receipts

Purchase:

  • Posted Purchase Receipts

  • Posted Return Shipments

Quick access to documents that may contain asset lines

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Setup & Configuration Section​

Asset Setup:

  • Main setup page

  • Number series, feature toggles

Asset Industries:

  • Industry configuration

Asset Journal Batches:

  • Manage journal batch templates

Component Journal Batches:

  • Manage component journal batches

Asset Setup Wizard:

  • Launch AI-powered setup wizard

Configuration Packages:

  • Import/export configuration packages

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Quick Actions Area (Creation)​

Located in the top action bar, Quick Actions provide one-click creation:

New Asset​

  • Icon: Fixed Assets icon

  • Action: Opens Asset Card in Create mode

  • Use: Create new asset record

  • Shortcut: Fastest way to add new assets

New Transfer Order​

  • Icon: Transfer Order icon

  • Action: Opens Asset Transfer Order in Create mode

  • Use: Create new transfer document

  • Shortcut: Start formal transfer process

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Embedded Lists Area​

The embedded area provides direct access to key lists:

Assets (Embedded):

  • Quick view of asset list without leaving role center

  • Click to open full Asset List page

Transfer Orders (Embedded):

  • Quick view of transfer orders

  • Click to open full Transfer Orders page

Note: Embedded lists show limited records for quick glance. Click to open full pages for complete functionality.

Using the Role Center Effectively​

Daily Workflow Example​

Morning Check:

  1. Log in β†’ Asset Manager Role Center opens

  2. Review Activity Cues:

    • Check "Open Transfer Orders" count

    • Check "Assets Modified Today" count

    • Note any "Assets Without Holder" requiring attention

  3. Click cues to drill down to specific lists if needed

Common Task Execution:

  1. Create New Asset: Click "New Asset" in Quick Actions

  2. Process Transfers: Click "Released Transfer Orders" cue β†’ Post transfers

  3. Record Components: Click "Component Journal" quick action

  4. View History: Navigate to Holder Entries or Component Entries

End of Day Review:

  1. Check "Assets Modified Today" cue

  2. Verify "Open Transfer Orders" status

  3. Review any outstanding items

Use Activity Cues for Quick Access:

  • Click any cue number to drill down to filtered list

  • Cues are live - refresh automatically

Bookmark Frequently Used Pages:

  • Navigate to page you use often

  • Click bookmark icon (star) in browser

  • Add to BC favorites for quick access

Use Search for Specific Pages:

  • Press Alt+Q or click πŸ”Ž icon

  • Type page name

  • Faster than navigating through menus

Set Role Center as Home:

  • Always returns you to familiar starting point

  • Consistent navigation experience

Customizing the Role Center​

Personalizing Activity Cues​

Cue Visibility:

  • Right-click on cue group

  • Select "Personalize"

  • Show/hide specific cues

  • Rearrange cue order

Note: Customizations are user-specific (not global)

[Screenshot Placeholder: Personalization menu for cues]

Customizing Navigation​

Reorder Navigation Items:

  1. Right-click navigation pane

  2. Select "Personalize"

  3. Drag items to reorder

  4. Hide sections you don't use

Add Favorites:

  • Navigate to frequently used page

  • Click star icon to add to favorites

  • Favorites appear in navigation pane

Resetting Customizations​

To restore default layout:

  1. Right-click role center

  2. Select "Personalize"

  3. Click "Clear personalization"

  4. Confirm reset

Activity Cues in Detail​

How Cues Calculate​

All cues use FlowFields that calculate in real-time:

Total Assets: Count of all records in Asset table

Assets Without Holder: Count where Current Holder Code = blank

Blocked Assets: Count where Blocked = TRUE

Open Transfer Orders: Count where Status = Open

Released Transfer Orders: Count where Status = Released

Total Component Entries: Count of all Component Entry records

Assets Modified Today: Count where Last Date Modified = WorkDate()

Refresh: Cues update automatically when you navigate back to role center or when RefreshOnActivate triggers

Drill-Down Functionality​

Each cue is clickable and opens the relevant filtered list:

Example: Clicking "Assets Without Holder" (showing 5):

  1. Click the "5" cue

  2. Asset List opens

  3. Filtered to show only assets where Current Holder Code is blank

  4. All 5 assets displayed

  5. You can take action (assign holders, etc.)

This provides actionable metrics - not just numbers, but direct access to the data behind them.

Tip: Pin the Asset Manager Role Center as your browser home page or create a bookmark for instant access. The role center is designed to be your central hub - return to it frequently throughout the day for efficient navigation.