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Setup & Configuration

Configure Asset Pro manually using the Asset Setup page. This guide covers all configuration options for administrators who want complete control over system settings.

Alternative Setup Methods:

  • Faster: Use AI Setup Wizard for automated configuration

  • Evaluation: Use Demo Data and Configuration Packages for pre-configured test environment

Accessing Asset Setup​

  1. Choose the 🔎 icon

  2. Enter Asset Setup

  3. Choose the related link

  4. Asset Setup page opens

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Or from Asset Manager Role Center:

  • Navigate to Setup & Configuration section

  • Click Asset Setup

Asset Setup Page Structure​

The Asset Setup page contains two main areas:

General FastTab​

  • Asset numbering

  • Default industry

  • Feature toggles (attributes, holder control)

Numbering FastTab​

  • Transfer order number series

  • Posted transfer number series

Number Series Configuration​

Asset Nos. (Required)​

Purpose: Automatic numbering for new assets

Field: Asset Nos.
Type: No. Series Code
Location: General FastTab
Required: Yes (must be set before creating assets)

Typical Values:

  • ASSET (generates ASSET-0001, ASSET-0002, etc.)

  • AST (generates AST-0001, AST-0002, etc.)

  • Custom format matching your organization's conventions

Setup Steps:

  1. If number series doesn't exist, create it first (see Creating Number Series below)

  2. In Asset Setup, click Asset Nos. lookup button

  3. Select appropriate number series from list

  4. Click OK

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Transfer Order Nos. (Required for Transfer Orders)​

Purpose: Numbering for Asset Transfer Order documents

Field: Transfer Order Nos.
Type: No. Series Code
Location: Numbering FastTab
Required: Yes (if using transfer orders)

Typical Values:

  • TRANS (generates TRANS-0001, TRANS-0002, etc.)

  • APTR (generates APTR-0001, APTR-0002, etc.)

  • Different prefix from assets to distinguish document types

Why Separate from Assets:

  • Distinguishes documents from assets

  • Separate numbering sequences for different object types

  • Easier to identify object type from number alone

Posted Transfer Nos. (Required for Transfer Orders)​

Purpose: Numbering for archived Posted Asset Transfer documents

Field: Posted Transfer Nos.
Type: No. Series Code
Location: Numbering FastTab
Required: Yes (when posting transfer orders)

Typical Values:

  • PTRANS (generates PTRANS-0001, PTRANS-0002, etc.)

  • PAPTR (generates PAPTR-0001, PAPTR-0002, etc.)

  • Usually different prefix from open transfers

Why Separate from Open Transfers:

  • Distinguishes posted (archived) from open (editable) documents

  • Standard BC pattern for document archiving

  • Posted documents use permanent number series

Example Configuration:

Asset Nos.: ASSET Transfer Order Nos.: TRANS Posted Transfer Nos.: PTRANS

Creating Number Series​

If required number series don't exist yet, create them:

Step 1: Open No. Series Page​

  1. Choose the 🔎 icon

  2. Enter No. Series

  3. Choose the related link

  4. No. Series list opens

Step 2: Create Asset Number Series​

  1. Click New

  2. Fill in fields:

    • Code: ASSET

    • Description: Asset Numbers

    • Default Nos.: ☑ (checked)

  3. Click Lines

    • Starting No.: ASSET-0001

    • Ending No.: ASSET-99999

    • Increment-by No.: 1

  4. Click OK

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Step 3: Create Transfer Order Number Series​

  1. Click New

  2. Fill in fields:

    • Code: TRANS

    • Description: Asset Transfer Orders

    • Starting No.: TRANS-0001

    • Ending No.: TRANS-99999

    • Increment-by No.: 1

    • Default Nos.: ☑ (checked)

  3. Click OK

Step 4: Create Posted Transfer Number Series​

  1. Click New

  2. Fill in fields:

    • Code: PTRANS

    • Description: Posted Asset Transfers

    • Starting No.: PTRANS-0001

    • Ending No.: PTRANS-99999

    • Increment-by No.: 1

    • Default Nos.: ☑ (checked)

  3. Click OK

Step 5: Assign to Asset Setup​

  1. Return to Asset Setup page

  2. Assign number series:

    • Asset Nos.: ASSET

    • Transfer Order Nos.: TRANS

    • Posted Transfer Nos.: PTRANS

  3. Close Asset Setup

Result: Number series configured and ready for use

Default Industry Code (Optional)​

Purpose: Pre-fill Industry field when creating new assets

Field: Default Industry Code
Type: Asset Industry Code
Location: General FastTab
Required: No

When to Set:

  • ✅ Single-industry organization: All assets belong to one industry (e.g., only FLEET)

  • ✅ Predominant industry: 90%+ of assets in one industry

  • ✅ User convenience: Save time by pre-filling most common value

When to Leave Blank:

  • ⚠️ Multi-industry organization: Assets span multiple industries equally

  • ⚠️ No clear default: No single industry represents majority

Configuration:

  1. In Asset Setup, click Default Industry Code lookup

  2. Select industry from list (e.g., FLEET, IT, MEDICAL)

  3. Click OK

Effect:

  • New assets automatically have this industry pre-selected

  • Users can change industry on individual assets

  • Does NOT restrict to only this industry

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Feature Toggles​

Enable Attributes​

Purpose: Control whether custom attribute system is active

Field: Enable Attributes
Type: Boolean (checkbox)
Location: General FastTab
Default: ☑ Enabled (true)

When Enabled (Default):

  • ✅ Custom attribute fields available on Asset Card

  • ✅ Attribute definitions can be created

  • ✅ Industry-specific and classification-level attributes work

  • ✅ Full attribute functionality active

When Disabled:

  • ❌ Attribute fields hidden on Asset Card

  • ❌ Attribute pages hidden

  • ❌ Slight performance improvement (less field processing)

  • ✅ Core features (classification, holder, etc.) unaffected

When to Disable:

  • Organization doesn't need custom attributes

  • Using only standard BC fields

  • Want to simplify UI by hiding unused features

  • Performance optimization (marginal benefit)

When to Keep Enabled (Recommended):

  • Need industry-specific fields (Cargo Capacity, RAM, etc.)

  • Want flexibility for future customization

  • Most organizations use at least some attributes

Configuration:

  1. Check or uncheck Enable Attributes box

  2. Close Asset Setup (changes apply immediately)

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Block Manual Holder Change​

Purpose: Control whether users can change Current Holder directly on Asset Card

Field: Block Manual Holder Change
Type: Boolean (checkbox)
Location: General FastTab
Default: ☐ Disabled (false - manual changes allowed)

When Disabled (Default):

  • ✅ Users can change Current Holder field on Asset Card

  • ✅ Changes automatically register holder entries

  • ✅ Document prefix: "MAN-" (e.g., MAN-ASSET-0001-1)

  • ✅ All validation rules apply (posting date, child propagation)

  • ✅ Full audit trail maintained

  • ✅ Flexible for quick corrections

When Enabled (Blocked):

  • ❌ Current Holder field becomes read-only on Asset Card

  • ✅ Holder changes ONLY via:

    • Asset Journal (batch transfers)

    • Asset Transfer Orders (formal workflow)

    • Document integration (purchase/sales/transfer posting)

  • ✅ Forces formal documentation for all changes

  • ✅ Stricter audit control

When to Enable (Block Manual Changes):

  • ✅ Strict audit requirements: Need formal documentation for every movement

  • ✅ Compliance regulations: Industry regulations require formal transfer process

  • ✅ Multiple user levels: Want to control which users can move assets

  • ✅ Approval workflows: Need formal approval before transfers

  • ✅ Large organization: Centralized control over asset movements

When to Disable (Allow Manual Changes - Default):

  • ✅ Small organization: Trusted users, need flexibility

  • ✅ Quick corrections: Occasional need for simple holder updates

  • ✅ User training: Users understand when to use journals vs. manual

  • ✅ Balanced approach: Formal transfers most of the time, manual when appropriate

How Manual Changes Work (When Not Blocked):

User changes Current Holder on Asset Card:

  1. Opens Asset Card

  2. Changes Current Holder Type (Location, Customer, Vendor)

  3. Changes Current Holder Code (specific location/customer/vendor)

  4. System automatically:

    • Validates posting date (cannot backdate before last holder entry)

    • Creates Transfer Out entry (from old holder)

    • Creates Transfer In entry (to new holder)

    • Documents with "MAN-" prefix

    • Propagates to child assets

    • Maintains full audit trail

Result: Flexible but fully audited holder change

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The Asset Setup is intentionally minimal - only 7 fields total. Asset Pro's philosophy is configuration through data (industries, classifications, attributes) rather than settings. This keeps setup simple while maintaining flexibility.