Obtaining Asset Number Information

You can query asset numbers that you would like to view associated details, hierarchal information, cost information, associated work and service requests, enter and view meter readings, and Quality information. You can use a Simple or Advanced Search to obtain your desired asset numbers.

For assets that transferred from one organization to another, each organization can view only the work order costs on those assets that were incurred by itself.

arrow icon   To obtain asset number information:

  1. Navigate to the Assets tab.

  2. Select the Capital or the Rebuildable Inventory sub-tab to view information on capital asset numbers or serialized rebuildable asset numbers.

  3. If you have previously saved some search criteria, the Views mode appears.

    You might use this mode if you frequently search for asset number information with specific criteria, such as Owning Department or Asset Group, among many. You can personalize a view to narrow your search criteria.

    1. The View list of values contains already existing Views. You can optionally select an existing View.

    2. Optionally choose Go to display the asset number information that applies to the current View's search criteria rules.

    3. Optionally choose Personalize to update, delete, or duplicate an existing View. You can also create a new View.

    4. Optionally select a View Name and then choose Duplicate to default all of the selected View's values to a new View.

    5. Optionally choose Create View to create a new view.

      • Enter a View Name.

        • Optionally select the Number of Rows Displayed.

        • Optionally select the Set as Default check box to indicate that this view is the default view.

        • Optionally enter the View's Description.

        • Specify whether the search results for the current View must contain all of, or may contain any one of, the following values entered, by selecting the appropriate radio button, respectively.

        • Optionally enter an Asset Number.

        • Optionally select an Asset Group.

        • Optionally select whether the asset numbers have an associated Asset Route.

        • Optionally select an Owning Department.

        • Optionally select additional search criteria from the Add Another list of values.

        • Choose Cancel, Revert, Apply and View Results, or Apply.

    6. The Display List value determines whether the current View exists within the View list of values.

    7. Optionally select the Update icon to update the values for the current View.

    8. Optionally select the Delete icon to delete the current View.

    9. Optionally choose Cancel to exit the Personalize Views page, without selecting a View

    10. Optionally select one or many Views to add to the Views drop down list, and then choose Apply to exit the Personalize Views page.

  4. By default, you are in the Simple Search mode. You can search for Asset Number, Category, Asset Route (Yes or No), and Asset Status.

  5. Optionally enter an asset number.

    You can enter a portion of an asset number and append a % (wildcard) to display multiple asset numbers with similar names.

  6. If the Capital sub-tab is selected, you can optionally select a Category to narrow your selection criteria.

  7. If the Rebuildable Inventory sub-tab is selected, you can optionally select an Asset Group.

  8. If the Capital sub-tab is selected, you can optionally select whether to display asset numbers with associated asset routes (tasks). Values are Yes and No. See: Defining Asset Routes.

  9. Optionally choose Advanced Search to further narrow your selection criteria, to values such as Asset Group, Asset Route, Linear Asset, Segment Code, Segment Description, Owning Department, Category, Area, Accounting Class, Fixed Asset Number, Criticality, Maintainable, Description, Attributes, Production Organization, Equipment Item, Equipment Serial Number, Property Location Code, and Property Location Name. For information on these values, See: Defining Asset Numbers.

  10. Click the Go button