TABLE OF CONTENTS

• Access Asset Card 
• Asset Card: General Tab
• Asset Card: Assignment Tab
  • Manage Mobile Transfers
  • Assign an Asset Directly

This article describes the processes for “Managing Asset Check-Out/In and Transfer” as part of Equipment Control under the FCX AM ERM Module.

Access Asset Card 

Full access — Asset Managers and Warehouse Leads user groups.

Use Quick Launch to access the Asset Reference. Search for an asset in the Category Directory.

Asset Card: General Tab

1. Key Identifiers sections:

• The Asset’s Name is auto-generated based on the Category’s configuration. It usually draws from values entered in fields, including Extended Requisite fields.
• S/N field  – an alphanumeric identifier. Use a Serial Number or some other unique identifier.
• Code — an auto-generated # by FCX. You can overwrite this with a barcode with a barcode scan Asset Photo Checklist Item.
• The Asset Status is used to indicate the Asset’s Condition: things like “Good-Functioning” or “Broken-Needs Repair.”
• Asset Category — select the right category in which to enter a new Asset. The Category determines many things, including custom fields available and naming format.
• Related Documents — documents can be uploaded and associated to an Asset (Shipping Invoice, for instance).
• Counter shows number of associated documents and photos taken via an Asset Checklist.
• Add Documents — click to upload a document file.

2. Responsible Parties and Locations:

• Company — your company is identified. Mainly important where a company has subsidiaries in FCX.
• The Current Market tells you where this Asset is available. It should be updated when an Asset is permanently relocated.
• “Responsible” is the person “Financially Responsible” for the Asset, usually a Market Manager for company-owned Assets.
• The Current Holder is the person to whom an Asset is currently assigned. This field is blank if the Asset is checked-in to a warehouse.
• The Warehouse is the Office/Warehouse Type Location the Asset was last checked-into. This field is blank if the Asset is checked-out to a Holder.

3. Image and Comments Section

Multiple photos can be associated with an Asset. The one marked as the “Main” Photo is shown in this area. Comments can be used to make notes on the current status of the Asset.

4. Extended Requisites Table

• A list of custom fields is listed here under “Extended Requisite”. The number and name of these fields is customized per the needs of your company and the Asset Category. 
• Every open field in this table should be filled-in. In addition to providing richer data, filling-in some fields is typically needed to generate the Asset Name.

Asset Card: Assignment Tab

Switch to Assignment Tab to check/change assignment. Review Assignment Status/Activity/History.

1. Last Moved — the last date the Asset was directly assigned to a Holder, or successfully transferred between Holders, or moved to a Warehouse.

2. Last Returned to Warehouse — the last date the Asset was directly assigned to a WH. 

3. Return Due Date — the planned date when the asset will be returned to the Warehouse. This is a manually set reminder.

4. Current Holder — an Employee currently in-possession of the Asset. This field is blank if the Asset is Checked-In to a WH.

5. Movement records:

• Assigned — the movement date.
• Warehouse, if applicable.
• Holder, if applicable.
• Status — a state of the transfer:
  • Confirmed — assigned by a manager or transferred via the mobile app and accepted by a recipient.
  • Assignments by managers are immediately confirmed.
  • In Process — transfer initiated through the mobile app, but not yet accepted by a recipient.
  • Cancelled — transfer via the mobile App cancelled by either Initiator or a recipient.

8. Transfer History — each transfer or assignment activity requires Notes for the manager, and this and other info is recorded in the history thread.

Manage Mobile Transfers

Review asset transfer history to track asset movement. For example, when mobile transfers are confirmed, canceled by an initiator or recipient.

An Asset manager on the FCX Desktop can override any transfer with direct assignment. See below.

Assign an Asset Directly

Check-Out an Asset to a Holder. On the ribbon Home tab, click “Change Assets Assignment” to start the Manager Assign Assets Process.