Configure master data for Asset Register

Master data items

The following data items must be configured in On Key before Asset Types and Assets are configured.

• Asset Importances

• Locations

• Acquisition Types

• Acquisition Statuses

• Option Categories

• Options

• Rules

How to… Configure master data for Asset Register

1.   Add Locations using Asset Register - Asset Configuration - Locations

2.   Add Asset Importances using Asset Register - Asset Configuration - Asset Importances

3.   Add Asset Acquisition Types using Asset Register - Asset Configuration - Asset Acquisition Types

4.   Add Asset Acquisition Statuses using Asset Register - Asset Configuration - Asset Acquisition Statuses

5.   Add User Defined Fields using Shared Configuration - User Defined Fields

The following steps only apply if the organisation has a licence for Options and Rules functionality:

7.   Add Option Categories using Asset Register - Options and Rules - Option Categories

8.   Add Options using Asset Register - Options and Rules - Options

9.   Add Rules using Asset Register - Options and Rules - Rules

On Key master data

Add these mandatory data items for the business processes identified in this table.
(Legend: l = Initial configuration; ¢ = Additional configuration).

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