Summary
The Import Fixed Assets window is used to import and convert existing FA module fixed assets into WO module equipment items.
Step by Step
- Open the Import Fixed Assets window (WO> Utilities> Import Fixed Assets).
- The Import Fixed Assets window will display all of the active FA module fixed assets that have not already been attached to WO module equipment items.
- Check the Selected toggle next to each fixed asset you would like to import.
- All of the displayed fixed assets will be selected by default.
- The fixed asset Equipment Code and Description can both be edited before being imported.
- The default equipment code will be the FA module Item Number associated with the fixed asset when it was created. This will also be associated with the new WO equipment as the Item ID.
- Check the Selected toggle next to each fixed asset you would like to import.
- Click the Save icon to import the selected fixed assets.
- The imported fixed assets will now be available in the Equipment Maintenance window (WO> Maintenance> Equipment).