In SOMAX, an asset is defined by a piece of equipment in your company. For example, they can be a physical piece of equipment, a location, or a vehicle, and can look like:
- conveyor systems
- assembly lines
- pumps and valves
- industrial ovens
- mixers
- trucks
- forklifts
This article will describe how to create an asset. For more information on assets and how they relate to other SOMAX modules, see About Assets.
Creating an Asset
- Either select +Add New at the top left and then Assets or, from the left sidebar, select Maintenance, then Assets, then New Asset at the top left. The asset form fields should appear.
- Fill out the Asset ID, Name, Category, and Type in the form fields. These fields appear in red and are required, though you may also add other information such as the line, system, and more. The descriptions of these form fields are shown in the chart below.
- Select Save & Add Another if you would like to add multiple at a time, or Save if you would just like to add the one.
- The new asset should be created and you should be directed to the asset overview page. For more help navigating its contents, see About Assets.
Below is what the form fields should look like. Remember that the fields in red are required:
Asset Form Fields
| Field | Description |
|---|---|
| Asset ID | Your organization's ID for the asset. See Data Validation Rules for Asset IDs for more help with what characters are allowed. |
| Name | Your organization's name for the asset. See Asset Planning & Naming for more help. |
| Category | There are three choices when creating an Asset: Equipment, Location, Vehicle. |
| Type | Type of asset. Possible options can be created in the asset Lookup Lists. |
| Department, Line, and Area (Asset Groups 1, 2, and 3) | The asset groups that you have created will appear on the asset form fields, and you may use the lookup lists to choose from them. For example, your asset groups may be department, line, and area, meaning that the lookup lists for your possible departments, line, and area will show. For more help with asset groups, see Setting up Site Details. |
| Make | Manufacturer of the asset. |
| Model | The asset's official model name or number. |
| Serial No. | Serial Number of the Asset provided by the Manufacturer |
| Account | The account that the asset is linked to. |
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