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Customer Asset Hierarchy
The Customer Asset Hierarchy function allows you to link one or more ‘Child’ assets to a parent ‘Asset’ and view the Parent/Child relationships as required.
List Tab
Display fields
Asset Name: Display only field showing the Customer Assets that are currently in Ostendo
Asset Number: Display only field showing the Asset Number (from the Customer Asset record)
Description: Display only field showing the description of the Customer Asset
Status: Display only field showing the current status of the Asset
Customer: Display only field showing the Customer that owns the Customer
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Asset Hierarchy screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will take you to the ‘Details’ screen for entry of a new Hierarchy record.
Save: Not active in this view
Cancel: Not active in this view
Delete: This will delete the highlighted Asset Hierarchy record
Detail Tab
Entry and Display fields
Asset Name: Display only field showing the name of the Customer Asset
Asset Number: Display only field showing the Asset Number (from the Customer Asset record)
Description: Display only field showing the description of the Customer Asset
Customer: Display only field showing the Customer that owns the Asset
Child Assets section:
Use this section to link child assets to the above-name Asset. Click Add button to add Child Asset line.
Child Asset: The drop-down list will show the list of Customer Assets belonging to the same customer. Select one of them to be the Child Asset. This will be checked to ensure that it does not currently exist as a Child against another Asset.
Description: Display only field showing the description of the Child Asset.
Notes: An extended description can be added to the Hierarchy record. No checks are made on the entry.
Buttons
Close: This will close the Asset Hierarchy screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up a blank line for entry of a new Child Asset record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the record or the last time the ‘Save’ Button was pressed will be lost.
Delete: Delete the highlighted record
Hierarchy Tree Tab
This panel shows, for the selected Customer Asset, all Child Assets that are linked to it. This is a multi-level display and shows the complete hierarchy where the Child Asset itself contains Child Assets, etc
Buttons
Close: This will close the Asset Hierarchy screen.
Add: Not active in this panel
Save: Not active in this panel
Cancel: Not active in this panel
Delete: Not active in this panel