Customer Asset Reading Names

This screen is accessed via the Related Button of the Customer Asset screen.

This screen enables you to create and maintain Asset Reading Names. Each name is a unique identifier against which ongoing readings are accumulated. The readings can optionally be used to Invoice a Customer if this Asset Reading Name is flagged as being used for Usage Billing.

List Panel

Display fields

Asset Name: Display only field showing the Asset Name taken from the Customer Asset master file.

Asset Number: Display only field showing the Asset Number as held against the Customer Asset record.

Status: Display only field showing the status of the Asset as held against the Customer Asset record.

Description: Display only field showing the description of the Asset as held against the Customer Asset record.

Customer: Display only field showing Customer that owns the Asset.

Asset Type: Display only field showing the Type of Asset as held against the Customer Asset record.

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:

•	To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order.

•	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.

Include Inactive Status - If this is checked then the displayed list will include those Asset records whose status is ‘Inactive’

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 Customer Asset Reading Name 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 the ‘Detail’ tab for entry of a new Customer Asset Reading Name.

Related: This will bring up a list of functions that are related to the Customer Asset Reading Name. You may open and maintain information in those screens whilst still remaining in the Customer Asset Reading Name screen.

Detail Tab

Entry and Display fields

Reading Name: Enter a Reading Name. Duplicates not allowed. This Reading Name represents a piece of equipment against which readings are maintained. These readings may then be used to bill a Customer .

Description: Enter a brief Description of the Reading Name. No checks are made on this entry

Reading Type: Enter the Type of reading being taken. This would then facilitate reporting against all Reading Names within a Reading Type. Reading Types are maintained via Service >Settings>Customer Asset Reading Types

Initial Reading: If, at the time of using the Reading Name the initial value is not zero then enter that reading here. Ostendo will then use that as the initial value for starting Usage Billing

Latest Reading: This is a display only field as it is maintained from entries made in the Customer Asset Readings screen

Usage Billed: If this Reading Name is being used for Usage Billing then 'check' this checkbox.

Buttons

Close: This will close the Customer Asset Reading Name 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 send the cursor to a new line for entry of a new Customer Asset Reading Name.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current Customer Asset Reading Name from this table