AccountId | Account | Lookup → Account | | The customer who owns the unit, set from the sales invoice. Service orders, cases, leads, quotes and opportunities fill an empty Account from it. |
AssetCategory | Asset Category | PickList | | Values: IT, Furniture, Office Equipment, Machinary. |
AssetCode | Asset Code | Text | | Your code for the unit. Automatic assets take the lot's serial number, or the supplier invoice number when there is no serial. |
AssetCondition | Asset Condition | Text | | Free-text condition note. A visit activity form that asks for asset condition writes it back here. |
AssetId | Root Asset | Lookup → Asset | | A self-referencing lookup to the top of the asset hierarchy, labelled 'Root Asset'. Despite the name this is not the record's own identifier — that is Id — and confusing the two is an easy mistake on this entity. Use it together with ParentAssetId, which points only one level up, and AssetLevel, which records the depth. |
AssetLevel | Asset Level | Number | | The depth of this asset within its parent/child hierarchy, used with ParentAssetId and AssetId to distinguish a top-level unit from its sub-components. |
AssetProvidedAccountId | AssetProvedBy | Lookup → Account | | Labelled AssetProvedBy. A goods receipt sets it to the receiving company (the receipt's Company) and a sales invoice replaces it with the invoice's company. Not on the standard forms. |
AssetServicedByAccountId | Asset Serviced By | Lookup → Account | | The company that services the unit, set from the sales invoice's company. Not on the standard forms. |
AssetSubCategory | Asset Sub Category | PickList | | Values: LED TV, Tablet, Biometric Machine, Mobile Phone, CCTV Camera, Air Conditioner, Conference Table, Laptop, Desktop, Server, Printer, Scanner, Router, CNC Machines. |
AverageUsage | Average Usage | Decimal | | |
AverageUsageHours | Average Usage (Hours) | Decimal | | |
BatchNo | Batch No | Text, unique | | The manufacturer batch copied from the item lot. Must be unique across all assets; a second asset with the same value is refused with "Batch No '…' already exists". |
BranchId | Last Service Branch | Lookup → Branch | | Labelled Last Service Branch, but it holds the branch that received the unit on a goods receipt. Service does not change it; the last service branch is in the field labelled Branch. |
CompetitorAsset | Is Competitor Product | Boolean | | |
ComponentNumber | Component Number | Text | | Component number from the goods receipt line or the item lot. |
ConsequenceOfFailure | Consequence Of Failure | PickList | | A criticality rating used to prioritise maintenance, seeded with Insignificant, Minor, Moderate, Major and Critical. It describes the impact if the asset fails, not its current condition — that is AssetCondition. Values: Insignificant, Minor, Moderate, Major, Critical. |
ContactId | Contact | Lookup → Contact | | The owner's contact person, set from the sales invoice. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CurrentAmount | Current Amount | Currency | | |
CurrentLifecycleEndDate | Current Lifecycle End Date | Date | | |
CurrentMrr | Current Monthly Recurring Revenue | Currency | | |
CurrentQuantity | Current Quantity | Number | | |
CurrentUsageReading | Current Usage Reading | Decimal | | The latest known reading, entered by hand; no process updates it. The inactive seeded rule Nudge Asset Service Overdue compares it with Last Usage Reading. |
CurrentUsageReadingHours | Current Usage Reading (Hours) | Decimal | | |
DepreciationMethod | Depreciation Method | PickList | | Straight Line or WDV. Stored only; depreciation is computed by the Recurring Depreciation schedule. Values: Straight Line, WDV. |
DepreciationPolicyId | Depreciation Policy | Lookup → DepreciationPolicy | | The policy describing how the unit should depreciate. Stored only; linking it creates no schedule. |
Description | Description | LongMultiLineText | | |
DigitalAssetStatus | Digital Asset Status | PickList | | The health signal reported by a connected or telemetry-enabled asset, seeded with On, Warning and Error. It reflects device telemetry and is independent of the commercial lifecycle held in Status. Values: On, Warning, Error. |
DisposalDate | Disposal Date | Date | | When the unit was disposed of, written by a posted asset disposal. |
DisposalValue | Disposal Value | Currency | | The disposal proceeds, written by a posted asset disposal. |
GoodsReceiptId | Goods Receipt | Lookup → GoodsReceipt | | The goods receipt that created the asset. Kept when the unit is later sold. |
Id | Id | Guid | Yes | |
InstallationAddressContactAddressId | Installation Address | Lookup → ContactAddress | | The installation address, set from the sales invoice's shipping address. Not on the standard forms. |
InstallDate | Install Date | Date | | When the unit was installed. A sales invoice sets it to the invoice date. |
InternalAsset | Is Internal | Boolean | | Marks a unit the company owns and uses itself rather than one sold to a customer. This is the distinction that separates own-use fixed assets from customer install-base records held in the same table. |
InUse | In Use | Boolean | | |
InvoiceId | Invoice | Lookup → Invoice | | The sales invoice that last updated the asset. Not on the standard forms. |
InvoiceNumber | Invoice Number | Text | | The number of the sales invoice that last updated the asset. |
IsPDIDone | Is PDI Done | Boolean | | Whether the pre-delivery inspection is complete. Receipts and invoices set it to off; nothing sets it on, so tick it yourself. |
ItemId | Item | Lookup → Item | | The product this unit is. Service orders copy it from the asset. |
ItemLotId | Item Lot | Lookup → ItemLot | | The item lot this asset represents. A sales invoice finds the existing asset through this lot, so one lot has one asset. |
Label | Label | Text | | |
LastServiceBranchId | Branch | Lookup → Branch | | Labelled Branch: the branch of the last invoiced service order, written when the service order is invoiced. |
LastServiceDate | Last Service Date | Date | | Date of the last invoiced service order, written when the order is invoiced. |
LastServicePartnerAccountId | Last Service Partner | Lookup → Account | | The company that invoiced the last service, written when the service order is invoiced. |
LastUsageReading | Last Usage Reading | Decimal | | Meter reading at the last invoiced service. Cannot be negative. A new service order or opportunity cannot enter a lower reading. A ticked Reset Usage Reading on the invoiced order sets it to 0. |
LastUsageReadingHours | Last Usage Reading (Hours) | Decimal | | Hours reading at the last invoiced service. A new service order or opportunity cannot enter lower hours. A ticked Reset Usage Hours on the invoiced order sets it to 0. |
LifecycleEndDate | Lifecycle End Date | DateAndTime | | |
LifecycleManagedAsset | Has Lifecycle Management | Boolean | | Marks an asset that is managed on a defined replacement lifecycle, which is what makes the LifecycleStartDate, LifecycleEndDate, CurrentLifecycleEndDate and TotalLifecycleAmount fields meaningful. Those lifecycle fields should be ignored when this flag is false. |
LifecycleStartDate | Lifecycle Start Date | Date | | |
LotNumber | Lot Number | Text | | The item lot's name, copied when the asset is created or updated from a receipt or invoice. |
ManufactureDate | Manufacture Date | Date | | Manufacturing date from the receipt line or the item lot. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The asset's display name. Required, with no numbering series. Assets created by a goods receipt or invoice are named from the item lot's serial number. |
NetBookValue | Net Book Value | Calculated | | Carrying value. Holds what you enter, and posting an asset disposal sets it to 0. It does not follow posted depreciation. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentAssetId | Parent Asset | Lookup → Asset | | The unit this one is part of. Set automatically for package component lines on a sales invoice; can be set by hand to build a hierarchy. |
Phone | Phone | Text | | Copied from the owning account when the asset is created or its Account changes. Not on the standard web forms. |
Price | Price | Currency | | The unit's sale price. Set from the invoice line amount when a sales invoice posts to inventory. |
ProductCode | Product Code | Text | | |
ProductDescription | Product Description | Text | | |
ProductFamily | Product Family | PickList | | |
ProductSKU | Stock Keeping Unit | Text | | A free-text stock-keeping-unit code carried on the asset. It is not a reference to the SKU entity — that is the separate SKUId lookup — so joining on this text will not resolve a SKU record. |
PurchaseCost | Purchase Cost | Currency | | What the unit cost, from the goods receipt line's unit cost. Kept when the unit is sold. |
PurchaseDate | Purchase Date | DateAndTime | | When the unit was bought. A goods receipt sets the receipt date; a later sales invoice replaces it with the invoice date. |
PutToUseDate | Put To Use Date | Date | | When the unit was put to use. A sales invoice sets it to the invoice date. |
Quantity | Quantity | Number | | Units this record stands for: the received quantity, then the invoice line quantity. Usually 1 for serialised items. |
RecordTypeId | Record Type | Guid, hidden | | |
RegistrationDate | Registration Date | DateAndTime | | Registration date copied from the item lot. |
RegistrationNumber | Registration Number | Text | | |
SaleDate | Sale Date | Date | | When the unit was sold, set to the invoice date. Cannot be earlier than Manufacture Date. |
SaleInvoiceNumber | SaleInvoiceNumber | LongMultiLineText | | |
SalvageValue | Salvage Value | Currency | | Intended residual value. Stored only and not on the standard forms. |
SellingBranchId | Selling Branch | Lookup → Branch | | The branch that sold the unit, from the sales invoice. Campaign schedules use it when the asset has no last service branch. |
SellingPartnerAccountId | Selling Partner Account | Lookup → Account | | The company that sold the unit, from the sales invoice. Campaign schedules use it when the asset has no last service partner. |
SerialNumber | Serial Number | Text | | The manufacturer's serial number, copied from the item lot. |
SKUId | SKU | Lookup → SKU | | The lookup to the SKU record for this asset, populated from the originating invoice line when the asset is auto-created. Use this rather than the free-text ProductSKU field when you need the actual SKU. |
Status | Status | PickList | | Lifecycle state: Draft, Purchased, Installed or Obsolete, set by hand. Posting an asset disposal writes Disposed, which is not one of the list values. No other process changes it. Values: Installed, Obsolete, Purchased, Draft. |
StatusReason | Status Reason | PickList | | A qualifier on the current Status, seeded with Paused, Not Ready and Off. It explains why an asset is not in service rather than restating the status itself. Values: Paused, Off. |
StorageLocationId | Storage Location | Lookup → StorageLocation | | |
SupplierInvoiceDate | Supplier Invoice Date | Date | | The supplier invoice date from the goods receipt or the item lot. |
SupplierInvoiceNumber | SupplierInvoiceNumber | LongMultiLineText | | |
TestField | TestField | LongMultiLineText | | |
TotalLifecycleAmount | Total Lifecycle Amount | Currency | | |
UIProps | UI Props | Text | | |
UniqueIdentifier | Uu | Text | | A tenant-defined unique identifier for the unit, separate from SerialNumber and RegistrationNumber. Its label is the truncated placeholder 'Uu', which carries no meaning — go by the field name. |
UpdatedDateTime | Modified Date | DateAndTime | | |
UsageEndDate | Usage End Date | Date | | |
UsageHoursResetAt | Usage Hours Reset At | Decimal | | The order's hours reading stored when an invoiced service order had Reset Usage Hours ticked. |
UsageReadingResetAt | Usage Reading Reset At | Decimal | | The order's usage reading stored when an invoiced service order had Reset Usage Reading ticked. |
UsefulLife | Useful Life | Number | | Intended useful life. Stored only and not on the standard web forms. |
