Creating an Asset Group

Note:

If you are using a multi currency org, check that the Currency field has been added to the Asset Group page layout before creating an asset group. If it has not, you will need to add it in edit mode.

To create an asset group:

  1. Click New or New Asset Group on the Asset Group tab.
  2. Enter the name of the asset group.
  3. Click Save.

To apply an asset group to an existing fixed asset:

  1. Click the Fixed Assets tab.
  2. Edit the fixed asset record that you want apply the asset group to.
  3. Click the lookup icon Lookup icon next to the Asset Group field.
  4. Search for the asset group you want to apply to the asset and select it.
  5. If the fixed asset already belongs to an Asset Sub-Group, do one of the following:
  6. Click Save.
Tip: Tip Tip icon
You can create asset sub-groups from the Asset Sub-Groups related list.

Related Concepts

Fixed Assets

Asset Groups

Asset Sub-Groups

Related Tasks

Creating an Asset Sub-Group

Deleting an Asset Group

Deleting an Asset Sub-Group

Reference

Asset Group Fields

Asset Sub-Group Fields

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