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 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:
    • Search for the new asset sub-group you want and select it.
    • Clear the Asset Sub-Group field.
  6. Click Save.
Note:
If you are working in a multi-currency org, the Asset Group and the Fixed Asset must have the same currency.
Tip:

You can create asset sub-groups from the Asset Sub-Groups related list.