How do I assign the "asset action" to a job type?

Organization

The asset action is the task that needs to be performed in the Asset Management application when this job type is selected. Use the Asset Action field to select the type that best characterizes the manner in which this job type will function.

Create

Make a pending action record to add a new asset.

None

No action is required in Asset Management.

Retire

Create a pending action record to retire an existing asset.  

 

Assigning the asset action to a job type

1. Open Connect Project Accounting > Organization > Organization.

2. Click to select the Job Types tab.

3. Click to select a job type.

4. Use the Asset Action menu to select the action to perform.

 

 

Some asset actions are assigned to a type in the Asset Management application. If that's the case, the Asset Action menu is not available.

 

 

5. Click Save (CTRL+S).

The asset action is assigned to the job type.