Assignment Slips

Assignment indicates the assignment of an asset or asset part to be used in a specific task for a definite period. For example, the use of a meeting room or any vehicle is an assignment. This may be meeting room reservation or use of a transport vehicle.
You record such usage transactions by selecting Assignment Slip type. The following information is recorded in assignment slips.
After planning the task, task realization info is also entered in the assignment slip. When you select Assignment Slip, a wizard opens. You can see asset or asset parts which will be assigned along with the tasks in the next period belonging to these assets, and you can determine the most appropriate asset/asset parts for the relevant assignment date.

You select Asset or Asset Part depending on the resource that will be assigned.
The relevant employee who performs the assignment is entered under Contact To heading.
Start and end date and task duration are entered under Assignment Date Range heading.
Selecting Resources
After entering general info and clicking Next, a filter page opens. You can select the resources that will be assigned.
Filters for Resources of Asset Type
If you designate the resource that will be assigned as Asset, the following filter options are used in determining the required assets.

Filters for Resources of Asset Part Type
If you designate the resource that will be assigned as Asset Part, the following filter options are used in determining the required asset parts.

Listing Resource Usage Records
Click Next option after entering filter values. Resource usage records, which belong to the asset/asset part and are generated in the specified date range, are listed.


Resource Usage Records window is divided into two sections. According to the filter values specified in the previous page, assets or asset parts are listed on the left, and the relevant resource usage records of the selected assets/asset parts are listed on the right.
All resource usage records of the specified date are listed for each asset in the list. There can be resource usages which started before the specified date range and ended within the date range or started within the date range and ended after the end date of the specified range. These resource usage records are also listed. This list will show both "Planned" resource usage records and "Prescribed" records, namely the resource usage records which are not completed yet.
Select the asset/asset part to be assigned and click Next button. A window will open and it will list assignment time of the selected asset/asset parts. If you need to change time information, you update time information in the related line and click OK. Assignment slips are generated automatically for each asset.

Slip info is as below.

Slip Number: The assignment slip number. Slip Number field is mandatory.
Date: The slip date. System date is shown by default. It can be changed if necessary.
Time: The record time of the slip.
Aux. Code: A secondary coding field used to group assignment transactions. The string is 10 characters long. Alphanumeric characters can be used for coding. The code allows the user to classify the slips by company specific criteria.
Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on job definitions. This field is 10 characters long, and alphanumeric characters can be used to define the code.
Document Number: The assignment slip document number.
Relevant Employee: The employee information related to the transaction is recorded in this section. The existing employees are listed in the Registry Number field and you select the relevant employee.
Type: Indicates the asset type. This parameter contains the asset and asset part options.
Category: The asset category. Category types are listed and the related category is selected.
Asset Part Type: The asset part type is selected when type of the asset that will be assigned is Asset Part.
Code: The code of the material/asset to be assigned.
If the assignment is linked to a demand and demanded asset is a material, the related assets can be listed, so you can select from "Available" assets.
If the demanded item is an asset and demanded asset is "Available", the code of the demanded asset is displayed by default; however, assets in the related category can be listed and another "Available" asset can be selected.
If the demanded item is an asset part and if the related asset is "available", the code of the demanded asset part is displayed as default; however, asset parts on the related category can be listed and another "Available" asset part can be selected.
In assignments that are not linked to demands, you can select from "Available" assets or asset parts depending on the asset or asset part assignment.
Description: The material /asset description. When the Code is entered, the description is automatically transferred into this field.
Status: Indicates the status of the assignment slip. Assignment slips are generated in "Not Proceeded" status. Status cannot be changed in the slip. You change slip status with Change Status option in Asset Transactions browser > right click menu. The options are Not Proceeded, In Progress and Completed.