Is it possible to attach a fixed asset record to a customer record in Acumatica?
Answer
Is it possible to attach a fixed asset to a customer?
Best answer by Laura03
Hi,
I don’t think there is any way to link the FA to a customer using Fixed Assets module standard screen.
Have you considered User-Defined Fields? UDF’s of the Selector type can be connected to the Customer ID, so you could select a customer ID onto the Asset record.
If you are using Field Services module, Equipment location can be at a Customer Site, like bulldozer in use at a Project Construction site. With Projects/Construction module, Equipment can also be located at the Project Site.
Hope this gives you some ideas.
+19Hi,
I don’t think there is any way to link the FA to a customer using Fixed Assets module standard screen.
Have you considered User-Defined Fields? UDF’s of the Selector type can be connected to the Customer ID, so you could select a customer ID onto the Asset record.
If you are using Field Services module, Equipment location can be at a Customer Site, like bulldozer in use at a Project Construction site. With Projects/Construction module, Equipment can also be located at the Project Site.
Hope this gives you some ideas.
~ Laura Barber, WM Synergy
Thank you Laura!! We will probably go with the UDF approach as the client does not use those other modules.
Hi,
I don’t think there is any way to link the FA to a customer using Fixed Assets module standard screen.
Have you considered User-Defined Fields? UDF’s of the Selector type can be connected to the Customer ID, so you could select a customer ID onto the Asset record.
If you are using Field Services module, Equipment location can be at a Customer Site, like bulldozer in use at a Project Construction site. With Projects/Construction module, Equipment can also be located at the Project Site.
Hope this gives you some ideas.
Hey Laura, do you know if anyone is doing this? I am trying to do it, but keep getting this message on Customer related fields:
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.