Solution Properties
Solution ID:
222924650021599
Last Modified Date:
Wed Aug 19 21:24:13 UTC 2026
Taxonomy Path:
Category//Reporting
Author:
[email protected]
Create an asset template
Description
An asset template is a partially completed asset record that doesn't appear in the asset list. It lets you reuse common asset information and supports company policies and procedures.
Cause
Resolution

Create an asset template

  1. Open the Asset menu, and select New.
  2. On the New Asset screen, enter the asset information.
  3. Leave most book information blank.
  4. Note: Enter only the Service Date and a zero Acquisition Value in the Tax book.
  5. Open the Asset menu, and select Save As Template.
  6. Enter a unique name in the New Template Name field.
  7. Select OK to save the template in Template Manager.

Apply an asset template

  1. Open the Asset menu, and select New.
  2. On the New Asset screen, select the Template dropdown list.
  3. Choose the template you want to use.
  4. Select Yes to apply the template.
  5. Enter or update the asset book information.
  6. Select Save to create the asset.
Steps to duplicate
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