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Add fixed improvements

By
Diane Steyn
on 1/26/17, 10:59 AM 147 views
This question has been included in the official documentation.

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Diane Steyn

--Diane Steyn--
Agrista (Pty) Ltd
http://www.agrista.com
2117
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--Diane Steyn--
Diane Steyn
On 1/26/17, 1:46 PM

In the Selected Assets tab of the Capture Fixed Improvements task any existing fixed assets will pull through from the customer portfolio. Add additional fixed improvements as follows:

  1. Click the Add A Fixed Improvement button. The Fixed Improvement form will open displaying a map and details tab.

  2. The Map can be used to plot the position of the fixed asset by selecting the line or marker tools from the left side of the map. Mark the location of the asset on the map if necessary.

In the Details tab select the following:

  1. Assign an Owner to this asset by selecting a legal entity from the drop down list.

  2. Choose a Farm Name from the drop down list.

  3. Start typing in the Category field. It is will auto-complete with common improvements. Select one of these common types or continue typing to capture your asset.

  4. The Name field auto fills with the chosen category. This can be modified of necessary.

  5. Enter the Size of the improvement in square meters

  6. A Description can be added if required.

  7. The Constructed date can be added in the following format: DD/MM/YYYY

To upload a photo of the fixed improvement, switch to the Attachments tab.

  1. Drag and drop a photo from your computer into the upload box, or click anywhere in the upload box and a file browser will open for you to select the photo from your file system.

  2. Click the Save button

Fixed Improvement form

 

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Asked: 1/26/17, 10:59 AM
Seen: 147 times
Last updated: 8/14/17, 3:13 PM