ML Work Orders/Helpdesk Ideas Portal
So I just ran an asset report for the custodial repair team and there isn't a way to get any detail reporting or break down of the purchases (whether they are a straight purchase cost added or by inventory added to work orders).
It shows the totals, but this is something we would like the ability to easily view all purchases by the asset. Asset report for this would be best, as you could print or export all assets easily. However, there doesn't seem to be an easy way to view these if I go to the actual asset. I've got to click into requests and into each work order to see if they attached any costs or inventory to them and this isn't idea for tracking if it's time to replace an older item with a lot of fixes.
The asset page itself only has a spot for reoccurring purchases, which work for something like filters or batteries needed to operate something, but not so much for things that break and need replacements.
Any help with this would be greatly appreciated!
@Guest would you need to see more information on each expense type in either the new asset tab or new proposed report?
Labor costs, inventory items and purchase costs have specific information tracked for each expense type.
would it simply be:
Asset Name (only applicable on report, note needed on new asset tab)
Request ID
Expense Type (Purchase, Labor, Inventory Item)
Cost
Hi @Guest I can see a lot of value in this report across all departments (Technology and Facilities). I like your suggestion of a new tab on the asset detail page for expenses and a new asset expense detail report. I'll review this internally and follow up with any questions
Thought about it some more:
I feel like on the asset itself you should have a running labor/purchases/inventory used tab (maybe it could be called expenses?) That could then be similar to an inventory item's history tab. It could show every time a charge was placed for the asset. You could filter by type of expense (labor/purchases/inventory). It would show date, type of expense, user who logged the expense, and details. This could be exported to excel/pdf from that page.
As for the asset report maybe it have an expenses detail report? So asset expenses detail report which would work a lot like the inventory request detail report. So it would take everything from that expense tab and toss it in a line item that you could then filter down for your needs. So maybe you need to filter by type of asset or building, etc. You could also do a date range, so maybe you only need expenses for the past month or the fiscal year. It could then be sorted by the asset and grouped so all the expenses would show on an excel/pdf together.