Creating Relationships Between Assets

To create a fixed asset relationship record:

  1. Click the Fixed Assets Relationship tab.
  2. Click New or New Fixed Assets Relationship.
  3. Enter the name of the project or purpose for which you want to create the relationship.
  4. Click Save.

To apply a relationship to an existing fixed asset:

  1. Click the Fixed Assets tab.
  2. Edit the fixed asset record that you want to create the relationship for.
  3. Click Lookup icon next to the Fixed Assets Relationship field.
  4. Search for the relationship record that you want to apply to the asset and select it.
  5. Click Save.

To view fixed assets by related projects, run the Fixed Assets by Related Projects report. See Fixed Assets by Relationship