Asset addition

Transaction → Asset Addition is how new assets enter the register. You can enter them one at a time or import a spreadsheet, and either way the assets become real only once the document is approved.

This chapter covers what is specific to additions. The document lifecycle, submitting, fixing a rejection and voiding are in Document basics.

Before you start

Additions reference your master data, so create it first — the category, location, department and status you need must already exist, along with the person the asset will be assigned to. See Master data.

Doing this first matters more for imports than for single entry: an import row referencing a category that does not exist is rejected, and fixing fifty of those afterwards is tedious.

Create the document

1. Open Transaction → Asset Addition and select the create button.
2. Fill in the header — its title and the department and category context.
3. Save. The document number is generated and the status is DRAFT.

Add assets one at a time

Use this for a handful of assets, or when each one is different.

1. On the Asset List tab, select the option to create a single asset.
2. Fill in the asset form: name, category, location, department, responsible person and status, plus the purchase information.
3. Save. The asset is added as a line on the document.
4. Repeat for each asset.

Each line can be edited or removed while the document is still DRAFT.

The purchase fields

These matter more than they look, because depreciation is calculated from them.

Field	What it is for
Purchase date	When the asset was acquired
Acquisition value	What it cost — the basis for depreciation
Currency	The currency of that value
Depreciation start date	When depreciation begins. Often later than the purchase date
Useful life	How long the asset is expected to serve
Residual value	What it is expected to be worth at the end

Getting these right now is much easier than correcting them later, which needs an Asset changes document and another approval. See Depreciation.

Import assets in bulk

Use this when registering many assets at once — a new site, a migration, a bulk purchase.

1. Download the import template
2. Fill it in, one asset per row
3. Upload it to the document
4. Wait for processing and review the result
5. Fix any rejected rows and upload again

1. On the document, open the import option and download the template. Use the template — the columns must match.
2. Fill in one asset per row. Reference values must match your master data exactly as spelled there.
3. Upload the completed file.
4. Fisetra processes it in the background and shows progress. Large files take a while; you can leave the page and come back.
5. When it finishes, review the result. Successful rows are added to the document's asset list.

When rows are rejected

Fisetra reports errors per row rather than rejecting the whole file, so a mistake on row 40 does not throw away the other 39. Download the error report, fix those rows, and upload just the corrected ones.

The usual causes:

Cause	Fix
A category, location, department or status does not exist	Create it in Master data, or correct the spelling
A required column is blank	Fill it in
A date is not in the expected format	Match the format shown in the template
A value has thousands separators or a currency symbol	Enter plain numbers

Imports are processed in the background, so if progress does not move at all, the queue may not be running — that one is for your system administrator.

Attachments and Carbon Copy

Add supporting files — the purchase order, the invoice, the delivery note — on the Attachment tab, and anyone who should be told when the assets are registered on the Carbon Copy tab. See Document basics.

Submit and approve

Select Document Confirmation to submit. The document becomes PENDING and approvers are notified.

On approval, every asset on the document is created in the register, each with its own identifiers, and each with a history entry pointing back at this document.

Until then the assets do not exist — they cannot be moved, maintained or reported on. That is the point of the approval step.

If the document is rejected it returns to you as a DRAFT; fix it and use Confirm Fix.

Common problems

Problem	Why	What to do
The whole import failed immediately	The file did not match the template	Download a fresh template and re-enter the data
Import progress never moves	Background processing is not running	Contact your system administrator
Assets do not appear in the register after approval	Looking outside your visibility, or filters are still applied	Clear filters; check Users and access
Duplicate assets created	The same file was uploaded twice	Void the surplus document if it is still DRAFT; otherwise dispose of the duplicates
Cannot pick a category or location	It does not exist yet, or is outside your assignment	Create it in Master data
Depreciation is not calculating	The purchase fields are incomplete, or no template is assigned	Check the asset's Purchase tab and Depreciation