Why can't I see my Assets in Timesheets, Jobsheets or Load Dockets

Why can't I see my Assets in Timesheets, Jobsheets or Load Dockets

There are several reasons why the Assets in Timesheets, Jobsheets or Load Dockets may not appear in the dropdown list. Below are some possible explanations and the corresponding steps to address them:
  1. Ensure Hour Tracking is allowed for Plants
  2. a) Navigate to Assets-> Plants and enable Allow Hour Tracking under Finance Information
  3.  Check if Asset Class is activated for Is Used for Cartage feature.
    a) Navigate to Assets -> Asset Settings
    b) Click on Update Asset Classes button
    c) Find the entry and click on the three dots, then select the "Edit" button for the Asset Classes
    d) Enable the "Is Used for Cartage" option
    e) Update to Save
  4. Verify Plant and Truck Types
    a) Check that the Plant is Type Plant and Trucks are Type "Vehicle
    b) Navigate to Assets -> Asset Settings
    c) Select Asset Spreadsheet
    d) Check the Asset Number and modify the Asset Type if needed, then click on Save

  5. Check if the Asset is Active
    Navigate to Assets>Vehicles to view all the Active Vehicles
    Navigate to Assets->Plants to view all the Active Plants

    • Related Articles

    • How to Setup Load Dockets

      Follow the Process to Create Load Dockets Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Load Dockets Click on +Add new Record or + sign to create a new Load Docket Enter the Date Choose the Driver name ...
    • How to Setup Load Docket Settings

      Follow the below steps to Setup Load Docket Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Number of Load Docket Approvals Required: You can choose up to 2 individuals to ...
    • Why I can not see the Project in the dropdown list

      There are several reasons why the Projects may not appear in the dropdown list. Here are some possible explanations: The Projects are not currently active or are in Draft mode. To approve a Project, follow these steps- How to Approve Project You have ...
    • Why is it that when I log leave hours, it automatically load 12 hours per day?

      To troubleshoot this issue, follow these steps: Check the default Time Settings within Employment Contracts. Verify the employment contract assigned to the staff member by going to Staff -> Staff Navigate to Staff -> Employment Contracts Review the ...
    • How to Setup Purchasing Settings

      Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...