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Asset Hierarchy

Distributor reference for the Encompass asset hierarchy (Asset Category, Asset Type, Asset) and workflow terms: POS Bin, Asset Request, Task, Asset Delivery Planner, Asset Type Icon, Program. Requires v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Steps

Asset Heirarchy
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Asset Workflow

Fields And Definitions

  • Asset Category: Highest level of an Asset. This should be a general grouping that can have many different Brands, Suppliers, or other groupings that fall under the Asset Category. (Ex. Coolers, Tap Handles, LEDs, Neons, etc.)
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  • Asset Type: The second level of the Asset Heirarchy. This is typically more specific to what the actual Asset is such as the Brand, Supplier, etc. (Ex. Red Bull Coolers, Wind & Clouds Tap Handles, Red Bull LEDs)
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  • Asset: Lowest level of the Asset Heirarchy. This is the most specific/granualar level. It should detail exactly what the Asset is. (Red Bull Cooler Summer Edition, Wind & Clouds Silly Strawberry Tap Handle, Red Bull Summer Edition Neon)
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  • POS Bin: The Bin Zone type required for Asset Receive and Return Bins
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  • Asset Request: A table that holds records of Asset Request submitted
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  • Task: Task record that is created for an Asset Request or Asset Retun. Tracks who was assigned the task (Asset Manager, Approver, Delivery Rep, etc.)
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  • Asset Delivery Planner: Dashboard where assets are scheduled to be picked/delivered
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  • Asset Type Icon: The image that displays with an Asset or Asset Type. This is set upon receiving of the asset or on the Set Asset Type Icon dashboard.
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  • Program: A text field on the Asset record that details a feature, season or other specifying feature of the Asset. For example: Surfboard Summer Series, Superbowl Series, Christmas Series, etc.
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