What's New in Asset Essentials?

Improvements to the Reorder Process

This release simplifies reordering with the new Generate Quick PO on the INVENTORY page, replacing the old process on the PARTS page. Use the List By Location to view Parts across various locations. Apply the Needs Replenished filter to find items that need reordering and procure them by using Generate Quick PO.

 

Default Supplier in Parts screen

The Default Supplier column is added to the PARTS page which will be used to order Parts in the Generate Quick PO process. This allows to set a preferred supplier based on factors like cost or delivery speed, making the process faster and more efficient.

 

Default Supplier in Inventory screen

The Default Supplier column is added to the INVENTORY - List by Location option which shows the preferred supplier to be used to order Parts in the Generate Quick PO process.

 

 

Generate Quick PO

The Generate Quick PO screen recommends adding Parts to a new or existing PO.

• If a PO with Created status category exists for the supplier as Parts Default Supplier, the system recommends adding the part as a line item to that PO, saving time and simplifying the process. Otherwise, a new PO is recommended for the part using the Parts Default Supplier.

• The system pre-fills PO and Part details based on part information; however, there is a customization option also available if needed.

• The PO details are editable for new POs.

• The Part details can be updated for both new and existing POs.

• Clicking on the light bulb icon provides additional detail about the Part which helps to make informed decisions and create optimal POs.

 

The Supplier of a Part can also be updated using the Move to New/Existing PO option. The system even recommends the supplier based on cost and delivery speed wherever possible.

 

The Purchase Orders Created and Updated screen shows the newly created or modified POs. Clicking on the PO # or title will open the specific PO in a new tab for further review or editing.

 

The Generate Quick PO process records the intended location for each part. When parts are received as part of the PO life cycle, the system makes sure they are received in the appropriate locations with the same quantities as ordered.

 

On Existing PO # in Inventory screen

The On Existing PO # column is added to the INVENTORY page. This column shows if a part is included in an active PO (PO’s belonging to Status Categories - Created, Finalized, Pending, and Ordered). Clicking on the PO # will open the corresponding PO in a new tab.

New Logo on Login Page

The logo on the Brightly Universal Login page will be updated to reflect the Brightly Software logo. This change will help prevent confusion from users who were not familiar with our previous company name and branding. This change will not alter your login work flow in any way. Below is a sample of what the updated login page will look like.

 

Three Way Match

This release provides users with the ability to link invoice data to their Purchase Order Line Items through a new modal at the line-item level. By exporting their Purchase Order information and linking it to their ERP data using either their Invoice Number or Voucher Number, users can cross-check that the quantity and price they are being invoiced for match the quantity and price they ordered, as well as the quantity they received. This enables them to ensure a three-way match during the purchase order workflow, ensuring data quality and preventing users from overspending on parts.

New Invoice Icon for Three Way Match

A new invoice icon has been added next to the location icon in the leftmost column. This feature allows users to link invoice data to their Purchase Order Line Items through a modal interface.

 

1. Locate the Invoice Icon: The invoice icon is positioned next to the location icon in the leftmost column.

 

2. Open the Modal: To open the “Three Way Match Reference Info” modal, users can click on the invoice

icon.

 

3. Enter Invoice Information: In the modal, users can enter the following details:

• Invoice Number

• Voucher Number

• Invoice Date

• Invoice Quantity

• Receive Transaction ID

 

4. Save the Data: After entering the relevant invoice information, users can click on the “Add Invoice Data”

button. This action will save the data to the line item. Once the information is added, users can close the modal; the data will be retained in the

system.

 

Asset Essentials Mobile Improvements

As part of the work order process flow, technicians must be able to access and view pertinent work order information quickly. They also need to be able to view this information in a way that best fits their needs.

 

As part of the initiative to help technicians manage their work and complete work orders more efficiently, the Asset Essentials Mobile team has reduced the Work Order Details Form load time and added additional sort options to the Mobile application, along with a few other enhancements.

Work Order Details Form Load Time

To improve efficiency and productivity for technicians, the Asset Essentials Mobile team has made improvements to the Work Order Details Form load time. This enhancement aims to load the Work Order details form faster than the older version of the application. We have achieved this by collapsing all the cards (excluding the General information card) and using placeholder cards when the Work Order Details form is opened. This enhancement will improve the efficiency by helping technicians to access relevant information quickly and return to completing Work Orders faster.

 

To see these changes, navigate to the Work Order list and open an existing Work Order.

Additional Sort Options

To enhance the application's usability, the Asset Essentials Mobile Team has introduced additional sort options to the Sort By functionality for Work Order, Asset, and Parts.

 

Along with this enhancement, we have added additional labels on the cards which now allows technicians to quickly sort the respective lists with the new options and arrange the list according to their liking.

 

Below are the changes in the respective modules:

 

Work Order:

1. New Sorting options added

• Priority - Users will now be able to sort their Work Orders by Priority in alphabetical order.

• Work Order Type - Users can now sort their Work Orders by Work Order Type in alphabetical order.

2. New Label added

• Work Order Type - a new "WO Type" label has been added to the WO card under the "Status" label.

Asset:

1. New Sorting options added

• Criticality - Users can now sort their Assets by the weight of the Criticality assigned in the Asset Essentials Web application.

2. New Label added

• Criticality - a new label for the "Criticality" has been added to the Asset card in the top right corner.

Part:

1. New Sorting options added

• Criticality - Users can now sort their Parts by the weight of the Criticality assigned in the Asset Essentials Web application.

2. New Label added

• Criticality - a new label for the "Criticality" has been added to the Part card in the top right corner.

 

Work Order Labor Entry Description

With the release of this feature, the mobile team has created parity with the Asset Essentials Web application by adding the Description field to the Labor Entry card inside the Work Order Details form.

 

This Description field will allow technicians to enter a brief description for the time logged. This will improve reporting as managers can now understand the reason behind the entered labor entry.

 

To see these changes, go to the Work Order List, open an existing work order, and scroll down to the Labor Entry Card; a description text field will be visible.

 

Work Order List UI Enhancements

As part of our efforts to provide our technicians with relevant Work Order details, the Asset Essentials Mobile team has added the Area/Room # and Expected Due Date/Time information to the Work Order list Quick Reference slide-out.

 

To view these changes on mobile, go to the Work Order List and click on the Ellipsis button on the top right-hand corner of the work order card.

 

Archived Release Notes

Click here to view previous releases that have been deployed to Asset Essentials.

Year in Review

Click here to view the recent features and enhancements that have been released so far this year in Asset Essentials.