Create a Custom Asset Orders Form

To facilitate easier tracking of asset orders in TMS, you can create a custom form for viewing and modifying incoming order requests. Follow these steps.

1. Select Setup > New Custom Form.

2. In the New Form pop-up window, enter information about the form. For example:

   • Module = Work Orders

   • Form Name = Asset Order - Mobile Tracking (or similar)

   • Segment = whichever segment the form should reside in

   • Based On = leave blank

3. Click Continue.

4. Click New Tab.

5. Create the new tab with this criteria:

   • Tab Name = Asset Order

   • Tab Layout = Split Horizontal and Split Vertical (four panels)

   • All Modes

6. Click Add Tab.

7. Drag the Required field group over to the top left panel.

8. Make the following changes to the Required field group:

   • Change the field group label from Required to Asset Tracking.

   • Set a default value for the Segment field and hide it.

   • Change the WO Number field label to Asset Order Number.

   • Set a default value for the Account field and hide it.

9. Drag the Location field group to the top right panel.

10. Make the following changes to the Location field group:

    • Remove the Shop field from the group.

    • Drag and drop the Account field from the Required group to the Location, above Site.

    • Change the Account label to Owner Account.

    • Change the Location field label to Usage Location.

    • Change the Location Description field label to Usage Location Des.

11. Drag the Schedule field group to the bottom left panel.

12. Make the following changes to the Schedule field group:

    • Change the field group label from Schedule to Schedule and Completion.

    • Change the Date Created field label to Date Originated.

    • Move the Date Needed field to a spot above Date Available.

    • Change Date Needed to Needed Before.

    • Change Date Available to Date Delivered.

    • Remove the Week Scheduled field.

    • From the Complete field group, drag and drop the Completion Date field below Date Delivered.

    • Drag and drop the Completion Comments field below Completion Date.

13. Drag the Asset field group to the bottom right panel.

14. Make the following changes to the Asset field group:

    • Remove Warranty Company and Warranty End Date.

    • Move Serial Number to below Asset Number.

    • Remove Building Desc, Department, and Room.

15. Click Save.

16. Click the Delete button next to the Main tab's label and then click Yes in the confirmation pop up window.

17. Click New Tab.

18. Create the new tab with this criteria:

    • Tab Name = Requester

    • Tab Layout = Split Horizontal and Split Vertical (four panels)

    • All Modes

19. Drag the Requester field group to the top left panel.

20. Remove the Pager field.

21. Click Save.

Now that you have created your custom form, we will show you how to put it all together in TMS.

You might notice that we did not outline setting up TMS Connect for use with your ADT, and we didn't outline setting up TMS Anywhere Web SE. In both cases, these should already be ready to go.

TMS Anywhere Web SE's Asset Sweep screen is a standard feature, and this is the part you will use. And, in the case of TMS Connect, this should have been set up to work with your ADT at the time TMS Connect was acquired.

If you were not part of the TMS Connect set-up team and aren't sure if it's set up to work with your ADT already, contact your TMS administrator or IT contact.