Release Notes Ver 2.8 Apr 2020
How to use these Release Notes
The release notes are organized by solution area. The UC identifier refers to a specific Use Case within the AssetOptics software development lifecycle (SDLC). An explanation of the Use Case and delivered functionality follow. If there are any configuration requirements, they will be listed in the Setup Requirements following the use case explanation. The setup requirements should be used by your system administrator to plan and execute the AssetOptics managed package upgrade.
WARNING! – This release requires post upgrade configuration changes to manually release PM Work Orders. Please read carefully.
Asset Management
UC-0271 Least Squares Regression Algorithm for Meter Average Use Calculation
A new field has been added to the Meter labeled “Avg Use Calculated (Units/Day)” that represents the average daily run rate on the Meter. This field is used to determine PM Due Dates on Meter based PM Schedules. The value in this field is calculated through a least-squares regression algorithm using the Meter Readings.
Setup: If you are using the standard AssetOptics profiles (and mapped security profile configurations correctly during the upgrade install) or standard AssetOptics permission sets (which upgrade automatically), then no update is required. If you are using custom profiles or permission sets, please refer to the AssetOptics knowledge base for setup instructions.
Inventory Management
UC-0299 Validation Rule – Source Stock Item Required for Transfer Order Sourcing Type
Added a validation rule to ensure that if the Sourcing Type on a Stock Item was set to Transfer Order, then a Source Stock Item must be provided before the Stock Item Status can be set to Active while AutoOrder is True.
Setup: None
UC-0273 Added Purchase Order Reference to Equipment/Asset
Added a Lookup reference from the Asset Tag object to the PO Stock Item object. Added a Formula reference on the Asset Tag object to the Purchase Order via the PO Stock Item reference. Updated the APEX code on a PO Stock Item Receipt so that when an Asset Tag record is created when receiving a Serialized Stock Item, the PO Stock Item line is populated.
This enables the end user to see what Purchase Order from which an Asset was purchased/received.
Setup: If you are using the standard AssetOptics profiles (and mapped security profile configurations correctly during the upgrade install) or standard AssetOptics permission sets (which upgrade automatically), then no update is required. If you are using custom profiles or permission sets, then read only access should be provided to the
Installation URL
Please submit a case via the AssetOptics customer community or submit an email requires to help@assetoptics.com to request the managed package installation URL.