SuiteApp/Bundle: Fixed Assets Management | Bundle 414815
User wants to import Sub-Assets for a Fixed Asset via CSV.
1. Prepare your CSV file for importing the Sub-Asset Records.
Note: Ensure to add a column for Parent Asset and set the value to the Internal ID of your preferred Parent Asset.
2. Once you have prepared the CSV file, navigate to Setup > Import/Export > Import CSV Records.
- Import Type: select Custom Records
- Record Type: select FAM Asset
3. Click Next.
4. In the Import Assistant – Import Options screen, do the following:
- Data Handling: select Add
- Advanced Options: mark the Run Server SuiteScript and Trigger Workflows
5. Click Next.
6. In the Import Assistant – Field Mapping screen, do the following:
Note: Ensure that Preference Type of Parent Asset is set to Internal ID
7. Click Next
8. Select Save & Run
User may check the Sub-Assets under the Sub-Asset tab of the Parent Asset record.