Extras

Creating Accounting Shares

An Accounting Share is a way to track what department or function of the business owns or is making payments for a piece of hardware. You will need to know the following information to create an Accounting Share:

• The Business Unit or business department having ownership of the device
• The number of Shares that Business Unit owns

Instructions

1. Select a business unit from the “Business Unit” drop-down menu or create a new “Business Unit” record by clicking the star button (See “Creating a Business Unit” section for instructions)
1. Examples: Accounting, Production, Marketing, etc.
2. Enter in the desired amount of shares into the “Shares” field
3. Click “Add”

Creating Address Type

Defining an Address Type is used for each Operating System, usually defined as IPv4 or IPv6. The Address Type is not considered the actual Address, which is defined in a later information line You will need to know the following information before creating an Address Type:

• Whether the Address Type is an IP-V4 or IP-V6

Instructions

1. If you are already in the “Create Address Type” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Address Types” this will open a new tab titled “Address Types”
3. In the Address Types tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Address Type”
1. Enter the Address Type in the field titled “Name”
1. Examples: IP Address, IP Address (Location-based), etc.
2. Enter any additional information about the Address Type in the “Details” field
4. Click “Create”

Creating a Business Unit

A Business Unit or business department is a great way to track ownership or affected areas of the organization that touches the specific piece of Hardware, Software, or Virtual Machine. A Business Unit uses the Parent-Child relationship like a Hardware Product. This can be utilized for Accounting and tracking purposes of the Asset. You will need to gather the following information when creating a Business Unit:

• The Name of the Business Unit or function you wish to create
• A Parent Business Unit, if any

Instructions

1. If you are already in the “Create Business Unit” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Business Unit” this will open a new tab titled “Business units”
3. Within the Business Unit tab, in the upper left-hand corner click the “Create” button. A new window will open up called “Create Business Unit” or if you are in the “Create Hardware” window, Service tab in the Business Unit section click the star button.
1. Enter the Company name in the “Name” field
1. Examples: Target, Best Buy, etc.
2. Enter any additional information about the Name of the Company in the “Details” field
3. Click “Create”
4. In the Business Unit tab, click the “Create” button or if you are in the “Create Hardware” window, Service tab in the Business Unit section click the star button
1. Enter the Department in the “Name” field
1. Examples: Marketing, Accounting, etc.
2. Enter any additional information about the Department name in the “Details” field
3. Select the Company name in the “Parent Business Unit” drop-down menu
1. Examples: Target, Best Buy, etc.
4. Click "Create"