Report on Assets which has changed the Location.

[MFO1911]

Hello togehter,

For our asset management, we need to produce a monthly scheduled report of all assets that have changed location.

The scheduled report should be an excel file listing all assets that are changed from a specific location to another specific Location and vice versa.

For Example: Asset A - with Location- A changes from Location A to Location B for Last Month

Is there an easy possibility for a simple report? If yes, please can someone explain in detail how to configure this report step-by-step? Do I have you to use Performance Analytics reports? I did not found a OOTB report or indicator.

Best Regards

MFO

[Tai Vu · Accepted solution]

Hi @MFO1911 

You can define a Metric Definition to track the changes on the Location field. Once the Location changes, it will generate a new record into Metric Instance [metric_instance]. Then you can do reporting on this table.

Sample below

You can also leverage the Audit [sys_audit] table, if your instance has enabled audit for the Location field in alm_asset.

Try not to use sys_history_line and sys_history_set. Refer to this KB #KB0744473

Let me know if it works for you.

Cheers,

Tai Vu

[Tai Vu · Accepted solution]

Hi @MFO1911 

You can define a Metric Definition to track the changes on the Location field. Once the Location changes, it will generate a new record into Metric Instance [metric_instance]. Then you can do reporting on this table.

Sample below

You can also leverage the Audit [sys_audit] table, if your instance has enabled audit for the Location field in alm_asset.

Try not to use sys_history_line and sys_history_set. Refer to this KB #KB0744473

Let me know if it works for you.

Cheers,

Tai Vu

[MFO1911]

Hi @Tai Vu,

Thanks for the quick reply. I have created a metric definition for the table "alm_asset" on the location field.

Then I changed the location of some sample assets. However, no metric is being created that we can use for reports. Does this take a while to create, or should the metric be created immediately after the change?

The Audit (sys_audit) for the Table alm_asset - collection is active -true. But the Old / New Value is only the sys_id of the location...so this cant be used for the report. The sys_history_line table has the correct location but should not used like explained in the Knowledge Base article. 

Maybe a Performance Analytics Report with a Daily Data Collection Job can help?

Best Regards 

MFO

[Tai Vu · Accepted solution]

Hi @MFO1911 

Seems I missed this one. 😜

The metric instance generation is handled by this business rule.

Name: metrics events

URL: https://<instance_name>/sys_script.do?sys_id=35f9861dc0a808ae00ecf631cc51888c

Just clone the Business rule and change the table to Asset [alm_asset]. The event will be fired to generate metric instance.

Cheers,

Tai Vu

[MFO1911]

Hi @Tai Vu,

Thank you for your quick reply. I have created the business rule as you described, and it is now working fine. 

Many thank and Best Regards.

MFO

Many thanks and Best Regards

MFO