Create pre-allocated assets

Release version: Australia

Updated March 12, 2026

1 minute to read

Create a pre-allocated asset that physically exists, but isn’t yet a financial liability.

Before you begin

Role required: asset

Navigate to All > Asset > Portfolios > All Assets and create a record (see table for field descriptions).

Note:

Category must have the Allow pre-allocated option selected.

Table 1. Consumable record form
Field	Description
Display name	Name of the asset.
Model category	Model category that controls whether an asset is linked to a CI.
Model	Product model of the asset.
Quantity	Number of items the asset represents.
General
State	State of the asset.
Stockroom	Stockroom of the asset. This field is only available if the State field is set to In stock.
Parent	Parent asset. When a parent asset is defined, the Assignment and State fields of the child asset are automatically populated based on the Assignment and State fields of the parent asset and are read-only.
Class	Type of asset. The system automatically sets the Class to Consumable.
Expenditure type	The type of expenditure. Choose from the following: Capex: Capital expenditure is a one-time expenditure, where the value is realized over the years. For example, a photocopier. Opex: Operational expenditure is an on-going expenditure. For example, toners for the photocopier.
Substate	Substate of the asset.
Location	Location of the asset.
Cost	Price that the asset was purchased for.
Cost Center	Cost center financially responsible for the asset.
Activities
Work Notes	Work notes related to the asset.