Cloning a Fixed Asset
The system allows you to clone an existing fixed asset to quickly create a new, similar record without having to re-enter all the data from scratch.
Before You Begin
Make sure you have the “Add New Assets” permission. If you don’t have this permission, the Clone option will not appear in the menu at all.
Steps to Clone a Fixed Asset
From the assets list:
- From the main menu, click “Accounting”, then “Assets”.
- Find the asset you want to clone and click ··· next to it.
- Click “Clone”.
From the asset view page:
- Open the asset you want to clone.
- Click the “Clone” button on the view page.
In both cases, you’ll be redirected to a new asset creation form, pre-filled with most of the original asset’s data.
What Gets Cloned and What Doesn't
When the clone form opens, the following rules apply:
- Code Number: The cloned record is assigned a new auto-generated number (the next available code); the original code is not carried over.
- Define Individual Unit Details: This option is automatically disabled in the new form.
- Serial Number and Barcode: These are not cloned from the original asset and must be entered again if needed.
- Depreciation Accounts: These are not cloned from the original asset and must be selected again in the new record.
- Physical Location: If “Define Individual Unit Details” was enabled on the original asset, no default value will be added to the physical location field on the new copy.
All other fields — such as name, main account, purchase details, and general depreciation settings — are automatically carried over from the original asset and can be edited before saving.
Activity Log
After the cloned asset is saved, the action is automatically recorded in the activity logs as follows:
- In the original asset’s activity log: a record showing it was cloned to the new asset, including its name and code.
- In the new asset’s activity log: a record showing it was cloned from the original asset, including its name and code.