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Rationalization

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The Rationalization tab displays the rationalization activity for assets (list items). The Rationalization module provides a mechanism to consolidate multiple assets (list items) into a single asset (list item). A common use case of list rationalization is to consolidate multiple locations into a single location. To configure, add a Target Asset Name text or lookup alias data column to an asset type. For example, the data column Target Location Name was added to the Location asset type. Enter (or select) the Name of the target asset in the Target Asset Name field. A scheduled cron job rationalizes assets. Configure rationalization setting on the Module Settings – Rationalization page. You can choose to move attachments, history, notes and images to the target asset (list items) after rationalization.

Available operations:

  • View the rationalization activity for the asset
    • Columns available
      • Asset Type – Asset type of the rationalized asset
      • Source Asset – Name of the source asset
      • Target Asset – Name of the target asset
      • Source Links – Number of links to the source asset
      • Rationalized Links – Number of links added to the target asset
      • Timestamp – Date and time the rationalization activity occurred
  • You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table and search for text