Page History: Asset Importer
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Page Revision: Wed, 22 May 2019 15:04
General Information
Default Menu Location Transaction>> Importers/Exporters>> Item Control>> Asset Import
Screen Name IMPORTASSET
Function The Asset Import screen allows the user to import asset records.
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Asset Import template file (in XLS format).
Export Template: Generates a blank Asset Import template file
Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
Asset Import File Definitions
CurLoc - Organization number for the current location of the asset
Owner - Asset Owner organization number
BusUse - Business Use percentage value as a whole number. For example, for 50% business use, enter '50'.
Note - This field is not in use
AssetDep - Enter 'y' to add the Depreciation Schedule attribute for this record
Dept - Department name for this asset. Entries must exactly match the name value from the Departments (DEPT) rule.
BasedOn - Item code that the asset records is based on. Must be an existing item code from Item Master.
TagID - Asset Tag ID (30 characters max, alphanumeric)
Serial - Serial Number 1 for the asset (30 characters max, alphanumeric)
Name - Asset Name (30 characters max, alphanumeric)
Descrip - Longer description of asset (240 characters max)
EntryDate - Asset Entry Date value. Must be formatted as a date in MM/DD/YY format.
SvrDate - Asset In-Service Date value. Must be formatted as a date in MM/DD/YY format.
Life - This field is not in use
SubLoct - SubLoaction additional details (50 characters max)
RFID - RFID tracking code value (30 characters max, alphanumeric)
CType - Asset Type code from the Asset Type (ASSETTYPE) rule
Route1 - Optional workflow route name from the Route Maintenance screen
Route2 - Optional workflow route name from the Route Maintenance screen
Route3 - Optional workflow route name from the Route Maintenance screen
Route4 - Optional workflow route name from the Route Maintenance screen
FedLife - Federal Depreciation Life/Period in years
FedCost - Federal Asset Cost in dollars, two decimals allowed
FedSalvage - Federal Salvage value in dollars, two decimals allowed
FedMeth - Federal Depreciation Method code. Valid entries are 'SL', 'DB200', 'DB150', 'SY', and 'CDB'. SL = Straight LIne. DB200 = Double Declining Balance 2X. DB150 = Double Declining Balance 1.5X. SY = Sum of Years Digits.
FedConv - Federal Depreciation Table Convention. Valid entries are 'Half-Year', 'Quarter', 'Mid Month', and 'Full Month'.
STLife - State Depreciation Life/Period in years
STCost - State Asset Cost in dollars, two decimals allowed
STSalvage - State Salvage value in dollars, two decimals allowed
STMeth - State Depreciation Method code. Valid entries are 'SL', 'DB200', 'DB150', 'SY', and 'CDB'. SL = Straight LIne. DB200 = Double Declining Balance 2X. DB150 = Double Declining Balance 1.5X. SY = Sum of Years Digits.
STConv - State Minimum Tax Depreciation Table Convention. Valid entries are 'Half-Year', 'Quarter', 'Mid Month', and 'Full Month'.
AMTLife - Alternative Minimum Tax Depreciation Life/Period in years
AMTCost - Alternative Minimum Tax Asset Cost in dollars, two decimals allowed
AMTSalvage - Alternative Minimum Tax Salvage value in dollars, two decimals allowed
AMTMeth - Alternative Minimum Tax Depreciation Method code. Valid entries are 'SL', 'DB200', 'DB150', 'SY', and 'CDB'. SL = Straight LIne. DB200 = Double Declining Balance 2X. DB150 = Double Declining Balance 1.5X. SY = Sum of Years Digits.
AMTConv - Alternative Minimum Tax Depreciation Table Convention. Valid entries are 'Half-Year', 'Quarter', 'Mid Month', and 'Full Month'.
BkLife - Book Depreciation Life/Period in years
BkCost - Book Asset Cost in dollars, two decimals allowed
BkSalvage - Book Salvage value in dollars, two decimals allowed
BkMeth - Book Depreciation Method code. Valid entries are 'SL', 'DB200', 'DB150', 'SY', and 'CDB'. SL = Straight LIne. DB200 = Double Declining Balance 2X. DB150 = Double Declining Balance 1.5X. SY = Sum of Years Digits.
BkConv - Book Depreciation Table Convention. Valid entries are 'Half-Year', 'Quarter', 'Mid Month', and 'Full Month'.
