Asset Importer

Modified on Fri, 24 May 2019 09:57 by Freddy Donovan — Categorized as: Asset Management, Import- Export Manager


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.

Image

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). If no serial number is available, copy the TagID value to this column.

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'.