Tcampbell: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Transaction>> Importers/Exporters>> Item Control>> Asset Import '''URL''' ImportMaster_S.htm?mode=ASSETIMP..."

2022-12-07T18:54:11Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Transaction>> Importers/Exporters>> Item Control>> Asset Import '''URL''' ImportMaster_S.htm?mode=ASSETIMP..."

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__NOTOC__

===General Information===

'''Default Menu Location''' Transaction>> Importers/Exporters>> Item Control>> Asset Import

'''URL''' ImportMaster_S.htm?mode=ASSETIMP

'''Function''' The Asset Import screen allows the user to import asset records.

[[image:assimport.png]]

===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'.

[[category:Asset Management]]

Asset Importer - Revision history

Tcampbell: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Transaction>> Importers/Exporters>> Item Control>> Asset Import '''URL''' ImportMaster_S.htm?mode=ASSETIMP..."

Tcampbell: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Transaction>> Importers/Exporters>> Item Control>> Asset Import '''URL''' ImportMaster_S.htm?mode=ASSETIMP..."