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general:assetmanagement_enterrecordsinassetmanagement_checklist_step1
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The following fields are required:
| Inventory Type | Click  to select an inventory type (C for Capital Assets or I for Inventory Assets). The field is required for depreciation calculations. |
|---|---|
| Acquired Date | Type the date in the MMDDYYYY format. If retrieved from Finance, the Check Date field from the Check Posting page is used. The field is required as it is used for inventory validation to maintain accurate depreciation calculations. |
| Number of Units | Type a quantity. The field is required for depreciation calculations and can be a maximum of 11 digits.
When the Number of Units and Unit Cost fields are entered, the Total Cost field is calculated.
|
| Unit Cost | Type the cost of an individual unit. The field is required for depreciation calculations and can be a maximum of 11 digits. If this is a multiple unit record, the cost field can be calculated using the formula Total Cost/Number of Units = Unit Cost. |
| Total Cost | Type a value for the cost of an item or group of items (the cost can include sales price, shipping, and handling). Note: If the field is imported from the Finance save file, it is retrieved from the Expense Amount field in the Finance transaction file |
| Disposal Date | Type the date the asset was disposed of through sale or salvage. If unknown, type all zeros. The field is required for depreciation calculations. |
Notes:
- Unable to Save until the Transaction and Book Records are created.
- The vendor number is displayed and is retrieved from the first available transaction record with vendor information. Vendor information will be added to the Inventory Record from the Transaction Records tab.
- A capital asset (C type record) can only be changed to an inventory asset (I type record) after the depreciation record has been deleted.
general/assetmanagement_enterrecordsinassetmanagement_checklist_step1.1568145609.txt.gz · Last modified: 2019/09/10 15:00 (external edit)