general:assetmanagement_eoysummary4
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| general:assetmanagement_eoysummary4 [2022/02/22 17:47] – emoreno | general:assetmanagement_eoysummary4 [2023/09/11 14:44] (current) – emoreno | ||
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| - | ===== Add/import | + | ===== Import/add asset items from Finance ===== |
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| Use the file that you previously created in Finance on the Extract to Asset Management page to import asset items. Or, manually add asset items as needed. | Use the file that you previously created in Finance on the Extract to Asset Management page to import asset items. Or, manually add asset items as needed. | ||
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| VCV Click **Import** to begin the import process. | VCV Click **Import** to begin the import process. | ||
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| * Click **Choose File** to select the file that you created from Finance. | * Click **Choose File** to select the file that you created from Finance. | ||
| * Click **Submit** to import the selected file. A list of assets that can be moved from Finance is displayed. | * Click **Submit** to import the selected file. A list of assets that can be moved from Finance is displayed. | ||
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| * Select the asset to extract from Finance. | * Select the asset to extract from Finance. | ||
| * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab. | * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab. | ||
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| VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time. | VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time. | ||
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| - | VCV If you have any inventory records that were not imported, you can manually enter those items that you will have a complete inventory for closing the year. Reference the [[general: | + | VCV If you have any inventory records that were not imported, you can manually enter those items so that you will have a complete inventory for closing the year. Reference the [[academy: |
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| * All //C - Capital Assets// must have a Transaction, | * All //C - Capital Assets// must have a Transaction, | ||
| * All //I - Inventory Assets// must have the Transaction and Inventory tabs completed only. | * All //I - Inventory Assets// must have the Transaction and Inventory tabs completed only. | ||
general/assetmanagement_eoysummary4.1645552048.txt.gz · Last modified: 2022/02/22 12:47 (external edit)