Asset Management > Maintenance > Inventory Maintenance > Transaction Records
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.
❏ Click Import to begin the import process.
❏ 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.
For each āCā item record that is $5,000 and over, you must complete the required fields on the Inventory Records, Depreciation Distribution Records, and Book Record tabs. You can either import all items and then return to each record and complete the fields on the various tabs OR complete the fields on the various tabs as you are importing each record. Either way, be sure to click Save after entering all data for a record to ensure that the record is updated.
❏ 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 Enter Records in Asset Management guide for additional information.