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Trace: • Copy applicable calendars from NYR to CYR
general:assetmanagementchecklists:addingitemstoassetmanagement

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general:assetmanagementchecklists:addingitemstoassetmanagement [2021/04/08 14:53] – emorenogeneral:assetmanagementchecklists:addingitemstoassetmanagement [2022/03/29 15:22] (current) – removed emoreno
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-====== Enter Records in Asset Management Checklist ====== 
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-<div #message></div> 
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-<WRAP box #no-print>{{:images:printer2.jpg|}}[[general:assetmanagementchecklists:addingitemstoassetmanagement?do=export_pdf&toclevels=1-3&book_title=Enter Records in Asset Management Checklist|Click here to generate a PDF of this checklist]]. 
-</WRAP> 
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-<WRAP round intro>This checklist covers the following three options for adding items to Asset Management: 
-  * Manually enter the information on the Inventory Maintenance tabs. 
-  * Retrieve asset information from Finance. 
-  * Merge data from an inventory text file.  
-This checklist assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]]. 
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-</WRAP> 
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-===== Enter Records Manually ===== 
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-  - ++Create an inventory record.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step1&inline}}++ 
-  - ++Enter a transaction record.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step2&inline}}++ 
-  - ++Define the depreciation distribution.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step3&inline}}++ 
-  - ++Define how depreciation should be calculated.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step4&inline}}++ 
-  - ++Enter manufacturer information.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step5&inline}}++ 
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-<WRAP box>**Note**: Before you can retrieve records created from Finance, be sure that the Asset Management cross-reference table is set up in Finance.</WRAP> 
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-=====Retrieve Records From Finance===== 
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-  - ++Extract records from Finance.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step6&inline}}++ 
-  - ++Import records to Asset Management.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step7&inline}}++ 
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-===== Merge From Inventory Text File ===== 
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-  - ++Merge an Asset Management text file.|{{page>general:assetmanagement_enterrecordsinassetmanagement_checklist_step8&inline}}++ 
  
general/assetmanagementchecklists/addingitemstoassetmanagement.1617893584.txt.gz · Last modified: 2021/04/08 09:53 (external edit)

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