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assetmanagement:utilities:massupdate:book

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Book- BAM7000

Asset Management > Utilities > Mass Update > Book

This utility is used to update the inventory data on all records, only capital assets records, or only inventory asset records. Values in the drop-down list of the From column are derived from the book record values. Values in the drop-down list of the To column are derived from the code tables.

Note: When multiple criteria are selected for mass update, records selected must match all criteria.

Mass update book records:

Field Description
Capital AssetsSelect assets that were valued at greater than $5,000.00 when originally purchased.
Inventory AssetsSelect assets that were valued at less than $5,000.00 when originally purchased, but which require inventory control and management.
BothSelect capitalized and inventory records.
Retrieve an existing item.

❏ In the Item Nbrs field, type the item number(s) to be updated.

  • If the item number is not known, click Directory. The Inventory Directory is displayed.
  • To search for a specific item number, type data in one or more of the search fields.
  • To search through all available data, leave all fields blank.
  • Click Search. A list of item numbers matching the search criteria is displayed.
  • Select the item number(s) from the list and click OK. The Item Nbrs field is populated with the selected item numbers.
  • Click Cancel or Close Icon to close the directory.
Change Property Class

Select to change the property class for the selected item(s).

In the From column of the Property Class field, click Drop-down Arrow to select the original property class code from the inventory records.

In the To column of the Property Class field, click Drop-down Arrow to select the new property class from the asset management code tables.

Change Method

Select to change the method for the selected item(s).

In the From column of the Method field, click Drop-down Arrow to select the original method number from the inventory records.

In the To column of the Method field, click Drop-down Arrow to select the new method number from the asset management code tables.

Change Convention

Select to change the convention code for the selected item(s).

In the From column of the Convention field, click Drop-down Arrow to select the original convention code from the inventory records.

In the To column of the Convention field, click Drop-down Arrow to select the new convention code from the asset management code tables.

ExecuteClick to execute the process. When the processing is completed, the Mass Update Book Records report is displayed. Review the report.
Process

❏ Click Process to update the selected records in the asset management tables.

A message is displayed indicating that the process was successfully completed. Click OK.


assetmanagement/utilities/massupdate/book.1593709301.txt.gz · Last modified: 2020/07/02 12:01 (external edit)