Business

User Tools

Site Tools

Trace: • Fill Back Orders - BWH3200
assetmanagement:utilities:mergeassetmanagementtextfile

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
assetmanagement:utilities:mergeassetmanagementtextfile [2017/05/11 14:41] – emorenoassetmanagement:utilities:mergeassetmanagementtextfile [2020/09/15 21:56] (current) – emoreno
Line 5: Line 5:
 //**Asset Management > Utilities > Merge Asset Management Text File**// //**Asset Management > Utilities > Merge Asset Management Text File**//
  
-<WRAP round intro>This utility is used to upload Asset Management tables that were created using another type of software. All records being merged must have an item number or bar code. The item number or bar code becomes the item number for the Asset Management application inventory record. If no item number or bar code exists, the record is not added or updated in the Asset Management application. +{{page>general:assetmanagement:utilities:mergeassetmanagementtextfile:intro}}
- +
-**Note**:  When you create the merge text file from the vendor’s software, please name it UPcccddd (where cccddd is the county-district number). +
- +
-[[https://txeis.net/upload/page/0206/TxEIS%20Merge%20Asset%20Management%20Text%20File.pdf|File layout]] +
- +
-</WRAP> +
  
 ====Modify a record:==== ====Modify a record:====
  
-Under **Options**: +VCV Under **Options**: 
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Add New Only|Selected by default. If selected, only new asset records are merged into the Asset Management application.++|{{page>general:asset_man_addnewonly}}++| +^Add New Only|Selected by default. If selected, only new asset records are merged into the Asset Management application.{{page>general:asset_man_addnewonly}}| 
-^Update Existing Only|Select to update asset records that already exist in the Asset Management application. This allows tracking of items that have been moved from one room or campus to another.++|{{page>general:asset_man_updateexistingonly}}++| +^Update Existing Only|Select to update asset records that already exist in the Asset Management application. This allows tracking of items that have been moved from one room or campus to another.{{page>general:asset_man_updateexistingonly}}| 
-^Add New and Update Existing|Select to merge new records and update existing records in the Asset Management application. Records are added and/or updated, and a before and after image of the record is printed on the Inventory Upload Report.++|{{page>general:asset_man_addnewandupdateexisting}}++|+^Add New and Update Existing|Select to merge new records and update existing records in the Asset Management application. Records are added and/or updated, and a before and after image of the record is printed on the Inventory Upload Report. {{page>general:asset_man_addnewandupdateexisting}}|
  
  
 ^Property Class|Type the user-defined code that will be assigned to item records being merged. The field can be a maximum of ten characters. The code must exist in the Property Class Code table before it can be used in this field. This is a required field.| ^Property Class|Type the user-defined code that will be assigned to item records being merged. The field can be a maximum of ten characters. The code must exist in the Property Class Code table before it can be used in this field. This is a required field.|
-^Current Year for Depreciation (YYYY)|Type the fiscal year in the YYYY format. This is the fiscal year (i.e., 2018 for school year 2017-2018) for which the asset depreciation is calculated.| +^Current Year for Depreciation (YYYY)|Type the fiscal year in the YYYY format. This is the fiscal year (i.e., 2021 for the school year 2020-2021) for which the asset depreciation is calculated.| 
-^the Amount to Determine Asset Type|The default is set to 5,000.00, but you can type any value assigned by the district up to 999,999,999.99. The value entered determines the threshold for items to be capitalized.++| +^Amount to Determine Asset Type|The default is set to 5,000.00, but you can type any value assigned by the district up to 999,999,999.99. The value entered determines the threshold for items to be capitalized.{{page>general:asset_man_amttodetassettype}}| 
- +^Default Account Code for Capital Items|Type a valid general ledger account code to assign assets. The field can be a maximum of 20 digits. The general ledger account represents the accounts from which the items were purchased, and any exceptions can be changed after the merge process is complete.| 
- +^Default Acquired Date for Inventory Items|Type a default date in the MMDDYYYY format to use as an acquired date for inventory items. To not use a default date, leave the field blank.|
-Click **Save**.<WRAP box>**NOTE:</WRAP>  +
- +
- +
-====Other functions and features:==== +
- +
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/  +
  
 +{{page>general:asset_man_import}}
  
 +VCV Click **Execute** to execute the process. When the processing is completed, the Inventory Upload report is displayed. [[general:printreportanderror|Review the report.]]
  
 +{{page>general:assetmanagementutility}}
  
  
 +{{indexmenu_n>35}}
  
assetmanagement/utilities/mergeassetmanagementtextfile.1494513694.txt.gz · Last modified: 2017/05/11 09:41 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.