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finance:utilities:extracttoassetmanagement
Extract to Asset Management - FIN7500
Finance > Utilities > Extract to Asset Management
This utility is used to extract records from the Check Transactions file with an object/subobject code that matches an item in the Asset Management Cross-Reference table. Individual items from the file can then be retrieved into the Asset Management application. The extract file is only available in text format, even though the CSV icon is displayed.
Create an asset management extract file:
❏ Under Create Asset Management Extract File from, select one of the following:
| Field | Description |
|---|---|
| Current Period Check Transactions | Select to include current period check transactions. |
| Processed Check Transactions | Select this field to enable the Year 1 and Year 2 fields. Complete the Acct Period, Thru, and Fiscal Year fields. |
Notes:
- The Use Asset Management Cross-Reference Table option on the District Finance Options page must be selected before assets/inventory transactions can be extracted.
- The Asset Management Cross-Reference table must have object/subobject codes for all assets/inventory before assets/inventory transactions can be extracted.
❏ Click Extract. The Asset Management Extract report is displayed. Be sure to save or print the report.
❏ Click Process to begin creating the file. A message is displayed indicating that the process was successful. Click OK.
A dialog box is displayed with the file name (e.g., FINFA_02212022.txt) prompting you to save the file. Be sure to make note of the file name as you will need to access it during the import process.
❏ Click Cancel to return to the Extract Asset Management page.
finance/utilities/extracttoassetmanagement.txt · Last modified: 2022/08/02 16:14 by emoreno