Appending asset interface records

Use this procedure to identify the path that is used as records flow through the interface process and are appended to assets. The Interface Append Path field on the Asset Company is used to identify the path.

When the Append Path field is selected on the Item Adjustment Interface process, the records are moved to a draft state to the Asset Item Adjustment Interface file. Run the Asset Item Adjustment Import to complete the interface and append the asset. The appended asset includes the additional items and is moved to an adjustment state ready for release.

If the Append Path field is Asset Interface, when the project asset interface is run, the draft records are moved into the Asset Interface file. Working from this file, you have more options for how records are used in the asset system. The options are combine release, release with or without compute, and append to.

To enable the Append to Item feature, update the project interface control, which now contains fields for identifying an Append to Asset item. The append to item actions identify the value of the asset interface records and instead of creating a new item, you can add the cost of interfacing the items to an existing asset item. To accomplish this the append to asset must be provided. A select option is available in the Append to Asset Item field to select an existing asset item.

If an append to asset is assigned to a project asset interface record, an append to asset action, is available on the asset interface. When this action is run, the asset interface record is moved to the asset as a new asset item or as an update to an existing append to asset item.

Consider these actions:
  • If an append to asset is not provided on this action, the options on the project interface control are used to control the add to the basis quantity options. Any project interface control without an append to asset is not processed even if it is included in the project group.
  • If an append to asset is provided, the parameters control the add to basis and the quantity options are applied.

The Interface Append Path option on the Asset Company to can be used to identify the path asset interface records records take prior to being appended to the asset. If a user selects the Item Adjustment Interface option in the Interface Append Path field, the asset interface records goes through the default asset item adjustment interface process. If the Asset Interface option is selected, all records that are being interfaced will be complied into a single asset interface file.

An append to action is available on the asset interface when an append to asset is assigned to the project interface control. This allows records to be added to an existing asset directly from the asset interface file. If Append To Asset is selected in the Asset Interface Append action, all the interface records will be added to the specified asset.

  1. Specify a project or project group.
  2. Specify this information:
    Append To Asset
    Specify the asset to append the asset interface records to.
    Append To Asset Item
    Specify the asset item to append the asset interface records to.
    Combine Code
    Specify a combine code to select the records to be interfaced. Combine codes are assigned to an asset interface to provide a set of records for the Append To Asset option.
    Adjustment Date
    Select the effective date for the adjustment. The adjustment date is used to record the date of the change to the asset being updated.
    Add To Item Quantity
    Select this option to use the records to the item quantity.
    Add To Basis
    Select this option to add the cost of the interfaced records to the cost of the updated asset.
    Compute
    Select Yes to compute all the asset records.
  3. Click Submit.
  4. Verify if the assets include the added items and the asset cost is properly updated.