Creating draft project asset interface records

  1. Select Assets > Interfaces > Capitalization > Project Asset Interface Control.
  2. Open the project interface control record and click the Uncapitalized Transactions tab.
  3. Select Actions > Draft Project Asset Interface.
  4. Specify this information:
    Date
    Select whether to use the posting date or the transaction date to select transactions.
    Date Range
    Select the date range for the project asset records.
    Include Repairs
    Select this check box to include repair records.
    Summary Code
    To summarize records, specify a summary code.
    Override Transaction Date
    Specify the override transaction date for the draft interface records.
    Note: This is only applicable when Project Capitalization Upgrade is run.
    Override Project
    You must specify the override project if you specified a summary code and if the Project type in project interface control is Summary. This value will override the Asset Project in an asset item.
    Account
    Specify the alphanumeric account group number.
    Entity
    Select the accounting entity.
    Unit
    Select the asset account unit group.
    DM1 to DM10
    Specify the Finance Dimensions in their corresponding fields.
  5. Click Submit.
  6. To create draft project interface records for selected transactions, follow these steps:
    1. Select Assets > Interfaces > Capitalization > Project Asset Interface Control.
    2. Open the project interface control record and click the Uncapitalized Transactions tab.
    3. Select a record and click Draft Project Interface.
    4. Specify this information:
      Summary Code
      Specify a summary code to summarize records.
      Override Transaction Date
      Specify the override transaction date for the draft interface records.
      Note: This is only applicable when Project Capitalization Upgrade is run.
      Override Project
      Specify the override project if you specified a summary code and the project type in Project Interface Control is Summary. This value overrides the Asset Project in an asset item.
    5. Click Submit.