Performing asset interface from imported assets

Users can import assets from Spreadsheet Designer that can automatically generate transactions.

  1. Select Assets > Interfaces > Import.
  2. On the Import Listings panel, select Import Results.
  3. Click Perform Asset Interface.
  4. Specify this information:
    Run Group
    If you select a run group, then only the records in the run group are imported. If this field is blank, then all records in the asset item adjustment import are included.
    Company or Company Group
    Specify the Company or Company Group, but not both.
    Lease Company
    Select the name of the lessor company to which the lease is associated.
    Lease
    Select the name of the lease to create an asset.
    Error Limit
    Specify the error limit.
    Compute Option
    Select No if the difference between the year-to-date depreciation is computed and the annual amount that is based on the change is spread over the remaining depreciation periods.

    Select Yes if the difference between the year-to-date depreciation is computed and the annual amount that is based on the change is charged to the current depreciation period.

    Select Prospective if the net asset value is allocated over the remaining life of the asset.

    Allow Zero Life Remaining
    Select this option to allow assets with a remaining life of zero.
    Files to Convert
    Select one of these options:
    • Select All - Imported Transactions to convert assets, items, books, comments, and related import transactions. These transactions will not post to GL.
    • Select All - Create System Transactions to convert assets, items, books, comments, and generates Asset, Clearing, and depreciation catch up entries when the compute option is selected and justified based on the In Service Date. These transaction will post to GL as if the asset were added online. When using this option the import transactions cannot exist for the run group. This is not intended for initial conversion but conversion of newly purchased assets to be periodically added.
    • Select Asset/ Item/ Book to create Assets Items and Books only.
    • Select Transactions Only to import transactions to existing assets. For this option you must select Convert By Asset where the asset is identified in the Import Group field.
    • Select Comments Only to convert comments to existing assets where the asset is also identified in the Import Group field.
    From Import Group
    Specify the from import group to copy records from.
    To Import Group
    Specify the to import group to copy records to.
    Conversion
    Select if you want the conversion to be by asset or by conversion number.
  5. Click Submit.