Setting capitalization status for multiple transactions

  1. Access Mass Capitalization Hold (AC169).
  2. On the Activity tab, select the activity group list, activity group, activity list, or activities for which you want to set the capitalization status. Select the account category, account category group, or account category type for the transactions you want to modify.

    In the Update field, select whether you want to update Asset Management, General Ledger and Project Accounting with capitalized assets. The default setting is No.

  3. On the Process Option field, select the type of status change to perform.

    • Select 1 (Reset from Setup) to change the status of the transactions to that of the associated account category. You can use this status to correct transactions that were posted with the incorrect capitalization status.

    • Select 2 (From Hold to Capitalize) to change the capitalization status from Hold to Yes.

    • Select 3 (From Capitalize to Hold) to change the capitalization status from Yes to Hold.

    Note: Run the report in non-update mode to verify results. You can change the account category capitalization flags or put activities on hold if needed. Run the report in update mode only after you have verified results and are ready to create assets.
  4. On the Other Options tab, select the system code, source code and/or posting date range for the transactions you want to include in the update.
  5. On the Output Options tab, select the appropriate report and page break option.