Interfacing repair information

You can interface asset repair information to existing assets in Asset Management from Accounts Payable or Project Accounting.

Interface asset repair information

  1. Define asset repair information as an invoice using Basic Invoice (AP20.1) or Taxed Invoice (AP20.2). – or – Define asset repair information as an activity using Activity (AC10.1).
  2. Assign the invoice to the repaired asset using the Repair tab on Asset Management (AP22.2). – or – assign the activity to the repaired asset, using the Repair tab on Activity Asset (AC10.3). Use these guidelines to specify field value:
    Asset

    Select the asset to which you want to attach the repair information.

    Note: This is the only information you need to fill to assign repair information to an asset. The asset must exist in the Asset Management system before you can attach repair information to it.
  3. Release the invoice using one of these forms:

    • Batch Control (AP25.1)

    • Invoice Release (AP26.1)

    • Batch Release (AP125)

    • Mass Invoice Release (AP126)

      – or –

      Release the activity using Asset Interface (AC160).

  4. Review interface records by running Repair Releases (AM118).
    1. Set the Release option set to N (No).
    2. Set the Source set to I (Invoice) or A (Activity).
    3. To run the report for a more specific set of interface records, use the selection options on the Selection Options and Additional Options tabs.
  5. Revise interface records online before creating the assets. To revise Accounts Payable interface records, use Repair Invoice Interface (AM18.1). Or, to revise Project Accounting interface records, use Repair Activity Interface (AM18.2).

    You can change the asset number (it is valid for the company), the repair date, the amount, the tax amount, and the description.

  6. Release interface records into the Asset management system. You can release repairs in batch or online.
    Release Method Options
    Batch

    On AM118:

    • Set the Release field to Y (Yes)

    • Set the Source field to A (Activity) or I (Invoice).

    • To run the report for a more specific set of interface records, use the selection options on the Selection Options or Additional Options tabs.
    Online On AM18.1 or AM18.2, use the Release line action for each repair line you want to release.

Related reports and inquiries

Details about Asset Management reports are found elsewhere in this user guide.Reports

To Use
List repair information such as repair description, amount, and any tax specified by repair date range. Asset disposals can be included. Repair Report (AM224)