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 to modify.

    In the Update field, select whether 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:
    • If you correct the transaction that are posted with the incorrect capitalization, then the status is 1 - Reset from Setup.

      Change the status of the transactions to that of the associated account category.

    • If you change the capitalization status from H - Hold to Y - Yes, then the status is 2 - From Hold to Capitalize.
    • If you change the capitalization status from Y - Yes to H - Hold, then the status is 3 - From Capitalize 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 required. 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 or posting date range for the transactions to include in the update.
  5. On the Output Options tab, select the appropriate report and page break option.