Verify and Adjust Fixed Asset Under Construction Proposal in (FAS660)

Limitations

• Only one user can edit a proposal at a time in (FAS660).

  If you used related option 11='Details' on (FAS660/B) to access 'Fixed Asset under Construction. Open Details' (FAS661) in edit mode, you blocked the proposal from being edited by other users. This is indicated when the proposal progress is set to 2='Change in progress' until you exited from (FAS661) with F3='Close' or F12='Cancel' to return to (FAS660). This action resets the proposal progress to 0='The proposal can be processed,' enabling another user to work on the proposal.

• You cannot manually add records to a previously created proposal in (FAS660).

  If you deleted a general ledger transaction from the proposal by mistake on (FAS661/B), you cannot add it back. Instead, you must delete the proposal from (FAS660) and create a new proposal.

Outcome

The fixed asset under construction proposal is verified and ready for activation.

Before you start

Workflow

Review the proposal

1. Start 'FA Under Construction. Open' (FAS660).

   The B-panel is displayed, listing all fixed asset under construction proposals.

   If you are logged on to a blank division, you must select a division on (FAS660/B).

2. Review the proposal and note which general ledger transactions to exclude from the final activation.
   You can review based on the printed proposal (FAS663PF) or you can use related option 11='Details' on (FAS660/B) to display the details of the proposal in 'FA Under Construction. Open Details' (FAS661).

   Note: (FAS661/B) is also displayed when using option 5='Display' on (FAS660/B) if panel '1' is included in the panel sequence. The panel sequence is defined on (FAS660/P) accessed from (FAS660/B) with F13='Settings'. When (FAS661/B) is accessed using option 5='Display' on (FAS660/B), changes are not allowed in (FAS661). To make any changes to the transactions listed on (FAS661/B), you must use related option 11='Details' on (FAS660/B).

   On (FAS661/B), the content of the proposal is either sorted by accounting date or by amount, depending on the sorting order selected. Sorting order 1 sorts the general ledger transactions by accounting date. Sorting order 2 sorts the transactions by amount in descending order, with the largest amount at the top, and then by accounting date.

   You can configure your own user-defined sorting orders in 'Sorting Order. Open' (CRS022), accessed from (FAS661/B) by prompting the 'Sorting Order' field twice.

   For the sorting orders, you can configure your own user-defined views in 'View. Open' (CRS020), accessed from (FAS661/B) by prompting the 'View' field twice.

   To show the details about the general ledger transactions, you can use one of these related options on (FAS661/B):

   • 11='Details': Display the details of the general ledger transaction in 'General Ledger. Display Transactions' (GLS211).
   • 12='Dsp voucher': Display the voucher on 'Voucher. Display' (GLS200/B).

   Adjust the content of the fixed asset under construction proposal in (FAS661)

3. To adjust a proposal in (FAS660), use related option 11='Details' on (FAS660/B) to access (FAS661) in edit mode. The detailed transactions are listed on (FAS661/B) with either of these proposal line statuses:
   • 0='Included': The general ledger transaction is included in the activation.
   • 1='Excluded': The general ledger transaction is manually excluded by the user and is not included in the activation.
4. Select any of these options on (FAS661/B) to adjust one of the transactions in the proposal:
   • 4='Delete ': Delete a general ledger transaction completely from the fixed asset under construction proposal. Panel (FAS661/D) is displayed.
   • 7='Exclude': Exclude a general ledger transaction from the fixed asset under construction proposal. The proposal line status is changed to 1='Excluded'.
   • 8='Include': Include a general ledger transaction that has earlier been excluded from the fixed asset under construction proposal. The proposal line status is changed to 0='Included'.
   Note: You can only use options 4, 7, and 8 if you accessed (FAS661/B) in edit mode through related option 11='Details' on (FAS660/B). If you are just displaying the proposal with option 5='Display' on (FAS660/B), you are not allowed to use these options on (FAS661/B).

   If you delete a general ledger transaction from the proposal with option 4='Delete' on (FAS661/B), additional information 042 is removed from that transaction in 'General Ledger. Display Additional Info' (GLS212). The transaction is immediately available for inclusion in a new proposal in (FAS660).

   However, if you use related option 7='Exclude' on (FAS661/B) to exclude the general ledger transaction from the proposal, additional information 042 remains for that transaction in (GLS212) until the proposal is activated in (FAS660).

   The advantage of just excluding a transaction is that you can then use related option 8='Include' on (FAS661/B) to include the transaction in the proposal again. If you deleted the transaction from the proposal with option 4='Delete', you cannot add it back. Instead, you must delete the entire proposal from (FAS660) and create a new proposal.

   Verify the proposal after adjustments

5. To list only the included or excluded transactions for the proposal, you can use the filter for proposal line status on (FAS661/B):
   • 0='Included'
   • 1='Excluded'
6. When you are done with the adjustments for the fixed asset under construction proposal, return to panel (FAS660/B) and optionally, use related option 7='Prt proposal' to reprint the fixed asset under construction proposal (FAS663PF). Confirm the reprinting on (FAS665/K). During the processing of the printout, the proposal progress is set to 6='Printing in progress'. When the job has finished, the proposal progress is reset to 0='The proposal can be processed'.
7. If needed, select option 4='Delete' on (FAS660/B) to delete the proposal. Confirm the deletion on (FAS660/D). During the processing of the deletion, the Proposal progress is set to 4='Delete in progress'.