Export File Details
Use this tab to do the following:
- to specify the file delimiter and network location for the export file
- to specify if you will generate disposal records in the export process
- to indicate if you will include Depreciable and/or Non-Depreciable assets
There are two ways to work with export files in Costpoint:
- You can export the file to an Alternate File Location.
- You can export the file to the Costpoint database.
If you decide to use the first option, click in the File Location field to select the alternate file location to which you want to save the file. If you choose the second option, leave the File Location field blank when you export the file.
Generate
Field | Description |
---|---|
Generate Disposal Records |
Select this check box to generate disposal records in the Asset Disposal Info Prior to Posting table (FA_DISP_EDIT ) for all active and inactive records in the Asset Selection group box or theNon-Contiguous Asset List table window. Active and inactive records are those in the database for which ASSET.S_STATUS_CD is eitherA or I, and they must have no existing entry in FA_DISP_EDIT. When you click on to process the screen, the system generates the disposal records and downloads the asset master data to a delimited ASCII file for export. |
Selecting this check box affects the records that display on the Disposal Data table in the Asset Master and Disposal Data Records subtask. In addition, the records that display when you click the Modify/View Data for Export button and for which the system generates disposal records is affected by your selections in the Include(Depreciable/Non-Depreciable) group box. | |
For the default and calculation for the application, the following apply:
|
Include
Use this group box to specify whether you want to include depreciable or non-depreciable assets in the export process.
Field | Description |
---|---|
Depreciable |
Select this check box to generate disposal records for depreciable assets. |
Non-Depreciable |
Select this check box to generate disposal records for non-depreciable assets. |
Export File
Use this group box to specify the file delimiter, file name, and network location for the export file.
Field | Description |
---|---|
ASCII File Delimiter |
Select the delimiter to use in the ASCII export file from the drop-down list. The values are:
|
File Location |
Enter the location of the file you are exporting. There are two ways to do this:
|
File Name |
Enter the name of the export file you will generate. |
Overwrite File |
Select this check box to overwrite the existing export file if it exists. |
Batch ID
Use the items in this group box to save items in the Asset Selection tab or the Non-Contiguous Asset List table window as a batch, or to populate the table window with a previously saved batch.
After you save or retrieve a batch, you can modify the batch. When you enter a Batch ID and save or retrieve a batch, you must clear the screen before you can enter a different Batch ID.
If you retrieve an existing batch containing records that do not match your selections in the Record Status and/or the group boxes in the Export File Detail stab, the system generates error messages. Costpoint requires you to remove records or change settings before you can add new records to the batch or use the Preview Default Report, Print Default Report, or Default Action buttons in the Global Toolbar.
Field | Description |
---|---|
Batch ID |
Enter, or click to select, the ID associated with a batch you want to save or retrieve. You can also retrieve a previously saved batch. You must enter a value in this field to enable the Save Batch and Retrieve Batch buttons. |
The system prevents you from entering an existing batch ID number when the Non-Contiguous Asset List table window contains asset record selections. | |
Save Batch |
Click this button to save the asset records displayed on the screen as a batch. Batch ID must contain a value to enable this button. Clicking this button saves both asset master records and disposal records in the batch, depending upon your previous selections on this screen. You can use this button to save the records as a batch under any of the following conditions:
|
Retrieve Batch |
Click this button to retrieve the asset records that were saved and correspond to the entered batch in the Batch ID field. |