You can use additional fields on this screen to enter data that is not obtainable from Costpoint Purchasing, Receiving, and/or Accounts Payable. You may, for example, enter template/revision numbers. When a template has been assigned to a row, template data can automatically be imported into the required (and optional) Asset Master fields for that row.

If you do not use templates and any data required for Asset Master record validation is missing (such as Property Type, Classification Code, and Depr Method Code for G/L Book for depreciable assets), you can manually add this data on this screen to prevent rows from being rejected during their conversion to Asset Master records.

You can also enter depreciation start dates for all books used. Records with valid start dates can automatically be included in system depreciation calculations.

Although you cannot add new lines to the table with the New Record function in the File and Line menus, you can copy existing rows by using the Duplicate Row button above the table window. Use this function cautiously; this type of change may result in reconciliation problems with the General Ledger.

Because the system captures so much data and there are so many data columns in this table window, you may find it easier to review the data when you press CTRL+M to display the fields in form view. Another way is to use the Print Autocreation Transactions Edit Report screen and print data. This report prints data displayed on the Manage Autocreation Transactions screen for a range of asset account/organization/project combinations and for a range of creation dates and/or asset/item numbers. Several other selection parameters are available, including seven different sort options. You can print either a summary list or a detail report, in which all data fields from a single table row print on a single report page.

Although the system assigns temporary asset/item numbers to each row created on this screen, you may want to change the numbering before the data is converted to Asset Master records. You cannot change asset/item numbers in an Asset Master record because they are the key identification fields. (The temporary numbering convention for Costpoint Purchasing/ Receiving data is based on the default asset-numbering configuration specified during setup on the Configure Default Autocreation Asset Numbering screen. If you are not licensed for Costpoint Purchasing/Receiving, there are no options; default temporary numbering is automatically based on voucher lines.)

If a row from the table window does not pass all validations during the final process, the system will not create the Asset Master record, and the reason for rejection will automatically print on a system-generated error report.

The system automatically populates this table window when you run the process from the Create Autocreation Transactions screen. You can edit data on the screen, add additional data to an existing row, delete an existing row, or use the Duplicate Row button to copy an existing row at any time.

You can place rows on On Hold status while you research an entry. This does not prevent you from running the Create Autocreation Transactions process again. Data on hold on the Manage Autocreation Transactions screen will not be overwritten the next time you run the Create Autocreation Transactions process; instead, additional rows will be added to the table window.