Contents of the Create Asset Maintenance Transactions Screen
Use the fields and options to configure the Create Asset Maintenance Transactions screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Use the fields in this group box to specify the asset account, organization, project, asset/item number, and/or property type selection criteria for the process.
Account
| Field | Description |
|---|---|
| Option |
Select the asset account(s) selection option from the drop-down list for which to apply the process on this screen. Asset "ownership" data is required entry for all Asset Master records. Account and organization are always required, but projects and reference numbers are optional. The system may modify your records selection from within this asset account range by your choice of organization, project, asset/item number, and/or property type range, as well as by your Select Record Status and Select Depr Status check box selections. The following options are available:
|
| Start |
Enter, or click
Because this is a standard Lookup to the ACCT table, you may find that you have selected an account for which assets do not exist or do not meet your other selection criteria. |
| End |
Enter, or click
Because this is a standard Lookup to the ACCT table, you may find that you have selected an account for which assets do not exist or do not meet your other selection criteria. |
to select, the starting asset account, as applicable.
Organization
| Field | Description |
|---|---|
| Option |
Select the asset organization(s) selection option from the drop-down list for which to apply the process on this screen. Asset "ownership" data is required entry for all Asset Master records. Account and organization are always required, but projects and reference numbers are optional. The system may modify your records selection from within this asset organization range by your choice of account, project, asset/item number, and/or property type range, as well as by your Select Record Status and Select Depr Status check box selections. The following options are available:
|
| Start |
Enter, or click
Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected an organization for which assets do not exist or do not meet your other selection criteria. |
| End |
Enter, or click
Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected an organization for which assets do not exist or do not meet your other selection criteria. |
Project
| Field | Description |
|---|---|
| Option |
Select the asset project(s) selection option from the drop-down list for which to apply the process on this screen. Asset "ownership" data is required entry for all Asset Master records. Account and project are always required, but projects and reference numbers are optional. The system may modify your records selection from within this asset project range by your choice of account, organization, asset/item number, and/or property type range, as well as by your Select Record Status and Select Depr Status check box selections. The following options are available:
|
| Start |
Enter, or click
Because this is a standard Lookup to the PROJ table, you may find that you have selected a project for which assets do not exist or do not meet your other selection criteria. |
| End |
Enter, or click
Because this is a standard Lookup to the PROJ table, you may find that you have selected a project for which assets do not exist or do not meet your other selection criteria. |
Property Type
| Field | Description |
|---|---|
| Option |
Select the property type(s) selection option from the drop-down list for which to apply the process on this screen. Property type data is required entry for all Asset Master records. The system will modify your records selection from within this property type range by your choice of account, organization, project, and/or asset/item number, as well as by your Select Record Status and Select Depr Status check box selections. The following options are available:
|
| Start |
Enter, or click
Because this is a standard Lookup to the PROPERTY_TYPE table, you may find that you have selected a property type for which assets do not exist or do not meet your other selection criteria. |
| End |
Enter, or click
Because this is a standard Lookup to the PROPERTY_TYPE table, you may find that you have selected a property type for which assets do not exist or do not meet your other selection criteria. |
Asset/Item Numbers
| Field | Description |
|---|---|
| Option |
Select the asset/item number(s) for which the process on this screen should be applied. The system may modify your records selection from within this asset/item number option by your choice of account, organization, project, and/or property type, as well as by your Select Record Status and Select Depr Status check box selections. The following options are available:
|
| Start Asset No/Item No |
Enter, or click
Because this is a standard Lookup to the ASSET table, you may find that you have selected an asset/item number that does not meet your other selection criteria. |
| End Asset No/Item No |
Enter, or click
Because this is a standard Lookup to the ASSET table, you may find that you have selected an asset/item number that does not meet your other selection criteria. |
Options
Use the check boxes in this group box to select the depreciation and record status type(s) for which the process on this screen should be applied.
Select Depr Status
Use the check boxes in this group box to select the depreciation status type(s) for which to apply the process on this screen.
The system requires that you assign either Depreciable Records or Non-Depreciable Records depreciation status to each Asset Master record.
The system may modify your record selection by your choice of account, organization, project, asset/item number, and/or property type options, as well as by your check box selection of depreciation status type(s).
| Field | Description |
|---|---|
| Depreciable Records |
Select this check box to include depreciable records in your selection criteria. |
| Non-Depr Records |
Select this check box to include non-depreciable records in your selection criteria. |
Select Records Status
Use the check boxes in this group box to select the record status type(s) for which to apply the process on this screen.
The system requires that you assign an Active, Inactive, or Disposal record status to each Asset Master record.
The system may modify your record selection by your choice of account, organization, project, asset/item number, and/or property type options, as well as by your check box selection of record status type(s).
| Field | Description |
|---|---|
| Active Records |
Select this check box to include active records in your selection criteria. |
| Inactive Records |
Select this check box to include inactive records in your selection criteria. |
| Disposals |
Select this check box to include disposals in your selection criteria. |
Template Data
Use the fields in this group box to specify the set of maintenance data the system will create for the selected asset records when you run the process from this screen.
After you execute the process from this screen, the date you entered in these fields will automatically display on the Manage Asset Maintenance Transactions screen for each asset record that met your selection criteria, where it can be edited as needed.
Additionally, after you execute the final process from the Create Asset Maintenance Information screen, the date you entered in this field (if you have not subsequently edited it) will automatically display on the Manage Asset Maintenance Information screen, where it can again be edited as needed.
| Field | Description |
|---|---|
| Date |
Enter, or click
Note: You are not required to enter a unique date that has not been previously used for a maintenance transaction.
Because the system automatically records a unique line sequence number that resides "behind-the-scenes" on the Manage Asset Maintenance Information screen, different sets of data can be associated with the same date. |
| Maint1 (or your label) |
Enter a corresponding value for this field. If you designated a label for the first field in the Maintenance Labels group box of the Manage Tracking Field Labels screen, the system automatically displays your label description for this field. It is not a system requirement that you establish a label for this field. If you did not set up a label, the default system label for this field will display. Note: This user-defined field can be used independently from each of the other seven user-defined maintenance data fields.
|
| Maint2 to Maint8 (or your label) |
Please refer to the documentation for the Maint1 (or your label) field. |
| Maint Amt (or your label) |
Enter an amount in this field. After the first date field, the next eight user-defined maintenance fields on this screen are designated as alphanumeric fields, in which both text and numeric entries are acceptable. This extra, ninth, field is designated as a numeric field for the purpose of recording and accumulating maintenance costs. If you designated a label for the ninth field in the Maintenance Labels group box of the Manage Tracking Field Labels screen, the system displays your label. It is not a system requirement that you establish a label for this field. If you did not set up a label for this field, the system automatically displays the default label for this field. For existing records, you can edit data that displays in this field, delete existing data, or add new data to a blank field. Note: This user-defined field can be used independently from each of the other seven user-defined maintenance data fields.
|
| Create Asset Maintenance Transactions |
Click
You will need to click
|
to select, the date associated with the maintenance record in this required field.
in the tool bar to initiate the process from this screen, which populates only the Manage Asset Maintenance Transactions screen, thus providing you with the opportunity to review and make any necessary edits as an interim step.