Overview
The Import tool for the Fixed Assets module provides options to import files that will add fixed assets, dispose of fixed assets, or delete records that were previously imported. You open this tool by clicking the Import button on the Asset Master File window.
Note: To display the Import button on the Asset Master File window, your security group must include the Import feature under the FA Asset Mater File screen.
Key Functionality
The FA Import Tool dialog box is accessed by clicking on the Import button on the FA: Master File window. This button displays when the Import feature check box is selected in the FA Asset Master File screen group in User Security.
- Click the Import button.
- From the FA Import Tool dialog box, select the appropriate Import Mode option.
- Import FA Records. Use either the depreciable import file layout, or the not depreciable import file layout.
- Dispose FA Records. When using this option, if including a parent asset, it will dispose of the linked sub assets, using the same disposal date. Use the dispose file layout.
- Delete Imported Assets. When using this option, the Company Number, Date From and Date To fields are required. This process deletes all of the previously imported records that meet the Company Number and Date criteria specified. This will not delete any records that were manually entered.
- Click the browse button to open the appropriate .csv file.
- Select the import file and click Open.
- Click the Run button to import the file.