This function gives you the ability to transfer acquisition information to the Asset file when you enter an acquisition as a new asset. It eliminates duplicate entry of information and therefore reduces the errors caused by entering the same information more than once. In addition, it helps you to remember to enter newly purchased assets into the Asset file.
- Select the Work with assets menu item.
- On the main panel, click Add.
- You access Work with assets, New asset. Complete the mandatory and applicable fields. (See Enter an asset for instructions.) Then, click Acquisition wait file.
- You access Work with acquisition wait file listing the acquisition transactions, in acquisition type order, that have been retrieved from DC1 Financials. Select the transaction you want to transfer to the Asset file.
- You access the transaction detail panel. Click Transfer to update this acquisition information in the Asset file. Note: To delete the acquisition transaction from the Acquisition wait file, click Delete twice.
After assigning a type and a number to the new asset, you have to change, add or delete information according to the requirements for the new asset. Click OK on the last panel for the template and exit the routine.