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Create an account movement proposal

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The following describes how to create an account movement proposal containing the assets where account movements for external depreciation and acquisition accounts will occur regardless of whether it is time to run depreciation or not.

You can create two types of proposals:

  • Work proposals
  • Update proposals

If you are not familiar with these terms, see Create a work proposal and Create an update proposal for a description before continuing with the tasks in this routine.

The advantage of creating a work proposal before the update proposal is that it gives you a possibility to review the simulated account function before it is updated. This is useful in order to:

  • Ensure that all accounting information is correct.
  • Ensure that you obtain the desired end result.
  1. Select the Work with account movements menu item.
  2. On the Account movement – proposal overview panel, click Add.
  3. You access Account movement – proposal creation. The following fields are relevant:

    4. Selection

    The parameters for selection can only be used when creating a work proposal. You must include all assets for update proposals.

    Description
    Mandatory entry. Enter a description of the account movement proposal.
    Work proposal
    The default is NO signifying that this will be an update proposal. Set to YES if you want to create a work proposal to simulate depreciation for selected assets before updating.
    Print control list
    The default is NO signifying that no control list will be printed for the created proposal. Set to YES if you want to print a list.
    Movement for
    Set the account movement types that you want to include in the proposal to YES. The system proposes that you run the Account movement routine for the acquisition accounts and the valid external depreciation types. You can omit types from the proposal, but you cannot select them if the depreciation period is not in their schedules.
    Note: To evaluate balance account movements and to view asset details and account details for each asset and depreciation type in the proposal, see the Account movement – proposal enquiry. The enquiry is accessed via the Maintain proposal activity on the Account movement – activity selection panel.

    Click OK to create the proposal. Note: If there are any accounting errors, then correct them, delete the update proposal and recreate it. Exit the routine.

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