Add Fixed Assets to Batch

Menu Path: Fixed Assets > Entry & Processing > Fixed Assets > Inventory Editing and Posting > click Add New

Use the Add Batch Asset page to change asset and improvement records and add the records to a batch file for posting. The fields you can change include Location, Department, Category, and Status.

When you change an asset or improvement, the system adds a record to the batch file you identify. Post the records from a batch at any point using the Post item on the Inventory Editing and Posting page's Action Bar.

After changing an asset record, you may need to change its improvement records individually, since the system does not automatically update them.

Change an Asset or Improvement Record and Add it to a Batch File

1. Choose the Inventory Editing and Posting page.

2. In the Control Number field, enter a number to identify the batch file for storing your changes. Enter the number of an existing batch, or create a new batch by entering a unique ID.

3. In the Asset ID and Improvement (untitled) fields, identify the record you want to update. To display a page for searching for and selecting a record, click Lookup.

4. Update the fields as needed. For details on these fields, refer to the Inventory Editing and Posting Page.
5. Click OK.
6. As needed, repeat Steps 2-5 to update the improvements for the asset you changed or to change another asset. You may use the same Control Number in Step 2 or enter a different one to reference another batch.
7. Click Back.