Reference Table Options and Procedures
Menu Path: Fixed Assets > Reference Tables > select a table option
Table | Description |
|---|---|
Activities where assets are assigned for GASB and CAFR reports. | |
Categories and major classifications that are applied to fixed assets. | |
Departments and other divisions that use fixed assets. | |
Functions where assets are assigned for GASB and CAFR reports. | |
Specific funds used to purchase fixed assets. | |
Physical locations where fixed assets are deployed. | |
Fields used to verify data in user-defined pages. |
Fixed Assets Communicator
If you use Fixed Assets Communicator to upload asset data from a third-party application into Fixed Assets, you need to add a record with the code 99999999 to the following Fixed Assets reference tables:
- Activity Codes
- Category Codes
- Department Codes
- Function Codes
- Funding Source Codes
- Location Codes
When you upload asset data, the system defaults the 99999999 table records into the appropriate fields for each asset record in Fixed Assets.
View Table Records
- Choose Fixed Assets > Reference Tables, and then select a table option.
- In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
Add Table Records
- Choose Fixed Assets > Reference Tables, and then select a table option.
- Click Add New.
- In the Detail section, enter a unique code in the Code field, and then complete the remaining fields.
- Click OK.
Update Table Records
- Choose Fixed Assets > Reference Tables, and then select a table option.
- Enter criteria identifying the records to list, then click Find. To run an advanced search, use the Advanced button.
- Choose the record to update, then click OK.
- In the Detail section, change the desired fields. You cannot change the Code field, since this field identifies the record.
- Click OK.
Delete Table Records
- Choose Fixed Assets > Reference Tables, and then select a table option.
- Enter criteria identifying the records to list, then click Find. To run an advanced search, use the Advanced button.
- Choose the record to delete.
- Click Delete.
- Click Yes.
Print Table Records
- Choose Fixed Assets > Reference Tables, and then select a table option.
- Enter criteria identifying the records to list, then click Find. To run an advanced search, use the Advanced button.
- Click Print.
- Specify how you want to generate the report, then click OK.