How to show Acquisition Value in the Asset List?

Currently the Asset List columns are fixed and can't be changed ,however, you can work around this by using one of the Custom Fields which do show in the Asset List. For example you could rename Custom Field 5 to Acquisition Val (The abbreviated name will help distinguish it from the original Acquisition Value in other parts of the program). When creating an asset, you would simply put the acquisition value in the renamed custom field (Acquisition Val) as well as in the Acquisition Value field in the Book Information section. For existing assets, you can export the Book Field Acquisition Value and import into Acquisition Val (Custom Field 5).

How to rename a field?

         1.     Go to Customize | Customize Fields.
         2.     Highlight the desired field.
         3.     Change the “Title” to the desired field name (i.e. Acquisition Val).

 

How to do a Custom Export?

To export particular fields:

In Depreciation go to: FileCompany UtilitiesCustom Export

        Step 1: click Next.

        Step 2: Select Database and Company, click Next

        Step 3: Select the Group for export, click Next.

        Step 4: Select Create a New Field Map (or use a saved map), select which book to export, click Next.

        Step 5: Highlight the field(s) you want to export (System Number and Acquisition Value) and click

                     the >> Button (You can use CTRL+Click to highlight multiple fields), click Next.

  • NOTE: A prompt may indicate: 

            The export map does not include System Number as the unique identifier for each row.

             Are you sure you want to continue? No to add the System number field to the map.

        Step 6:  Enter a file name and a location to save the Export (.CSV) file, click Next, click Export.

  • NOTE: 

                         Field maps will be saved on the local hard drive at: C:\Program Files\SageFAS or Best

                        Software\FAS Asset Accounting\*.exp. This cannot be changed.

  • NOTE: 

                         Field maps CANNOT be used while stored on a network drive.Step 6: Create 

                         (or Edit) field map, click Next.

How to import an update to General Information fields?


In Sage Fixed Assets-Depreciation 2012.0 and higher:

 

  1. Go to: FileCompany UtilitiesCustom Import
  2. Welcome screen - Click Next
  3. Select File screen - Click Browse, locate file, click Open, click Next
  4.  Select Company screen - Select database and company, click Next
  5. Import Type screen - Choose Update Asset, click Next
  6. Field Map screen - Choose Create New Field Map, click Next
  7. Select Fields screen - map the spreadsheet columns to the desired program fields


             o    Columns - Indicate the spreadsheet column to map
             o    Available Fields - Select the Sage Fixed Assets field to map (ie. Import) to
             o    Click >> to map the desired column >>  

    • The Field Mapping window will contain the spreadsheet columns (ex. A,B, C ...) and the field it will be imported to (ex. 'System Number')

            o    Repeat process until desired fields are mapped
            o    Begin import at row - indicates what row in the spreadsheet asset data starts on
            o    Optional - Save Map for future use, click Next

        8.  Import summary screen - Click Validate to check for possible invalid data.


            o    If there are any invalid records, click View Report to help determine problems
            o    If there are no invalid records found, click Finish to import changes

Important Note - If for some reason you change the acq.value listed in the true acq.value field in the future it will not automatically update the value re-imported to the customized field.  To update this value it would need to be manually updated or the above process would need to be completed again.