TEMPLATE IMPORT PARAMETERS

Three general options are available for the import of template data. You can overwrite only blank Asset Master fields, overwrite all Asset Master fields, or cancel the template data import altogether.

Note:  The system automatically displays the Template Import Parameters dialog box, in which you can choose the desired template import options, at the Template No field. The template mechanism operates in this screen much as in the Asset Master screen, although the display screen for template options has slightly different functionality.  [Because user-defined field data imported from a template bypasses the Edit Autocreation Transactions screen and is copied directly into an Asset Master record when you run the Process Autocreation Transactions, the specific user-defined field options are available only when you are importing template data directly into Asset Master records (they are not available in the Edit Autocreation Transactions screen).]

Select Template Import Parameters

Overwrite only BLANK Asset Master fields with template data

This radio button is the first option available for the import of template data. It is active by default.

If you select this option, the system will NOT overwrite existing asset data in the row with template data except as determined by your checkbox selection.

Use this option to safeguard autocreated data while, at the same time, supplying additional data that is required in Asset Master records (but not obtainable from Costpoint Purchasing/ Receiving/Accounts Payable). 

Much of the data in columns in the main screen, such as Vendor ID, and so on, may already have been captured from Costpoint Purchasing, Receiving, and/or Accounts Payable during the autocreation process.  Alternately, you may have already entered a Vendor ID in the row that you do not want to be overwritten with template data. With this overwrite option, therefore, you can retain the existing data in the row (regardless of its source) and supplement only blank columns with the template data.

Each of the checkboxes associated with this radio button selection provides an overwrite option because each of these columns displays a default value in this row and is not considered "blank," as follows:

When you select this radio button, you must also choose from two alternatives regarding the import of user-defined data from the template. These are "all or nothing" options, in which you can populate ALL Asset Master user-defined data fields with ALL template user-defined data, OR you can you can populate NO Asset Master user-defined fields with template user-defined data.

Although user-defined fields do not display in columns in this screen, if you have selected the "ALL" option, the template user-defined data will automatically be imported to Asset Master records when you run the final autocreation step from the Process Autocreation Transactions screen.

Overwrite Asset Record Status (Active/Inactive)

This checkbox is selected by default.

This checkbox is available only if you have selected the Overwrite only BLANK Asset Master fields with template data radio button in this group box.

If you leave this checkbox selected, the system will populate only blank Asset Master columns in this screen with template data, and the system will overwrite the default "Active" ("A") Record Status in the Edit Autocreation Transactions screen with the template data.  If, for example, you had selected the Inactive Record Status in the template, selecting this option will copy the "I" status from the template and otherwise populate only blank Asset Master columns in this screen with template data.

If you uncheck this checkbox, the system will populate only BLANK Asset Master columns in this screen with template data, and the system will ignore the value you have specified for the Record Status in the template. The system will automatically populate the Record Status column in the Edit Autocreation Transactions screen with "A," which is the "Active" default value.

Overwrite Asset Depr Status (Depreciable/Non-Depreciable)

This checkbox is selected by default.

This checkbox is available only if you have selected the Overwrite only BLANK Asset Master fields with template data radio button in this group box.

If you leave this checkbox selected, the system will populate only blank Asset Master columns in this screen with template data, and the system will overwrite the default "Depreciable" ("D") Depr Status in the Edit Autocreation Transactions screen with the template data. If, for example, you had entered a Depr Status of Non-Depreciable in the template, selecting this option will copy the "N" status from the template and otherwise populate only blank Asset Master columns in this screen with template data.

If you uncheck this checkbox, the system will populate only blank Asset Master columns in this screen with template data, and the system will ignore the value you have specified for the Depr Status in the template. The system will automatically populate the Depr Status column in the Edit Autocreation Transactions screen with "D," which is the "Depreciable" default value.

Overwrite Asset Condition Code (New/Used)

This checkbox is selected by default.

This checkbox is available only if you have selected the Overwrite only BLANK Asset Master fields with template data radio button in this group box.

If you leave this checkbox selected, the system will populate only blank Asset Master columns in this screen with template data, and the system will overwrite the default "New" ("N") Condition Code in the Edit Autocreation Transactions screen with the template data.  If, for example, you had entered a Condition Code of Used in the template, selecting this option will copy the "U" status from the template and otherwise only populate blank Asset Master columns in this screen with template data.

If you uncheck this checkbox, the system will populate only blank Asset Master columns in this screen with template data, and the system will ignore the value you have specified for the Condition Code in the template. The system will automatically populate the Cond Cd column in the Edit Autocreation Transactions screen with "N," which is the "New" default value.

Overwrite Asset Auto Calc Flag (Y/N) for all books

This checkbox is selected by default.

This checkbox is available only if you have selected the Overwrite only BLANK Asset Master fields with template data radio button in this group box.

If you leave this checkbox checked, the system will populate only blank Asset Master columns in this screen with template data, and the system will overwrite the default "Yes" ("Y") Auto Calc Flag columns in this screen with the template data.  If, for example, if the Auto Calculate Depreciation checkbox is selected in the template for Book 1 only, selecting this option will copy the "N" flag for Book 1 and the "Y" flags for Books 2-10 from the template and otherwise populate only blank Asset Master columns in this screen with template data.

If you uncheck this checkbox, the system will populate only blank Asset Master columns in this screen with template data, and the system will ignore the values you have specified for the Auto Calc flags in the template for all books. The system will automatically populate the Auto Calc Flag columns in this screen with "Y," which is the "Yes" default value.

Overwrite ALL Asset Master fields with template data, including all template UDF data

This radio button is the second option available for the import of template data.

This radio button is unselected by default.

Select this radio button to populate all Asset master fields with template data, including all template UDF data. When you select this option, blank template fields will overwrite existing Asset Master data columns with blanks.

Note: Select this option with care, as the system will replace your autocreated data with actual template data or with blanks if there is no template data. This radio button option is less appropriate for use with autocreated data in this screen, and more appropriate when you are manually adding data in new Asset Master records.

Cancel Template Data Import

This radio button is unselected by default. Select this radio button to cancel the Template Data Import and close this dialog box.