Use this screen to print maintenance information from the Maintain Maintenance Info screen. You can create reports with three different formats by choosing to sort by asset/item number, asset account/organization/project, or maintenance date. You can also include maintenance data in the report for inactive records, non-depreciable records, and disposals. By selecting any four of the eight user-defined fields (set up in the Tracking Field Labels screen), you can further tailor the report to meet your needs.
The Maintenance Info report provides a current "snapshot" of maintenance data for your property records and you can print it at any time.
Use the fields in this group box to select records from a range of accounts for the report. Asset "ownership" data is required entry in the Account Info for G/L Book subtask of the Maintain Asset Master Info screen and in the Maintain Asset Account Info screen for all property records. Account and organization are always required, but projects and reference numbers are optional. The account/org/proj/ref1/ref2 data that you assign to an asset specifies "ownership" and can include company-owned balance sheet or expense accounts, projects, and so on.
Selecting any of the checkboxes in the Select Depr Status and Select Record status group boxes may modify which records from the selected asset account range are actually included in the report.
The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."
If you save the print parameters for this report, the selected Range Option, as applicable, will be stored in the Query table in the Asset Account Range column.
Enter the beginning asset account number in this field or use Lookup to select one from the asset accounts already associated with your property records. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected From value, as applicable, will be stored in the Query table in the Asset Account From column.
Enter the ending asset account number or use Lookup to select one from the asset accounts already associated with your property records. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected To value, as applicable, will be stored in the Query table in the Asset Account To column.
Use the fields in this group box to select organizations for the report. Asset "ownership" data is required entry in the Account Info for G/L Book subtask of the Maintain Asset Master Info screen and in the Maintain Asset Account Info screen for all property records. Account and organization are always required, but projects and reference numbers are optional. The account/org/proj/ref1/ref2 data that you assign to an asset specifies "ownership" and can include company-owned balance sheet or expense accounts, projects, and so on.
The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."
If you save the print parameters for this report, the selected Range Option, as applicable, will be stored in the Query table in the Organization Range column.
Enter the beginning organization in this field or use Lookup to select organization from those displayed. Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected From value, as applicable, will be stored in the Query table in the Organization From column.
Enter the ending organization in this field or use Lookup to select one from those displayed. Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected To value, as applicable, will be stored in the Query table in the Organization To column.
Use the fields in this group box to choose projects for the report. Asset "ownership" data is required entry in the Account Info for G/L Book subtask of the Maintain Asset Master Info screen and in the Maintain Asset Account Info screen for all property records. Account and organization are always required, but projects and reference numbers are optional. The account/org/proj/ref1/ref2 data that you assign to an asset specifies "ownership" and can include company-owned balance sheet or expense accounts, projects, and so on.
The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."
If you save the print parameters for this report, the selected Range Option, as applicable, will be stored in the Query table in the Project Range column.
Enter the beginning project in this field, if applicable, or use Lookup to select one from those displayed. Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected From value, as applicable, will be stored in the Query table in the Project From column.
Enter the ending project in this field, if applicable, or use Lookup to select one from those displayed. Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected To value, as applicable, will be stored in the Query table in the Project To column.
Use the fields in this group box to select asset/item numbers for the report. If you enter a specific asset number, you must also enter a corresponding item number before you can run the report. Selecting any of the checkboxes in the Select Depr Status and Select Record status group boxes may modify which records from the selected asset/item number range are actually included in the report.
The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."
If you save the print parameters for this report, the selected Range Option, as applicable, will be stored in the Query table in the Asset/Item Range column.
Enter the beginning asset/item number for the range or use Lookup to select one. Because this is a standard Lookup to the ASSET table, you may find that you have selected assets/items for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All" or "From Beginning" in the Range Option field, these fields will be inactive.
If you save the print parameters for this report, the selected From values, as applicable, will be stored in the Query table in the Asset No From and Item No From columns.
Enter the ending asset/item number for the range or use Lookup to select one. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which asset maintenance data does not exist in the FA_TRACKING table.
If you select "All," "One," or "To End" in the Range Option field, these fields will be inactive.
If you save the print parameters for this report, the selected To values, as applicable, will be stored in the Query table in the Asset No To and Item No To columns.
In this group box, you can print maintenance data for a range of dates. Selecting any of the checkboxes in the Select Depr Status and Select Record status group boxes may modify which records from the selected maintenance date range are actually included in the report.
The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."
If you save the print parameters for this report, the selected Range Option, as applicable, will be stored in the Query table in the Maintenance Date Range column.
Enter the beginning maintenance date in date format.
If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected From value, as applicable, will be stored in the Query table in the Maintenance Date From column.
Enter the ending maintenance date in date format.
If you select "All, "One," or "To End" in the Range Option field, this field will be inactive.
If you save the print parameters for this report, the selected To value, as applicable, will be stored in the Query table in the Maintenance Date To column.
Use the checkboxes in this group box to choose the record status type(s) to include in your print selection criteria. You can print data for active records, inactive records, and/or disposals. You must select at least one checkbox in this group box. The selection of records from this screen may be modified by your choice of asset/item number, asset account number, organization, project, and/or property type ranges.
This checkbox is selected by default. Select this checkbox to include active records in your print selection criteria.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Include Active Records column in the Query table.
This checkbox is unselected by default. Select this checkbox to include inactive records in your print selection criteria.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Include Inactive Records column in the Query table.
This checkbox is unselected by default. Select this checkbox to include disposal records in your print selection criteria.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Include Disposals column in the Query table.
In this group box, you can sort the report by Asset/Item Number, Asset Account/Org, or Maintenance Date. You can sort by only one category at a time. Reports are always sorted by asset/item number within the primary sort category you select.
When you print the report, the system creates column-heading labels from the information in the category you sort by. For instance, if you sort by Asset Account/Org, each account/organization/project number combination will print as a header label and all its associated information will print in rows beneath it.
This radio button is the system default. If you select a different radio button, your data will be sorted first by the sort option you select and then by asset/item number in ascending order. If you select this radio button, you will not be able to select the Page Break checkbox.
If you select this radio button and save the print parameters for this report, "ASSET" will display in the Sort Option column in the Query table.
Select this radio button to sort the report by account/ organization combination. Within each Account/Org, data is sorted by ascending asset/item number.
If you select this radio button and save the print parameters for this report, "ACCT/ORG" will display in the Sort Option column in the Query table.
Select this radio button to sort the report by maintenance date. For each different maintenance date, the report data will be sorted by asset/item number in ascending order.
If you select this radio button and save the print parameters for this report, "MAINT DAT" will display in the Sort Option column in the Query table.
Select this checkbox if you want a page break each time the selected sort parameter changes. For example, if the information is sorted by Asset Account/Org, select the Page Break checkbox if you want data for each different acct/org combination to print on a separate page. If you choose Asset/Item Number as the sort option, this checkbox will be disabled.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Page Break column in the Query table.
In this group box, you can choose to print up to four of the eight available user-defined maintenance data fields in the order that you specify. Select one field for each column from the drop-down box. The field name that you assigned in the Tracking Field Labels screen (or the default label name if you did not assign labels) is the only selection permitted. If you choose "Maintenance Amount" as one of your columns, the total for that column also prints on the report.
The columns print on the report in the order that you specify on the screen (Column 1 will be the first user-defined data column printed, and so on). If you have not defined four fields, or if you do not want to include four fields on the report, you can leave any of these columns blank. Because the column fields are optional and may be combined in any way, you can use this group box to create many different report formats.
If you save the print parameters for this report, your selections for these columns will either be blank (indicating no selection) or they will display the selected data column names. Your column selections will be stored in the Query table with your user-defined column labels in the Column 1, Column 2, Column 3, and Column 4 columns.
Use the options in this group box to choose the depreciation status type(s) to include in your print selection criteria. You can print data for depreciable records or non-depreciable records. You must select at least one checkbox in this group box. The selection of records from this screen may be modified by your choice of asset/item number, asset account number, organization, project, and/or property type ranges.
This checkbox is selected by default. Select this checkbox to include depreciable records in your print selection criteria.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Include Depreciable Records column in the Query table.
This checkbox is unselected by default. Select this checkbox to include non-depreciable records in your print selection criteria.
If you select this checkbox and save the print parameters for this report, "Y" will display in the Include Non-Depreciable Records column in the Query table.
This report prints maintenance data stored in the FA_TRACKING (Tracking) table.
The system stores user-defined maintenance labels, as applicable, in the FA_LABELS (Fixed Assets Labels) table.
Lookup accesses data from the ASSET (Asset), ORG_ACCT (Organization/Account), and PROJ (Project) tables, and the column drop-down boxes display data from the FA_LABELS (Fixed Assets Labels) table.