PRINT PROJECTED ASSET DISPOSALS

Use this screen to print data entered in the Maintain Projected Asset Disposals screen.

You can use the optional Maintain Projected Asset Disposals screen to enter projected disposals of currently owned depreciable assets for which disposals are anticipated in advance of their stated useful life.

You can optionally factor this data into the Compute Projected Depreciation process so that future projected depreciation will not be overstated by events of this nature. Corporate reorganizations, acquisitions, divestitures, and/or mergers most commonly create the need for premature asset dispositions.

When you run the optional process to compute future depreciation, you can include projected disposals of currently owned assets in the calculation.

The system cannot factor in projected disposals for currently owned assets until you have entered future disposal information in the optional Maintain Projected Asset Disposals screen. You can use this report to review projected disposal data.

You can print projected disposals for a range of asset accounts, organizations, and/or projects. You can also print for asset/item numbers, as well as for future fiscal years and periods. You can also print asset cost data for the G/L Book on the report. You can sort the report data by asset account, disposal FY/period, or by asset/item number.

You can print the report from this screen any time after you have entered, edited, or deleted data in the Maintain Projected Asset Disposals screen. Data loaded into the Maintain Projected Asset Disposals table window remains until you have entered new data, edited existing data, or deleted existing data. If you run this report and find that the data is not correct, you should make changes in the Maintain Projected Asset Disposals screen and re-run this report.

Select Asset Accounts

Use the fields in this group box to select records from a range of asset accounts for the report. The asset account is a required Asset Master record field in the Account Info for G/L Book subtask of the Maintain Asset Master Info screen or in the Maintain Asset Account Info screen for all property records, and denotes the "ownership" account, such as company-owned balance sheet, project, and so on.

Range Option

The default option for this field is "All." You can accept the displayed default range option, enter a valid range option, or select one from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End." If you have a large number of asset accounts, you may want to select an option other than "All" to limit the number of records that print.

If you save the print parameters for this report, the selected Range Option will be stored in the Query table in the Account Range Option column.

From

Enter, or use Lookup to select, the beginning asset account. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Account column.

To

Enter, or use Lookup to select, the ending asset account. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To Account column.

Select Asset Organizations

Use the fields in this group box to select organizations for the report.

Range Option

The default option for this field is "All." You can accept the displayed default range option, enter a 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 will be stored in the Query table in the Organization Range Option column.

From

Enter, or use Lookup to select, the beginning organization. Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Organization column.

To

Enter, or use Lookup to select, the ending organization. Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To Organization column.

Select Asset Projects

Use the fields in this group box to select projects for the report.

Range Option

The default option for this field is "All." You can accept the displayed default range option, enter a 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 will be stored in the Query table in the Project Range Option column.

From

Enter, or use Lookup to select, the beginning project in this field. Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Project column.

To

Enter, or use Lookup to select, the ending project. Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To Project column.

Select Asset/Item Numbers

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 computation.

Range Option

The default range option for this field is "All." You can accept the displayed default 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 will be stored in the Query table in the Asset Range Option column.

From

Enter, or use Lookup to select, the beginning asset and item numbers. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Asset and From Item columns.

To

Enter, or use Lookup to select, the ending asset and item number(s) for the range. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which projected asset disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To values, as applicable, will be stored in the Query table in the To Asset and To Item columns.

Select Disposal Timing

Use the fields in this group box to select future fiscal years and periods for the report for which disposals of currently owned assets are projected. The fiscal year and period of disposal are required fields in the Maintain Projected Asset Disposal screen for all projected disposals of currently owned assets.

Range Option

The default option for this field is "All." You can accept the displayed default range option, enter a valid range option, or select one from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End."

The fiscal years available for selection using the drop-down boxes include only those fiscal years already set up in the Maintain FA Fiscal Years screen. The available fiscal years display in descending order, beginning with the most future fiscal year from the Maintain FA Fiscal Years screen.

The accounting periods available for selection using the drop-down box include only those periods already set up for the specified fiscal year in the Maintain FA Accounting Periods screen.

If you save the print parameters for this report, the selected Range Option will be stored in the Query table in the Period Range Option column.

From Fiscal Year

Enter, or select from the drop-down box, the beginning fiscal year of disposal for the range. Because the display in the drop-down box accesses data in the FA_FY_INFO table, you may find that you have selected a fiscal year for which projected assets disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Fiscal Year column.

To Fiscal Year

Enter, or use the drop-down box to select, the ending fiscal year of disposal for the range. Because the display in the drop-down box accesses data in the FA_FY_INFO table, you may find that you have selected a fiscal year for which projected assets disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To Fiscal Year column.

From Period

Enter, or use the drop-down box to select, the beginning accounting period of disposal for the range. Because the display in the drop-down box accesses data in the FA_PD_NO table, you may find that you have selected a period for which projected assets disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 From Period column.

To Period

Enter, or use the drop-down box to select, the ending accounting period of disposal for the range. Because the display in the drop-down box accesses data in the FA_PD_NO table, you may find that you have selected a period for which projected assets disposal data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

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 To Period column.

Show

Asset Cost Data for G/L Book

Select this checkbox to print asset cost data for the G/L Book on the report. This checkbox is unselected by default.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Show Cost Data column in the Query table.

Sort By

In this group box, you can choose to sort the report by asset account, disposal fiscal year and period, or asset/item number. You can sort the report by only one category at a time. The default for this group box is Asset Account.

Asset Account

This radio button is selected by default. Select this radio button to sort the report by asset account. When sorting by asset account, the system sorts the records within each asset account first by disposal fiscal year/period and next by asset/item number in ascending order.

If you select this radio button and save the print parameters for this report, "A" will be stored in the Sort By column in the Query table.

Disp FY/Pd

This radio button is unselected by default. Select this radio button to sort the report by disposal fiscal year and period. For each different acquisition fiscal year and period combination, the data sorts by asset/item number in ascending order.

If you select this radio button and save the print parameters for this report, "F" will be stored in the Sort By column in the Query table.

Asset/Item

This radio button is unchecked by default. Select this radio button to sort the report by account by asset/item number.

If you select this radio button and save the print parameters for this report, "I" will be stored in the Sort By column in the Query table.

Note:  You can save your selection criteria for this report with or without printing. After making your selections, select the Save button on the toolbar or go to Save in the File menu. Enter an alphanumeric identifying code and a short description to help you recognize the report parameters, and select OK. Later, you can run Find or Query from this screen to access the selection parameters you created, and run the same report without the need to re-enter all the selection screen information. Stored selection parameters are especially useful if reports are to be run through Costpoint Process Manager.

If you want to use most of the same report selection parameters but want to run a slightly different report, you can use Clone to copy the parameters and make minor changes to them without changing your saved parameters. To use Clone, go to the File menu or press [F4]. The Clone dialog box will display on the screen. Enter the parameters ID you want to clone, or choose Execute to display and select from a list of parameter IDs. When you select the Select pushbutton, the system makes a copy of the parameters, which you can edit and save as desired.

Table Information

This report prints data stored in the Projected Disposals (FA_PRJTD_DISP) table. The Projected Disposals (FA_PRJTD_DISP) table stores the results of data entered or edited in the Maintain Projected Asset Disposals screen.

Lookups and drop-down boxes, as applicable, access the following tables: