PRINT PROJECTED ASSET PURCHASES

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

When you run the optional process to compute future depreciation, you can compute projected depreciation for currently owned assets and/or for projected purchases.

The system cannot compute projected depreciation for projected purchases until you have entered future purchase information in the optional Maintain Projected Asset Purchases screen. You can use this report to view the projected purchase data.

You can print projected asset purchases for a range of (including just one), or all asset accounts, organizations, and/or projects. You can also print for one fiscal year and period, a range of fiscal years and periods, or all future fiscal years and periods. You can print data for one book, selected books, or all books. You can also print subtotals on the report by accounting period and begin printing on a new page when the fiscal year changes.

Although projected purchases amounts can be entered with both integers and decimals in the Maintain Projected Asset Purchases screen, the amounts are rounded to whole dollars for display in this report.

You can print the report from this screen any time after you have entered, edited, or deleted data in the Maintain Projected Asset Purchases screen. Data loaded into the 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 Purchases 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 on the list.

If you save the print parameters for this report, the selected Range Option, as applicable, 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 purchases 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 unavailable.

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 purchases 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 one organization, a range of organizations, or all 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, as applicable, 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 purchases 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 purchases 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, as applicable, 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 purchases 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 purchases 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 Books

Use the checkboxes in this group box to select one or more books for which data should be printed on the report. You must select at least one checkbox.

Each book that has been set up in the Fixed Assets Settings screen is available as a selection. The required label that you assigned to each optional book in the Fixed Assets Settings screen displays at each checkbox.

Note:  Although you might assume that a projected purchase is applicable for all books, this is not necessarily the case. When you entered projected purchases in the Maintain Projected Asset Purchases screen, you should have entered a depreciation method code or an override depreciation expense amount for each book for which the purchase is to be applicable. Because this data for optional books is not required, omitting this data for an optional book in the Maintain Projected Asset Purchases screen signals that you do not wish the projected purchase to be applicable for that book.

G/L Book

This checkbox is selected by default. Unless you uncheck this checkbox, report data will always print for the G/L Book.

If you select this checkbox and save the print parameters for this report, "Y" will display in the G/L Book column in the Query table.

Book 2 (or your label)

Select this checkbox to print projected purchases for this book. This checkbox is unselected by default. If you have not established this book in the Fixed Assets Settings screen, this checkbox and its label will be grayed out.

If you select this checkbox and save the print parameters for this report, "Y" will display in the Book 2 column in the Query table.

Book 3 (or your label) –  Book 10 (or your label)

Please refer to the documentation for the Book 2 (or your label) checkbox.

Select Timing

Use the fields in this group box to select projected future acquisition fiscal years and periods for the report. (The projected fiscal year and period of acquisition are required fields in the Maintain Projected Asset Purchases screen for all projected purchases.)

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 box 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 Account Period Range Option column.

From Fiscal Year

Enter, or select from the drop-down box, the beginning acquisition fiscal year 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 asset purchases 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 select from the drop-down box, the ending acquisition fiscal year 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 asset purchases 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 select from the drop-down box, the beginning accounting period 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 asset purchases 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 select from the drop-down box, the ending accounting period 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 asset purchases 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.

Print

Use this group box to specify page breaks when the fiscal year changes and to print subtotals by accounting period on the report.

Page Break when FY Changes

Select this checkbox if you want a page break on the report each time the fiscal year changes. 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 Page Break when FY Changes column in the Query table.

Subtotals by Accounting Pd

Select this checkbox to print the subtotals by accounting period 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 Subtotals by Accounting Period 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 select the Execute pushbutton to display and select from a list of parameter IDs. When you choose the Select pushbutton, the system makes a copy of the parameters, which you can then edit and save as desired.

Table Information

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

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