Contents of the Manage Autocreation Transactions Screen

Use the fields and options to configure the Manage Autocreation Transactions Screen.

The data on this screen is company-specific and will be available for use for your company of login. If you have set up multiple companies in Costpoint, your access to data on this screen for each different company will require using a separate company login.

You can only enter, edit, view, or use data on this screen relative to your login company. If you have multiple companies, you cannot view, enter, edit, or use data from this screen for any company other than your company of login.

Use this screen to review and edit data copied to this screen by the system when you run the Create Autocreation Transactions process.

Table Window

Field	Description
Autocr Status	Entry in this column is required. In newly created rows, this column automatically displays the required default autocreation status you selected on the Create Autocreation Transactions screen. You can assign rows with a status of either On Hold or Select. The system writes your default selection to each new row when the data is pulled from Costpoint Purchasing, Receiving and/or Accounts Payable. You can change the autocreation status on this screen when you either edit individually or when you highlight the desired multiple rows and click Set to Hold or Set to Selected button. You can make an unlimited number of changes. You can place rows on On Hold status while you research an entry. This does not prevent you from running the Create Autocreation Transactions process again. Data in the table will not be overwritten the next time you run the Create Autocreation Transactions process; instead, additional rows will be created and added to the table window. When you run the final autocreation process, the system will attempt to write data from each Selected row in the table to create an Asset Master record. Rows with an On Hold status will not be accessed.
Autocreation Date/Time	This field is not available for user entry. The system automatically assigns and displays the date on which the row was created.
Timing Source	This column is not available for user entry. The system automatically displays the timing code that was assigned to the asset account combination on the Manage Autocreation Accounts screen. A Receipt code indicates that autocreation data was captured at the time of Receipt of the property, while a Posting code indicates that autocreation data was captured at the time of Posting from Accounts Payable to the General Ledger. If you use the Duplicate Row button to copy an existing row, the system automatically assigns and displays User, regardless of the timing source of the row from which you copied. Warning: Always use caution when you use the Duplicate Row function to avoid reconciliation problems with the General Ledger. The code that displays in this column will automatically be written to the Asset Master record when final validation and processing takes place. This code and the type of entry will automatically display in the Entry Type field in the Entry Info group box, located on the Manage Asset Master Information screen. If this column displays the Receipt code, the display in the Asset Master record will read AUTO-R; If this column displays the Posting code, the display in the Asset Master record will read AUTO-P; and If this column displays the User code, the display in the Asset Master record will read AUTO-U. You cannot edit data displayed in the Entry Info group box, including the Entry Type field, in the Asset Master record.
Temporary Asset No	This column is not available for user entry. The system automatically assigns a temporary asset number and item number for each row in this table. You can always assign a different asset number in the User Asset No column before you run the final autocreation process.

Note: Regardless of the numbering selection you have activated on the Configure Default Autocreation Asset Numbering screen, the system assigns temporary asset numbers as follows:

The system first counts the number of rows that will be added to the Manage Autocreation Transactions screen as a result of running the Create Autocreation Transactions process. The system then refers to the entry in the Last Asset Number field on the Configure Fixed Assets Settings screen, increments it by one, and reserves and assigns a block of numbers equal to the number of new rows beginning with the last number plus one (from that number forward).

The system does not assign previously unused numbers that occur in the sequence before the determined asset numbering starting point.

If you are licensed for Costpoint Purchasing or Receiving, the method used by the system to assign temporary numbers is determined by the default asset/item numbering configuration that you specify on the Configure Default Autocreation Asset Numbering screen.

For asset autocreation accounts with a timing code of Receipt (data captured at time of Receipt), you can generate temporary asset numbers based on received/accepted units or you can use the tag numbers entered in Costpoint Receiving as the asset numbers. If you choose to generate new asset numbers based on received/accepted units, you must also select the numbering convention. You can assign incremental asset numbers, each with an item number of 00001, for each unit received/accepted, or you can assign the same asset number with incremental item numbers for each unit received/accepted on the same purchase order.

For asset autocreation accounts with a timing code of Posting (data captured at time of Posting), you can generate temporary asset numbers based on units received/accepted, voucher lines, or you can use the tag numbers entered in Costpoint Receiving as the asset numbers. If you choose to generate new asset numbers based on received/accepted units, you must also select the numbering convention. You can assign incremental asset numbers, each with an item number of 00001, for each unit received/accepted, or you can assign the same asset number with incremental item numbers for each unit received/accepted on the same purchase order.

If you are not licensed for Costpoint Purchasing or Receiving, default temporary numbering is automatically based on A/P voucher lines. For entries that originate in Costpoint Accounts Payable, the system ignores units and creates a temporary asset number with an item number equal to 00001 for each voucher line.

Note: Even if you are licensed for Costpoint Purchasing/Receiving and have entered a purchase order, you are not required to use the Receiving function. If you bypass this function and enter receipt and invoice data directly on the Manage Purchase Order Vouchers screen, the system will generate incremental asset numbers, each with an item number of 00001, for each accepted unit entered on the PO voucher line.

When you run the final autocreation process, the system uses the asset number in the User Asset No column, if it exists, to create an Asset Master record. If this column is blank, the system uses the asset number from the Temporary Asset No column. If the temporary asset number is satisfactory, you do not need to make an entry in the User Asset No column. You should enter data in this column only if you are not satisfied with the temporary asset number.

If you have chosen to use the tag numbers entered in Costpoint Receiving as the asset numbers, the system automatically copies the entered tag number data to the Temporary Asset No field when the row is first created in this table. Subsequent edits to the Tag No column of an existing row will not automatically cause the tag number data to be copied to the Temporary Asset No column. If, for example, the receiver entered the tag number incorrectly, you should enter the correct tag number in both the User Asset No column and the Tag No column.

Because data in the Tag No column is not required, either on this screen or when receiving the property, make certain that data exists in this column if you have chosen to use tag numbers for your temporary asset numbers. You can generate the Print Autocreation Transactions Edit Report in summary format to see if any data is missing in this column. (This report prints data for the Tag No, Temporary Asset No, Temporary Item No, User Asset No, and User Item No columns.)

Note: If tag number data is missing, the system will have used data on the Configure Fixed Assets Settings screen as the basis for automatically assigning the next available asset number. Because of timing constraints during final processing, you may experience a higher incidence of duplicate asset numbers. These will print on the Error Report, and you can make the desired correction before you re-run the final process.

Field	Description
Temporary Item No	This column is not available for user entry. The system automatically assigns a temporary asset number and item number for each row in this table. You are always permitted to assign a different item number in the User Item No column before running the final autocreation process. If you are licensed for Costpoint Purchasing/Receiving, the method used by the system to assign temporary numbers is determined by the default asset/item numbering configuration that you specify on the Configure Default Autocreation Asset Numbering screen. For asset autocreation accounts with a timing code of Receipt (data captured at time of Receipt), you can generate temporary asset numbers based on received/accepted units or you can use the tag numbers entered in Costpoint Receiving as the asset numbers. If you choose to generate new asset numbers based on received/accepted units, you must also select the numbering convention. You can assign incremental asset numbers, each with an item number of 00001, for each unit received/accepted, or you can assign the same asset number with incremental item numbers for each unit received/accepted on the same purchase order. For asset autocreation accounts with a timing code of Posting (data captured at time of Posting), you can generate temporary asset numbers based on units received and accepted or based on voucher lines, or you can use the tag numbers entered in Costpoint Receiving as the asset numbers. If you choose to generate new asset numbers based on received/accepted units, you must also select the numbering convention. You can assign incremental asset numbers, each with an item number of 00001, for each unit received/accepted, or you can assign the same asset number with incremental item numbers for each unit received/accepted on the same purchase order. If you are not licensed for Costpoint Purchasing/Receiving, default temporary numbering is automatically based on A/P voucher lines. For entries that originate in Costpoint Accounts Payable, the system ignores units and automatically creates a temporary asset number with an item number equal to 00001 for each voucher line. Note: Even if you are licensed for Costpoint Purchasing/Receiving and have entered a purchase order, you are not required to use the Manage Purchase Order Receipts function.
Special Circumstance If You Bypass the Manage Purchase Order Receipts Function	The following special circumstance applies if you bypass the Manage Purchase Order Receipts function: If you enter receipt and invoice data directly on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, the system will generate one asset per each voucher line. The system will automatically populate the Quantity column on the Manage Autocreation Transactions screen with the units from the Invoice Quantity column on the Manage Purchase Order Vouchers screen. If you use the Manage Purchase Order Receipts screen, the system handles discrepancies between accepted quantity and invoiced quantity as follows: If the Received and Accepted Quantity (Received Qty and Accepted Qty columns) on the PO voucher line is greater than the Invoice Quantity on the PO voucher line, the Invoice Quantity takes priority and the system will only generate rows for the Invoice Quantity. If the Received and Accepted Quantity on the PO voucher line is less than the Invoice Quantity on the PO voucher line, the Invoice Quantity takes priority and the system moves the excess quantity into a single additional PO voucher line and creates a single additional asset using the residual cost from the voucher. For example, if the accepted quantity is 3 and the invoiced quantity is 5, the system generates 4 rows as follows: 3 rows of 1 unit each to match the accepted quantity; and 1 additional row for the difference with a quantity of 2 When you run the final autocreation process, the system uses the item number from the User Item No column, if it exists, to create an Asset Master record. If this column is blank, the system uses the item number from the Temporary Item No column. You do not need to make entries in the User Item No column if the temporary item number is satisfactory. You should enter data in this column only if you are not satisfied with the temporary item number.
User Asset No	You can override the system-assigned asset number in the Temporary Asset No column with a number of your own (or when you use the Duplicate Row function to copy an existing row) when you enter a value in this column (depending on the asset number length that you designated in the Configure Fixed Assets Settings screen during initialization). The Asset No field is required in an Asset Master record. The User Asset No column is one of several that must be validated by the system before a row can be processed and converted into an Asset Master record. You should have previously designated the size of the field in the Length of Asset Number field in the Corporate FA Settings block of the Configure Fixed Assets Settings screen during initialization. The Asset No field, together with the Item No field, supplies the unique identifier for this record. Validation of the unique record identifier (asset/item number) occurs initially when you save this screen. Asset/item number validation will also occur when you run the final autocreation process (in the event that you manually added an asset record with a duplicate number since the time the screen was last saved). It is possible, therefore, for the system to validate an asset/item combination when you first save this screen and later reject it during processing because of duplicate numbering. This condition will print on the Error Report and you can correct it before you re-run the final process. If you leave the User Asset No column blank, the system will use the value from the Temporary Asset No column to create the asset number for the Asset Master record.
User Item No	You can override the system-assigned item number in the Temporary Item No column with a number of your own, or when you use the Duplicate Row function to copy an existing row, when you enter a value in this column. The Item No field is required in an Asset Master record. This field, together with the Asset No field, supplies the unique identifier for this record. This field is one of several that must be validated by the system before this row can be processed and converted into an Asset Master record. Validation of the unique record identifier (asset/item number) occurs initially when you save this screen. Asset/item number validation will also occur when you run the final autocreation process to ensure that you did not, in the interim, manually add an asset record with a duplicate number since the time the Manage Autocreation Transactions screen was last saved. It is possible, therefore, for the system to validate an asset/item combination when you first save this screen and later reject it during processing because of duplicate numbering. This condition will print on the Error Report and you can correct it before you re-run the final autocreation process. If you leave the User Item No column blank, the system will use the value from the Temporary Item No column to create the item number for the Asset Master record.
Short Description	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Short Desc field in the Desc Info tab in an Asset Template record. If you are licensed for Costpoint Purchasing/Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), two different options are available regarding the initial display of short description data. On the Configure Autocreation Settings screen, there is the following check box: Populate the F/A Short Desc field with the first 30 characters of data from the PO Line Desc field If you leave this check box clear, the system will not copy the first 30 characters of description from the PO Line to populate the Short Description column on this screen. This column will be left blank. If you select this check box, the system will automatically populate the Short Description column on this screen with the first 30 characters of data from the Description column on the Manage Purchase Orders screen in Costpoint Purchasing. Note: Because the Description column on the Manage Purchase Orders screen in Costpoint Purchasing can contain up to 60 characters and the Short Description column on this screen (and in an Asset Master record) accepts a maximum of only 30 characters, the description from the PO Line will be truncated if it contains more than 30 characters. If data originated in Costpoint Accounts Payable, the full description from the voucher line on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable automatically displays in the Short Description column on this screen. You can make changes to the short description, but make them with caution to preserve the integrity of the autocreated data. This column may already be populated with default data from a template. The template/revision number in the Template No/Rev No columns determines the source of this data. Data from most template fields always overwrite data in the corresponding columns on this screen if the template was specified in Costpoint Receiving, Costpoint Accounts Payable, or by means of a default template. It is very important, therefore, to use the template functionality knowledgeably and with caution. If you did not specify a template in Costpoint Receiving, Costpoint Accounts Payable, or by means of a default template, you can specify a template/revision number on this screen through the Template Import Parameters subtask. Alternately, even if a template number has already been used to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision number in the Template No column (and Rev No column, as applicable), if desired. Note: You will have more control over the import of template data if you designate a template on this screen instead of initiating the use of a template in Costpoint Receiving or Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Procedurally, we recommend that you not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if you have a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask), you should do so in the appropriate column. You can later apply the appropriate template on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten.
Record Status	This field is required, both on this screen and in an Asset Master record. There is an equivalent required Record Status group box on the Manage Asset Template Information screen. This field does not exist in Costpoint Purchasing, Receiving or Accounts Payable. In the Asset Master record, the record status indicates whether the record is Active, Inactive, or Disposal. Note: The Disposal record status selection is not available on this screen or on the Manage Asset Template Information screen, where you can choose only the Active or Inactive options. When you create rows on this screen for which no template has been designated, the system automatically assigns a default record status of Active. Although it would be counter-productive to the autocreation process, which adds new (and presumably active) assets, you can change the default Active status to Inactive on this screen. The source of this data is determined by the template/revision number in the Template No/Rev No columns. The system default for the record status is Active, and this code automatically displays as a default in this column in all rows, regardless of the autocreation source. Note, however, that this column may already be populated with default data from a template, which may be different from the Active record status displayed as the default. The primary function for a template is to provide a copy mechanism to bring default data from the template into corresponding data fields on this screen (and into an Asset Master record). Data for many of the corresponding template fields have already been captured from Costpoint Purchasing, Receiving and Accounts Payable. After you enter the template/revision number, you can use the Template Import Parameters subtask to retain the autocreated data and to supplement only blank columns in this row with template data. See the documentation for the Template Import Parameters subtask for more information. Because the system automatically supplies a default value of Active for the Record Status column, this data column operates as an exception and is therefore not considered "blank." If you have selected Inactive in the template, you can keep the Overwrite Asset Record Status (Active/Inactive) check box selected in the Template Import Parameters subtask to ensure that the data from the template will be honored by the system instead of the default system data for this field. Please review the detailed information on how templates function relative to this autocreation column in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the data and to achieve the anticipated results. If you did not specify a template in Costpoint Receiving or Accounts Payable, or set up a default template, you can specify a template/revision number on this screen through the Template Import Parameters subtask. Alternately, even if a template number has already been used to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision number in the Template No column (and Rev No column, as applicable). Note: You will have more control over the import of template data if you designate a template directly on this screen instead of initiating the use of a template in Costpoint Receiving, Accounts Payable, or naming a default template in the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask), he should do so in the appropriate column. You can later apply the appropriate template on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. When you run the final autocreation process, the system uses the information in this column to select the appropriate selection in the Record Status group box on the Manage Asset Master Information screen. You can make changes to the selections in the Record Status group box in Asset Master records after autocreation has taken place, but you should make them with caution to preserve the integrity of the autocreated data.
Template No	The Template No field, together with the optional Rev No field, supplies the unique identifier for an Asset Template record. You can use the optional Asset Template feature to set up one or more templates in which you can establish "standard" default data. The primary function of a template is to provide the system mechanism by which default data from the template is copied into corresponding data fields on this screen (and in an Asset Master record) in order to minimize the need to enter this data manually. The fields required in an Asset Master record (such as property type, classification code, asset account data, and so on) are also required on this screen and in an Asset Template record. The ability to specify the use of an Asset Template allows you to satisfy the required field entry both on this screen and in the Asset Master records. This screen does not display all the available fields in an Asset Template, however, just as it does not display all the available fields in an Asset Master record. Required Template Fields to save a row in this table window The following template fields satisfy required field entry in both this screen and in an Asset Master record. If you have not specified the use of an Asset Template, you will need to enter data in the following columns before saving a row in this table window: For both Depreciable and Non-Depreciable Records: Property Type Classification Code For Depreciable Records: Property Type Classification Code Depr Method Code (G/L Book) Depr Expense Acct Alloc Code Accum Depr Acct Code (The Acq FY, Acq Pd, Acq Subpd, Asset Account, and Asset Org fields are also required entry on this screen and in an Asset Master record, but they are populated automatically when you run the Create Autocreation Transactions process, and normally there should be no need to change this data.) Note: The system data requirements to save an asset record are not sufficient to calculate depreciation. The Depr Start Date field in an Asset Master record, for example, must be populated with a date on or before the end of the Fixed Assets period specified on the Configure Posting Settings screen before the record is eligible for depreciation calculations. The amount of additional data that you supply for each row will depend on the amount of control you wish to exercise over Fixed Assets processing. It is possible to add enough data in this table window so that depreciation calculations can proceed automatically without the need to intervene further in an Asset Master record. For example: If you add a Depr Start Date on this screen for the G/L Book, depreciation calculations can run without the need for additional data entry in the Asset Master record. If you leave this optional field blank, you will need to go back to the Asset Master record after it has been autocreated to add this data before depreciation computations can run for the record. If you add depreciation methods and start dates for your optional additional books on this screen, depreciation calculations will proceed automatically for these books without the need for additional data entry in the Asset Master record. If you leave these optional fields blank, you will need to go back to the Asset Master record after it has been autocreated to add this data before depreciation computations can run for these books for the record. When using autocreation, you can use template functionality in several different screens. When using autocreation, you can use template functionality in several different screens, as follows: Note: Note for the four template options listed below: You will have more control over the import of template data if you designate a template on this screen through the Template Import Parameters subtask instead of initiating the use of a template in Costpoint Receiving or Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when you import template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask,) he should do so in the appropriate column. You can later apply the appropriate template on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. You can optionally assign a template/revision number during the receiving process (if you are licensed for Costpoint Purchasing/Receiving). The Fixed Assets subtask of the Manage Purchase Order Receipts and Manage Quality Control Inspections screens in Costpoint Receiving is available for optional data entry. In addition to entering the tag number, location data, User Item Identification (UID) data, user-defined data, and so on in this subtask, you can also specify the use of a template/revision number. If you specify a template, data from the template will be copied to the corresponding fields in the Costpoint Receiving subtask. If you make no changes to the data copied from the template, the same data will display on this screen, the Manage Autocreation Transactions screen (and eventually in the Asset Master record). Once data has been copied from the template, you can always edit it on a field-by-field basis in the destination screen(s) if necessary. In this circumstance, when a template is specified on the Manage Purchase Order Receipts screen, neither template data nor the template identifier will display on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. It is important that the procedures and responsibility for assigning templates be carefully defined in your Company to avoid unexpected results. The template/revision identifier, if specified in Costpoint Receiving, will display on the Manage Autocreation Transactions screen. You can affect the outcome when you specify a template on the entry screen. For example, if have specified that you want data from the PO Ship ID to be captured on the receiving screen, these defaults will automatically display. If you then specify a template, location data from the template will overwrite the shipping ID data captured from the purchase order (including overwriting these fields with blanks if the fields were blank in the template). If, for example, you have manually added some user-defined government information on the receiving screen and then specify a template, data from the template will overwrite your manually entered data (including overwriting these fields with blanks if the fields were blank in the template). Note that once data has been copied from the template, you can always edit it on a field-by-field basis in the destination screen(s) if necessary. The system will never use a default template if a template has already been specified in Costpoint Receiving. The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Enter PO Vouchers screen in Costpoint Accounts Payable.) You can optionally assign a template/revision number on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. In order to assign a template in Costpoint Accounts Payable, you must set up all accounts designated for autocreation in Costpoint Fixed Assets (Manage Autocreation Accounts screen) with a timing code of Posting). If you are not licensed for Costpoint Purchasing/Receiving, you can specify the use of a template/revision number directly on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. Data from the designated template will be copied to the corresponding fields and will automatically display on the Manage Autocreation Transactions screen (and eventually in the Asset Master record). Only the template identifier displays on the Manage Accounts Payable Vouchers screen. Because the actual data copied from the template does not display on the Manage Accounts Payable Vouchers screen, it is important that the procedures and responsibility for assigning templates be carefully defined in your Company to avoid unexpected results. Even if you are licensed for Costpoint Purchasing/Receiving, you may decide to not assign a template during the receiving function but to instead assign a template for the first time on the Manage Accounts Payable Vouchers screen. In this circumstance, the same rules apply as in the preceding paragraph. If you are licensed for Costpoint Purchasing/Receiving, you can optionally assign a template/revision number during the receiving process for each unit accepted. Because there is no automatic direct relationship between a unit received and a voucher line, a template assigned at time of receipt will not display on the Manage Accounts Payable Vouchers screen. If you now enter a template on the Manage Accounts Payable Vouchers screen, the Asset Template entered in Costpoint Accounts Payable will take precedence during the autocreation process and data from that template will display on the Manage Autocreation Transactions screen. The template/revision identifier, if specified in Costpoint Accounts Payable, will display on the Manage Autocreation Transactions screen. The system will never use a default template if a template has already been specified in Costpoint Accounts Payable. You can later apply the appropriate template directly on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to only supply data for blank fields so the data entered by the receivers will be preserved without being overwritten. You can optionally enable the use of a default template. If you have not specified a template in Costpoint Purchasing, Receiving or Accounts Payable, you can still copy default template data to the Manage Autocreation Transactions screen (and eventually to the Asset Master record). To enable this, you must first designate a template/revision identifier for use as a default in the Default Template for Asset Master group box on the Configure Fixed Assets Settings screen. Although you may have designated a default template for use under normal data entry conditions, you must also indicate on the Create Autocreation Transactions screen whether the use of a default template should be enabled during autocreation. Select the Use default template specified in F/A Settings screen check box in the Default Template Use group box on the Create Autocreation Transactions screen, if you want data from the specified default template to be used when a template has not been specified in Costpoint Receiving or Costpoint Accounts Payable. The Do not overwrite Asset Acct/Org/Proj with template data check box in the Default Template Use group box on the Create Autocreation Transactions screen is active as the default. If you enabled the use of a default template, selecting this check box will prevent the Asset Account/Organization/Project data from being overwritten with data from the template fields. (Asset Account/Organization/Project data is required before you can save an Asset Template or Asset Master record.) The system will never use the default template if a template has been specified elsewhere. If the system uses the default template, the template/revision identifier will display on the Manage Autocreation Transactions screen. You can optionally assign a template/revision number directly on the Manage Autocreation Transactions screen. If no template has been assigned in Costpoint Purchasing, Receiving, or Accounts Payable or if you have neither set up nor enabled the use of a default template, you can designate the use of a template (and revision number, as applicable) through the Template Import Parameters subtask. Alternately, even if a template number already displays at this field, you can specify the use of a different template/revision number through the Template Import Parameters subtask, if desired. Once you have entered or selected a valid template number in the Template Import Parameters subtask you can select your preferences for the import of template data. See the documentation for the Template Import Parameters dialog box for more information.
Rev No	The revision number, together with the Template No field, supplies the unique identifier for an Asset Template record. A revision number is not required when you set up an asset template. However, if you set up a template number with an associated revision number, you must enter both template and revision numbers through the Template Import Parameters subtask for the Asset Template to be valid. A revision number (as associated with a template number) allows you to retain the data from each successive template change, if desired. Because the revision number is part of and an extension to the template number, all the rules and conditions that apply to templates also apply to revision numbers. Please refer to the documentation for the Template No field for detailed information. You can specify the revision number for a template in this field through the Template Import Parameters subtask.
Asset Account	This field is required, both on this screen and in an Asset Master record. There is an equivalent required Account field in the Acct Info tab of the Manage Asset Template Information screen. Both the account and the organization in the asset account combination (Account/ Organization/Project/Reference1/Reference 2 configuration) are required in an Asset Master record for both depreciable and non-depreciable records. (The project and reference numbers are optional.) The Asset Account column on this screen will populate the Account field in the Acct Info tab of the Manage Asset Master Information screen. Many system reports sort on this field, because the specific asset account combination denotes the "ownership" of the record in a balance sheet account, government project, or any other user-designated account combination. If data originated in Costpoint Purchasing and/or Receiving, this column normally displays data from the Account field in the PO Line Accounts subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. If the receiving function originated in or if the Account field was edited on the Account Distribution subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column normally displays the account number from that screen. If data originated in Costpoint Accounts Payable, this column normally displays data from the Account column in the Manage Accounts Payable Vouchers screen. The actual account always displays in this column, even if you designated one or more wildcards on the Manage Autocreation Accounts screen. You can make changes to the asset account in this column, but you should make them with caution to preserve the integrity of the autocreated data and to prevent reconciliation problems with the General Ledger balances. Enter, or click to select, an asset account. This column may already be populated with default data from a template. The template/revision number that displays in the Template No/Rev No columns indicates the source of this data. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Account field in the Acct Info tab of the Manage Asset Master Information screen (and to the Manage Asset Account Information screen). You can make changes to the Account field after autocreation has taken place, but you should make them with caution to preserve the integrity of the autocreated data and to prevent reconciliation problems with the General Ledger balances.
Asset Org	This field is required, both on this screen and in an Asset Master record. There is an equivalent required Organization field in an Asset Template record. Both the account and the organization in the asset account combination (Account/Organization/Project/ Reference 1/Reference 2 configuration) are required in an Asset Master record for both depreciable and non-depreciable records. (The project and reference numbers are optional.) The Asset Org column on this screen will populate the Organization field in the Acct Info tab of the Manage Asset Master Information screen. Many system reports sort on this field, because the specific asset account combination denotes the "ownership" of the record in a balance sheet account, government project, or any other user-designated account combination. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column normally displays data from the Organization field in the PO Line Account subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. If the receiving function originated in or if the Organization field was edited in the Account Distribution subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column normally displays the organization from that screen. If data originated in Costpoint Accounts Payable, this column normally displays data from the Organization column on the Manage Accounts Payable Vouchers screen. Note: The actual organization always displays in this column, even if you designated one or more wildcards on the Manage Autocreation Accounts screen. You can make changes to the asset organization in this column, but make them with caution to preserve the integrity of the autocreated data and to prevent reconciliation problems with the General Ledger balances. Enter, or click to select, an asset organization. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Organization field in the Acct Info tab of the Manage Asset Master Information screen (and to the Manage Asset Account Information screen). You can make changes to the Organization field after autocreation has taken place, but make them with caution.
Asset Project	This field is optional, both on this screen and in an Asset Master record. There is an equivalent required Project field in an Asset Template record. The project and the reference numbers in the asset account combination (Account/Organization/Project/ Reference 1/Reference 2 configuration) are optional in an Asset Master record for both depreciable and non-depreciable records. The optional Asset Project column on this screen, if used, will populate the Project field in the Acct Info tab of the Manage Asset Master Information screen. Many system reports sort on this field, because the specific asset account combination denotes the "ownership" of the record in a balance sheet account, government project, or any other user-designated account combination. You may decide to include a project designation in the asset account combination if you are tracking government property using Costpoint Fixed Assets. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Project field in the PO Line Account subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. If the receiving function originated in or if the Project field was edited in the Account Distribution subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the project from that screen. If data originated in Costpoint Accounts Payable, this column displays data from the Project column on the Manage Accounts Payable Vouchers screen. Note: The actual project always displays in this column, even if you designated one or more wildcards in the Autocreation Accounts screen. You can make changes to the asset project in this column, but make them with caution. Enter, or click to review and select a different asset project. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Project field in the Acct Info tab of the Manage Asset Master Information screen (and to the Manage Asset Account Information screen). Enter, or click to select, the Project field after autocreation has taken place, but make them with caution.
Asset Ref 1 (or your label)	Note: If you designate a user-defined label for the Reference 1 field on the Configure General Ledger Settings screen in Costpoint General Ledger, your label displays as the header for this table column. If you did not set up a different label for Reference 1, Ref 1 automatically displays as the header for this table column. This field is optional, both on this screen and in an Asset Master record. There is an equivalent required Ref No 1 field in an Asset Template record. The specific asset account combination denotes the "ownership" of the record in a balance sheet account, government project, or any other user-designated account combination. The project and reference numbers in the asset account combination (Account/Organization/Project/ Reference 1/Reference 2 configuration), are optional in an Asset Master record for both depreciable and non-depreciable records. The optional Asset Ref 1 column on this screen, if used, will populate the Ref1Title field in the Acct Info tab of the Manage Asset Master Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Ref 1 field in the PO Line Account subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. If the receiving function originated in or if the Reference 1 field was edited in the Account Distribution subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the reference number 1 data from that screen. If data originated in Costpoint Accounts Payable, this column displays data from the Ref 1 column on the Manage Accounts Payable Vouchers screen. Note: The actual Asset Ref 1 number always displays in this column, even if you designate one or more wildcards on the Manage Autocreation Accounts screen. You can make changes to the Asset Ref 1 number in this column, but make them with caution. Enter, or click to select, a Reference 1. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Ref1Title field in the Acct Info tab of the Manage Asset Master Information screen (and to the Manage Asset Account Information screen). You can make changes to the Ref1Title field after autocreation has taken place, but make them with caution.
Asset Ref2 (or your label)	Note: If you designate a user-defined label for the Reference 2 field on the Configure General Ledger Settings screen in Costpoint General Ledger, your label displays as the header for this table column. If you did not set up a different label for Reference 2, Ref 2 automatically displays as the header for this table column. This field is optional, both on this screen and in an Asset Master record. There is an equivalent required Ref 2 field in an Asset Template record. The specific asset account combination denotes the "ownership" of the record in a balance sheet account, government project, or any other user-designated account combination. The project and reference numbers in the asset account combination (Account/Organization/Project/ Reference 1/Reference 2 configuration) are optional in an Asset Master record for both depreciable and non-depreciable records. The optional Asset Ref 2 column on this screen, if used, will populate the Ref2Title field in the Acct Info tab of the Manage Asset Master Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Ref 2 field in the PO Line Account subtask of the Manage Purchase Order Receipt screen or the Enter Quality Control Inspections screen in Costpoint Receiving. If the receiving function originated in or if the Reference 2 field was edited in the Account Distribution subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the reference number 2 data from that screen. If data originated in Costpoint Accounts Payable, this column displays data from the Ref 2 column on the Manage Accounts Payable Vouchers screen. Note: The actual Asset Ref 2 number always displays in this column, even if you designated one or more wildcards on the Manage Autocreation Accounts screen. You can make changes to the Asset Ref 2 in this column, but make them with caution. Enter, or click to select, a different Reference 2. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Ref2Title field in the Acct Info tab of the Manage Asset Master Information screen (and to the Manage Asset Account Information screen). You can make changes to the Ref2Title field after autocreation has taken place, but make them with caution.
Accum Depr Acct Code	A valid accumulated depreciation account code is required in an Asset Master record and in an Asset Template record for depreciable assets for the G/L Book (Book 1). You cannot enter accumulated depreciation account codes for optional books 2-10 because accumulated depreciation for these books is not posted to the General Ledger. Establish accumulated depreciation account codes on the Manage Accumulated Depreciation Account Codes screen. Each code represents a General Ledger Account/Organization/Project/Reference 1/Reference 2 account combination to which accumulated depreciation will be charged when accumulated depreciation is posted to the general ledger. The system cannot capture an accumulated depreciation account code from Costpoint Purchasing or Accounts Payable data. There is an equivalent accumulated depreciation account Code field that is required for depreciable assets in the Acct Info tab of the Manage Asset Template Information screen. This column will be blank only if a template has not been previously designated. Because the accumulated depreciation account code for Book 1 is required for a depreciable asset before a row can be saved on this screen and is also required in an Asset Master record, this field cannot be left blank. You can change the accumulated depreciation account code in this column, but you should exercise caution, because postings to the G/L are made to the Account/Organization/Project/ Reference 1/Reference 2 account combination(s) represented by the code from this field. Enter, or click to select, the valid accumulated depreciation account code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Code field in the Accumulated Depreciation Account group box in the Acct Info tab of the Manage Asset Master Information screen (and the Accum Depr Acct Code field in the Manage Asset Account Information screen). You can change these fields after autocreation.
Depr Exp Acct Alloc Code	A valid depreciation expense account allocation code is required in an Asset Master record and in an Asset Template record for depreciable assets for the G/L Book (Book 1). You cannot enter depreciation expense account allocation codes for optional books 2-10 because depreciation expense for these books is not posted to the General Ledger. Establish depreciation expense account allocation codes on the Manage Depreciation Expense Acct Allocation Codes screen. Each code represents one or more General Ledger Account/Organization/Project/ Reference 1/Reference 2 account combinations and their percentage allocations, to which depreciation expense will be charged when depreciation expense is posted to the General Ledger. The system cannot capture a depreciation expense account allocation code from Costpoint Purchasing or Accounts Payable data. There is an equivalent Depr Exp Acct Alloc Code field that is required for depreciable assets in the Acct Info tab of the Manage Asset Template Information screen. This column will be blank only if a template has not been previously designated. Because the depreciation expense account allocation code for Book 1 is required before a row can be saved on this screen and is required in a depreciable Asset Master record, this field cannot be left blank. You can change the depreciation expense account allocation code in this column, but you should exercise caution, because postings to the General Ledger are made to the account-organization-project combination(s) represented by the code from this field. Enter, or click to select, a depreciation expense account allocation code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Code field in the Depreciation Expense Account group box in the Acct Info tab of the Manage Asset Master Information screen (and the Depr Expense Acct Alloc Code field on the Manage Asset Account Information screen). You can change these fields after autocreation.
PO Date	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent PO Date field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Order Date field on the Manage Purchase Orders screen of Costpoint Purchasing. If data originated in Costpoint Purchasing and/or Receiving, and the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays data from the Date field on the Manage Purchase Orders screen of Costpoint Purchasing. If data originated in Costpoint Accounts Payable, this column displays blanks, because this field is not available on the Manage Accounts Payable Vouchers screen. The system-captured purchase order date, where available, should provide a useful audit trail. You cannot make changes to the PO Date column on this screen, even in a row that has been copied, to preserve the integrity of the autocreated data. When you run the final autocreation process, the system copies data from this column to the PO Date field in the Purch Info tab of the Manage Asset Master Information screen. You can make changes to the PO Date field after autocreation has taken place, but make them with caution.
PO Number	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent PO No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Purchase Order field on the Manage Purchase Order Receipts screen in Costpoint Receiving (or, if used, the Manage Quality Control Inspections screen, also in Costpoint Receiving). If the receiving function originated in or if the PO field was edited on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the purchase order number data from that screen. If data originated in Costpoint Accounts Payable, this column displays either blanks or data from the optional PO number field (if entered) in the Header Info subtask of the Manage Accounts Payable Vouchers screen. Changes to the PO Number column on this screen are not permitted, even in a row that has been copied. When you run the final autocreation process, the system copies data from this column to the PO No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the PO No field after autocreation has taken place, but make them with caution.
PO Line No	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent PO Line No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Line column on the Manage Purchase Order Receipts screen, located in Costpoint Receiving (or, if used, from the PO Line column on the Manage Quality Control Inspections screen, also located in Costpoint Receiving). If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the purchase order line data from that screen. If data originated in Costpoint Accounts Payable, this column displays blanks, because this field is not available on the Manage Accounts Payable Vouchers screen. You cannot make changes to the PO Line No column on this screen, even in a row that has been copied. When you run the final autocreation process, the system copies data from this column to the PO Line No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the PO Line No field after autocreation has taken place, but make them with caution.
PO Rlse No	This field refers to the release number associated with a blanket purchase order and is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Rlse No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Release field on the Manage Purchase Order Receipts screen, located in Costpoint Receiving (or the Manage Quality Control Inspections screen, also in Costpoint Receiving). If the receiving function originated in or if the Release field was edited on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the release data from that screen. If data originated in Costpoint Accounts Payable, this column displays either blanks or data from the optional PO Release Number field, if entered, in the Header Info tab of the Manage Accounts Payable Vouchers screen. Changes to the PO Rlse No column on this screen are not permitted, even in a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Rel No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Rel No field after autocreation has taken place, but make them with caution.
Receipt Date	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Receipt Date field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Date field on the Manage Purchase Order Receipts screen or the Insp Date field in the Manage Quality Control Inspections screen, as applicable, each of which are located in Costpoint Receiving. If the receiving function originated in or if the Received Date field was edited in the Receipts subtask of the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the receipt date data from that screen. If data originated in Costpoint Accounts Payable, this column is blank, because this field is not available on the Manage Accounts Payable Vouchers screen. Changes to the Receipt Date column on this screen are not permitted, even in a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Receipt Date field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Receipt Date field after autocreation has taken place, but make them with caution.
Receipt ID	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Receipt ID field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the PO Receipt ID field on the Manage Purchase Order Receipts screen or the PO Receipt field on the Manage Quality Control Inspections screen, both of which are located in Costpoint Receiving. If the receiving function originated in or if the Rcpt field was edited on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the receipt number data from that screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts/Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, this column is blank, because this field is not available on the Manage Accounts Payable Vouchers screen. Changes to the Receipt ID column are not permitted, even in a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Rcpt ID field in the Purch Info tab of the Maintain Asset Master Info screen (and to the Receipt ID field in the Maintain Asset Purchase Info screen). You can make changes to the Receipt ID field after autocreation has taken place, but make them with caution.
Packing Slip No	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Packing Slip No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Packing Slip No field on the Manage Purchase Order Receipts screen, located in Costpoint Receiving. If the receiving function originated in or if the PS field was edited on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the packing slip data from that screen. If data originated in Costpoint Accounts Payable, this column is blank, because this field is not available on the Manage Accounts Payable Vouchers screen. Changes to the Packing Slip No column on this screen are not permitted, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Packing Slip field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Packing Slip field after autocreation, but make them with caution.
Invoice Date	This column is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Invoice Date field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), this column displays data from the Date field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column is blank, because the invoice date is not available on the Manage Purchase Order Receipts or the Manage Quality Control Inspections screens in Costpoint Purchasing. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the invoice date from the Date field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). If data originated in Costpoint Accounts Payable, this column displays the invoice date from the Date field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). Changes to the Invoice Date column are not permitted, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Invoice Date field in the Purch Info tab of the Manage Asset Master Information screen (and to the Invoice Date field on the Manage Asset Purchase Information screen). You can make changes to the Invoice Date field after autocreation, but make them with caution.
Invoice No	This column is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Invoice No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), this column displays data from the Number field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column is blank, because the invoice number is not available on the Manage Purchase Order Receipt or the Manage Quality Control Inspections screens in Costpoint Purchasing. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the invoice number from the Number field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). If data originated in Costpoint Accounts Payable, this column displays the invoice number from the Number field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). Changes to the Invoice No column are not permitted, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Invoice No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Invoice No field after autocreation, but make them with caution.
Voucher Date	This column is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Voucher Date field in an Asset Template record. This data is not captured from any source, but may be added initially in this screen, if desired. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), this column displays the voucher entry date from the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. (Note that the voucher entry date does not display on the Manage Purchase Order Vouchers screen or in any of its subtasks, but it is saved in the table and accessed for display on this screen.) If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column is blank, because the voucher date is not available on the Manage Purchase Order Receipts or the Manage Quality Control Inspections screens. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the voucher entry date (the date that screen was saved for the first time). Note: The voucher entry date does not display on the Manage Purchase Order Vouchers screen or in any of its subtasks, but it is saved in the table and accessed for display on this screen. If data originated in Costpoint Accounts Payable, this column displays data from the Date field in the Details tab of the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable (in the Entry Info group box). You cannot change the Voucher Date column, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Voucher Date field in the Purch Info tab of the Manage Asset Master Information screen (and to the Voucher Date field on the Manage Asset Purchase Information screen). You can make changes to the Voucher Date field after autocreation, but make them with caution.
Voucher No	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Voucher No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), this column displays data from the Voucher No field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column is blank, because voucher number data is not available on the Manage Purchase Order Receipt or the Manage Quality Control Inspections screens in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the data from the Voucher No field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. If data originated in Costpoint Accounts Payable, this column displays data from the Voucher No field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. You cannot change the Voucher No column, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Voucher No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Voucher No field on the Manage Asset Purchase Information screen). You can make changes to the Voucher No field after autocreation, but make them with caution.
Voucher Line No	This field is not available for user entry. This field is optional in an Asset Master record. There is no equivalent Voucher Line No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), this column displays data from the Vchr Line field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable (in the Invoice group box). If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column is blank, because voucher number data is not available on the Manage Purchase Order Receipts or the Manage Quality Control Inspections screens in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the data from the Vchr Line field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. If data originated in Costpoint Accounts Payable, this column displays data from the Line No field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. You cannot change the Voucher Line No column, even for a row that has been copied. When you run the final autocreation process, the system copies data from this column to the Voucher Line No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Voucher Line No field on the Manage Asset Purchase Information screen). You can make changes to the Voucher Line No field after autocreation, but make them with caution.
Acq FY	This field is required, both on this screen and in an Asset Master record. There is no equivalent field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), the system automatically populates the Acq FY column with your specified entry in the Fiscal Year field in the Create Autocreation Transactions selection screen each time you run the process. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), if the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, or if data originated on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable, this column displays the value from the Fiscal Year field on the Manage Accounts Payable Vouchers or the Manage Purchase Order Vouchers screen. You can make changes to the fiscal year displayed in this column after a row has been populated, but you should make them with caution to preserve the integrity of the autocreated data. The fiscal year is not validated by the system, however, because it is possible to enter historical fiscal years in Costpoint Fixed Assets that have not been and do not need to be set up on either the Manage Fiscal Years screen of Costpoint General Ledger or the Manage Fixed Assets Fiscal Years screen in Costpoint Fixed Assets. Note: Certain Fixed Assets reports that allow you to report data based on when the assets were acquired will use the Acq FY to determine when the asset should appear on the report. If the value in the Acq FY is not established on the Manage Fixed Assets Fiscal Years screen, this asset will not show up in these reports. Examples of the reports that use this data are the Print Schedule of Accumulated Depr Activity Report and the Print Schedule of Asset Activity Report. When you run the final autocreation process, the system populates the Fiscal Year field in the Purch Info tab of the Manage Asset Master Information screen (and the Acq FY field on the Manage Asset Purchase Information screen) with data from this column. You can make changes to this field after autocreation has taken place, but you should make them with caution to preserve the integrity of the data.
Acq Pd	This field is required, both on this screen and in an Asset Master record. There is no equivalent field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), the system automatically populates the Acq Pd column with your specified default entry from the Period field on the Create Autocreation Transactions selection screen each time you run the process. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), if the receiving function originated on the Manage Purchase Order Vouchers screen on Costpoint Accounts Payable, or if data originated on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable, this column displays the value from the Period field on the Manage Accounts Payable Vouchers or the Manage Purchase Order Vouchers screen. You can make changes to the period displayed in this column after a row has been populated, but you should make them with caution to preserve the integrity of the autocreated data. The accounting period is not validated by the system, because it is possible to enter data for historical fiscal years/periods in Costpoint Fixed Assets that have not been and do not need to be set up on either the Manage Fiscal Years and/or Manage Accounting Periods screens in Costpoint General Ledger or the Manage Fixed Assets Accounting Periods screen in Costpoint Fixed Assets. Note: Certain Fixed Assets reports that allow you to report data based on when the assets were acquired will use the Acq Pd to determine when the asset should appear on the report. If the value in the Acq Pd is not established on the Manage Fixed Assets Accounting Periods screen, this asset will not show up in these reports. Examples of the reports that use this data are the Print Schedule of Accumulated Depr Activity Report and the Print Schedule of Asset Activity Report. When you run the final autocreation process, the system populates the Acquisition Period field in the Purch Info tab of the Manage Asset Master Information screen (and the Acq PD field on the Manage Asset Purchase Information screen) with data from this column. You can make changes to this field after autocreation has taken place, but make them with caution to preserve the integrity of the autocreated data.
Acq Subperiod	This field is required, both on this screen and in an Asset Master record. There is no equivalent field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), the system automatically populates the Acq Subperiod column with your specified default entry from the Subperiod field from the Create Autocreation Transactions screen each time you run the process. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), if the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, or if data originated on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable, this column displays the value from the Subperiod field on the Manage Accounts Payable Vouchers or the Manage Purchase Order Vouchers screen. You can make changes to the subperiod displayed in this column after a row has been populated, but you should make them with caution to preserve the integrity of the autocreated data. The accounting subperiod is not validated by the system, because you can enter data for historical fiscal years/periods/subperiods in Costpoint Fixed Assets that have not been and do not need to be set up on the Manage Fiscal Years and/or Manage Accounting Periods or Manage Subperiods screens in Costpoint General Ledger. (You do not need to set up subperiods in Costpoint Fixed Assets.) When you run the final autocreation process, the system populates the Subperiod field in the Purch Info tab of the Manage Asset Master Information screen (and the Acq Subpd field on the Manage Asset Purchase Information screen) with data from this column. You can make changes to this field after autocreation has taken place, but you should make them with caution.
Acq Date	This field is optional, both on this screen and in an Asset Master record. There is no equivalent field in an Asset Template record. Each time that rows are created on this screen, the system automatically populates the Acq Date column from your optional entry on the Date field on the Create Autocreation Transactions screen. If you have not entered this optional data on the Create Autocreation Transactions screen, this column will be blank, because this information is not available in Costpoint Purchasing, Receiving, or Accounts Payable. Note: The acquisition date displays in two separate fields in an Asset Master record: the Date field in the Purch Info and the Acq Date field in the Govt Info tabs of the Manage Asset Master Information screen (and in the corresponding fields on the Manage Asset Purchase Information screen and on the Manage Asset Government Information screen). Entries or edits made to the Date fields in either tab (or screen, as applicable) automatically display in both. Although there is no system validation of the acquisition date, several standard reports use it as one of the report selection parameters. You may also find the acquisition date helpful when using Query or designing user-specific output. You can make changes to the date displayed in this column after a row has been populated, but you should make them with caution. When you run the final autocreation process, the system populates the Date field in the Purch Info and Acq Date field in the Govt Info tabs on the Manage Asset Master Information screen (and the corresponding fields on the Manage Asset Purchase Information and the Manage Asset Government Information screens) with data from this column. If the optional column on this screen is blank, these fields in the Asset Master record will be left blank after final processing. You can make changes to these fields after autocreation has taken place, but you should make them with caution.
Vendor ID	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Vendor ID field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless if the data was captured at the time of receipt or at the time of posting), this column displays data from the Vendor field on the Manage Purchase Orders screen in Costpoint Purchasing. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the vendor ID from the Vendor field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. If data originated in Costpoint Accounts Payable, this column displays data from the Vendor field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. You can make changes to the vendor ID in this column, but make them with caution. Enter, or click to select, a vendor ID. There is no requirement on this screen to enter a system-validated vendor. If your entry on this screen matches an established vendor already set up in the Vendor table, the associated vendor name from that table will automatically display in the Vendor Name column when you enter the ID in the Vendor ID column. (You can overwrite the automatic system display of vendor name data on this screen in the Vendor Name column under all circumstances.) Note: If you enter a vendor ID that has not been previously set up in the Vendor table, the vendor ID will display only in the asset record and will not be automatically written back to the Vendor table. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Vendor field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Vendor ID field after autocreation, but make them with caution.
Vendor Name	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Name field in the Vendor Info group box in the Purch Info tab of the Manage Asset Master Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless if the data was captured at the time of receipt or at the time of posting), this column displays data from the Vendor field on the Manage Purchase Orders screen in Costpoint Purchasing. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the vendor name from the Vendor field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable. If data originated in Costpoint Accounts Payable, this column displays data from the Vendor field on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable. You can make changes to the vendor name in this column, but make them with caution. When you enter, or click to select, a vendor ID, the associated vendor name from the Lookup table displays in this field, but it can be overwritten. Note: If your entry in the Vendor ID field matches a vendor already set up in the Vendor table, the appropriate vendor name from that table will automatically display in this field. You can overwrite the table-provided vendor name if desired. Note that edits to the table-provided vendor name in this field will only display in the asset record, and will not be written back to the Vendor table. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Vendor Name field in the Vendor Info group box in the Purch Info tab of the Manage Asset Master Information screen (and to the Vendor Name field on the Manage Asset Purchase Information screen). You can make changes to these fields after autocreation, but make them with caution.
Manuf ID	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Manufacturer ID field in an Asset Template record. If you are licensed for Costpoint Purchasing, you can optionally designate a manufacturer ID for each unit received in the Fixed Assets subtask of the Manage Purchase Order Receipts screen. This subtask, which you can access via the Fixed Assets link, is available on the Manage Purchase Order Receipts and Manage Quality Control Inspections screens in Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation account and if the account does not have an inventory abbreviation. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays the optional manufacturer ID code entered in the Manufacturer field in the Fixed Assets subtask of the Manage Purchase Order Receipts screen in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column may display blanks, because this field is not available on the Manage Purchase Order Vouchers screen. Data may display in this column, however, as a result of optional data entered in the Manufacturer field in the Fixed Assets subtask of the Manage Purchase Order Receipt (or Manage Quality Control Inspections, as applicable) screen in Costpoint Receiving. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, this column may be blank, because this field is not available on the Manage Accounts Payable Vouchers screen. You can make changes to the Manuf ID column on this screen, but make them with caution. Enter, or click to select, a manufacturer ID. There is no requirement to enter a system-validated manufacturer. If your entry matches an established manufacturer already set up on the Manage Manufacturers screen (located in Costpoint Product Definition), that name will automatically display in the Manuf Name field on this screen when you enter the ID in the Manuf ID column. You can overwrite the system display in the Manuf Name field. Note: If you enter a manufacturer ID for the asset record that has not been previously set up on the Manage Manufacturers (Product Definition) table, the manufacturer ID will only be in effect for the asset record and will not be automatically written back to the Manufacturers (Product Definition) table. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Mfg field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Mfg field after autocreation has taken place, but make them with caution.
Manuf Name	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Manufacturer Name field in the Manufacturer Info group box in the Purch Info tab of the Manage Asset Template Information screen. If you are licensed for Costpoint Purchasing, you can optionally designate a manufacturer name for each unit received in the Fixed Assets subtask during the Receiving function. This subtask, which you can access via the Fixed Assets link, is available on the Manage Purchase Order Receipt and Manage Quality Control Inspections screens in Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation account and if the account does not have an inventory abbreviation. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays the optional manufacturer name from the Manufacturer Name field in the Fixed Assets subtask of the Manage Purchase Order Receipts screen in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column may display blanks, because this field is not available on the Manage Purchase Order Vouchers screen. Data may display in this column, however, as a result of optional data entered in the Manufacturer Name field in the Fixed Assets subtask of the Manage Purchase Order Receipts (or Manage Quality Control Inspections, as applicable) screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, this column may be blank, because this field is not available on the Manage Accounts Payable Vouchers screen. You can make changes to the manufacturer name in this column on this screen, but make them with caution. Enter, or click to select, a manufacturer ID, the associated manufacturer name from the Lookup table displays in this field, but it can be overwritten. Note: If your entry in the Manuf ID field matches an established manufacturer already set up on the Manage Manufacturers screen in Costpoint Product Definition, the appropriate manufacturer name from that table will automatically display in this field. You can overwrite the table-provided manufacturer name. Note that edits to the table-provided manufacturer name in this field will display only in the asset record, and will not be written back to the Manage Manufacturers screen in Costpoint Product Definition. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Manufacturer Name field in the Manufacturer Info group box in the Purch Info tab of the Manage Asset Master Information screen (and to the Manufacturer Name field in the Manage Asset Purchase Information screen). You can make changes to this field after autocreation has taken place, but make them with caution.
Model No	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Model No field in an Asset Template record. If you are licensed for Costpoint Purchasing, you can optionally designate a model number for each unit received in the Fixed Assets subtask during the Receiving function. This subtask, which you can access via the Fixed Assets link, is available on the Manage Purchase Order Receipt and Manage Quality Control Inspections screens in Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation account and if the account does not have an inventory abbreviation. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays the optional model number code entered in the Model field in the Fixed Assets subtask of the Manage Purchase Order Receipt (or Manage Quality Control Inspections, as applicable) screen in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column may display blanks, because this field is not available on the Manage Purchase Order Vouchers screen. Data may display in this column, however, as a result of optional data entered in the Model field in the Fixed Assets subtask of the Manage Purchase Order Receipts (or Manage Quality Control Inspections, as applicable) screen in Costpoint Receiving. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, this column can be blank, because this field is not available on the Manage Accounts Payable Vouchers screen. You can make changes to the model number in this column, but make them with caution. Since the model number is used in the creation of certain UID values, there will be a disconnect if a UID value is auto-generated on this screen using UID Type UID2 and you then change the model number for the asset. If this sequence of events occurs, you may decide to change the model number back to the value that was used to create the UID. Or, you may be in a position to change the UID value to one that includes the new model number value. Business practices should be established to control how this situation is handled to avoid confusion and/or mis-reporting of UID information. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. The value in this column is used when you click the Generate UID button on this screen and the UID Type is UID2. If there is not a value in the Model No field when the UID Type is UID2, you will get an error message after you click the Generate UID button because the UID cannot be created without the model number. When you run the final autocreation process, the system copies data from this column to the Model No field in the Purch Info tab of the Manage Asset Master Information screen (and to the Manage Asset Purchase Information screen). You can make changes to the Model No field after autocreation has taken place, but make them with caution.
Serial No	This field is optional on this screen and in an Asset Master record. There is no equivalent Serial No field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display an optional serial number entered in the Serial Number field in the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipt and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) You can change the serial number in this column on this screen, but you should exercise caution. Since the serial number is used in the creation of certain UID values, there will be a disconnect if a UID value is auto-generated on this screen using UID Types UID1 or UID2 and you then change the serial number for the asset. If this sequence of events occurs, you may decide to change the serial number back to the value that was used to create the UID. Or, you may be in a position to change the UID value to one that includes the new serial number value. Business practices should be established to control how this situation is handled to avoid confusion and/or mis-reporting of UID information. During the final autocreation processing, the system populates the Serial No field in the Purch Info tab of the Manage Asset Master Information screen (and the Manage Asset Purchase Information screen) with data from this column. You can make changes to the Serial No field after autocreation, but exercise caution.
Condition	This field is required, both on this screen and in an Asset Master record. There is an equivalent Condition field in an Asset Template record. The condition code indicates whether the record is New or Used. This field does not exist in Costpoint Purchasing, Receiving, or Accounts Payable. When rows are created on this screen for which no template has been designated, the system automatically assigns a default condition code of New. The source of this data is determined by the template/revision number in the Template No/Rev No columns. The system default for the condition code is New, and this code automatically displays as a default in this column in all rows, regardless of the autocreation source. Note: This column may already be populated with default data from a template (which may be different from the New condition code displayed as the default.) The primary function for a template is to provide a copy mechanism to bring default data from the template into corresponding data fields on this screen (and into an Asset Master record). Data for many of the corresponding template data fields have already been captured from Costpoint Purchasing, Receiving and Accounts Payable. When you enter the template/revision number, you can use the Template Import Parameters subtask to retain the autocreated data and to supplement only blank columns in this row with template data. See the documentation for the Template Import Parameters subtask for more information. Because the system automatically supplies a default value of New for the Condition column, this data column operates as an exception and is therefore not considered "blank." If you select Used in the template, you can keep the Overwrite Asset Condition Code (New/Used) check box selected in the Template Import Parameters subtask to ensure that the data from the template will be used by the system instead of the default system data for this field. Please review the detailed information on how templates function relative to this autocreation field in the documentation section for the Template No column. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. If you did not specify a template in Costpoint Receiving or Costpoint Accounts Payable, or you did not specify a default template, you can specify a template/revision number directly on this screen in the Template Import Parameters subtask. Alternately, even if a template number has already been used to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision number in the Template Import Parameters subtask, if desired. Note: You will have more control over the import of template data if you designate a template directly on this screen instead of initiating the use of a template in Costpoint Receiving, Costpoint Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipt screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Note that an overwrite selection screen is in the Template Import Parameters subtask on both the Manage Asset Master Information screen and the Manage Autocreation Transactions screen. Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask,) he/she should do so in the appropriate column. You can later apply the appropriate template directly on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. During the final autocreation process, the system uses the information in this column to select the appropriate option in the Condition drop-down list in the Purch Info tab of the Manage Asset Master Information screen. You can make changes to the selection in the Condition group box after autocreation has taken place, but make them with caution to preserve the integrity of the data.
Quantity	This field is optional on this screen and in an Asset Master record. There is no equivalent Quantity field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the Accepted Qty (PO U/M) field on the Manage Purchase Order Receipts screen, located in Costpoint Receiving (or, if used, the Manage Quality Control Inspections screen, also in Costpoint Receiving). If the receiving function originated in or if the Accepted Quantity field was edited on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column displays the quantity data from that screen if the quantity has been entered. If the quantity was not entered on the Manage Purchase Order Vouchers screen, the system will automatically generate 1 for the Quantity column on this screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Enter Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, note that this field is not available on the Manage Accounts Payable Vouchers screen. The system will automatically generate 1 for the Quantity column on this screen. You can make changes to the Quantity column, but make them with caution. When you run the final autocreation process, the system copies data from this column to the Quantity field in the Cost Info tab of the Manage Asset Master Information screen (and to the Manage Asset Cost Information screen). You can make changes to the Quantity field after autocreation, but make them with caution.
Unit of Measure	This field is optional on this screen and in an Asset Master record. There is no equivalent Unit of Measure field in an Asset Template record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays data from the PO U/M field on the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen, both of which are located in Costpoint Receiving. If the receiving function originated on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable, this column is blank, because this field is not available on the Manage Purchase Order Vouchers screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Enter Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable, this column is blank, because this field is not available on the Manage Accounts Payable Vouchers screen. When you run the final autocreation process, the system copies data from this column to the U/M field in the Cost Info tab of the Manage Asset Master Information screen (and to the Manage Asset Cost Information screen). You can make changes to the U/M field after autocreation, but make them with caution.
Price	This field is optional, both on this screen and in an Asset Master record. There is no equivalent optional Price field in an Asset Template record. For most users, the Price field on this screen will be the price per unit; however, no system rules control the use of this field. Note: If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column may display no cost. During the setup for autocreation, you can select an option on the Configure Autocreation Settings screen that will populate the Price field with the unit cost from the purchase order or with no cost. The default option populates this field with the purchase order cost. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt) and you selected the Use Purchase Order Cost as F/A Cost option on the Configure Autocreation Settings screen, this column displays the accepted quantity times the net unit cost amount. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt) and you selected the Ignore Purchase Order Cost; Assign Zero F/A Cost option on the Configure Autocreation Settings screen, this column displays zeroes. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), or if data originated in Costpoint Accounts Payable (on either the Manage Accounts Payable Vouchers or the Manage Purchase Order Vouchers screen), this column displays the voucher line cost less any discount amount (see Note below). Note: If you selected the Net - Including Discounts option in the Post to G/L Discount Method group box of the Configure Accounts Payable Voucher Settings screen in Costpoint Accounts Payable, along with the Individual Line Items options in the Charge Discounts to and Charge Organization of group boxes, the system subtracts any discount taken from the voucher line cost. If you selected the Gross - Without Discounts option in the Post to G/L Discount Method group box, the system displays only the voucher line cost in this field. You can change the cost in this column, but exercise caution. Edits to the Price field may hinder the reconciliation of cost between the Costpoint Fixed Assets subledger and the Costpoint General Ledger. If you change the price or add a price to an empty column, even in a copied row, the system automatically adds the value entered in this field to the value(s) entered in any other cost fields, and displays the results in the Total Cost field. When you run the final autocreation process, the system copies data from this column to the Unit Price field in the Cost Info tab of the Manage Asset Master Information screen (and to the Unit Price Amt field on the Manage Asset Cost Information screen). You can make changes to these fields after autocreation, but make them with caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems.
Sales Tax	This field is optional, both on this screen and in an Asset Master record. There is no equivalent optional Sales Tax field in an Asset Template record. For most users, the Sales Tax field on this screen will be the sales tax per unit; however, no system rules control the use of this field. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt), this column may display no cost. During the setup for autocreation, you can select an option on the Configure Autocreation Settings screen that will populate the Price field with the unit cost from the purchase order or with no cost. The choice that you make affects the Sales Tax column in one of two ways: If you selected the Use Purchase Cost as F/A Cost option on the Configure Autocreation Settings screen, the Sales Tax column on this screen displays the total of the purchase order sales tax for the line plus the sales tax on any purchase order line charges. If you selected the Ignore Purchase Order Cost; Assign Zero F/A Cost option on the Configure Autocreation Settings screen, the Sales Tax column on this screen displays zeroes. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), or if data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column displays the total of the voucher line sales tax plus the voucher line use tax plus the sales and use tax amounts on any voucher line charges. You can change the sales tax in this column, but exercise caution. Edits to the Sales Tax field may hinder the reconciliation of cost between the Costpoint Fixed Assets subledger and the Costpoint General Ledger. If you change the sales tax or add sales tax to an empty column, even in a copied row, the system automatically adds the value entered in this field to the value(s) entered in any other cost fields, and displays the results in the Total Cost field. When you run the final autocreation process, the system copies data from this column to the Sales Tax field in the Cost Info tab of the Manage Asset Master Information screen (and to the Sales Tax Amt field on the Manage Asset Cost Information screen). You can make changes to these fields after autocreation, but make them with caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems.
Shipping/Handling	This field is optional on this screen and in an Asset Master record. There is no equivalent Shipping/Handling field in an Asset Template record. For most users, the Shipping/Handling field on this screen will be the shipping/handling cost per unit; however, no system rules control the use of this field. The system does not automatically capture shipping/handling costs from Costpoint Purchasing or Accounts Payable data. You can use this field to redistribute cost among fields as needed. You can make changes to this column, but exercise caution. Edits to the Shipping/Handling field may hinder the reconciliation of cost between Costpoint Fixed Assets and Costpoint General Ledger. If you change the shipping/handling cost or add a shipping/handling cost to an empty column, even in a copied row, the system automatically adds the value entered in this field to the value(s) entered in any other cost fields, and displays the results in the Total Cost field. When you run the final autocreation process, the system copies data from this column to the Shipping/Handling field in the Cost Info tab of the Manage Asset Master Information screen (and to the Shipping/Handling Amt field on the Manage Asset Cost Information screen). You can make changes to these fields after autocreation, but make them with caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems.
Transportation Costs	This field is optional on this screen and in an Asset Master record. There is no equivalent Transportation Costs field in an Asset Template record. For most users, the Transportation Costs field on this screen will be the transportation cost per unit; however, no system rules control the use of this field. The system does not automatically capture transportation costs from Costpoint Purchasing or Accounts Payable data. You can use this field to redistribute cost among fields as needed. You can make changes to this column, but exercise caution. Edits to the Transportation Costs field may hinder the reconciliation of cost between Costpoint Fixed Assets and Costpoint General Ledger. If you change the transportation cost or add a transportation cost to an empty column, even in a copied row, the system automatically adds the value entered in this field to the value(s) entered in any other cost fields and displays the results in the Total Cost field. When you run the final autocreation process, the system copies data from this column to the Transportation field in the Cost Info tab of the Manage Asset Master Information screen (and to the Transportation Amt field on the Manage Asset Cost Information screen). You can make changes to these fields after autocreation, but make them with caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems.
Other Costs	This field is optional, both on this screen and in an Asset Master record. There is no equivalent optional Other Costs field in an Asset Template record. For most users, the Other Costs field on this screen will be other costs per unit; however, no system rules control the use of this field. The system does not automatically capture other costs from Costpoint Purchasing and/or Receiving for data that originated in Costpoint Purchasing and/or Receiving and was captured at the time of receipt (Timing Code is Receipt). You can use this field to redistribute cost among fields as needed. If data originated in Costpoint Purchasing and/or Receiving and was captured at the time of posting (Timing Code is Posting), or if data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or Manage Accounts Payable Vouchers screen), this column displays the voucher line charges, if any. You can make changes to this column, but exercise caution. Edits to the Other Costs field may hinder the reconciliation of cost between the Costpoint Fixed Assets subledger and the Costpoint General Ledger. If you change the other costs or add other costs to an empty column, even in a copied row, the system automatically adds the value entered in this field to the value(s) entered in any other cost fields, and displays the results in the Total Cost field. When you run the final autocreation process, the system copies data from this column to the Other Cost field in the Cost Info tab of the Manage Asset Master Information screen (and to the Other Cost Amt field on the Manage Asset Cost Information screen). You can make changes to these fields after autocreation, but make them with caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems.
Total Cost	This field is not available for user entry; it is for information purposes only. There is no equivalent Total Cost field in an Asset Template record. For most users, the Total Cost field on this screen will be the total cost per unit; however, no system rules control the use of this field. On this screen and in the Asset Master record, the system automatically adds the values from each of the cost fields and displays the total in this field. To adjust the total cost value, you must edit one or more of the following fields: Price, Sales Tax, Shipping/Handling, Transportation Costs, and/or Other Costs. When you run the final autocreation process, the system copies data from this column to the Total Cost field in the Cost Info tab of the Manage Asset Master Information screen (and to the (Book Name) Total Cost Amt field on the Manage Asset Cost Information screen). You can make changes to the cost fields that add up to the Total Cost field for the G/L Book after autocreation, but exercise caution. For balance sheet accounts, Asset Master records comprise a subsidiary ledger with respect to the General Ledger, so changes to vital fields in the Cost Info tab may alter the integrity of the relationship and create reconciliation problems. Note: The value displayed in the Total Cost field in the Cost Info tab automatically displays in the Total Cost field of the G/L Book Info tab of the Manage Asset Master Information screen (for depreciable assets which employ years or units of usage bases for depreciation), where it cannot be edited. To adjust total cost for the G/L Book, you must edit one or more of the following fields: Price, Sales Tax, Shipping/Handling, Transportation Costs , and/or Other Costs fields. The value from the Total Cost field of the Cost Info tab also automatically displays as a default in the Total Cost column of the Other Books Info subtask of the Manage Asset Master Information screen, where you can edit it, as necessary, by book.
Location Grp	Set up location groups on the Manage Location Groups screen and use them to set up location "templates" for pre-established location data. If you do not use the location group functionality, you can enter location data on a field-by-field basis. This field is optional on this screen. There is an equivalent optional Location Group field in the Loc Info tab of the Manage Asset Master Information and Manage Asset Template Information screens (and on the Manage Asset Location Information screen). Note: If data displays in the City, State/Province, County, Country, and/or Postal Code columns as a result of a location group entry, you will not be able to edit the data in those columns. You must return to the Manage Location Groups screen to make your edits. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), the Location Group column will be blank in the Fixed Assets subtask of the Manage Purchase Order Receipts screen in Costpoint Receiving. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) You may find that one or more of the City, State/Province, Country, and Postal Code fields are populated with data when you first access the optional Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. On the Configure Autocreation Settings screen, the Populate the City, State/Province, Postal Code, and Country fields with data from the corresponding fields in the Ship ID in the PO Line check box (located in the Defaults for Location Data group box), is blank by default. If you selected this check box during autocreation initialization, the system will automatically populate the City, State/Province, Country, and Postal Code fields in the Fixed Assets subtask with data from the Ship ID in the purchase order line. If you enter a location group in the Fixed Assets subtask, data from the location group will automatically display in the City, State/Province, County, Country, and Postal Code fields and will overwrite existing data displayed from the Ship ID on this screen. If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. Enter, or click to select, the desired location group code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Location Group field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can make changes to the Location Group field after autocreation, but exercise caution.
City	You can enter a city name in this field (and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens) only if you do not specify a location group. If data displays in the City field because you entered a location group, you will not be able to edit it. You must go to the Manage Location Groups screen to make your edits. If you enter a postal code in the Postal Code field and it has previously been used and saved in the system, the city name associated with the postal code will automatically display in this field as a default city if a location group has not been specified. In this circumstance, you can overwrite the displayed city data as desired and enter non-validated city data. Note: This field is independent from the other location fields. If you have not used a location group, you can enter data in this field and need not enter data in any other fields. The City field is optional on this screen. There is an equivalent optional City field in the Loc Info tab of the Manage Asset Master Information and Manage Asset Template Information screens (and on the Manage Asset Location Information screen). The Populate the City, State/Province, Postal Code, and Country fields with data from the corresponding fields in the Ship ID in the PO Line check box, located in the Defaults For Location Data group box of the Configure Autocreation Settings screen, is blank by default. If you selected this check box during autocreation initialization, the system will automatically populate the City, State/Province, Country, and Postal Code fields in the Fixed Assets subtask with data from the Ship ID in the purchase order line. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may automatically display default data from the Ship ID in the Purchase Order Line. In this circumstance, you will find that one or more of the City, State/Province, Country, and Postal Code fields are populated with data when you first access the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the FA Info pushbutton) from both the Receive Purchase Order and Enter QC Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. If you enter a location group in the Fixed Assets subtask, data from the location group will automatically display in the City, State/Province, City, Country and Postal Code fields and will overwrite existing data displayed from the Ship ID on this screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (as long as a location group or an Asset Template containing this data has not been designated), because this field is not available in those screens. You can make changes to the city name in this column (provided a location group has not been designated), but you should exercise caution. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the City field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can change the City field after autocreation (provided a location group has not been designated), but exercise caution.
State/Province	You can enter state/province data in this field (and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens) only if you do not specify the use of a location group. If data displays in the State/Province field because you entered a location group, you will not be able to edit it. You must go to the Manage Location Groups screen to make your edits. If you enter a postal code in the Postal Code field and it has previously been used and saved in the system, the state/province associated with the postal code will automatically display in this field if a location group has not been specified. Note: This field is independent from the other location fields, with the exception of the Country field. If you have not used a location group, you can enter data in this field without any requirement to add data in any other fields except for the Country field. If you enter state/province data, you must also enter valid data in the Country field. The State/Province field is optional, both on this screen and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens (and in the Manage Asset Location Information screen). The Populate the City, State/Province, Postal Code, and Country fields with data from the corresponding fields in the Ship ID in the PO Line check box, located in the Defaults For Location Data group box of the Configure Autocreation Settings screen, is blank by default. If you selected this check box during autocreation initialization, the system will automatically populate the City, State/Province, Country, and Postal Code fields in the Fixed Assets subtask with data from the Ship ID in the purchase order line. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may automatically display default data from the Ship ID in the Purchase Order Line. If this is the case, you will find that one or more of the City, State/Province, Country, and Postal Code fields are populated with data when you first access the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. If you enter a location group in the Fixed Assets subtask, data from the location group will automatically display in the City, State/Province, County, Country and Postal Code fields and will overwrite existing data displayed from the Ship ID on this screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (as long as a location group or an Asset Template containing this data has not been designated), because this field is not available in those screens. You can make changes to the state/province in this column, provided a location group has not been designated. You can enter, or click to select the state/province abbreviations. You can enter a valid state/province data only from the Mail State table (the Manage Postal Codes screen in Costpoint System Administration) in this field. If you enter state/province data, you must also enter valid data in the Country field. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column in this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the State/Province field in the Location Info subtask of the Maintain Asset Master Info screen (and to the Maintain Asset Location Info screen). You can make changes to the State/Province field after autocreation (provided a location group has not been designated), but exercise caution.
Postal Code	You can enter a postal code in this field (and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens) only if you do not specify the use of a location group. If data displays in the Postal Code field because you entered a location group, you will not be able to edit it. You must go to the Manage Location Groups screen to make your edits. If you enter a postal code in the Postal Code field and it has previously been used and saved in the system, the city, state/province, and/or country data associated with the postal code will automatically display if a location group has not been specified. Note: This field is independent from the other location fields. If you have not used a location group, you can enter data in this field and need not enter data in any other fields. The Postal Code field is optional, both on this screen and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens (and on the Manage Asset Location Information screen). Note: The Populate the City, State/Province, Postal Code, and Country fields with data from the corresponding fields in the Ship ID in the PO Line check box, located in the Defaults For Location Data group box of the Configure Autocreation Settings screen is blank by default. If you selected this check box during autocreation initialization, the system will automatically populate the City, State/Province, Country, and Postal Code fields in the Fixed Assets subtask with data from the Ship ID in the purchase order line. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may automatically display default data from the Ship ID in the Purchase Order Line. If this is the case, you will find that one or more of the City, State/Province, Country, and Postal Code fields are populated with data when you first access the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. If you enter a location group in the Fixed Assets subtask, data from the location group will automatically display in the City, State/Province, City, Country, and Postal Code fields and will overwrite existing data displayed from the Ship ID on this screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (as long as a location group or an Asset Template containing this data has not been designated), because this field is not available in those screens. You can make changes to the postal code in this column (provided a location group has not been designated), but exercise caution. You can enter, or click to select, a postal code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Postal Code field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can make changes to the Postal Code field after autocreation (provided a location group has not been designated), but exercise caution.
Country	You can enter a country in this field (and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens) only if you do not specify the use of a location group. If data displays in the Country field because you entered a location group, you will not be able to edit it. You must go to the Manage Location Groups screen to make your edits. If you enter a postal code in the Postal Code field and it has previously been used and saved in the system, the country associated with the postal code will automatically display in this field if a location group has not been specified. Note: This field is independent from the other location fields, with the exception of the State/Province field. If you have not used a location group, you can enter data in this field without any requirement to add data in any other fields on this screen. If you enter state/province data, you must also enter valid data in this field. The Country field is optional, both on this screen and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens (and on the Manage Asset Location Information screen). Note: The Populate the City, State/Province, Postal Code, and Country fields with data from the corresponding fields in the Ship ID in the PO Line check box, located in the Defaults For Location Data group box of the Configure Autocreation Settings screen, is blank by default. If you selected this check box during autocreation initialization, the system will automatically populate the City, State/Province, Country, and Postal Code fields in the Fixed Assets subtask with data from the Ship ID in the purchase order line. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may automatically display default data from the Ship ID in the Purchase Order Line. If this is the case, you will find that one or more of the City, State/Province, Country, and Postal Code fields are populated with data when you first access the Fixed Assets subtask You can add new data or overwrite this data in the Fixed Assets subtask during the Receiving function. This subtask is available (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. If you enter a location group in the Fixed Assets subtask, data from the location group will automatically display in the City, State/Province, County, Country, and Postal Code fields and will overwrite existing data displayed from the Ship ID on this screen. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipt and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (as long as a location group or an Asset Template containing this data has not been designated), because this field is not available in those screens. You can make changes to this column (provided a location group has not been designated), but exercise caution. You can enter, or click to select, a country. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Country field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can make changes to the Country field after autocreation (provided a location group has not been designated), but exercise caution.
County	You can enter a county in this field (and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Information screens). If data displays in the County field because you entered a location group, you will not be able to edit it. You must go to the Manage Location Groups screen to make your edits. Note: Unlike the City, State/Province, and Country fields, county data is not automatically linked with postal code information. This field is independent from the other location fields. If you have not used a location group, you can enter data in this field and need not enter data in any other fields. The County field is optional, both on this screen and in the Loc Info tab of the Manage Asset Master Information and the Manage Asset Template Info screens (and in the Maintain Asset Location Info screen). If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column displays the optional county data entered in the County field in the Fixed Assets subtask during the Receiving function (if a location group or an Asset Template containing the county data has not been designated). This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipt and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (as long as a location group or an Asset Template containing this data has not been designated), because this field is not available in those screens. You can make changes to this column (provided a location group has not been designated), but exercise caution. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the County field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can make changes to the County field after autocreation (provided a location group has not been designated), but exercise caution.
Location 1 (or your label)	If you designated a label for this field in the Location Labels for Asset Master group box on the Manage Asset Master Field Labels screen, your label automatically displays in this column (for example, Building, Bin, Drawer and so on). A label is not system-required. If you did not set up a label for this field, Location1 automatically displays. You can use this user-defined field independently from all other location fields, including Location2 and Location3. You can enter or edit data in this field (and in an Asset Master and an Asset Template) under all circumstances, even if you have specified the use of a location group that contains Location 1 data. Location codes must first be set up during initialization (or at other times, as necessary) on the Manage Location 1 Codes screen, because all entries are system-validated. This field is optional on this screen. There is an equivalent optional Location 1 (or your label) field in the Loc Info tab of the Manage Asset Master Information and Manage Asset Template Information screens (and on the Manage Asset Location Information screen). If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display data originally entered or edited in the Location 1 (or your label) field in the Fixed Assets subtask during the Receiving function. This subtask is available (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (if a location group or an Asset Template containing the city name has not been designated), because this field is not available in those screens. You can make changes to this column, but exercise caution. You can enter, or click to select, a Location 1 code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Location 1 (or your label) field in the Loc Info tab of the Manage Asset Master Information screen (and to the Manage Asset Location Information screen). You can make changes to the Location 1 (or your label) field after autocreation, but exercise caution.
Location 2 (or your label) to Location 3 (or your label)	Refer to the documentation for the Location1 (or your label) field.
Property Type	If you are licensed for Costpoint Purchasing, you can optionally designate the required property type for each unit received in the Fixed Assets subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. You cannot enter property type data in Costpoint Accounts Payable, either on the Manage Purchase Order Vouchers screen or on the Manage Accounts Payable Vouchers screen. The property type is required in an Asset Template and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display a property type optionally entered in the Property Type column in the Fixed Assets subtask during the Receiving function (if a template has not been designated). This subtask is available for data entry or edits (via the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank if a template has not been designated, because this field is not available on those screens. Because the property type is required to save a row on this screen and is required in an Asset Master record, this field cannot be blank. You can change the property type in this column, but exercise caution. You can enter, or click to select, a property type. Property Type selections are system-validated. Property Types selections are maintained on the Manage Property Types screen in Fixed Assets Controls. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system populates the Property Type field on the Manage Asset Master Information screen (and the Manage Asset Description Information screen) with data from this column. You can make changes to the Property Type field after autocreation.
Classification Code	If you are licensed for Costpoint Purchasing, you can optionally designate the required classification code for each unit received in the Fixed Assets subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. You cannot enter classification code data in Costpoint Accounts Payable, either on the Manage Purchase Order Vouchers screen or on the Manage Accounts Payable Vouchers screen. The classification code is required in an Asset Template and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display a classification code optionally entered in the Classification Code field in the Fixed Assets subtask during the Receiving function (if a template has not been designated). This subtask is available for data entry or edits (via the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank if a template has not been designated, because this field is not available in those screens. Because the classification code is required to save a row on this screen and is required in an Asset Master record, this field cannot be blank. You can change the classification code in this column, but exercise caution. You can enter, or click to select, a valid classification code. Classification Code selections are system-validated. Classification Code selections are maintained on the Manage Classification Codes screen in Fixed Assets Controls. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system populates the Classification Code field on the Manage Asset Master Information screen (and the Manage Asset Description Information screen) with data from this column. You can make changes to the Classification Code field after autocreation.
Subclass Code	If you are licensed for Costpoint Purchasing, you can designate an optional subclass code for each unit received in the Fixed Assets subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. Subclass code data cannot be entered in Costpoint Accounts Payable, either on the Manage Purchase Order Vouchers screen or on the Manage Accounts Payabale Vouchers screen. The subclass code is optional in an Asset Template and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display an optional subclass code entered in the Subclass Code field in the Fixed Assets subtask during the Receiving function (if a template has not been designated). This subtask is available for data entry or edits (via the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank if a template has not been designated, because this field is not available on those screens. Because the subclass code is not required to save a row on this screen and is not required in an Asset Master record, this field can be blank. You can change the subclass code in this column, but exercise caution. You can enter, or click to select, a valid subclass code. Subclass Code selections are system-validated. Subclass Code selections are maintained on the Manage Subclass Codes screen in Fixed Assets Controls. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system populates the Subclass Code field on the Manage Asset Master Information screen (and the Subclass Code field on the Manage Asset Description Information screen) with data from this column. You can make changes to these fields after autocreation.
Depr Status	This field is required, both on this screen and in an Asset Master record. There is an equivalent Depr Status field in an Asset Template record. The depreciation status indicates whether the record is Depreciable or Non-depreciable. This field does not exist in Costpoint Purchasing, Receiving, or Accounts Payable. When rows are created on this screen for which no template has been designated, the system automatically assigns a default depreciation status of Depreciable. The source of this data is determined by the template/revision number in the Template No/Rev No columns. The system default for the depreciation status is Depreciable, and this code automatically displays as a default in this column in all rows, regardless of the autocreation source. Note, however, that this column may already be populated with default data from a template (which may be different from the Depreciable depreciation status displayed as the default). The primary function for a template is to provide a copy mechanism to bring default data from the template into corresponding data fields on this screen (and into an Asset Master record). Data for many of the corresponding template data fields have already been captured from Costpoint Purchasing, Receiving and Accounts Payable. When you enter the template/version number, you can use the options in the Template Import Parameters subtask to retain the autocreated data and to supplement only blank columns in this row with template data. See the documentation for the Template Import Parameters subtask for more information. Because the system automatically supplies a default value of Depreciable for the Depr Status column, this data column operates as an exception and is therefore not considered "blank." If you have selected the Non-depreciable option in the template, you can keep the Overwrite Asset Depr Status (Depreciable/Non-Depreciable) check box selected in the Template Import Parameters subtask to ensure that the data from the template will be used by the system instead of the default system data for this field. If depreciation status for a row is designated as Depreciable and you have not designated the use of an Asset Template, additional depreciation data will be required on this screen, including a valid depreciation method for the G/L Book, codes for valid G/L depreciation expense, and accumulated depreciation account allocation codes. If a record is Non-Depreciable, other columns in this table window that are related to depreciation will be unavailable for entry. You must make certain that you have the correct entry in the next column, Post Disposal to G/L, in which you designate whether you want the system to allow a future disposal entry for this record to be posted to the General Ledger. For non-depreciable assets, the default for the Post Disposal to G/L check box column is clear (unselected). In the case of non-depreciable assets (for example, land), the G/L entry on disposal can consist only of debits and credits, as appropriate, to the Cost and Gain/Loss on Sale of Fixed Assets accounts, because there is no accumulated depreciation associated with non-depreciable assets. The Post Disposal to G/L column will not be available for use if the depreciation status of the asset is Depreciable, because disposal entries for depreciable assets can always be posted to the General Ledger. Please review the detailed information on how templates function relative to this autocreation field in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. If you did not specify a template in Costpoint Receiving or Costpoint Accounts Payable, or you did not specify a default template, you can specify a template/revision number directly on this screen in the Template No column (and Rev No column, as applicable). Alternately, even if you have already used a template number to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision using the Template Import Parameters subtask, if desired. Note: You will have more control over the import of template data if you designate a template directly on this screen instead of initiating the use of a template in Costpoint Receiving, Costpoint Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). This is primarily a technical issue because there are relatively few template fields in the Fixed Assets subtask of the Manage Purchase Order Receipts screen. In order to enable an overwrite selection the system must store data for all the template fields in the Costpoint Materials tables. Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask,) he should do so in the appropriate column. You can later apply the appropriate template directly on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. During the final autocreation process, the system uses the information in this column to make the selection in the Depr Status drop-down list on the Manage Asset Master Information screen. You can make changes to the selection in the Depr Status drop-down list after autocreation has taken place, but make them with caution to preserve the integrity of the autocreated data.
Post Disposal to G/L	Entry in this field is required both on this screen and in an Asset Master record if the Depr Status column reads Non-Depreciable. There is an equivalent required Post Disposal to G/L field in an Asset Template record. On this screen, this field is a check box which you can either select or not. For non-depreciable records, the system default for this check box is clear for both Asset Master and Asset Template records. When rows are created on this screen for non-depreciable records and no template has been designated, the system automatically clears the check box for this column. You can change this default and select the check box. When this check box is selected for a non-depreciable asset, the system allows a future disposal entry for this record to be posted to the General Ledger. For non-depreciable assets (for example, land), the G/L entry on disposal can consist only of debits and credits, as appropriate, to the Cost and Gain/Loss on Sale of Fixed Assets accounts, because there is no accumulated depreciation associated with a non-depreciable asset. You cannot make an entry in this column for depreciable assets because disposal entries can always be posted to the General Ledger for depreciable assets. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system selects or deselects (depending on this column) the Post Disposal to G/L check box on the Manage Asset Master Information screen (and the Post Disp to G/L check box on the Manage Asset Description Information screen). You can change these check boxes after autocreation, but exercise caution.
G/L Book Depr Mthd Cd	A valid depreciation method code is required in an Asset Master record and in an Asset Template record for depreciable assets in Book 1. Depreciation method codes are optional for all other books, although a valid code must be assigned to each book to be included in depreciation calculations. Establish depreciation method codes on the Manage Depreciation Methods screen. The system cannot capture a depreciation method code from Costpoint Purchasing or Accounts Payable data. There is an equivalent Depr Method Code field that is required for depreciable records in the G/L Book Info tab of the Manage Asset Template Information screen. This column is blank for depreciable assets only if a template has not been designated. Because the depreciation method for Book 1 is required for a depreciable record before a row on this screen can be saved and is also required in an Asset Master record, this field cannot be left blank. If you use any additional books for which you want depreciation to be calculated automatically, you should: Enter the desired depreciation method code(s) in the appropriate Depr Mthd Cd field on this screen for each book, OR Set up an Asset Template that designates a depreciation method code for each book and enter the appropriate template/revision number in the Template Import Parameters subtask. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. You can change the depreciation method code in this column, but you should exercise caution, because depreciation is calculated using the depreciation method indicated in this field. You can enter, or click lookup to select, the depreciation method code. When you run the final autocreation process, the system copies data from this column to the Depr Method Code field in the G/L Book Info tab of the Manage Asset Master Information screen (and the Depr Method Code field on the Manage Asset General Ledger Book Information screen). You can make changes to these fields after autocreation.
G/L Book Useful Life	This field is optional on this screen and in an Asset Master record. There is an equivalent Useful Life field in an Asset Template record. This field is for data purposes only and is not used in system calculations. When the system calculates depreciation, the depreciation year and percentage for that year are derived from the depreciation method assigned to the Asset Master record. For example, if you enter a useful life of five years in this field but your depreciation method uses only three years, the system will not use the value in this field for calculations, but will instead use percentages for three years only, as specified by the depreciation method. The optional useful life value in this column applies only to the G/L Book (Book 1). Useful life values are also optional for all other books. When you run the final autocreation process, the system copies data from this column to the Useful Life field in the G/L Book Info tab of the Manage Asset Master Information screen (and the Useful Life field on the Manage Asset General Ledger Book Information screen). You can make changes to these fields after autocreation has taken place.
G/L Book Depr Start Dt	The system cannot capture depreciation start dates from Costpoint Purchasing or Accounts Payable data for any book. Although this field is not system-required, depreciation calculations will not take place for an Asset Master record for any book if blanks display in the Depr Start Dt field, or if the start date is later than the end of the current Fixed Assets accounting period (which is set up on the Configure Posting Settings screen). Use this field to assign a start date for Book 1 that will be copied to the Asset Master record when you run the final autocreation process. This field is optional because an Asset Master record can be saved without this data. If you designate a start date on this screen, depreciation will be calculated automatically for Book 1 without the need for additional intervention in the Asset Master record. If you anticipate a delay in the depreciation start date due, for example, to installation or calibration requirements, you can enter a future start date in this field and depreciation calculations will not begin until the future date falls within your current accounting period. The date in the Depr Start Date field of an Asset Master record must be on or before the end of the Fixed Assets current accounting period for depreciation calculations to take place. The Depr Start Date field of an Asset Master record is in the G/L Book Info tab of the Manage Asset Master Info screen. Note: When you run the Create Autocreation Transactions process to create the data on this screen, you can optionally enter a default depreciation start date for all books used in the Depr Start Date field on the Create Autocreation Transactions screen. Note that there is no system validation of the depreciation start date, nor is this data required. Each time rows are created on this screen, the system automatically populates the Depr Start Dt columns for all books with your optional default entry. If you have not entered a default depreciation start date in the selection screen, these columns will be blank. The relationship between the Depr Start Date field and the values in the Current Depr Yr and Days/Pds Remaining fields in the Asset Master Record is critical to the accurate calculation of depreciation. (These three fields are in the G/L Book Info tab of the Manage Asset Master Information screen.) You will normally leave the Current Depr Yr and Days/Pds Remaining fields blank in a newly created Asset Master record. When you compute depreciation for the first time, the system will automatically compute and insert the correct values for these fields, based on the depreciation start date. Warning: Review your company policies and procedures before you enter or edit a current or future depreciation start date in this field. With the appropriate start date (and other required information present), depreciation calculations for Book 1 will automatically take place after autocreation if this record is included in the depreciation calculation selection range. There are no system restrictions or rules regarding the appropriateness and/or accuracy of the depreciation start date. To ensure consistency of the data, you may want to develop some internal rules on the use of this field. Because of the critical relationship between the start date and the data in the Current Depr Yr and Days/Pds Remaining fields, you should enter the date at which depreciation is to begin in the Costpoint Fixed Assets for new assets. (If you calculate depreciation based on accounting periods rather than days, we recommend that you routinely use the first day of the period in which depreciation is to be first calculated, rather than the actual acquisition date.) When you run the final autocreation process, the system copies data from this column to the Depr Start Date field in the G/L Book Info tab on the Manage Asset Master Information screen (and the Depr Start Date field on the Manage Asset General Ledger Book Information screen). You can make changes to these fields after autocreation has taken place. The depreciation start date in this column applies only to Book 1. Depreciation start dates are optional for all other books, although you must assign a valid start date to each book that is to be included in depreciation calculations. If you use any additional books for which you want depreciation to be calculated automatically, you should: Enter a default depreciation start date in the Depr Start Date field on the Create Autocreation Transactions screen, OR Enter (or edit, as needed), or click to select, the desired depreciation start date(s) in the appropriate Depr Start Dt columns on this screen for each book.
G/L Book In-Srvc Dt	This field is optional on this screen and in an Asset Master record. There is no equivalent In-Srvc Date field in an Asset Template record. This field is for data purposes only and is not used in system calculations. (When depreciation is calculated, the system checks only the date from the Depr Start Date field in the G/L Book Info tab on the Manage Asset Master Information screen.) For most assets, data in this field will be the same as the depreciation start date. Many users leave this field blank. No system rules apply to the use of this field. The system does not automatically capture an in-service date from Costpoint Purchasing or Accounts Payable data. You can enter (or edit) this data without having to do so in individual asset records after autocreation has taken place. Note: There is no system validation of the in-service date, nor is this data required. Each time that rows are created in this screen, the system automatically populates the In-Srvc Dt columns for all books with your optional default entry from the In-Service Date field on the Create Autocreation Transactions screen. If you have not entered a default in-service date on that screen, these columns will be blank. The optional in-service date in this column applies only to Book 1. In-service dates are optional for all other books. If you want to populate the in-service date automatically for any additional books, you should: Enter a default in-service date in the In-Service Date field on the Create Autocreation Transactions screen, OR Enter (or edit, as needed), or click calendar to select, the desired in-service date(s) in the appropriate In-Srvc Dt columns on this screen for each book. When you run the final autocreation process, the system copies data from this column to the In-Service Date field in the G/L Book Info tab of the Manage Asset Master Information screen (and the In-Srvc Date field on the Manage Asset General Ledger Book Information screen). You can make changes to these fields after autocreation has taken place.
G/L Book Salvage Pct	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Salvage Percent field in an Asset Template Record. (This field is found in the G/L Book Info tab on the Manage Asset Template Information screen.) The system does not automatically capture a salvage percentage from Costpoint Purchasing or Accounts Payable data. You can optionally enter (or edit) this data without having to do so in individual asset records after autocreation has taken place. You can enter the salvage value percentage rate to be used in the calculation of salvage and depreciable value. Note: If you enter a salvage value percentage in this field, the system will automatically compute and display the equivalent salvage value in an Asset Master record after you run autocreation. In an Asset Master record, data from the Value field (in the Salvage group box) is subtracted from the Total Cost field and the result is automatically displayed in the Amount to Depreciate field, which in turn affects the amount of depreciation calculated by the system. (These fields are found in the G/L Book Info tab of the Manage Asset Master Information screen.) When you set up your depreciation methods on the Manage Depreciation Methods screen, there is a check box called Subtract Salvage Value Before Calculation. Since system calculations use this salvage value control flag to determine how to compute depreciation for each record, enter or edit data in the Salvage Pct column on this screen (Manage Autocreation Transactions) with caution. Make sure you read the documentation on the Manage Depreciation Methods screen regarding the computation options for depreciation when a salvage value is specified. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Percent field of the Salvage group box in the G/L Book Info tab of the Manage Asset Master Information screen (and the Salvage Percent field on the Manage Asset General Ledger Book Information screen). You can make changes to these fields after autocreation has taken place, but make them with caution.
G/L Book Auto Calc Depr	This field is required, both on this screen and in an Asset Master record, for depreciable assets. There is an equivalent Auto Calculate Depreciation check box in the G/L Book Info tab of the Manage Asset Template Information screen. The Auto Calculate Depreciation check box indicates whether the record will be included in system depreciation calculations. This field does not exist in Costpoint Purchasing, Receiving, or Accounts Payable.) When rows are created on this screen for which no template has been designated, the system automatically selects this check box as a default, thus enabling the auto calculation of depreciation for the G/L book. The check box is selected as default that automatically displays in this column for Book 1 in all rows on this screen, regardless of the autocreation source. You can change the auto calculate depreciation flag as needed: Accept the system default of (check box selected) if you want this Asset Master record to be included automatically in system calculations of depreciation after autocreation has taken place. The system will automatically compute depreciation each period for eligible assets and will display the results in the Current Pd Depreciation field in the G/L Book Info tab (and in the Other Books Info subtask, as applicable) of the Manage Asset Master Information screen. You can overwrite the automatic system calculations of depreciation at any time. The system will also re-set the Current Pd Depreciation field back to zero during the Fixed Assets period close. Change the system default from selected to clear if you do not want depreciation to be automatically calculated. You will need to manually enter the amount of depreciation in the Current Pd Depreciation field in the Asset Master Record if you want to post depreciation, The system will not reset the Current Pd Depreciation field back to zero during the Fixed Assets period close process. Note: In general, if you need to make a one-time adjustment to current period depreciation expense in an Asset Master record, you should manually override the system calculation in the Current Pd Depreciation field rather than change the Auto Calculate Depreciation check box or the Auto Calc Depr field in the Other Books Info subtask. If you want to post a depreciation entry to the General Ledger as a recurring override to system calculations, however, you should clear the Auto Calculate Depreciation check box in the Asset Master record and enter the override amount in the Current Pd Depreciation field. You must remember to reset the Auto Calculate Depreciation check box to selected when you are ready to have the system over-ride the manually entered depreciation value, or to set the Current Pd Depreciation to zero when the asset is done depreciating, since the system will not do this automatically with the Auto Calculate Depreciation check box cleared. These fields are on the G/L Book Info tab (and in the Other Books subtask, as applicable) on the Manage Asset Master Information screen (and the Manage Asset General Ledger Book Information and Manage Asset Other Books Information screens). The source of this data is determined by the template/revision number in the Template No/Rev No columns. The system default for the auto calculate depreciation flag is Yes, and the system automatically selects this check box as a default in this column in all rows, regardless of the autocreation source. Note, however, that this column may already be populated with default data from a template (which may be different from what is displayed as the default). The primary function for a template is to provide a copy mechanism to bring default data from the template into corresponding data fields on this screen (and into an Asset Master record). Data for many of the corresponding template data fields have already been captured from Costpoint Purchasing, Receiving, and Accounts Payable. When you enter the template/revision number, you can use the Template Import Parameters subtask to retain the autocreated data and to supplement only blank columns in this row with template data. See the documentation for the Template Import Parameters subtask for more information. Because the system automatically supplies a default value (check box is selected for new records) for the Auto Calc Depr column, this data column operates as an exception and is therefore not considered "blank." If you have entered a No value in the template, you can keep the Overwrite Asset Auto Calc Flag (Y/N) for all books check box selected in the Template Import Parameters subtask to ensure that the data from the template will be used by the system instead of the default system data for this field. Please review the detailed information on how templates function relative to this autocreation field in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. If you did not specify a template in Costpoint Receiving or Costpoint Accounts Payable, or you did not specify a default template, you can specify a template/revision number on the Manage Autocreation Transactions screen using the Template Import Parameters subtask. Alternately, even if a template number has already been used to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision number using the Template Import Parameters subtask. Note: You will have more control over the import of template data if you designate a template directly in this screen instead of initiating the use of a template in Costpoint Receiving, Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask), he should do so in the appropriate column. You can later apply the appropriate template directly on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. During the final autocreation process, the system uses the information in this column to activate the appropriate Auto Calculate Depreciation check box in the G/L Book Info tab of the Manage Asset Master Information screen. You can make changes to this check box after autocreation has taken place, but make them with caution to preserve the integrity of the data.
(Books 2 to 10) Depr Mthd Cd	Optional books 2 to 10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for Books 2 to 10 and no postings can occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information screen. Reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation, transfers and disposal posting entries. In optional books 2 to 10, depreciation can be calculated only by years. (For Book 1, you can choose between the Years, Units of Usage, or Lease Pds in the Depr Based On group box of the Manage Asset Master Information screen.) Note: Once you have added and saved a depreciation method code in the Other Books Info subtask of the Manage Asset Master Information screen or the Manage Asset Template Information screen for any book, you will not be able to delete that book from the setup until the Depr Mthd Code field is blanked out in all Asset Master and Asset Template records. Depreciation method codes are optional for books 2 to 10 for depreciable assets, although a valid code must be assigned to each book that is to be included in depreciation calculations. Establish depreciation method codes on the Manage Depreciation Methods screen. The system cannot capture a depreciation method code from Costpoint Purchasing or Accounts Payable data. You can use this column to enter a depreciation method for this optional book without specifying an Asset Template. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting) or Accounts Payable, this column will be blank if a template has not been designated, or if this optional data was not entered in a designated template. If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank if a template has not been designated, because this field is not available on those screens. You can make changes to the depreciation method code in this column, but you should exercise caution, because depreciation calculations use the depreciation method code from this field. You can enter, or click to select, a valid depreciation method code. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Depr Method Code field in the Other Books Info subtask of the Manage Asset Master Information screen (and the Manage Asset General Ledger Book Information screen). You can change the Depr Method Code field after autocreation has taken place.
(Books 2 to 10) Useful Life	Optional books 2 to 10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for Books 2 to 10, and no postings can occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information screen. Reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation and disposal posting entries. This field is optional on this screen and in an Asset Master record. There is an equivalent Useful Life field in an Asset Template record. This field is for data purposes only and is not used in system calculations. When the system calculates depreciation, the depreciation year and percentage for a year are derived from the depreciation method assigned to the Asset master record. For example, if you enter a useful life of five years in this field but your depreciation method uses only three years, the system will not use the value in this field for calculations, but will instead use a percentage for three years only, as specified by the depreciation method. The optional useful life value in this column applies only to this book. Useful life values are also optional for all other books. When you run the final autocreation process, the system copies data from this column to the (Book Name) Useful Life field in the Other Books Info subtask of the Manage Asset Master Information screen (and the Useful Life field on the Manage Asset Other Books Information screen). You can make changes to these fields after autocreation has taken place.
(Books 2 to 10) Depr Start Dt	Optional books 2-10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for books 2 to 10, and no postings occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information screen, and reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation and disposal posting entries. The system cannot capture depreciation start dates from Costpoint Purchasing or Accounts Payable data for any book. Although this field is not system-required, depreciation calculations will not take place for an Asset Master record for any book if blanks display in the Depr Start Dt field, or if the start date is later than the end of the current Fixed Assets accounting period (set up on the Configure Posting Settings screen). You can use this screen to assign a start date for this book that will be copied to the Asset Master record when you run the final autocreation process. This field is optional in an Asset Master record and is not available in an Asset Template. If you designate a start date on this screen, the depreciation will be calculated for this book automatically without the need for further intervention in the Asset Master record. If you anticipate a depreciation start date delay due, for example, to installation or calibration requirements, you can enter a future start date in this field. Depreciation will not be calculated until the future date falls within your current accounting period. The date in the Depr Start Date field of an Asset Master Record, as established in the Other Books Info subtask of the Manage Asset Master Information screen, must be on or before the end of the Fixed Assets current accounting period. Note: When you run the Create Autocreation Transactions process, you can optionally enter a default depreciation start date for all books used in the Depr Start Date field on the Create Autocreation Transactions screen. Note that there is no system validation of the depreciation start date, nor is this data required. Each time that rows are created on this screen, the system automatically populates the (Book Name) Depr Start Dt columns with your optional default entry from the Depr Start Date field on the Create Autocreation Transactions screen. If you have not entered a default depreciation start date on this screen, these columns will be blank. The relationship between the Depr Start Date field and the values in the Current Depr Yr and Days/Pds Remaining fields in the Asset Master Record is critical to the accurate calculation of depreciation. (These three fields are in the Other Books Info subtask of the Manage Asset Master Information and the Manage Asset Other Books Information screens.) You will normally leave the Current Depr Yr and Days/Pds Remaining fields blank in a newly created Asset Master record. When you compute depreciation for the first time, the system will automatically compute and insert the correct values for these fields, based on the depreciation start date. Review your company policies and procedures before you enter or edit a current or future depreciation start date. With the appropriate start date and other required information present, depreciation calculations will automatically take place after autocreation if this record is included in the depreciation calculation selection range. There are no system restrictions or rules regarding the appropriateness and/or accuracy of the depreciation start date. To ensure consistency of the data, you may want to develop some internal rules on the use of this field. Because of the critical relationship between the start date and the data in the Current Depr Yr and Days/Pds Remaining fields, you should enter the date at which depreciation is to begin in Costpoint Fixed Assets for new assets. (If you calculate depreciation based on accounting periods rather than days, we recommend that you routinely use the first day of the period in which depreciation is to be first calculated, rather than the actual acquisition date.) When you run the final autocreation process, the system copies data from this column to the Depr Start Date field in the Other Books Info subtask of the Manage Asset Master Information screen (and on the Manage Asset Other Books Information screen). You can change the Depr Start Date field after autocreation has taken place. The depreciation start date in this column applies only to this book. Depreciation start dates are optional for all other books, although you must assign a valid start date to each book that is to be included in depreciation calculations. If you use any additional books for which you want depreciation to be calculated automatically, you should: Enter a default depreciation start date in the Depr Start Date field on the Create Autocreation Transactions screen, OR Enter (or edit, as needed), or click to select, the desired depreciation start date(s) in the appropriate Depr Start Dt columns on this screen for each book.
(Books 2 to 10) In-Srvc Dt	Optional books 2 to 10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for books 2 to 10 and no postings can occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information screen, and reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation and disposal posting entries. This field is optional on this screen and in an Asset Master record. There is no equivalent In-Srvc Date field in an Asset Template record. The value in this field is for data purposes only and is not used in system calculations. When depreciation is calculated, the system checks only the date from the Depr Start Date field in the Other Books Info subtask of the Manage Asset Master Information screen (or on the Manage Asset Other Books Information screen). For most assets, data in this field will be the same as the depreciation start date. Many users leave this field blank. No system rules apply to the use of this field. The system cannot capture in-service dates from Costpoint Purchasing or Accounts Payable data for any book. You can optionally enter (or edit) this data without the need to intervene in the Asset Master record after autocreation has taken place. Note: When you run the Create Autocreation Transactions process to create the data on this screen, you can optionally enter a default in-service date for all books used in the In-Service Date field on the Create Autocreation Transactions screen. Note that there is no system validation of the in-service date, nor is this data required. Each time rows are created on this screen, the system automatically populates the In-Srvc Dt columns for all books with your optional default entry from the In-Service Date field on the Create Autocreation Transactions screen. If you have not entered a default in-service date on this screen, these columns will be blank. The in-service date is optional and applies only to this book. In-service dates are also optional for all other books. If you use any additional books for which you want to populate the in-service date automatically, you should: Enter a default in-service date in the In-Service Date field in the Create Autocreation Transactions process, OR Enter (or edit, as needed) the desired service start date(s) in the appropriate In-Srvc Dt columns on this screen for each book. When you run the final autocreation process, the system populates the In-Srvc Date field in the Other Books Info subtask of the Manage Asset Master Information screen (and the Manage Asset Other Books Information screen) with data from this column. You can change the In-Srvc Date field after autocreation has taken place.
(Books 2 to 10) Salvage Pct	Optional books 2 to 10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for books 2 to 10, and no postings can occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information and the Manage Asset Other Books Information screens, and reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation and disposal posting entries. This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Percent field in an Asset Template record. (This field is found in the Other Books Info subtask of the Manage Asset Master Information screen and on the Manage Asset Other Books Information screen.) The system does not automatically capture a salvage percentage from Costpoint Purchasing or Accounts Payable data. You can optionally enter (or edit) this data without having to do so in individual asset records after autocreation has taken place. You can enter the salvage value percentage rate to be used in the calculation of salvage and depreciable value. Note: If you enter a salvage value percentage in this field, the system will automatically compute and display the equivalent salvage value in an Asset Master record after you run autocreation. In an Asset Master record, data from the Value field (in the Salvage group box) is subtracted from the Total Cost field and the result is automatically displayed in the Amount to Depreciate field, which in turn affects the amount of depreciation calculated by the system. (These three fields are found in the Other Books Info subtask of the Manage Asset Master Information and the Manage Asset Other Books Information screens.) When you set up your depreciation methods on the Manage Depreciation Methods screen, you will see a Subtract Salvage Value Before Calculation check box. Since system calculations use this salvage value control flag to determine how to compute depreciation for each record, enter or edit data in the (Book Name) Salvage Pct columns on this screen (Manage Autocreation Transactions) with caution. Make sure you read the documentation for the Manage Depreciation Methods screen regarding the computation options for depreciation when a salvage value is specified. The salvage percentage in this column applies only to this book. Salvage percentages are optional for all other books. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system populates the Salvage Percent field in the Other Books Info subtask of the Manage Asset Master Information and the Manage Asset Other Books Information screens with data from this column. You can make changes to the Salvage Percent field after autocreation, but exercise caution.
(Books 2 to 10) Auto Calc Depr	Optional books 2 to 10 are initialized and named in the Books Detail group box on the Configure Fixed Assets Settings screen. You can use each optional book independently for tax depreciation, and so on. There is no interface with the General Ledger for books 2 to 10, and no postings can occur. The results of depreciation calculations display in the Other Books Info subtask of the Manage Asset Master Information screen, and reports are available in different formats. Book 1, which is automatically designated by the system as the "G/L Book," is the only book that interfaces with the General Ledger by means of depreciation, transfer and disposal posting entries. This field is required, both on this screen and in an Asset Master record, for depreciable assets. There is an equivalent Auto Calc Depr column for each optional book in the Other Books Info subtask of the Manage Asset Template Information screen. The Auto Calculate Depreciation status indicates whether or not the record should be included in system depreciation calculations. This field does not exist in Costpoint Purchasing, Receiving or Accounts Payable. When rows are created on this screen for which no template has been designated, the system automatically selects this check box as a default, thus enabling the auto calculation of depreciation for this optional book. The check box is selected as default and automatically display in this column for all used optional books in all rows on this screen, regardless of the autocreation source. You can change the auto calculate depreciation flag as needed: Accept the system default of Y (check box selected) if you want this Asset Master record to be included automatically in system calculations of depreciation after autocreation has taken place. The system will automatically compute depreciation each period for eligible assets (if other required data has been provided) and will display the results in the Current Pd Depreciation field in the Other Books Info subtask of the Manage Asset Master Information screen. You can overwrite the automatic system calculation of depreciation at any time. The system will also re-set the Current Pd Depreciation field back to zero during the Fixed Assets period close. Change the system default from Y to N if you do not want depreciation to be automatically calculated. You will need to manually enter the amount of depreciation in the Current Pd Depreciation field in the Other Books Info subtask of the Manage Asset Master Information screen (or on the Manage Asset Other Books Information screen) if you want depreciation for the period. In this circumstance, you will also need to blank out this field at the point at which you no longer want your manually entered depreciation amount to be used as the depreciation expense for the current accounting period. The system will not re-set the Current Pd Depreciation field back to zero during the Fixed Assets period close process. Note: In general, if you need to make a one-time adjustment to current period depreciation expense in an Asset Master record, you should manually override the system calculation in the Current Pd Depreciation field rather than change the Auto Calc Depr column in the Other Books Info subtask of the Manage Asset Master Information screen. If you want your manual depreciation expense entry to recur over future periods without the need to re-enter the amount each accounting period, you should clear the Auto Calc Depr check box and enter the override amount in the Current Pd Depreciation column. Both columns are in the Other Books Info subtask of the Manage Asset Master Information and the Manage Asset Other Books Information screens. The system default for the auto calculate depreciation flag is Y (Yes), and the system automatically activates this check box as a default in this column in all rows, regardless of the autocreation source. Note, however, that this column may already be populated with default data from a template (which may be different from the default). The primary function for a template is to provide a copy mechanism to bring default data from the template into corresponding fields on this screen (and into an Asset Master record). Data for many of the corresponding template fields have already been captured from Costpoint Purchasing, Receiving and Accounts Payable. When you enter the template/revision number, you can use the Template Import Parameters subtask to retain the autocreated data and to supplement only blank columns in this row with template data. See the documentation for the Template Import Parameters subtask for more information. Because the system automatically supplies a default value of Y (Yes-selected) for the Auto Calc Depr column, this data column operates as an exception and is therefore not considered "blank." If you have entered a N (No-cleared) value in the template, you can keep the Overwrite Asset Auto Calc Flag (Y/N) for all books check box selected in the Template Import Parameters subtask to ensure that the data from the template will be used by the system instead of the default system data for this field. Please review the detailed information on how templates function relative to this autocreation field in the documentation section for the Template No column on the Manage Autocreation Transactions screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. If you did not specify a template in Costpoint Receiving or Costpoint Accounts Payable, or you did not specify a default template, you can specify a template/revision number directly on the Manage Autocreation Transactions screen using the Template Import Parameters subtask. Alternately, even if a template number has already been used to import data (the specified template will display in the Template No column and Rev No column, as applicable), you can now specify the use of a different template/revision number in the Template Import Parameters subtask, if desired. Note: You will have more control over the import of template data if you designate a template directly on this screen instead of initiating the use of a template in Costpoint Receiving, Costpoint Accounts Payable, or naming a default template on the Configure Fixed Assets Settings screen. There is no message that gives you an overwrite choice when importing template data into the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen (both of which you can access via the Fixed Assets link). Procedurally, we recommend that the receiver not enter a template in the Fixed Assets subtask of the Manage Purchase Order Receipts screen and/or Manage Quality Control Inspections screen. Instead, if the receiver has a specific piece of data to enter at time of receipt such as the Location Group or Serial Number (or any other piece of data for which there are columns in that subtask,) he should do so in the appropriate column. You can later apply the appropriate template on the Manage Autocreation Transactions screen to supply the required data, and at that time select the option to supply data only for blank fields so the data entered by the receivers will be preserved and not overwritten. When you run the final autocreation process, the system populates the Auto Calc Depr column in the Other Books Info subtask of the Manage Asset Master Information screen (and the Manage Asset Other Books Information screen) with data from this column. You can make changes to the Auto Calc Depr field after autocreation, but exercise caution.
Nat Stock No	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Nat Stock No field in the Govt Info tab of the Manage Asset Template Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display an optional national stock number originally entered in the NSN field on the Manage Purchase Orders screen in Costpoint Purchasing. You can enter or edit the National Stock Number data in the National Stock No field in the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payabale Vouchers screen), this column may be blank, because this field is not available on those screens. You can make changes to the national stock number in this column, but exercise caution. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Nat Stock No field in the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen). You can makes changes to the Nat Stock No field after autocreation, but exercise caution.
Tag No	You can enter a value in this column to record a tag number. If you are licensed for Costpoint Purchasing/Receiving, it is possible that a tag number was assigned at time of receipt, and this column may already be populated. If you have also selected the auto-numbering configuration that assigns temporary asset numbers based on the tag numbers entered in Costpoint Receiving, the tag number will also display in the Temporary Asset No column. Note that the system automatically copies the entered tag number data to the Temporary Asset No column only when the row is first created in this table. Subsequent edits to the Tag No column of an existing row on this screen will not cause the tag number data to be automatically copied to the Temporary Asset No column. All subsequent edits of this nature must be made in the User Asset No column and the Tag No column, and should always be made with caution. If, for example, it is your company policy to use the assigned tag number as the asset identifier and the receiver entered the tag number incorrectly, you should enter the correct tag number in both the User Asset No column and the Tag No column. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) Because data in the Tag No column is not required, either on this screen or when receiving the property, make certain that data exists in this column if you have chosen to use tag numbers for your temporary asset numbers. In this circumstance, you can print the Print Autocreation Transactions Edit Report in summary format to check if any data is missing in this column. (This report prints data for the Tag No, Temporary Asset No, Temporary Item No, User Asset No, and User Item No columns.) Note: Make sure that you have selected the Enable Automatic Numbering for Asset Master Records check box on the Configure Fixed Assets Settings screen. Depending on the default asset/item numbering configuration that you specified, the system may need to use data on the Configure Fixed Assets Settings screen as the basis for assigning temporary asset/item number during the creation of transactions in the event of a problem. For example, if you have specified that you want the Tag No field to be assigned as the temporary asset number, the system must have an alternate resource from which to assign the temporary numbering if this optional data is missing. In this circumstance, the starting sequence for the temporary asset number will be automatically assigned by the system, depending on the value in the Last Asset Number field (and numbers previously used for existing assets) in the Automatic Numbering for Asset Master Records group box on the Configure Fixed Assets Settings screen. (You should have previously designated the length of the Asset No field on a system-wide basis in the Length of Asset Number field in the Corporate FA Settings block of the Configure Fixed Assets Settings screen during initialization.) If tag number data is missing, the system will automatically assign the next available asset number. Because of timing constraints during final processing, you may experience a higher incidence of duplicate asset numbers. These will print on the Error Report, and you can make the desired correction before re-running the final process.
Year Built	This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Year Built field in the Govt Info tab of the Manage Asset Template Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the Year Built field in the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. The Year Built field should be four numeric characters in year format (for example, 1995). This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system populates the Year Built field in the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the Year Built field after autocreation, but exercise caution.
Employee ID	If you are licensed for Costpoint Purchasing, you can optionally designate the employee assigned as "owner" for each unit received in the Fixed Assets subtask of the Manage Purchase Order Receipts screen or the Manage Quality Control Inspections screen in Costpoint Receiving. Employee data cannot be entered in Costpoint Accounts Payable, either on the Manage Purchase Order Vouchers screen or on the Manage Accounts Payable Vouchers screen. The employee is optional in an Asset Template and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display an optional employee entered in the Employee ID column in the Fixed Assets subtask during the Receiving function (if a template has not been designated). This subtask is available for data entry or edits (via the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered on the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column may be blank if a template has not been designated, because this field is not available on those screens. This field can be blank, because employee data is not required to save a row on this screen and is not required in an Asset Master record. You can make changes to this column, but exercise caution. You can enter, or click to select, a valid employee ID. You can enter valid data only from the Employee table in this field. If you need to enter template "ownership" data for custodians that are not employees, consider using the other user-defined "government" fields on this screen and/or the special-purpose user-defined fields, as applicable. You cannot enter data for the user-defined fields on this screen, but you can use the User-Defined Info subtask of the Manage Asset Master Information screen (or the Manage Asset User-Defined Information screen) to enter this data after autocreation has taken place. You can alternately use a template in which non-validated custodial data has already been entered in the User-Defined Info subtask of the Manage Asset Template Information screen (or the Manage User-Defined Information screen.) This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and to achieve the anticipated results. When you run the final autocreation process, the system populates the Employee field in the Govt Info tab of the Manage Asset Master Information screen (and the Employee ID field on the Manage Asset Government Information screen) with data from this column. You can make changes to these fields after autocreation.
Employee Name	This field is not available for data entry. If you have specified a valid entry in the Employee ID column on this screen, the system automatically displays the employee name (last, first, MI) from the Employee table for the displayed employee ID.
Govt1 (or your label)	If you designated a label for this field in the Govt Labels for Asset Master group box on the Manage Asset Master Field Labels screen, your label automatically displays in this field (for example, Contract No.). A label is not system-required. If you did not set up a label for this field, Govt1Label automatically displays. This user-defined field can be used independently from each of the other 14 user-defined government information fields. This field is optional, both on this screen and in an Asset Master record. There is an equivalent optional Govt1 (or your label) field in the Govt Info tab of the Manage Asset Template Information screen. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the Govt1 field in the Fixed Assets subtask during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered on the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system populates the Govt1 (or your label) field in the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the Govt1 (or your label) field after autocreation, but exercise caution.
Govt2 to Govt15 (or your label)	Please refer to the documentation of the Govt1 (or your label) column.
Long Description	This field is optional on this screen. There is an equivalent optional Long description field in the Desc Info tab on the Manage Asset Master Information and Manage Asset Template Information screens (and the Long Desc field on the Manage Asset Description Information screen). If you are licensed for Costpoint Purchasing/Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), two different options are available. On the Configure Autocreation Settings screen, if you leave the Populate the F/A Long Desc field with the data from the PO Line Desc field check box blank, the system will not copy the long description from the PO Line to populate the Long Description column on this screen. This column will be left blank. If you have selected this check box, the system will automatically populate the Long Description column on this screen with data from the Description field on the Manage Purchase Orders screen in Costpoint Purchasing. You can add new data or overwrite this data in the Fixed Assets subtask during the Receiving function. This subtask is available (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column is initially blank (if an Asset Template containing this data has not been designated), because this field is not available on those screens. (The full description from the voucher line on the Manage Accounts Payable Vouchers screen in Costpoint Accounts Payable automatically displays in the Short Description column on this screen.) You can make changes to this column, but exercise caution. This column may already be populated with default data from a template. The source of this data is determined by the template/revision number that displays in the Template No/Rev No columns. Please review the detailed information on how templates function relative to autocreation in the documentation section for the Template No column on this screen. It is very important to use the template functionality with caution to preserve the integrity of the autocreated data and achieve the anticipated results. When you run the final autocreation process, the system copies data from this column to the Long Desc field in the Desc Info tab on the Manage Asset Master Information screen (and to the Long Desc field on the Manage Asset Description Information screen). You can make changes to these fields after autocreation, but exercise caution.
UID	This field is optional, both on this screen and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the UID field in the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column will be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. The UID field is intended to be a unique identifying value for an asset record. Although there are controls to ensure that duplicate UID values do not exist in the Costpoint database, the system cannot prevent you from entering an invalid UID value, either using an invalid UID construct method or using a value duplicated outside the database. See the Generate UID label for this screen to determine if you can auto-generate a UID value for this record that prevents certain common errors in UID construction from occurring. This column is not duplicated in a template. When you run the final autocreation process, the system populates the UID field on the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the UID field after autocreation, but exercise caution. The auto-generate UID capability is not available after the record on this screen is converted into a Fixed Assets record.
UID Type	This field is optional, both on this screen and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered or populated when a UID value was auto-generated on the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column will be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. The UID Type is used in the auto-generation of a UID value. The UID Type tells the auto-generation process what data should be used in the construction of the UID. If a UID was auto-generated either on this screen or in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving), then the UID Type that was used to generate the UID will appear in this column. Changing the UID Type value that was used to generate the UID for an asset will cause a miss-match between the UID value and the record of the method used to create the UID value. If the UID Type field was populated when a UID was auto-generated, then that UID Type value was used to determine the construction of the UID. If the UID Type column was empty when the UID auto-generation was performed, then a default UID Type that is visible on the Configure Autocreation Settings screen was used to create the UID. As part of the UID auto-generation process, when the default UID Type is used, the default UID Type value is entered into the UID Type column for the asset(s) as part of the auto-generation process. See the Help for the Generate UID label on this screen for additional information about the UID auto-generation process. This column is not duplicated in a template. When you run the final autocreation process, the system populates the UID Type field on the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the UID Type field after autocreation, but exercise caution. The auto-generate UID capability is not available after the record on this screen is converted into a Fixed Assets record.
UID Issuing Agency	This field is optional, both on this screen and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the UID Issuing Agency field or populated when a UID value was auto-generated on the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column will be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. The UID Issuing Agency is a component of the UID Prefix used in the auto-generation of a UID value when the UID Type value is UID1 or UID2. In both cases, the UID Issuing Agency (as the first part of the UID Prefix,) becomes the first part of the UID value. If a UID was auto-generated either on this screen or in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving), then the UID Issuing Agency value that was part of the UID Prefix used to generate the UID will appear in this column. Changing the UID Issuing Agency value that was used as part of the UID Prefix to generate the UID for an asset will cause a miss-match between the UID value and the components that make up the UID value. If the UID Issuing Agency field was populated for a record when a UID was auto-generated, then the UID Issuing Agency on the record was NOT used to determine the construction of the UID. The UID Issuing Agency column should be empty when the UID auto-generation is performed. At that time, the default UID Issuing Agency visible on the Configure Autocreation Settings screen will be used to construct the UID. (This assumes that the UID Prefix set up on the Configuration screen correctly includes the default UID Issuing Agency as the first part of the UID Prefix.) As part of the UID auto-generation process, the default value is entered into the UID Issuing Agency column for the asset as long as the record’s UID Issuing Agency column is empty. See the Help for the Generate UID label on this screen for additional information about the UID auto-generation process. Note: If an incorrect value has been entered into the UID Issuing Agency field either before or after the UID auto-generation is performed, that incorrect UID Issuing Agency will not match the UID Issuing Agency value that was part of the UID Prefix used to create the new UID value, and there will be a mismatch on the screen between the UID value and the UID Issuing Agency. As a business practice, the UID Issuing Agency field should be empty when the auto-generation of UID values takes place. This column is not duplicated in a template. When you run the final autocreation process, the system populates the UID Issuing Agency field on the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the UID Issuing Agency field after autocreation, but exercise caution. The auto-generate UID capability is not available after the record on this screen is converted into a Fixed Assets record.
UID Enterprise Identifier	This field is optional, both on this screen and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the UID Enterprise Identifier field or populated when a UID value was auto-generated on the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column will be blank, because this field is not available on those screens. You can make changes to this column, but exercise caution. The UID Enterprise Identifier is a component of the UID Prefix used in the auto-generation of a UID value when the UID Type value is UID1 or UID2. In both cases, the UID Enterprise Identifier (as the second part of the UID Prefix,) becomes the second part of the UID value. If a UID was auto-generated either on this screen or in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving), then the UID Enterprise Identifier value that was part of the UID Prefix used to generate the UID will appear in this column. Changing the UID Enterprise Identifier value that was used to generate the UID for an asset will cause a miss-match between the UID value and the components that make up the UID value. If the UID Enterprise Identifier field was populated on a record when a UID was auto-generated, then that UID Enterprise Identifier was NOT used to determine the construction of the UID. The UID Enterprise Identifier should be empty when the UID auto-generation is performed. At that time, the default UID Enterprise Identifier on the Configure Autocreation Settings screen will be used to construct the UID. As part of the UID auto-generation process, when the default UID Enterprise Identifier is used and the Enterprise Identifier column is empty, the default value is entered into the UID Enterprise Identifier column for the asset as part of the auto-generation process. See the Help for the Generate UID label on this screen for additional information about the UID auto-generation process. Note: If an incorrect value has been entered into the UID Enterprise Identifier column either before or after the UID auto-generation is performed, that incorrect UID Issuing Agency will not match the UID Issuing Agency value that was part of the UID Prefix used to create the new UID value, and there will be a mismatch on the screen between the UID value and the UID Enterprise Identifier. As a business practice, the UID Enterprise Identifier field should be empty when the auto-generation of UID values takes place. This column is not duplicated in a template. When you run the final autocreation process, the system populates the UID Enterprise Identifier field on the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the UID Enterprise Identifier field after autocreation, but exercise caution. The auto-generate UID capability is not available after the record on this screen is converted into a Fixed Assets record.
CAGE ID	This field is optional, both on this screen and in an Asset Master record. If data originated in Costpoint Purchasing and/or Receiving (regardless of whether the data was captured at the time of receipt or at time of posting), this column may display optional data entered in the CAGE ID field on the Fixed Assets tab during the Receiving function. This subtask is available for data entry or edits (using the Fixed Assets link) from both the Manage Purchase Order Receipts and Manage Quality Control Inspections screens of Costpoint Receiving if the account combination charged on the PO Line has been set up as an Autocreation Account and if the account does not have an inventory abbreviation. Note: The system requires receipt identification data in order to establish linkage when copying Fixed Assets data entered in the Fixed Assets subtask (on the Manage Purchase Order Receipts and/or Manage Quality Control Inspections screens in Costpoint Receiving) to this column. (To enable the system to write optional Fixed Assets data entered in this subtask to the Manage Autocreation Transactions screen, you must also enter receipt identification data in the normally optional Rcpt field on the Manage Purchase Order Vouchers screen in Costpoint Accounts Payable.) If data originated in Costpoint Accounts Payable (on either the Manage Purchase Order Vouchers or the Manage Accounts Payable Vouchers screen), this column will be blank, because this field is not available on those screens. You can make changes to this column. This column is not duplicated in a template. When you run the final autocreation process, the system populates the CAGE ID field on the Govt Info tab of the Manage Asset Master Information screen (and to the Manage Asset Government Information screen) with data from this column. You can make changes to the CAGE ID field after autocreation.
Set to Hold, Set to Selected	Click these to change the status of selected records on the Autocr Status column on this screen. Refer to the documentation for the Autocr Status column for more information.
Duplicate Row	Click this button to duplicate selected rows in the table window.
Generate UID	If you select one or more rows and click this button, new Unique Item Identifier (UID) values will be created for those row(s) that qualify. This button will use the UID Type values for each record to determine the construct formula for each UID generated. If one or more of the selected records do not have UID Type values, the default UID Type value displayed on the Configure Autocreation Settings screen will be used for this purpose. When this is true, the UID Type, UID Issuing Agency and UID Enterprise Identifier from the Configure Autocreation Settings screen will be copied into their respective fields in this screen for each record. If a UID Type value already exists on a record, then only the UID Issuing Agency and the UID Enterprise Identifier from the Configure Autocreation Settings screen will be copied onto the record as the UID value is created. If either the UID Issuing Agency or the UID Enterprise Identifier is present on a record when Generate UID is used, the values in these fields will not be used to create the UID and these record values will not be replaced by the values used to create a new UID. As a general business practice, the UID Issuing Agency and the UID Enterprise Identifier should be left empty if the Generate UID process will be used. The UID Type, UID Enterprise Identifier and UID Issuing Agency are displayed on the Configure Autocreation Settings screen. If you are licensed for Costpoint Inventory, these fields are maintained on the Configure Serial/Lot Settings screen in Inventory Controls and are displayed as read-only values on the Configure Autocreation Settings screen. If you are not licensed for Costpoint Inventory, these fields are displayed and editable on the Configure Autocreation Settings screen. The following are the conditions for generating a UID: The row(s) must be highlighted before you click the Generate UID button. The UID Type in the highlighted row(s) on this screen must be equal to one of the two UID Type values supported by the Generate UID button (shown below) or empty with one of the following two UID Type values displayed on the Configure Autocreation Settings screen: UID1 UID2 The UID Prefix field on the Configure Autocreation Settings screen must be populated. The generated UID value will not be used to populate the UID field for that record if the generated value already exists on an Inventory, Autocreation Edit or Fixed Assets record. The Serial No field for the highlighted row(s) must have a value when the UID Type value is UID2. If the UID Type on the records or in the Defaults for UID group box of the Configure Autocreation Settings is equal to UID2, the successful generation of a UID code and the population of that code into a Manage Autocreation Transactions record’s UID field will occur only if the preceding three conditions are satisfied and the following additional situation is true: The Model No field for the highlighted row(s) must have a value. The Serial No field for the highlighted row(s) must have a value. The UID column for the asset record(s) must be empty. When the UID Type on the record or in the Defaults for UID group box of the Configure Autocreation Settings is qual to UID1, the successful generation of a UID code and the population of that code into a Manage Autocreation Transactions record’s UID field will occur under the same conditions as those for the UID Type equal to UID2 except that the Model No may be empty for the record(s) since the Model No is not used to create the UID value when UID Type is equal to UID1.

Subtask

Subtask	Description
Template Import Parameters	Click this link to open the Template Import Parameters subtask.

Costpoint Online Help

Contents of the Manage Autocreation Transactions Screen

Table Window

Subtask