Costpoint Online Help

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Print Autocreation Transactions Edit Report

You can use the optional autocreation feature in Costpoint Fixed Assets to automatically create Asset Master records by importing data from Costpoint Purchasing, Receiving, and/or Accounts Payable. Autocreation reduces the need for duplicate data entry in Costpoint Fixed Assets.

Use the report printed from this screen to review data from the Manage Autocreation Transactions screen before you run the final autocreation process that transforms the data into Asset Master records.

You can use the report printed from this screen to review data from the Manage Autocreation Transactions screen before you run the final autocreation process that transforms the data into Asset Master records. You can print the report for asset accounts, organizations, projects, and or autocreation dates. You can also select records based on autocreation status (Selected and/or On Hold) and timing source (Receipts and/or Postings). You can sort by asset account, asset organization, asset project, autocreation status, autocreation timing source, and autocreation date.

Two versions of the Autocreation Transactions Edit Report are available:

  • A summary report, in which data from selected columns on the Manage Autocreation Transactions screen prints in a list format. The asset account, organization, project, autocreation status, timing source, asset/item number, tag number, short description, template/revision number, and total cost are included. In addition, cost subtotals print by account/organization/project along with a grand total.
  • A detail report, in which data from all columns on the Manage Autocreation Transactions screen prints on a single page. Because there are so many columns on the screen, this report provides an easy way to review all the data for a single row.

You can print this report at any time. Because data from the Manage Autocreation Transactions screen is converted to Asset Master records during final processing, you may want to establish company procedures that include printing and reviewing this report before you run the final process from the Create Asset Master Records screen.