Improvements Tab of Asset Management Configuration

Use the Improvements tab to define the types, or classifications, of improvements that are used to improve another asset item (for example, to repair another asset item). You assign an improvement type to an asset on the GL Book tab in the Equipment Info Center.

Contents

When you select a classification for the Improvement Type on the GL Book tab, you can then specify the asset item that it enhanced. After you associate the two asset items, you can see the association listed on the Equipment Summary report in Reporting > Equipment. Each of the asset items will be depreciated separately.

Improvement Type Grid

Use this grid to specify the improvement types for your assets.

Field Description
Improvement Type Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to open a new blank row in the grid and then complete the fields in the row to add a improvement type.
Delete Select the row to delete and then click this option to remove the improvement type. You cannot delete a improvement type after it is assigned to an asset on the GL Book tab in the Equipment Info Center.
Code Enter a code for the improvement type.
Description Enter a description for the improvement type. This is the value that displays in the Improvement Type drop-down list on the GL Book tab in the Equipment Info Center.
In Use Select this option for each improvement type on this grid that you want to display in the Improvement Type drop-down list on the GL Book tab in the Equipment Info Center. If this option is not selected, the improvement type is not available for selection.