History Tab of the Asset Review Form or Dialog Box

Use this tab to view the transaction history for an asset item.

Whenever you complete depreciation, split, transfer, or disposal processing for an asset item, the transaction information displays on this tab. The transactions are from all periods, not just the active (current) period that you have open on the screen.

You can view the transactions for the GL Book, or for any additional books that are in use for an asset item. The GL Book transactions are posted to your general ledger. Additional book transactions are not posted to your general ledger.

When you use the Undo Posting utility to undo the postings for depreciation and disposal processing for an asset item, transaction amounts are removed from this tab.

Contents

Fields

Field	Description
Book	From the drop-down list in this field, select the asset item's GL book or any additional books for which you want to view transaction history. Additional books are configured on the Additional Books tab in Configuration > Asset Management. After you select a book, the Depreciation Basis field displays the depreciation basis amount for the asset item from the GL Cost tab or the Additional Books tab in the Equipment Info Center.
Depreciation Basis	This field displays the depreciation basis for the depreciation book that you selected in the Book field.

History Grid

This grid displays the transaction history for the asset item.

Field

Description

History 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.

History Grid Fields

Field	Description
Transaction	This field displays the type of transaction or information that the row contains. Possible entries in this field for your GL Book or additional books are: GL Book Depreciation Processing or Additional Books Depreciation Processing — A row is added with this transaction type when you process depreciation for an asset item in Asset Management > Disposal Processing. Transfer GL Book Processing or Transfer Additional Book Processing — A row is added with this transaction type when you process a transfer for an asset item in Asset Management > Transfer/Split Processing. Split GL Book Processing or Split Additional Book Processing — A row is added with this transaction type when you process a split for asset items in Asset Management > Transfer/Split Processing. Disposal-Sold — A row is added with this transaction type when you process the disposal of an asset item in Asset Management > Disposal Processing, and you sell the asset item. Disposal-Split — A row is added with this transaction type when you process the disposal of an asset item in Asset Management > Disposal Processing, and you scrap the asset item. History Loading — A row is added with this transaction type when you enter prior accumulated depreciation for an asset item in Utilities > History Loading > Asset Management. Only one row for History Loading displays in the History grid, even if you enter multiple rows of prior accumulated depreciation amounts in the Prior Accumulated Depreciation Amounts grid in History Loading for an asset item. The one History Loading row in the History grid displays the total of all prior accumulated depreciation amounts entered in History Loading.
Period	This field displays the period in which the transaction was posted.
Posting Sequence	This field displays the posting sequence of the transaction.
Organization	This field displays if you use organizations in Vision and you maintain separate balance sheets for the organizations. This field displays the organization that is associated with the asset item and project at the time of posting the transaction.
Accumulated Depreciation	This field displays the accumulated depreciation amount for an asset item at the time of posting the transaction.
Cash	For Disposal-Sold transaction types, this field displays the cash amount that you received when you sold the asset item.