TEMPLATE IMPORT PARAMETERS

Three general options are available for the import of template data. You can overwrite only "blank" Asset Master fields, overwrite all Asset Master fields, or cancel the template data import altogether.

In this subtask, choose the desired template import options and enter, or click to select, the template number in the Template No field. The template mechanism operates on this screen much as in the Asset Master screen, although the display screen for template options has slightly different functionality. (Because user-defined field data imported from a template bypasses the Manage Autocreation Transactions screen and is copied directly into an Asset Master record when you run Create Asset Master Records, the specific user-defined field options are available only when you are importing template data directly into Asset Master records (they are not available in the Manage Autocreation Transactions screen).)

Select Template Import Parameters

Template No

Enter, or click to select the desired template number. This field, together with the Rev No field, supplies the unique identifier for the Asset Template record.

Rev No

Enter, or click , to select the desired revision number, as applicable.

Overwrite only BLANK Asset Master fields with template data

This is the first option available for the import of template data. It is active by default.

If you select this option, the system will not overwrite existing asset data in the row with template data except as determined by your check box selections.

Use this option to safeguard autocreated data while, at the same time, supplying additional data that is required in Asset Master records (but not obtainable from Costpoint Purchasing, Receiving and/or Accounts Payable).

Much of the data in columns on the Manage Autocreation Transactions screen, such as Vendor ID, and so on, may already have been captured from Costpoint Purchasing, Receiving, and/or Accounts Payable during the autocreation process. Alternately, you may have already entered a Vendor ID in the row that you do not want to be overwritten with template data. With this overwrite option, therefore, you can retain the existing data in the row (regardless of its source) and supplement only blank columns with the template data.

Each of the check boxes associated with this option selection provides an overwrite option, because each of these columns displays a default value in this row and is not considered "blank," as follows:

When you select this option, you must also choose from two alternatives regarding the import of user-defined data from the template. These are "all or nothing" options, in which you can populate all Asset Master user-defined data fields with all template user-defined data, or you can populate no Asset Master user-defined fields with template user-defined data.

Although user-defined fields do not display in columns on this screen, if you have selected the ALL option, the template user-defined data will automatically be imported to Asset Master records when you run the final autocreation step from the Create Asset Master Records screen.

Overwrite Asset Record Status (Active/Inactive)

This check box is selected by default.

This check box is available only if you have selected the Overwrite only BLANK Asset Master fields with template data option.

If you leave this check box selected, the system will populate only blank Asset Master columns on this screen with template data, and the system will overwrite the default Active Record Status on the Manage Autocreation Transactions screen with the template data. If, for example, you had selected the Inactive Record Status in the template, selecting this option will copy the Inactive status from the template and otherwise populate only blank Asset Master columns on this screen with template data.

If you clear this check box, the system will populate only BLANK Asset Master columns on this screen with template data, and the system will ignore the value you have specified for the Record Status in the template. The system will automatically populate the Record Status column on the Manage Autocreation Transactions screen with Active, which is the default value.

Overwrite Asset Depr Status (Depreciable/Non-Depreciable)

This check box is selected by default.

This check box is available only if you have selected the Overwrite only BLANK Asset Master fields with template data option.

If you leave this check box selected, the system will populate only blank Asset Master columns on this screen with template data, and the system will overwrite the default Depreciable Depr Status on the Manage Autocreation Transactions screen with the template data. If, for example, you had entered a Depr Status of Non-Depreciable in the template, selecting this option will copy the Non-Depreciable status from the template and otherwise populate only blank Asset Master columns on this screen with template data.

If you clear this check box, the system will populate only blank Asset Master columns on this screen with template data, and the system will ignore the value you have specified for the Depr Status in the template. The system will automatically populate the Depr Status column on the Manage Autocreation Transactions screen with Depreciable, which is the default value.

Overwrite Asset Condition Code (New/Used)

This check box is selected by default.

This check box is available only if you have selected the Overwrite only BLANK Asset Master fields with template data option.

If you leave this check box selected, the system will populate only blank Asset Master columns on this screen with template data, and the system will overwrite the default New Condition code on the Manage Autocreation Transactions screen with the template data. If, for example, you had entered a Condition code of Used in the template, selecting this option will copy the Used status from the template and otherwise only populate blank Asset Master columns on this screen with template data.

If you clear this check box, the system will populate only blank Asset Master columns on this screen with template data, and the system will ignore the value you have specified for the Condition code in the template. The system will automatically populate the Condition code column on the Manage Autocreation Transactions screen with New, which is the default value.

Overwrite Asset Auto Calc Flag (Y/N) for all books

This check box is selected by default.

This check box is available only if you have selected the Overwrite only BLANK Asset Master fields with template data option.

If you leave this check box selected, the system will populate only blank Asset Master columns on this screen with template data, and the system will overwrite the default Yes (selected) in the Auto Calc Depr columns on this screen with the template data. If, for example, if the Auto Calc Depr check box is selected in the template for Book 1 only, selecting this option will copy the No (cleared) flag for Book 1 and the Yes flags for Books 2-10 from the template and otherwise populate only blank Asset Master columns on this screen with template data.

If you clear this check box, the system will populate only blank Asset Master columns on this screen with template data, and the system will ignore the values you have specified for the Auto Calc Depr flags in the template for all books. The system will automatically populate the Auto Calc Depr flag columns on this screen with Yes, which is the default value.

Overwrite ALL Asset Master fields with template data (Blank template fields will overwrite existing Asset Master data with blanks.)

This is the second option available for the import of template data.

This option is clear by default.

Select this option to populate all Asset master fields with template data. When you select this option, blank template fields will overwrite existing Asset Master data columns with blanks.

Select this option with care; the system will replace your autocreated data with actual template data or with blanks if there is no template data. This option is less appropriate for use with autocreated data on this screen, and more appropriate when you are manually adding data in new Asset Master records.

Cancel Template Data Import

This option is clear by default. Select this option to cancel the Template Data Import.