PRINT PROJECTED DEPRECIATION REPORT

Use this screen to print the results of the calculation from the Compute Projected Depreciation screen. This process calculates depreciation expense for future fiscal years/ periods for currently owned assets and/or projected future asset purchases, by book. You can also view the results of the computation on the View Projected Depreciation Expense screen.

You can print a summary report by account, or a detailed report that lists future depreciation expense by asset/item number. You can print projections for a range of future fiscal years as well as for one book, selected books, or all books. You can print the data for a range of (including just one), or all, depreciation expense accounts, organizations, projects, and/or all asset/item numbers. Use additional selection criteria to print data by accounting period and to print project subtotals on the report. You can also choose to print the Depr Expense Account Alloc Code Column on detail reports as well as to specify whether amounts should be displayed on the report in whole numbers.

To generate future period data beginning with the period after the current period from the Configure Posting Settings screen, select the current fiscal year for the report and print the data by accounting period. The total for the current fiscal year is computed by the system and is the sum of the following:

This report prints data on legal-sized paper (8-1/2 x 14) in landscape orientation only.

If you display dollars in whole numbers, data for 12 accounting periods plus a total column (13 total columns) can display on a single report page. If you have more than 12 accounting periods in your fiscal year or if you display dollars and cents on the report, the additional columns will print on a second report page. Data for each book begins printing on a new page.

You can print the results of computed projected depreciation at any time on this screen after you run the Compute Projected Depreciation screen. Previously computed projected depreciation expense data remains in the table until you run a new calculation. Run the Compute Projected Depreciation screen before running this report to access the most current data.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Depr Exp Accounts

Option

Select the depreciation expense account range option from the drop-down list. Valid options are:

Start

Enter, or click to select, the beginning depreciation expense account.

Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts from the Lookup for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending depreciation expense account.

Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which projected depreciation data does not exist or does not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All, One, or To End in the Option field, this field will be inactive.

Depr Exp Organizations

Option

Select the depreciation expense organization range option from the drop-down list. Valid options are:

Start

Enter, or click to select, the beginning depreciation expense organization.

Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending depreciation expense organization.

Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All, One, or To End in the Option field, this field will be inactive.

Depr Exp Projects

Option

Select the depreciation expense project range option from the drop-down list. Valid options are:

Start

Enter, or click to select, the beginning depreciation expense project.

Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending depreciation expense project.

Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All, One, or To End in the Option field, this field will be inactive.

Asset/Item Numbers

Use the following fields to print the report for asset/item numbers. If you enter a specific asset number, you must also enter a corresponding item number before you can print the report.

If you selected the Summary option in the Report Option group box, the Asset No and Item No fields are not available as selection criteria for the report.

Option

Select the range option from the drop-down list. Valid options are:

Start

Enter, or click to select, the beginning asset and item numbers for the range.

Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All or From Beginning in the Option field, these fields will be inactive.

End

Enter, or click to select, the ending asset and item numbers for the range.

Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which projected depreciation data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.

If you select All, One, or To End in the Option field, these fields will be inactive.

Fiscal Year

Select from the drop-down lists, the fiscal year(s) for which you want to print projected depreciation. You must enter a fiscal year selection in both the Start and End fields, even if you only want to print the report for a single fiscal year.

The available fiscal years display from the Manage Fixed Assets Fiscal Years screen.

Start

Enter, or click to select, the beginning fiscal year for which you want to print data.

End

Enter, or click to select, the ending fiscal year for which you want to print data.

If you print the data by accounting period, the report prints future period data beginning with the period after the current period (from the Configure Posting Settings screen) if the current fiscal year is selected for the report. If you do not select this option, the report prints the total for the current fiscal year as follows—the FYTD field amount in the Asset Master record plus the Amount Posted Curr Pd amount in the Asset Master record plus amounts calculated for each future period in the current fiscal year.

Options

Report Option

Use the options in this group box to specify either a summary report that is without individual asset/item number data or a detailed report that prints data for each asset/item number.

Summary

Select this option to print a summary report without individual asset/item number data.

If you select this option, the Depr Expense Account Alloc Code Column check box in the Show group box is disabled. In addition, if you select this option, asset/item numbers are not available as selection criteria.

Detail By Asset

Select this option to print a detailed report that includes individual asset/item number data.

If you select this option, asset/item numbers are available as selection criteria as well as the Depr Expense Account Alloc Code Column check box in the Show group box.

Print Future Depr Expense For

Select one or more check boxes in this group box to specify the type of assets to include in the projected depreciation report. You must select at least one check box.

Currently-Owned Assets

Select this check box to print projected depreciation for currently owned assets.

Projected Purchases

Select this check box to print projected depreciation for projected asset purchases.

Show

Use the options in this group box to control display preferences for the report.

Depr Expense Account Alloc Code Column

This check box is available only if you select the Detail by Asset option in the Report Option group box.

Select this check box to print the depreciation expense account allocation code data for each asset/item number on the report.

Amounts as Whole Numbers

Select this check box to print depreciation expense amounts on the report in whole numbers without the display of decimals.

If you display dollars in whole numbers only, data for 12 accounting periods plus a total column (13 total columns) can display on a single report page. If you have more than 12 accounting periods in your fiscal year, the additional columns will print on a second report page in this circumstance.

Do not select this check box if you want the report to display all values in dollars and cents. If you use this option since columns are wider to accommodate the decimals, more data will print on a second report page, as applicable, depending on your selection options.

Print

Use this group box to control print display preferences for the report.

Period Data

Select this check box to print projected depreciation expense by accounting period for the selected fiscal year(s).

Project Subtotals

Select this check box to print subtotals by project for the projected depreciation expense.

Select Books

You must select at least one check box in this group box to choose the book(s) for which you want to print projected depreciation expense data. You can select any number of books for the report.

Data for each book begins printing on a new page.

G/L Book

Select this check box to print projected depreciation expense for the General Ledger book.

Book 2 (or your label)

Select this check box to print projected depreciation expense for this optional book.

This check box is disabled if the book has not been set up on the Configure Fixed Assets Settings screen. If the book is already established on the Configure Fixed Assets Settings screen, the book name that you assigned during setup displays in place of the generic "Book 2" label.

Book 3 (or your label) – Book 10 (or your label)

Please refer to the documentation for the Book 2 (or your label) field.

If you want to use most of the same report selection parameters but want to run a slightly different report, you can use Copy Record to copy the parameters and make minor changes to them without changing your saved parameters. To use Copy Record, open the record you want to duplicate through Query (F11), select the line that you want to duplicate, and then go to the Line menu and select Copy Record (or press CTRL+E). The system makes a copy of the parameters, which you can edit and save as desired.