PRINT PROJECTED ASSET DISPOSALS REPORT

Use this screen to print data entered on the Manage Projected Asset Disposals screen.

You can use the optional Manage Projected Asset Disposals screen to enter projected disposals of currently owned depreciable assets for which disposals are anticipated in advance of their stated useful life.

You can optionally factor this data into the Compute Projected Depreciation process so that future projected depreciation will not be overstated by events of this nature. Corporate reorganizations, acquisitions, divestitures, and/or mergers most commonly create the need for premature asset dispositions.

When you run the optional process to compute future depreciation, you can include projected disposals of currently owned assets in the calculation.

The system cannot factor in projected disposals for currently owned assets until you have entered future disposal information in the optional Manage Projected Asset Disposals screen. You can use this report to review projected disposal data.

You can print projected disposals for a range of asset accounts, organizations, and/or projects. You can also print for asset/item numbers, as well as for future fiscal years and periods. You can also print asset cost data for the G/L Book on the report. You can sort the report data by asset account, disposal FY/period, or by asset/item number.

You can print the report from this screen any time after you have entered, edited, or deleted data on the Manage Projected Asset Disposals screen. Data loaded into the Manage Projected Asset Disposals table window remains until you have entered new data, edited existing data, or deleted existing data. If you run this report and find that the data is not correct, you should make changes on the Manage Projected Asset Disposals screen and re-run this report.

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

Asset Accounts

Use the following fields to select records from a range of asset accounts for the report. The asset account is a required Asset Master record field in the Acct Info tab of the Manage Asset Master Information screen or on the Manage Asset Account Information screen for all property records, and denotes the "ownership" account, such as company-owned balance sheet, project, and so on.

Option

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

If you have a large number of asset accounts, you may want to select an option other than All to limit the number of records to print.

Start

Enter, or click to select, the beginning asset account. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which projected asset disposal 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 asset account.

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

Asset Organizations

Use the following fields to select organizations for the report.

Option

Select a range option from the drop-down list. The available options are:

Start

Enter, or click to select, the beginning organization. Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected organizations for which projected asset disposal 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 organization.

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

Asset Projects

Use the following fields to select projects for the report.

Option

Select a range option from the drop-down list. The available options are:

Start

Enter, or click to select, the beginning project in this field. Because this is a standard Lookup to the PROJ table, you may find that you have selected projects for which projected asset disposal 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 project.

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 select asset/item numbers for the report. If you enter a specific asset number, you must also enter a corresponding item number before you can run the computation.

Option

Select a range option from the drop-down list. The available options are:

Start—Asset No/Item No

Enter, or click to select, the beginning asset and item numbers. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which projected asset disposal 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—Asset No/Item No

Enter, or click to select, the ending asset and item number(s) for the range.

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

Disposal Timing

Use the following fields to select future fiscal years and periods for the report for which disposals of currently owned assets are projected. The fiscal year and period of disposal are required fields on the Manage Projected Asset Disposals screen for all projected disposals of currently owned assets.

Option

Select a range option from the drop-down list. The available options are:

The fiscal years available for selection in the Lookup includes only those fiscal years already set up on the Manage Fixed Assets Fiscal Years screen.

The accounting periods available for selection in the Lookup includes only those periods already set up for the specified fiscal year in the Manage Fixed Assets Accounting Periods screen.

Start—Fiscal Year

Enter, or click to select, the beginning fiscal year of disposal for the range. Because the Lookup displays data in the Fixed Assets Fiscal Year Info (FA_FY_INFO) table, you may find that you have selected a fiscal year for which projected assets disposal 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

Start—Period

Enter, or click to select, the beginning accounting period of disposal for the range. Because the Lookup displays data in the Fixed Asset Accounting Period Info (FA_PD_INFO) table, you may find that you have selected a period for which projected assets disposal 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—Fiscal Year

Enter, or click to select, the ending fiscal year of disposal for the range.

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

End—Period

Enter, or click to select, the ending accounting period of disposal for the range.

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

Options

Show

Asset Cost Data for G/L Book

Select this check box to print asset cost data for the G/L Book on the report.

Sort By

In this group box, you can choose to sort the report by asset account, disposal fiscal year and period, or asset/item number. You can sort the report by only one category at a time.

1st Sort

Select a sort option from the drop-down list. The available options are:

If you want to use most of the same report selection parameters but want to run a slightly different report, you can use the Copy Record function to duplicate the parameters and make minor changes to them without changing your saved parameters. To use Copy Record, open the record to be copied, and then click Line » Copy Record or press CTRL+E. The system makes a copy of the parameters, which you can edit and save as desired. You need to indicate a Parameter ID and Description for the new record.