PRINT ASSET TRANSFER INFORMATION REPORT

Use this screen to print transfer record data from the Manage Asset Transfer Information screen.

This report selection screen contains four sections, as follows:

Location

On the Manage Tracking Field Labels screen, you can optionally define the labels for the transfer data columns, such as Trnsfr To, Apprved By, and so on. Your labels, along with the Date label for the first column, will display as the label names for the report as well as in the other related transfer screens. Use this optional feature to "customize" the transfer data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Transfer1, Transfer2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

The report you run from this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can run the report on this screen for each company only by using the separate company login for each. If you have multiple companies, you cannot run the report from this screen for any company other than your company of login

You can manually enter transfer data on a record-by-record basis on the Manage Asset Transfer Information screen. If you have a large number of property records for which transfer data must be periodically maintained, however, manual entry can prove time-consuming and tedious.

As an alternative to manual transfer data entry, use this optional screen to select the asset/item numbers, asset Account/Organization/Project account combinations, and/or property types that you want to populate with a set of specified transfer template data that is common to the selected records. The intention of this special-purpose process is aimed at minimizing manual data entry requirements for transfer information that is common to a range of records.

Steps to populate the fields on the Manage Asset Transfer Information screen

This screen, the Print Asset Transfer Information Report provides a current "snapshot" of transfer data for your asset records. You can print this report at any time after you have established records on the Manage Asset Transfer Information screen, either manually or by means of running the special-purpose transfer processes.

Although not system-required, you may choose to optionally define the labels on the Manage Tracking Field Labels screen for the transfer data fields (such as Trnsfr To, Apprved By, and so on).

You may find that the ability to "customize" these labels makes your transfer data entry and history review more meaningful. If you do not choose to define labels, system default labels (for example, Transfer1, Transfer2, and so on) will display as the column names.

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

Use the fields in this group box to specify the asset account, organization, project, asset/item number, and/or transfer date selection criteria for the process.

Asset Accounts

Option

Select the asset account(s) option from the drop-down list for which you want to generate the report data. Asset "ownership" data is required entry for all Asset Master records. Account and organization are always required, but projects and reference numbers are optional.

The system may modify your records selection from within this asset account range by your choice of organization, project, asset/item number, and/or transfer date type range, as well as by your Select Record Status and Select Depreciation Status check box selections.

The following selection options are available:

Start

Enter, or click to select, the starting asset account, as applicable.

Because this is a standard Lookup to the ACCT table, you may find that you have selected an account for which transfer records do not exist or do not meet your other selection criteria.

End

Enter, or click to select, the ending asset account, as applicable.

Because this is a standard Lookup to the ACCT table, you may find that you have selected an account for which transfer records do not exist or do not meet your other selection criteria.

Organizations

Option

Select the asset organization(s) option from the drop-down list for which you want to generate report data. Asset "ownership" data is required entry for all Asset Master records. Account and organization are always required, but projects and reference numbers are optional.

The system may modify your records selection from within this asset organization range by your choice of account, project, asset/item number, and/or transfer date range, as well as by your Select Record Status and Select Depreciation Status check box selections.

The following selection options are available:

Start

Enter, or click to select, the starting asset organization, as applicable.

Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected an organization for which transfer records do not exist or do not meet your other selection criteria.

End

Enter, or click to select, the ending asset organization, as applicable.

Because this is a standard Lookup to the ORG_ACCT table, you may find that you have selected an organization for which transfer records do not exist or do not meet your other selection criteria.

Projects

Option

Select the asset project(s) option from the drop-down list for which you want to generate the report data, as applicable. Asset "ownership" data is required entry for all Asset Master records. Accounts and organizations are always required, but projects and reference numbers are optional.

The system may modify your records selection from within this asset project range by your choice of account, organization, asset/item number, and/or transfer date range, as well as by your Select Record Status and Select Depreciation Status check box selections.

The following selection options are available:

Start

Enter, or click to select, the starting asset project, as applicable.

Because this is a standard Lookup to the PROJ table, you may find that you have selected a project for which transfer records do not exist or do not meet your other selection criteria.

End

Enter, or click to select, the ending asset project, as applicable.

Because this is a standard Lookup to the PROJ table, you may find that you have selected a project for which transfer records do not exist or do not meet your other selection criteria.

Asset/Item Numbers

Option

Select the asset/item number(s) for which the report data should be generated.

The system may modify your records selection from within this asset/item number option by your choice of account, organization, project, and/or transfer date, as well as by your Select Record Status and Select Depreciation Status check box selections.

The following selection options are available:

Start

Enter, or click to select, the starting asset/item number, as applicable.

Because this is a standard Lookup to the ASSET table, you may find that you have selected an asset/item number for which transfer records do not exist or that do not meet your other selection criteria.

End

Enter, or click to select, the ending asset/item number, as applicable.

Because this is a standard Lookup to the ASSET table, you may find that you have selected an asset/item number for which transfer records do not exist or that do not meet your other selection criteria.

Transfer Dates

Option

Select the transfer date(s) for which the report data should be generated.

The system may modify your records selection from within this transfer date option by your choice of account, organization, project, and/or asset/item number, as well as by your Select Record Status and Select Depreciation Status check box selections.

The following selection options are available:

Start

Enter, or click to select, the starting transfer date, as applicable.

You may find that you have selected an transfer date for which transfer records do not exist or that do not meet your other selection criteria.

End

Enter, or click to select, the ending transfer date, as applicable.

You may find that you have selected an transfer date for which transfer records do not exist or that do not meet your other selection criteria.

Options

Use the check boxes in this group box to select the depreciation type(s) and record status type(s) for which the report should be generated, as well as your choice of the specific transfer data that should display in the four available data columns on the report.

Select Record Status

Use the check boxes in this group box to select the record status type(s) for which the report should be generated.

The system requires that you assign an Active, Inactive, or Disposal record status to each Asset Master record.

The system may modify your record selection by your choice of account, organization, project, asset/item number, and/or transfer date options, as well as by your Select Record Status and Select Depr Status check box selections.

Active Records

Select this check box to include active records in your selection criteria.

Inactive Records

Select this check box to include inactive records in your selection criteria.

Disposals

Select this check box to include disposals in your selection criteria

Select Data for Report

Use the data fields in this group box to optionally specify up to four of the eight available user-defined transfer data fields to print on the report.

Your selected user-defined transfer data, will print on the report in the sequential column order that you specify. For example, the system will display the data you have specified for Column 1 first, the data you have specified for Column 2 next, and so on.

If you do not want to include four data fields on the report, you can leave any of these columns blank. Because the column fields are optional and will print in the order you select, you can use the selection in this group box to create many different report formats.

The system will not shift blank columns to the left on your printed report and will display these as blank spaces on the report. If you want to include blank spaces between columns to make it easier to review your data, you can select data fields for alternate columns only. For example, if you select data fields to be printed only in Columns 1 and 3, Columns 2 and 4 will then print as blank columns, leaving extra space on the report.

Column 1

Enter, or click to select, the desired transfer data field (from the eight data fields available) that should display in Column 1, as applicable.

If you designate one or more labels for the transfer data fields in the Transfer Labels group box of the Manage Tracking Field Labels screen, the system automatically displays your labels for the transfer data fields in the Lookup.

It is not a system requirement that you have one or more pre-established labels for the transfer data fields. If you did not set up labels, the system displays the corresponding default labels for the data fields, such as Transfer1, Transfer2, and so on.

Column 2, Column 3, Column 4

Please refer to the documentation for the Column 1 field.

Select Depreciation Status

Use the check boxes in this group box to select the depreciation status type(s) for which you want to generate the report.

The system requires that you assign either a Depreciable or Non-Depreciable depreciation status to each Asset Master record.

The system may modify your record selection by your choice of account, organization, project, asset/item number, and/or transfer data options, as well as by your Select Record Status and Select Depreciation Status check box selections.

Depreciable Records

Select this check box to include depreciable records in your selection criteria.

Non-Depreciable Records

Select this check box to include non-depreciable records in your selection criteria.

Sort By

Use the fields in this block to specify sort and page break options.

1st Sort

Select the primary sort option to use for the report from the drop-down list. You can choose to sort  the transfer data records by:

When you print the report, the system automatically creates column header labels from the information in the category you sort by. For instance, if you sort by Asset Account/Org, the system will print each account/organization number combination as a header label and all its associated information will print in rows beneath it.

Page Break

Select this check box to produce a report that begins a new page each time the selected sort criteria changes. For example, if you select to sort the report by Asset/Item Number, data for each different company begins on a new report page.