Navigation:  Fixed Assets > Asset Analysis >

Overview Criteria

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic
Show/Hide Hidden Text

This function is ideal to use as a reporting tool to obtain an overview of Assets transactions as per user specified criteria. All information can be extracted from the database and presented in a format of the user's choice.

 

This tab contains a predetermined report set, or a customised report set that can be saved by the user for repeated use. This report set, once saved, is stored for future use. It may be saved in such a manner that it can be for personal use or can be use by all the users in the company who have been assigned the correct security profile to access Asset Analysis.

 

By default, if any selection criteria is left blank, this would mean that all data for that criteria set will be displayed.

 

hmtoggle_plus1Acquisition Details

The acquisition criteria, Order Number, Line Number, Control Code, Capital Budget Ref and the Acquisition Date range, for assets are available for filter and selection.

 

hmtoggle_plus1Asset Group

This is a list of all existing Asset Groups. Select an asset group if the user wishes to only view Assets belonging to a specific Asset Group.

 

hmtoggle_plus1Asset Loan

The Asset Loan criteria, Loan Employee and Loan Organisation, are available for filter and selection.

 

hmtoggle_plus1Asset Number

This populates with a list of all Asset Numbers, whether Active, Inactive, Inactive Non-Depreciable, Held for Sale, Sold or Scrapped from the Asset Master table.

 

hmtoggle_plus1Asset Register and General Inquiries

When this Report Option is selected, all criteria fields become available for selection and input.

 

hmtoggle_plus1Asset Responsibility

The Asset responsibility criteria, Responsible Person and Location, are available for filter and selection.

 

hmtoggle_plus1Asset Status

Any combination of Asset Status criteria, Active, Inactive, Scrapped, Sold, Held for Sale and/or Inactive Non-Depreciable, may be selected.

 

hmtoggle_plus1Assets Received to be Captured

When this Report Option is selected, all criteria fields on the Overview Criteria tab are greyed out.

 

hmtoggle_plus1Depreciation Details

The Asset Depreciation criteria, Beneficiary, Depreciation Model, Depreciation Account, Accum Depr Acc, Cost Centre and Division are available for filter and selection.

 

hmtoggle_plus1Description Like

This field is used to filter on the description of assets that contain the specified word/words/portion of words captured. The value can be entered as a 'wild card' description.

 

hmtoggle_plus1Disposal Details

The disposal criteria, Order Number, Line Number, Profit Loss Code and the Disposal Date range, for assets are available for filter and selection.

 

hmtoggle_plus1Load Criteria Set

Existing Criteria Sets created by the user accessing the Asset Analysis function are listed in the dropdown list. To view criteria sets that have been created by other users who have made it available for public use, tick the Include Public Criteria Set.

 

To view the selected Criteria Set, click Load.

 

When creating a Criteria Set, click Save. This opens the Search Criteria window.  Capture a Set Name, Description and select whether the Criteria Set is to be available to the for public use by using the Public Use Allowed tick box.

 

hmtoggle_plus1Long Description Like

This field is used to filter on the long description of assets that contain the specified word/words/portion of words captured. The value can be entered as a 'wild card' description.

 

hmtoggle_plus1Report Options

The type of enquiry may be selected between Asset Register and General Inquiries or Assets Received To Be Captured.

 

The results of both these options are displayed under the Results tab, and may be exported to Excel.

 

hmtoggle_plus1Parent Asset

This populates with a list of all existing Parent Asset Numbers from the Asset Master table. Select a Parent Asset Number only if you wish to view Assets which are linked to the selected Parent Asset Number.

 

hmtoggle_plus1Part Number

This is a list of all Part Numbers in the Part Master table. Select a part number only if you wish to view Assets which are also referenced to that specific Part Number.