Building an asset group
Use the Select Assets window to build a new asset group or rebuild an existing group. You can use asset groups to easily maintain assets.
Asset groups are saved on a user-by-user basis. For example, if user A creates an asset group, user B will not see that asset group anywhere in Fixed Asset Management.
To build an asset group:
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Open the Select Assets window. (Financial >>Transactions >> Fixed Assets >> Select Assets)
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To create and build a new group, choose New Group, enter a name to describe the asset group and choose OK.
If you’re building an existing group, skip to step 3.
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Select the group to build from the Current Group list and choose Search. The Asset Group Search window will open.
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Select a field name and value, and then enter or select a specific field.
For example, to select assets that were placed in service before January 1, 2003, you would select Place in Service Date in the Field Selection field, Less Than in the Value field, and then enter 01/01/03.
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Choose Search. All assets matching the selected values will be added to the group.
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Repeat steps 3 through 5 to add additional assets to the group.
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Choose OK to close the Select Assets window.