On this tab, you can enter information about an inventory item which is a fixed asset. Once the document is posted, the fixed asset is accepted for accounting.
Notice that the required fields are: Warehouse, Entity, Item, Quantity, UOM, Amount, and (if applicable to the item) Batch or Characteristic.
The "Fixed Asset Entry (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
Use the Warehouse field to specify where the items (that will be used as a fixed asset) are located.
In the Entity field, select an entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings> General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity, which was defined first, will be used as the system default value.
Use the Responsible field to specify the employee who is responsible for this fixed asset.
The Comment text box can be used to specify any additional information about this transaction.
The Transaction Remarks text box can be used to provide any information for a printed version of this document.
The document totals and other Information
At the bottom of the form, you can view who created this document and the current status of the document; it can be one of the following:
- New (document was created, but not recorded to the database)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
The Total Cost field is populated with the cost of the fixed assets (listed on the Fixed Assets tab) in the accounting currency.
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save, post the document without closing it or Post and close to save, post, and close the document.
For descriptions of other buttons, see Document Toolbar.
Use the Settings button to invoke the Document Settings dialog box if you need to move the Warehouse or Cell fields from the document header (the Main tab) as columns to the table on the Inventory tab or back.
The Document Settings dialog box
Once you are done with the option selections, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.