There are several ways to generate an asset in Sage X3,

1. Manually enter an asset in Fixed assets, Fixed assets, Assets,
2. Expense capitalization from the Asset management (GESFAS) or in Capitalization of expenses (LOFGRPFAS) by grouping the expenses in Fixed assets, Processes, Movements.
3. By importing a single or a set of assets by using an import template.

In this article we will look at an import process:

1. A common scenario where we would use to import the assets is when bringing in assets from a legacy system.
2. Prior to importing the assets, in a PILOT folder we need to make sure that the depreciation context for the company(s) with fiscal years/periods are setup in fixed assets.
3. In Setup, Usage, Imports/exports, Import/export templates, select the FAS standard Fixed assets import template.
4. Copy that template and create a new template ZFAS.
5. Now you can edit this template by removing the unnecessary tables and fields.
6. In this example, I am using only the FXDASSETS and DEPREC tables and removed the PHYLET and CCNRPR tables as they are not being used.
7. When it comes to selecting the fields, export a sample asset by setting the “Export” flag.

• If you know the asset reference AASREF, click the export button and paste the reference under criteria.

8. Set the general parameter REPDPRCUM in AAS/IMP group to ‘Yes’.

9. Use the Exports function in Usage, Imports/ exports to export the sample asset into a text document.

• Use notepad to review the fields that have values and modify your import template fields.
• This way it is easier to correct any errors when you test the import file.
• I have edited my template to use only the necessary columns.

• Import file is ready to use.

• Note, prior to importing, uncheck the ‘Export’ button on the template.

10. Import the file using the Import function.

• Use the Test button to make sure the fields match the values

• Use the OK button to go to the DEPREC table.

• Once you have verified the information you can import the file to generate an asset

• Fix any errors that show up on the log.

11. Once the asset is imported, review the asset(s) and activate it.

• Activation will set the depreciation end date.