This blog post contains steps, as well as links to applicable Sage KB articles, for three of the most common reasons why Sage Fixed Assets customers have contacted us for help recently: changing critical deprecation fields, installing a client, and performing a custom import.
To change a critical field (any field in the lower, Book Information portion of the asset’s detail view):
NOTE: Details of critical changes can be manually documented in the Notes Tab for future reference. Assets with notes will show up in Asset List view with an icon.
For assistance in identifying under depreciated asset: Use the Depreciation Adjustment Report (Reports, Standard Reports, Depreciation Adjustment) to find all under/over depreciated assets.
For additional information, please visit our How do I change critical depreciation fields? Sage Knowledgebase article.
Note: This solution requires advanced knowledge of your network. Contact your system administrator for assistance. Modifying Windows security incorrectly can severely affect system operations. Sage is not responsible for operation issues caused by incorrectly modifying your Windows security. Always create a backup of your data before proceeding with advanced solution
From the Workstation the Sage Fixed Asset client is to be installed, in Windows Explorer:
For additional information, including possible causes (error messages) and related resources, check out our How to install a client Sage Knowledgebase article.
Warning: Custom Import requires other Depreciation users to be out of the company.
Note: Sample import file is included with the software to assist in creating a spreadsheet. This can be located at the following file location: C:\Program Files (x86) or Program Files\Sage Fixed Assets\Depreciation\Sample Import.xls. For additional resources, please see Appendix D Custom Import Helper section of Depreciation user's guide found in Depreciation Help menu.
The Custom Import process can be accessed through Sage Fixed Assets by going to File, Company Utilities, Custom Import.
IMPORT FILE MUST INCLUDE THE FOLLOWING:
HOW TO IMPORT ENDING ACCUMULATION:
NOTE: Beginning YTD is not required. If there is a Beginning Thru Date there must be a Beginning Accum amount to go with it.
HOW TO FIX OR AVOID COMMON ERRORS:
Note: Please see Appendix D Custom Import Helper section of Sage Fixed Assets User's Guide found in Sage Fixed Assets Help menu for more information on the import process.
Note: You can ignore the warnings on the exception report.
Additional information and related resources for this can be found in our How to do a custom import Sage Knowledgebase article.
The system is showing an exception "Estimated life is invalid" for land. How can I eliminate such exception?
With a warehouse do you mean a new company in Sage Fixed Assets or just a new entry to a field named warehouse? There is no option to create it as a tab but can utilize it for a field entry and possibly in what we call a smart list entry for a particular field.
See kb 18088: How to create a company? if you want to create a new company
See kb 17372: How to add or edit entries on a smartlist if you would like to enter a warehouse into the existing field as choice in a drop down list when adding assets.
Please feel free to respond to this if you have additional questions or comments.
how do i create a warehouse?? just need the tab and can figure out the rest!!