Contents of the Print Projected Asset Purchases Report Screen
Use the fields and options to configure the Print Projected Asset Purchases Report screen.
When you run the optional process to compute future depreciation, you can compute projected depreciation for currently owned assets and/or for projected purchases.
The system cannot compute projected depreciation for projected purchases until you have entered future purchase information on the optional Manage Projected Asset Purchases screen. You can use this report to view the projected purchase data.
You can print projected asset purchases for a range of (including just one), or all asset accounts, organizations, and/or projects. You can also print for one fiscal year and period, a range of fiscal years and periods, or all future fiscal years and periods. You can print data for one book, selected books, or all books. You can also print subtotals on the report by accounting period and begin printing on a new page when the fiscal year changes.
Although projected purchases amounts can be entered with both integers and decimals in the Manage Projected Asset Purchases screen, the amounts are rounded to whole dollars for display on this report.
You can print the report from this screen any time after you have entered, edited, or deleted data on the Manage Projected Asset Purchases screen. Data loaded into the table window remains until you have entered new data, edited existing data, or deleted existing data. If you run this report and find that the data is not correct, you should make changes on the Manage Projected Asset Purchases screen and re-run this report.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Asset Accounts
Use the following fields to select records from a range of asset accounts for the report. The asset Account is a required Asset Master record field in the Acct Info tab of the Manage Asset Master Information screen or on the Manage Asset Account Information screen for all property records, and denotes the "ownership" account, such as company-owned balance sheet, project, and so on.
| Field | Description |
|---|---|
| Option |
Select a range option from the drop-down list. The available options are:
If you have a large number of asset accounts, you may want to select an option other than All to limit the number of records to print on the list. |
| Start |
Enter, or click
If you select All or From Beginning in the Option field, this field will be unavailable. |
| End |
Enter, or click
If you select All, One, or To End in the Option field, this field will be inactive. |
to select, the beginning asset account. Because this is a standard Lookup to the ACCT table, you may find that you have selected accounts for which projected asset purchases data do not exist or do not meet your other selection criteria. In this event, the data you expect to retrieve may not be selected.
Asset Organizations
Use the following fields to select one organization, a range of organizations, or all organizations for the report.
| Field | Description |
|---|---|
| Option |
Select a range option from the drop-down list. The available options are:
|
| Start |
Enter, or click
If you select All or From Beginning in the Option field, this field will be inactive. |
| End |
Enter, or click
If you select All, One, or To End in the Option field, this field will be inactive. |
Asset Projects
Use the following fields to select projects for the report.
| Field | Description |
|---|---|
| Option |
Select a range option from the drop-down list. The available options are:
|
| Start |
Enter, or click
If you select All or From Beginning in the Option field, this field will be inactive. |
| End |
Enter, or click
If you select All, One, or To End in the Option field, this field will be inactive. |
Timing
Use the following fields to select projected future acquisition fiscal years and periods for the report. (The projected fiscal year and period of acquisition are required fields on the Manage Projected Asset Purchases screen for all projected purchases.)
| Field | Description |
|---|---|
| Option |
Select a range option from the drop-down list. The available options are:
|
| Start—Fiscal Year |
Enter, or click
If you select All or From Beginning in the Option field, this field will be inactive. |
| Start—Period |
Enter, or click
If you select All or From Beginning in the Option field, this field will be inactive. |
| End—Fiscal Year |
Enter, or click
If you select All, One, or To End in the Option field, this field will be inactive. |
| End—Period |
Enter, or click
If you select All, One, or To End in the Option field, this field will be inactive. |
Options
Use this group box to specify page breaks when the fiscal year changes and to print subtotals by accounting period on the report.
| Field | Description |
|---|---|
| Page Break when FY Changes |
Select this check box if you want a page break on the report each time the fiscal year changes. |
| Subtotals by Accounting Pd |
Select this check box to print the subtotals by accounting period on the report. |
Select Books
Use the check boxes in this group box to select one or more books for which data should be printed on the report. You must select at least one check box.
Each book that has been set up on the Configure Fixed Assets Settings screen is available as a selection. The required label that you assigned to each optional book on the Configure Fixed Assets Settings screen displays at each check box.
When you entered projected purchases on the Manage Projected Asset Purchases screen, you should have entered a depreciation method code or an override depreciation expense amount for each book for which the purchase is to be applicable. Because this data for optional books is not required, omitting this data for an optional book on the Manage Projected Asset Purchases screen signals that you do not wish the projected purchase to be applicable for that book.
| Field | Description |
|---|---|
| G/L Book |
Select this check box to print report data for the G/L Book. |
| Book 2 (or your label) |
Select this check box to print projected purchases for this book. If you have not established this book on the Configure Fixed Assets Settings screen, this check box will not be available. |
| Book 3 to Book 10 (or your labels) |
Please refer to the documentation for the Book 2 (or your label) check box. |