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Assets Import

Assets Import

Use the Asset Import window to import assets from a file to Asset Register Maintenance in SynMain. 

 

Opening the Asset Import window

  • Select Module > General Ledger > Asset Import from the main menu.
    The Asset Import window is displayed.

 

assetwindow2.jpg

 

Tip: You can also access the General Ledger functions by clicking the General Ledger toolbar icon. GL.jpg

 

Asset Import window key fields and buttons

Field

Description

Select

Use to select one or more records for deletion or import.

You can delete either:

  • selected records

  • records not selected.

 

You can import the records that have been selected by clicking on “Accept and Create Assets”.

Status message

Provide details on errors that would prevent the record from being imported.

Asset Number

Unique number used to identify an asset.

Asset Type

Asset Type Code to distinguish different types of assets by depreciation rate and general ledger allocations in Asset Definitions Maintenance. (See Asset Definitions Maintenance - General tab in the Assets manual.)

Asset Category

Code to identify category for the asset as defined in lookup table luAssetCategory.

Cost Centre Code

General ledger cost centre linked to the Asset Type Code.

GL Sub Alloc Code

Sub-allocation code of the General Ledger associated with the Asset Type in Asset Definitions Maintenance.

Description

Description of the asset.

Model

Unique information required to identify the asset.

Serial

Unique information required to identify the asset.

Quantity

Quantity of asset.

Private Rate

Specify the approximate percentage of private use of the asset.
This determines the amount to allocate to the private use general ledger account.

Purchased Date

Date the asset was purchased.

Purchased Cost

Purchase price of the asset.

Insurance Notified Date

Date the insurance company was notified of the asset's acquisition.

Insurance Notify Reference

Insurance notification reference number.

Creditor ID

Synergetic ID of the creditor.

Order Number

Purchase order number used to purchase the asset.

Business Unit

Code of the Business Units the asset is associated to.

Building Code

Code associated with the Business Unit in luBuilding.

Room

Code associated with the Building Code in luBusinessUnitRoom

Assigned ID

ID of Community member asset is assigned to.

 

 Buttons

Button

Description

image-20250115-211804.png

Display the load merge file window. See Loading merge files when importing assets.

Loading merge files when importing assets

Delete the currently selected record.

Delete record with the Select field selected.

Delete records with the Select field deselected.

Accept the selected records on the window and create an asset with the data on the records.

Cancel the asset import process.