Editing Fixed Asset Processes

Adding Fixed Assets

To add assets to a fixed asset process:

  1. Click the process you want on the Fixed Asset Process Management page.
  2. Go to the Line Items tab.
  3. Do one of the following:
    • To add a fixed asset when there is already one or more assets: Click Edit Lines, select the assets you want to add, and click Save.
    • Note:
      • You can select up to 10,000 fixed assets.
      • You can right-click a column header to show a menu with options to sort, hide, and group columns. Use drag-and-drop to reorder columns.
      • You can use the filters panel to narrow down the assets listed in the grid. The assets that you select or deselect in the filtering results are also immediately selected or deselected in the grid. To open the filters panel, click Image showing the Filter button..
    • When there are no assets yet: For more information, seeCreating Fixed Asset Processes.

Removing Fixed Assets

To remove assets from a fixed asset process:

  1. Click the process you want to edit on the Fixed Asset Process Management page.
  2. Click Edit Lines.
  3. Deselect the assets that you want to remove.
  4. Click Save.
Note:

If the status of the fixed asset process is "New" and you delete all of the associated fixed assets, its status changes back to "Draft".

Changing Process Details

To change the details of a fixed asset process:

  1. Click the process you want to edit on the Fixed Asset Process Management page.
  2. Click Edit.
  3. Make the changes you want.
  4. Click Save.