Contents of the Update FA FY/PD Information From GL FY/PD Information Screen

Use the fields and options to configure the Update FA FY/PD Information From GL FY/PD Information Screen.

You must set up fiscal year and accounting period data (either as a result of running the process from this screen or manually) before you compute the current period or projected depreciation expense, run certain Fixed Assets reports, run certain system utilities, or post depreciation, disposals or transfers to the General Ledger.

You must establish data for at least the current fiscal year and the next two future fiscal years to enable current period depreciation calculations. If you do not set up this information before you compute depreciation, incorrect data may display in your Asset Master records after the system has computed depreciation.

In some circumstances, you should also enter historical and/or future fiscal year data. See the FAQ, "How is the fiscal year/accounting period setup data from this screen used in Fixed Assets?" for more information.

Note: The process run from this screen creates Fixed Assets fiscal year/period data that is effective across all companies and is not company-specific. If you have set up multiple companies in Costpoint, the data generated by this process will apply to all companies, and all companies can enter, view, and use the data on this screen.

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 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. 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 description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to select the fiscal year parameters for which you want to perform the update.

Fiscal Year

Field	Description
Option	Select the desired fiscal year option from the drop-down list. The following options are available: All — Select this option to include all available records. The Start and End fields may not be used for this option. One — Select this option to include only one record. You must enter that value in the Start field. You cannot use the End field for this option. Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning — Select this option to include all available records from the beginning to a specific record in the range. You must enter the last value for the range in the End field. You cannot use the Start field for this option. To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. You cannot use the End field for this option.
Start	Enter, or click to select, the starting fiscal year, as applicable.
End	Enter, or click to select, the ending fiscal year, as applicable.

Options

Field	Description
Overwrite existing FA FY/Pd data from G/L (may result in errors in the Asset Master table)	Select this check box if you want the update process run from this screen to overwrite existing fiscal year/accounting period data for each selected fiscal year. You may have already populated the Manage Fixed Assets Fiscal Years and Manage Fixed Assets Accounting Periods screens with data as a result of previously running this process or by manual data entry. Note: If you have selected this check box and rows exist in the Asset Audit Log table for one or more fiscal years that have been selected for the import, those rows must first be purged from the Asset Audit Log table before you can run the process. Run this purge from the Purge Asset/Template Change History screen.
Update FA FY/Pd Info from GL FY/Pd Info	Click drop-down and select Update FA FY/Pd Info from GL FY/Pd Info to initiate the update process. For each fiscal year selected on this screen, the system copies the fiscal year and description to the Manage Fixed Assets Fiscal Years screen and the accounting periods and period ending dates to the Manage Fixed Assets Accounting Periods screen from Costpoint General Ledger and overwrites any existing data, as applicable.