Note: The instructions below are for changing an asset in a batch that has not yet been posted within the Add New Assets option.
From the Fixed Asset Inventory screen, select the Assets menu and then Add New Assets.
The Add New Assets Batch Search screen will appear; select the batch which contains the asset to change by double-clicking on the desired batch description.
At the Add New Assets screen for the selected batch, enter the asset tag number for the asset to edit in the Asset Tag field. If the tag number is not known, click the Find button to select the correct asset.
Make the desired changes to the asset.
To change the Site ID and/or the Building ID for where the asset is located, do one of the following: 1) click the down-arrow button for the Room ID field (or press the Ctrl+F keys to access the search feature), change the filters for the Building ID and/or Site ID, and then select the desired room, building, site location for the asset; or 2) delete the information in the Room ID field and the Building ID field, change the Site ID field as needed, and then complete the Building ID and Room ID fields again.
For the account number(s) in the Expense Accounts List, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new account number, or click the Delete button located to the left of the desired account number to delete an account number (when prompted to delete it, click Yes).
To change the Class ID for the asset, do one of the following: 1) click the down-arrow button for the Sub Class ID field (or press the Ctrl+F keys to access the search feature), change the filters for the Class ID, and then select the desired class and sub class combination for the asset; or 2) delete the information in the Sub Class ID field, change the Class ID field, and then complete the Sub Class ID field again.
If the Sub Class ID for the asset was changed, the Sub Class Default Options screen appears; select the fields for which defaults to use from the new sub class for the asset. A checkmark will appear in the box to the right of the field if it is selected to be brought in from the sub class; by default all the fields are selected. Click the Execute button to update the selected fields of information for the asset from the sub class; otherwise, click the Cancel button.
For the account number(s) in the Debits List and Credits List in the Depreciation Accounts section, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new account number, or click the Delete button located to the left of the desired account number to delete an account number (when prompted to delete it, click Yes).
After all the changes have been made, click the Save button.
If the asset tag number for the asset was changed, a prompt will appear verifying whether or not to change the asset tag number or add a new asset. To change the asset tag number for the asset, click the Change button. To not change the asset tag number and revert to use the original one, click the Revert to Original button. To add a new asset with the specified asset tag number that is a duplicate of the current asset, click the Create New button.