This utility can be used to update the Asset Financing for non-bulk rental products in the Asset Financing table.
The action flow includes the following actions:
Note: Payments that have already been paid and posted to the General Ledger can be included in the schedule and flagged with a Y in the 'Finance Posted' and/or 'Interest Posted' columns.
View Existing Data in Worksheet Format:
Click Export option in the radio group to generate a
spreadsheet populated with the existing assets and financing
values.
This is information only and cannot be used to re-import the data
into SRM.
Move the Saved Text File to the Server:
Click Upload File to copy the tab-delimited text file
from your client machine to the data directory on the server in
preparation for importing.
The Select a File to Upload utility is used
to search for the file and to rename it to
"asset_financing.txt" before completing the upload.
File upload success or failure is displayed.
Update the Assets with the new Values:
Click Import to prompt for the date format in the Asset Finance Import date format window and to add
the Asset Finance information for each eligible non-bulk rental
product in the text file.
A spreadsheet will be generated displaying successful records
and records with errors.
Validation restrictions include:
If some product schedules pass validation but some fail, the
valid records will be imported.
Confirmation is required to update the product Asset Financing tables with the new data.
Exit 'Export/Import Asset Financing' sub-menu:
Click Cancel when no further action is required.
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