Importing Disposal Information
Note: Importing Disposal Information is a subscription feature. See Registration Status to learn more.
Importing disposal information into existing assets is a quick way to dispose assets while maintaining the individual calculations. Selecting Dispose Asset Import Type on Panel 4 – Import Type of the Custom Import Helper allows disposal information to be imported for existing assets. When preparing the data for the disposal import, include the system number for each asset along with the disposal information.
An import disposals template (Import Full and Part Disposals Template.xls) is available when browsing to the User Files folder under Sage Fixed Assets\
The fields below can be imported for a disposal:
- System Number*
- Disposal Date*
- Disposal Method
- Cash Proceeds
- Non-Cash Proceeds
- Expense of Sale
-
Partial-Book (partial disposal book)**
-
Partial-Amount (partial disposal amount)**
-
Partial-Description (partial disposal description)
*Indicates field is required
**If an entry is made for one field, then an entry must be made for both fields.
An import disposals map (Import Full and Part Disposals Map.imp) is available when selecting Use Saved Field Map and browsing to the User Files folder under Sage Fixed Assets\
Tip: If you have changed the default path on the Preferences dialog, you will need to browse to your Sage Fixed Assets folder or search to find the import disposals template and the import disposals map from within the Custom Import Helper.
Once the data has been imported, the disposals will be processed, and gain/loss will be calculated for each open book. The disposals created via import will behave as disposals that are manually or bulk disposed.
You can view the disposal on the Transactions Tab along with the Disposal Dialog and Disposal Worksheets. You can edit the gain/loss information on the Disposal Dialog and reverse the disposal by selecting on Delete Last Transaction on the Transaction Tab. See Editing Disposal Information.