Applying Asset Templates

You can easily apply a template to an asset.

Note: When you apply a template to an existing asset, any information in the template will override existing asset information. You cannot apply a template to an asset with existing calculated depreciation amounts.

To apply an asset template

1. In Asset Detail, display the asset to which you want to apply the template. To apply the template to a new asset, select the Add an Asset task from the navigation pane, or select Asset/Add from the menu bar.
2. Click the arrow button in the Apply Template field. The system displays a list of all available templates.
3. Select a template. The system asks you to confirm your intention, then applies the template to the asset. The system enter all completed fields in the template into the corresponding fields in the asset.
4. Click the Save Asset button.

Note: You can cancel the application of an asset template before saving the asset. To do so, click the Asset List button and do not save the asset when the system prompts you.