Asset Tag Export

Utilities Menu -> Inventory Control -> Update Asset Tags -> EXPORT button -> Asset Tag Export

Only certain data values can be updated on the Asset Tag Details.
 This export filter screen can be used to select the Rental Products to be updated, and to generate a spreadsheet template listing the values on the Fixed Asset Tags that can and cannot be updated for each of the products.

The prompts are:

DATE FORMAT

Accept the date format default as defined for your company in Company Information, or enter the preferred format.
 i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy

PRODUCT TYPE

Select one of the following filters:

•Click Bulk to only include rental products flagged as bulk products in the Rental Inventory.

•Click Non-Bulk to only include Non-Bulk Assets.

•Click All to include both Bulk and Non-Bulk Rental Products.

Note: Rental product that do not have an associated Asset Tag with a quantity of one or greater will not be included in the export.

Product Selection:

One of the following two filters must be used to select the Groups for the worksheet export.

PRODUCT, 'ALL' OR 'SEL'

•Type ALL to include Tags for all Rental Inventory that match the selected Product Type.

•Enter a specific product to export only tags for that Product, or select a product from the Inventory Search window.

•Type SEL to select a combination of Products to include as outlined in Select Product List window.

CLASS, 'ALL' OR 'SEL'

•Type ALL to include products from all Rental Product Classes that match the selected Product Type.

•Enter a specific Class to export only Tag data for products from a single Product Class, or select a Class from the Product Class Search window.

•Type SEL to select a combination of Product Classes to include as outlined in Select Class List window.

GROUP, 'ALL' OR 'SEL'

•Type ALL to include rental products from all Groups that match the selected Product Type.

•Enter a specific Group to export only Tag data for products from that Group, or select a Group from the Product Group Search window.

•Type SEL to select a combination of Product Groups to include as outlined in Select Group List window.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

Resulting Spreadsheet:
 

•The resulting spreadsheet lists the selected Rental Inventory with the values that can be updated on the Asset Tag identified in the column header, including:

Division
 Original Cost
 Accumulated Depreciation
 Date Acquired
 Depreciation Class
 

•Modify the spreadsheet with the correct values.

•The date format must match the format defined when the worksheet was generated.
 i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy

•Additional existing Products with their existing Tags can be added to the spreadsheet.

Do not modify Column A for the Product# or Column C for the Tag# as although these columns are not re-imported, these values are used to match the asset and tag in SRM.

Note: Blank fields on the import spreadsheet could remove data and is controlled by the option to "Ignore Blank Values" provided on the Asset Tag Import.

Save and Import the Revised Tag Data:
 When the values are all updated on the worksheet, save the completed spreadsheet to a tab-delimited ".txt" file on your client machine.
 Then from Update Asset Tags click on the IMPORT button to move the saved file from your client to the server using the Select a File to Upload utility and import the data using Asset Tag Import.

Topic Keyword: RSRI27A (7101)