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Setting Up Defaults for the Asset Manager

Purpose

Use this procedure to:

Prerequisites

True Automation Client Services has set up appraisal method codes for you to select in the Segment Appraisal Method Default and the Sub Segment Appraisal Method Default fields.

Procedure

  1. Choose Tools > System Settings > Set Personal Property Defaults.

    The Business Personal Property dialog box is displayed.

    asset_mgr_personal_prop_defaults

  2. Complete the following options as required.
  3. Click OK.