Entering Renditions with the Asset Manager
Use the Asset Manager described below to quickly enter segment and subsegment information that you receive on rendition forms. The Asset Manager is designed to facilitate fast data entry with a keyboard, and requires only minimal use of a mouse device.
Using the Asset Manager from the Personal Property Rendition Wizard (Activities > Personal Property Rendition) may increase efficiency because you can enter data from rendition forms into the wizard, and then you can access the Asset Manager from the wizard to enter segment and subsegment data.
- True Automation Client Services has set up appraisal method codes for you to use in the Appr. Meth. field.
- The column configuration for the Asset Manager has been set up. For more information, see Setting Up Columns in the Asset Manager.
- Use one of the following options:
- Open a personal property record. On the Personal Prop tab, select Asset Mgmt.
- If you would like to enter segment and subsegment data after entering renditions, on the third screen of the Personal Property Rendition Wizard, select Asset Mgmt.
- Click Asset Mgmt.
The Asset Listing window is displayed.
- Use the following grid options as required:
- To work with only the Segments grid and not the Subsegments grid, select Segment.
- To work with both the Segments grid and the Subsegments grid, select Subsegment.
- Use the following options as required:
- If you need to temporarily change the order of your columns, or select or remove columns, right-click a column title and use the Customize Asset Management dialog box.
- To save your column configuration for future use, use the Save Config features. To load a previously saved configuration, use the Load Config feature. For more information, see Setting Up Columns in the Asset Manager.
- Use the following options to enter, change or delete data for segments and/or subsegments:
Note You can use the following hot key combinations from any cell except the cells in the Type column.
N - Inserts a segment.
S - Inserts a segment based on either an existing segment or subsegment:
- If there are no subsegments, then a new subsegment is created with data based on the highlighted segment.
- If there are subsegments, a new subsegments is created based on data in the bottom subsegment row.
S insert subsegment feature is useful if, for example, if you need to enter many items that are similar, such as 50 computers of the same type.
B - Inserts a blank subsegment row.
CTRL + G - Switches between grids.
Note If you switch from the Subsegment grid to the Segment grid, your cursor is moved to the Type cell of the first row in the Segment grid.
R - After you select this combination of keys, you can click a row to highlight it for deletion. When you want to stop highlighting rows, click
- If you need to inactivate a segment so that its value is not calculated, enter
F in the Active column. If you need to activate a segment so that its value is calculated, enter
T in the Active column.
- To change the order in which the subsegment rows are displayed, use one of the following sort options at the bottom right of the window:
Year Acquired Sort - Sorts the rows in descending order by year acquired.
Data Entry Sort - Sorts the rows from the first row entered to the last row entered.
Type Sort - Sorts the rows in alphabetical order by Type code.
- To review the totals of subsegments by original cost, rendered value, and market value, click Show Summary at the bottom right of the window.