Thursday, November 1, 2018

Create a list of Assets with their first Depreciation date

Problem :

 

Create a list of Assets with their first Depreciation date

 

Solution / Recommendation:

1. Go to Reports > New Search

2. Select FAM - Depreciation History

3. Click on Create Saved Search

4. On the Criteria tab > Standard sub tab - Select the following Filters

  • Asset Type - Select All Asset Type that you want to display on the list
  • Transaction Type = Depreciation

5. On the Results tab > Columns sub tab add the following Fields

  • Asset | Summary Type = Group
  • Asset Fields : Asset Name |  Summary Type = Group
  • Date |  Summary Type = Minimum
Note that you can add more columns as you wish

6
. Give a name to the search 7Save & Run

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