Perform a Mass Category Change

In this example you change the category for multiple assets in a single transaction.

Perform a Mass Category Change

1. From the Assets page, click the Adjust Assets panel tab.

2. Click the Mass tab.

3. Click the Create icon.

4. Enter Category change in the Transaction Type field and click Next.

5. On the Enter Mass Category Changes page, enter New Mass Category Change in the Transaction Group field.

6. In the Asset Selection Criteria section, enter these values:

   Field	Value
   Asset Type	Capitalized
   Prorate Convention	MID-MONTH
   Depreciation Method	Flat Cost
   Category Filter: Major Category	Computer
   Category Filter: Minor Category	PC

7. In the Category Details section, enter these values:

   Field	Value
   Category Filter: Major Category	Computer
   Category Filter: Minor Category	Server

8. Ensure the following check boxes are checked:

   • Retain category descriptive flexfield values

   • Inherit depreciation rules of new category

9. Click Submit.

10. Click Done.

Post a Mass Category Change Transaction

1. Click the Adjustments infotile.

2. Search for transactions with the transaction group New Mass Category Change.

3. Click Prepare.

4. Log in using your user name and password and click Submit.

5. In the Manage Mass Category Change spreadsheet, change the posting status to Post for each asset.

6. Click Save and Post Transactions.