Perform a Mass Category Change
In this example you change the category for multiple assets in a single transaction.
Perform a Mass Category Change
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From the Assets page, click the Adjust Assets panel tab.
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Click the Mass tab.
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Click the Create icon.
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Enter Category change in the Transaction Type field and click Next.
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On the Enter Mass Category Changes page, enter New Mass Category Change in the Transaction Group field.
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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
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In the Category Details section, enter these values:
Field
Value
Category Filter: Major Category
Computer
Category Filter: Minor Category
Server
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Ensure the following check boxes are checked:
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Retain category descriptive flexfield values
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Inherit depreciation rules of new category
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Click Submit.
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Click Done.
Post a Mass Category Change Transaction
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Click the Adjustments infotile.
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Search for transactions with the transaction group New Mass Category Change.
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Click Prepare.
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Log in using your user name and password and click Submit.
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In the Manage Mass Category Change spreadsheet, change the posting status to Post for each asset.
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Click Save and Post Transactions.