Setting Up FAM Diagnostics

To set up and use FAM Diagnostics

1. Add the FAM Diagnostics portlet to your dashboard:

   1. From the NetSuite Home page, go to Personalize > SuiteApps.

   2. Click or drag and drop FAM Diagnostics to your dashboard.

2. Click Run Scan to see which processes need your attention. The recommended actions are shown as links.

   Process	Run Scan	Action
   Precompute Depreciation Values	Checks for assets without depreciation schedule values.	Clicking Run Precompute generates depreciation schedule values for affected assets.
   Reset Asset Values	Checks for assets that require a reset.	Clicking Run Asset Reset deletes stale depreciation histories.
   Check Missing Summaries	Checks for depreciation histories without a BG Summary Record.	Clicking Check Missing Summaries creates a BG Summary Record for orphaned depreciation histories.
   Check Missing Asset Values Record	Checks for assets without an Asset Values record.	Clicking Review Assets opens the Review Assistant where you can view, edit, or delete the assets. For more information, see Adding or Deleting Asset Values Using the Review Assistant.
   Check Missing Lease Contracts	Checks for lease payment records without contracts.	Clicking Create Lease Contracts attaches a contract to lease payment records that don't have one.
   Check DHRs without Associated Records	Checks for DHRs without associated records.	Clicking Resolve DHRs deletes the orphaned DHRs. If the DHRs are linked to a journal or summary record, the system opens the Review Assistant. You can review the DHR list, make changes if needed, and then delete the DHRs.

   Note:

   The FAM Diagnostics portlet follows the date format set in the User Preferences page.

3. Click the link under the Action column to fix the issue.

Refresh the portlet to display the latest information. You can click Run Scan again to check for issues with the processes. Note that running the scan clears the Last Remedied, On, and Last Remedied By details. You can also schedule scans for each process. For more information, see Scheduling a Diagnostic Scan.

Adding or Deleting Asset Values Using the Review Assistant

The FAM Diagnostics portlet checks for assets without an Asset Values record. Click Review Assets to open the Review Assistant and download a CSV file with the asset details. You can review and modify the assets in the file as needed. After uploading the file back to the Review Assistant, you can choose to delete or add asset values.

Review these guidelines before uploading your CSV file:

• If you are adding asset values, fill out all the columns in the CSV file. If you are deleting asset values, only the Internal ID column is required.

• Ensure that the dates and numbers in the CSV file match the format specified in the General Preferences page. Check the system date and number format in Setup > Company > General Preferences.

• If the CSV file has multiple entries with the same asset internal ID, the system processes them as follows:

  • Entries that fail the validation process are skipped.

  • If only one entry passes the validation process, it's processed normally. Otherwise, the system displays a duplicate error.

• If an asset in the CSV file already has an Asset Values record, the system doesn't process it.

• Ensure that your CSV file does not exceed 10 MB.

To add or delete asset values:

1. From the FAM Diagnostics portlet, click Review Assets.

2. On the Review Assistant — Step 1 screen, do the following:

   1. Click Download CSV to save the list of assets with no asset values record.

   2. Click Next.

3. On your computer, open the CSV file that you downloaded, and enter values in the following columns:

   • Internal ID — If this field is blank, enter the internal ID of the asset.

     To display internal IDs, check the Show Internal IDs box under the General subtab at Home > Set Preferences.

   • Current Net Book Value — Enter the current net book value (NBV). The current NBV is calculated as the original cost minus accumulated depreciation and write-down amounts.

   • Last Depreciation Period — Enter the period number (within the asset's useful life) in which the asset was most recently depreciated.

   • Last Depreciation Amount — Enter the amount of the asset’s most recent depreciation.

   • Last Depreciation Date — Enter the date of the asset’s most recent depreciation.

   • Prior Year NBV — Enter the asset original cost if the transaction date is within the asset’s acquisition year. Otherwise, enter the net book value as of the end of that year.

4. On the Review Assistant — Step 2 screen, do the following:

   1. Click Choose File.

   2. Select the CSV file that you updated in the previous step.

   3. Click Next.

5. On the Review Assistant — Step 3 screen, do the following:

   1. Select the action to apply to the assets in the CSV file:

      • Delete Assets — Select this option to delete the assets.

      • Add Asset Values — Select this option to add asset values.

   2. Click Finish.

      A popup window displays a confirmation message. Click OK to continue.

Deleting DHRs Using the Review Assistant

The FAM Diagnostics portlet can scan for depreciation history records (DHR) without Asset or Asset Values record. The system does not automatically delete DHRs if they are associated with a journal entry or BG summary record. Click Resolve DHRs in the portlet to open the Review Assistant and download a CSV file with details about these DHRs. You can review and modify the DHRs in the file before deleting them.

Note:

If the DHRs aren't linked to a journal entry or BG summary record, clicking Resolve DHRs triggers the process to delete them.

Before you upload the CSV file, review the following import guidelines:

• If you are modifying the downloaded CSV file, ensure that the DHR Internal ID field is included.

• If the DHR shouldn't be deleted, make sure its Asset or Parent Asset Value fields are populated. Don't populate the Parent Asset Value field if the DHR name is dhr-default-name or an internal ID.

• If you are deleting the DHR:

  • Make sure that the DHR with journals are accounted for. Deleting them can affect your FAM reports and cause inaccuracies when compared against non-FAM reports.

  • Check if journal adjustments are needed.

• Ensure that the dates you enter in the CSV file follow the format specified in the General Preferences page. Check the system date format in Setup > Company > General Preferences.

• Make sure that your CSV file does not exceed 10 MB.

To delete DHRs:

1. From the FAM Diagnostics portlet, click Resolve DHRs.

2. On the Review Assistant — Step 1 screen, do the following:

   1. Click Download CSV to save the list of DHRs with a journal entry or BG summary record.

   2. Click Next.

3. On your computer, open the CSV file that you downloaded in the previous step.

4. Review the DHR list, and remove the DHRs that shouldn't be deleted. Read the import guidelines above for more information.

5. On the Review Assistant — Step 2 screen, do the following:

   1. Click Choose File.

   2. Select the CSV file that you updated in the previous step.

   3. Click Finish.

      A popup window displays a notification message. Click OK to continue.

General Notices