1. Accounting
  2. Fixed Assets Management
  3. Asset Reports
  4. Customizing the Fixed Assets Report Template
  5. Customizing the Fixed Assets Report XML Template
  6. Adding a Placeholder for New Fields in the Asset Report

Adding a Placeholder for New Fields in the Asset Report

The report line custom record connects the asset record to the report. Each entry in the custom record represents a line item in the asset report. Adding a field to this custom record creates a placeholder for the asset value in the report.

To add a field to the report line custom record:

  1. Go to Customization > List, Records, & Fields > Record Types.

  2. Click the report line record for the report template you want to customize.

    • FAM Asset Register Rep Line – for Asset Register and Asset Listing report

    • FAM Depreciation Schedule Report Line – for Asset Depreciation Schedule report

    • FAM Depreciation Monthly Report Line – for Depreciation Monthly report

  3. On the Custom Report Type page, click New Field in the Fields subtab.

  4. On the FAM Asset Register Rep Line Field or the FAM Depreciation Schedule Report Line Field page, provide values for the following fields:

    • Label – Enter the label of the new field that will appear on the report

    • ID – Enter a unique ID for the field. The ID will be used to add the field to the report template.

    • Type – Select a field type similar to the asset field you're adding. See the following table for sample values:

      Asset Field

      Type

      List/Record

      Asset Description

      Free-Form Text

       

      Accounting Method

      List/Record

      FAM Depreciation Method

      Lifetime Usage

      Integer Number

       

      Depreciation End Date

      Date

       

    • List/Record – If the Type is List/Record, select the corresponding list or record for the asset field that you're adding.

    • Store Value – Check this box.

    • Show in List – Check this box.

  5. On the Sourcing & Filtering subtab, provide values for the following fields:

    • Source List – Select Source Asset.

      Important:

      To ensure that the field you're adding gets its value from the asset record, the Source List must always be set to Source Asset.

    • Source From – Select the asset field to use as a value source for the new field.

    For example, select Asset Status if you want the new field to display the status of the asset on the report.

  6. Click Save.

  7. Repeat steps 3 to 6 to add more fields to the report line custom record.

Related Topics

General Notices