Adding or Removing a Field from the Default Asset Report Template

Note:

Use the following procedure to customize the asset report templates.

To add or remove a field from the default report template:

1. Open the default asset report template that you want to modify.

2. Find the asset loop in the default template.

   In the asset register template, this starts with <#list report.recmachcustrecord_assetregister_repparent as line> and ends with </#list>.

   

   In the depreciation schedule template, this starts with <#list report.recmachcustrecord_fam_schedrepline_parent as line> and ends with </#list>.

   

3. In Freemarker notation, add a new variable inside the asset loop of the default template. Add a ‘line’ prefix to the new field's ID.

   For example, if the ID is custrecord_ds_cust_asset_status, this appears in the template as: ${line.custrecord_ds_cust_asset_status}.

   

4. Add more variables for each field that you want to add to your template.

5. To remove a field from the report template, delete the variable that contains the field's ID.

6. Save your custom template.

   To ensure that the system recognizes your custom template, add the following report name prefixes to the custom template filename:

   • FAM_AR – for asset register report template (for example, FAM_AR_CustomTemplate.xml)

   • FAM_AS – for asset summary report template (for example, FAM_AS_CustomTemplate.xml)

   • FAM_DS – for depreciation schedule report template (for example, FAM_DS_CustomTemplate.xml)

   • FAM_DM — for Depreciation Monthly report template (for example, FAM_DM_CustomTemplate.xml)

   • FAM_AL — for Asset Listing report template (for example, FAM_AL_CustomTemplate.xml)

7. Upload your custom template to the file cabinet.

Related Topics

• Supported Asset Fields
• Downloading the Default Asset Report Templates
• Adding a Placeholder for New Fields in the Asset Report
• Setting a Custom Template for Asset Reports

General Notices