Difference between Capital Assets import options

• What's the difference between the Capital Assets import programs?
• When should the different imports be used?

Capital Assets

Instructional

Available before going live on the Capital Assets module:

• Capital Assets Conversion Utility:
  • Only used with the assistance of Implementation
  • Brings prior year assets from a legacy system into the EERP Capital Assets module in preparation for going live
  • Running the faconvrt Capital Asset import utility

Available after going live on the Capital Assets module:

• Import/Export to ASCII:
  • Can be used after going live
  • Originally created to be used with barcode scanners to conduct annual inventories
  • Often used without scanners to create assets in a status of New, but the New assets still require manual updates to populate required fields before they can be posted
  • Can also be used without scanners to update certain fields on existing assets
  • How to run the Import Export to ASCII Program
• Capital Assets Update Import:
  • Can be used after going live
  • Often used to check assets in/out to employees
  • Can also be used to update certain fields on existing assets
  • Offers many more fields than the Import/Export to ASCII program, which in turn makes it a more cumbersome import file
  • How to run the Capital Asset Updates Import Program