How do I merge multiple pending assets into one asset?
Manage pending assets
Asset Management manages assets from
Connect Accounts Payable,
Connect Project Accounting, and
Assets imported from a third party application
You have two options for merging multiple pending assets into a single asset number. One option is to assign the same asset number to each invoice in the Accounts Payable or Project Accounting application. Another option is to assign the same asset number to pending assets in the Asset Management application.
Watch a video to learn more (1m43s).
Contents
Assigning invoice items to the same asset number
When you're working in the Accounts Payable or Project Accounting applications, you can assign the same asset number to separate invoice items. For example, City XYZ wants to create one asset number for a police car and everything on the police car, including the car, light bar, radio, and so on. City XYZ receives an invoice for each item. When City XYZ processes the invoices, City XYZ assigns the same asset number to each invoice.
Merging pending assets
If you're working with pending assets in the Asset Management application, you can
select a pending asset to combine it with an existing asset, or
select two or more pending assets to assign to the same asset number.
For example, City XYZ wants to add a new pending asset to a capital improvement project. When City XYZ processes the pending asset, Joe from City XYZ enters an existing asset number on the pending asset. Processing the pending asset with the existing asset number will create an acquisition transaction to increase the existing asset cost.
Combining a pending asset with an existing asset
1. Open Connect Asset Management > Assets > Manage Pending Assets.
2. Select the checkbox next to a pending asset to select it.
3. Use the Asset Number box to enter the asset number of an existing asset.
Asset number box
4. Click GO 
(CTRL+G).
5. When the Asset Exists dialog box displays, click Yes to add the pending asset to the existing asset.
Asset Exists dialog box
What if I want to create a new asset instead of adding the pending asset to an existing asset? Clicking No will create a new asset record.
The pending asset is added to the existing asset. Connect will create an acquisition transaction to increase the existing asset cost.
202011, 2020Nov04
Assigning two or more pending assets to the same asset number
1. Open Connect Asset Management > Assets > Manage Pending Assets.
2. Select the checkbox next to the pending assets to select them.
3. Use the Asset Number box to enter an asset number.
Asset number box
4. Click GO (CTRL+G).
The pending assets are assigned to the same asset number.
202011, 2020Nov04
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