Edit or Select Sage Fixed Assets Integration Options

Before you start

To specify options for Sage Fixed Assets Integration:

1. From the Sage Fixed Assets Integration folder, choose Options.

2. On the Company tab of the Options form, accept the company contact name and the telephone and fax numbers, or change the entries, as you need.

3. Click the Integration tab.

4. From the Product list, select the product with which you want to exchange asset data, and then click Save.

5. Click Synchronize to copy the Sage Fixed Assets database, company (or organization), and template information to Sage 300.

6. Use the Finder for the Database field to select the database you want to integrate with Sage 300.

   The database you select appears automatically in Sage 300 forms that you use to record transactions as Sage Fixed Assets assets.

7. Use the Finder for the Company/Organization field to select the company (or organization) with which to integrate.

   Your selection for this field appears automatically in Sage 300 forms that you use to record transactions as Sage Fixed Assets assets.

8. Select the template for the type of asset (such as equipment, furniture, or building) you will add most often using Sage 300.

   Sage Fixed Assets templates facilitate the systematic creation of assets in Sage Fixed Assets. They define standard entries, such as the depreciation method and the estimated useful life, for each asset type. You set up the templates in Sage Fixed Assets.

   The template you select appears as the default in the Sage 300 forms that you use to record transactions for Sage Fixed Assets.

   If you use the option to apply a template when creating assets, asset records you create for Sage Fixed Assets will include all the general and book entries from the template.

9. In the Create Asset By field, select the method for creating asset records in Sage Fixed Assets.

   You can choose from the following options.

   • Applying Template. Choose this option if you want to use the entries from the selected template in the asset records you create for Sage Fixed Assets.

   • Applying Template Then Forcing Book Defaults. Choose this option if you want the new records to use the standard entries from the asset template as well as the book and system defaults in Sage Fixed Assets. When Sage Fixed Assets Integration creates the asset records, it inserts data in the asset records in this order:

     1. It applies the template specified for each transaction.

     2. It runs the Force Defaults function in Sage Fixed Assets to apply Sage Fixed Assets book and system defaults.

   Regardless of the method you use to create the asset records, the program always uses the description, document date, quantity, value, PO number, and vendor number used in the original transaction.

10. Click the Schedule tab.

11. Use the Finder to select a schedule code if you want to run integration processes automatically from the Reminder List. (You can also synchronize data manually using the F/A Options form, and you can create and clear assets using the respective forms in Sage 300.)

    You can run the following processes from the Reminder List:

    • Synchronize Data. You synchronize data to update the Sage Fixed Assets databases, companies (or organizations), and templates tables in Sage 300.

    • Create Assets. When you create assets from the Reminder List, the program creates records for fixed asset entries processed in all Sage 300 programs.

    • Clear Created Assets. When you clear assets using the Reminder List, the program clears assets for all Sage 300 programs.

12. Click Save.