Create Assets By

Use this field to select the method for creating the asset record 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.