Fixed Assets
Fixed assets are non-liquid assets that are required for the company's day-to-day operations, they include facilities, equipment and real property. You can use the Fixed Assets screen to search for and add a fixed asset, to generate selective reports, and to run depreciation year end/month end finals.
To open the Fixed Assets screen, from anywhere within IntelliDealer navigate to Financial Management > General Ledger > Fixed Assets.
The sorting options on the Fixed Assets screen are:
| Sort by | |
|---|---|
| Field | Description |
| Asset | Sort the search results by asset. |
| Class | Sort the search results by class code. |
| Location | Sort the search results by location. |
| Area | Sort the search results by area. |
The search fields on the Fixed Assets screen are:
| Field | Description |
|---|---|
| Select Asset Number | Search for fixed assets by entering an asset number. |
| Select Type | Search for fixed assets by selecting an asset type from the drop down list. |
| Select Location | Search for fixed assets by entering a location. |
| Select Supplier Invoice Date | Search for fixed assets by entering a supplier invoice date. |
| Select Class | Search for fixed assets by entering a class code. |
| Select Area | Search for fixed assets by entering an area. |
| Include Inactive | If selected, includes inactive fixed assets within the search results. |
The fields on the Fixed Assets screen are:
| Field | Description |
|---|---|
| Fixed Asset | The fixed asset number. |
| Description | A brief description outlining the fixed asset. |
| Type |
The type of fixed asset; New or Used followed by further description of the fixed asset: Equipment - an inventory item loaded in Equipment Profile (e.g. service truck, company vehicle, or rental fleet machine). Fixed Asset - a non-inventory item that is not loaded in Equipment Profile (e.g. desk, computer). Note: Disposed units (units for which a Date has been entered in the Disposal Information section of the Fixed Asset Profile) will have a reverse-highlighted Type. |
| Supplier Invoice Date | The supplier invoice date. |
| Class | The asset's class code used for sorting assets into categories. |
| Location | The location where the fixed asset is located. |
| Area | The area/physical location of the fixed asset within the location. |
Move the cursor over a Fixed Asset number and select View/Edit from the pop-up menu to open the Fixed Asset Profile tab.
Move the cursor over a Fixed Asset number and select Copy from the pop-up menu to copy a fixed asset.
Click on the Need to create a new fixed asset? Click here to add link to create a new fixed asset.
Click on the Generate selective reports link to generate reports.
Click on the Run depreciation year end/month end finals link to run depreciation year end or month end finals.