This option provides a form where multiple search criteria can be used for data matching. It uses the criteria to find the correct information that matches the criteria and then downloads everything for the Assets (depending on the columns in the active sheet at that time).
To access the form, position the cursor somewhere in the sheet below row 10. The data will be downloaded at this point, pushing all existing rows downwards.
Click the ‘Download’ icon and select the ‘Download Form’ option as shown below:
This opens the ‘Download Form’ dependent on what Template/worksheet the user is working with:
Enter criteria into one or more of the fields on the Download Form, to select the required Asset information. You may use the wildcard character ‘%’ to increase the search capacity.
•If you only enter a ‘Dates in Service’ FROM value (and not the ‘Dates in Service To’ value), the download will only bring back assets placed in service on that particular date. If you want to download assets that were placed in service over a range of dates you need to use both the ‘Dates in Service’ FROM and TO fields. This is different to the Asset Workbench.
•Life In ‘Month’ list of values is dependent on the depreciation ‘Method’ code so this must be entered first.
•‘Minor’ list of values is dependent on the ‘Major Category’, so this must be entered first otherwise the column will show invalid.
•When a Category worksheet is used only the Book, Major Category and Minor Category fields are available to be selected.
Once the selection criteria has been entered into the relevant field(s), click on the ‘Download' button. The assets that meet the criteria will be extracted into the worksheet.
By default, the data is downloaded into the columns of the active worksheet. The Wizard will populate the column if there is a match between the data and the column header.
Update these assets by keying directly into the fields or double-click on the transaction to open the data-entry form.
