Mass Additions - Merging Asset Lines

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Distribution

Director of Fixed Assets Accounting

FA Administrator

FA Plant Funds Manager

FA Specialist

Related Procedures

None

Ownership

The Director of Fixed Assets Accounting is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

IS Assets
N ® Mass Additions ® Prepare Mass Additions
B ® Find
Mass Additions Summary

Merge Mass Additions

New

SHAPE \* MERGEFORMAT

1. Open the Mass Additions Summary window, and find the mass addition(s) for this transaction. Merge mass additions only in the NEW, ON HOLD, or user-defined hold queues.

2. Select the mass addition line into which you want to merge other lines (the merged parent).

3. Click the [Merge] button.

4. Do NOT use the 'Sum Units' box.

Note: The Merge Mass Additions screen shows all the lines available for merging to the parent asset from the parent's specific invoice. To display all lines available for merging click View ® Query by Example and place the % symbol in either the 'Queue' or 'Invoice Number' line. Then, press Ctrl-F11. All invoice lines in the "New" or "ON HOLD" queue will be displayed. Normally merging is done only for the invoice lines that the parent was on.

5. Choose the line(s) to be merged into the merged parent by checking the 'Merged' box to the left of the merged line and select 'Merge All' from the 'Special' menu. The line(s) will be assigned to the MERGED queue. The 'Total Merged Cost' field will reflect the new cost.

6. Save your work [Ctrl-S] or click [Done].

Note: The depreciation expense account for each of the merged lines must be recorded in the Assignment screen of the merged parent. The assignment should be split based on the prorated cost for the merged lines.

Undoing a Merge

IS Assets
N ® Mass Additions ® Prepare Mass Additions
B ® Find
Mass Additions Summary

Note: You can undo a merge before but not after posting the merged parent.

1. Open the Find Mass Additions window to find the mass addition(s) for the transaction that you want to undo.

2. Select the merged parent(s) that you want to undo and click the [Merge] button on the Mass Additions summary screen.

3. Clear the Merged check box for each line that you want to undo. If you want to unmerge all the lines, choose Unmerge All from the Tools menu.

4. The queue changes to "ON HOLD." Save your work. IS Assets changes the queue name for the unmerged lines to the original queue name before the merge.

Effective: 08/18/04

Revision: 2

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