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Mass Transfer to FA Register
   
The Mass Transfer to FA Register form allows one or multiple fixed assets (FAs) to be transferred from the Register – Fixed Assets in Acquisition register to either the Fixed Assets or Small Tools registers. When the mass transfer option is used and multiple FAs are selected for transfer, they are all merged into a single new FA. This functionality is particularly useful when several acquisition entries, such as partial deliveries, components of a larger FA, or related purchases, need to be consolidated into a single, finalized FA. If only one FA is selected, it will be transferred as a single FA.
The merged FA reflects the total value and relevant details of all selected entries, enabling more efficient lifecycle management. It also ensures that related FAs components are tracked together as a unified item for Depreciation Calculation or reporting.
The form can be accessed in the Register-Fixed Assets in Acquisition register by right-clicking within the Value tab and choosing the Mass Transfer to FA Register option.
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Hint
Examples of how to use the Mass Transfer to FA Register tab are described on the corresponding pages of the User Manual for PANTHEON.
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The form is divided into the following sections:
The Toolbar is located at the top of every PANTHEON form and provides access to various features, as described in the Toolbar chapter.
The Header section of the Mass Transfer to FA Register allows entry of the information for the new FA, as well as the option to transfer the data to either the Fixed Assets or Small Tools register.
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Inventory No.
(Inventory Number) |
Displays the next available Inventory Number in the Fixed Assets register, which will be assigned to the newly created FA. This field is automatically generated by the system and cannot be modified. |
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FA Name
(Fixed Asset Name) |
Enter the Name which will be assigned to the new FA. This name will be visible in the Fixed Assets/Small Tools register and associated with the Inventory No. This field is optional as the FA’s Name can also be entered after the transfer has been completed. |
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Status of transferred FA/ST in acq.
(Status of transferred Fixed Assets/Small Tols in acquisition) |
Assign a status (e.g., Inactive) to all inventory numbers in the Fixed Assets in Acquisition register that are being merged into a single FA. This status change indicates that these individual records are no longer active, as they have been consolidated into one FA in the Fixed Assets/Small Tools register. |
| Price |
Displays the total value of the new FA being created through the transfer process. This field is automatically populated based on the Purchase Value entries found in the Value tab of the selected FAs. The calculated amount reflects the combined purchase values of all selected entries. If needed, the value can be manually adjusted. |
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Deprec. Categ.
(Depreciation Category) |
Select the appropriate Depreciation Category from the drop-down menu. Double-clicking opens the Depreciation Categories register, where available categories are listed. The selected category influences how the FA will depreciate over time.
This field is optional as the FA’s Depreciation Category can be selected in the Accounting tab after the transfer to the new register.
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| Activation Date |
Enter or select the Activation Date of the new FA. This date marks the point at which the FA becomes operational and is eligible for Depreciation Calculation and other accounting processes. |
| Group |
Assign a predefined Group from the drop-down menu to categorize the FA. Groups are sourced from the Fixed Assets Groups register, which can be accessed by double-clicking the field. Examples of groups include Building, Equipment, Vehicle, etc.
This field is optional as the FA’s Group can be selected in the Header after the transfer to the new register.
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| Status |
Select the FA’s current Status (e.g., Active, Inactive, Damaged) from the drop-down menu. This Status is informational only and does not affect accounting processes, but it can be used to filter FAs in Reports. Double-clicking the field opens the Functional State of Fixed Assets register, from which the Status options are sourced.
This field is optional as the FA’s Status can be selected in the Header after the transfer to the new register.
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| Department |
Select the Department from the drop-down menu, which displays all available subjects classified as Departments in the Subjects register. Double-click the field to open the register.
A Department represents an organizational unit or business function within the company (e.g., Administration, Finance, Personnel) and indicates the part of the organization to which the FA is operationally assigned. |
| Cost Center |
Select the Cost Center from the drop-down menu. The available options are based on entries from the Cost Centers register, which can be accessed by double-clicking the field.
A Cost Center is a financial unit used to track where costs are incurred, such as specific projects or activity. It is used to monitor and manage financial performance. |
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Type:
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Select the target register for the new FA by selecting one of the following options:
- Fixed Asset: for long-term FAs subject to depreciation.
- Small Tools: for FAs typically with shorter lifespans or lower value, which are not capitalized in the same way as FAs.
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Transfer button
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Click to initiate the transfer process. Once clicked:
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Hint
The fields FA Name, Deprec. Categ., Group, and Status are not mandatory. However, if any of these fields are left blank, the system displays a confirmation window to verify that the omission is intentional. This prompt helps prevent accidental data omissions during the FA transfer process.
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The lines section displays detailed information about individual FAs listed in the Register-Fixed Assets in Acquisition register. This section allows for the selection of specific FAs to be consolidated and transferred into a single asset record in the Fixed Assets or Small Tools register.
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Sel.
(Selection) |
By default, all checkboxes are selected. The selected FAs will be transferred and merged into a single FA in the target register.
- Use the right-click menu to select or deselect all FAs at once for efficiency.
- Only selected FAs will be included in the consolidation and transfer process.
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Inventory No.
(Inventory Number) |
Displays the Inventory Number of each FA that is currently recorded in the Fixed Assets in Acquisition register and has not yet been transferred.
This field is read-only, cannot be modified and only serves as a reference to the original FA records.
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| Name |
The primary Name of the FA, such as Fence, Building or Computer as entered in the Name field of the Header. The field is read-only and cannot be modified.
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| Date |
Displays the acquisition Date of each FA, sourced from the Value tab of the Fixed Assets in Acquisition register. The field is read-only and cannot be modified. |
| Value |
Indicates the current Value of each FA in acquisition. The Value can be manually adjusted if required. Any changes will automatically update the Price field in the Header section to reflect the new total value of the FA being created. |
| Department |
Displays the Department to which the FA in acquisition is assigned, sourced from the Header of the Fixed Assets in Acquisition register. This field is editable and can be manually updated if needed before the transfer process. |
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Cost Ctr.
(Cost Center) |
Shows the Cost Center associated with the FA in acquisition, sourced from the Header of the Fixed Assets in Acquisition register. This field is editable and can be manually updated if needed before the transfer process. |
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