FA - MASS
The FA – Mass form enables the bulk posting of value entries for multiple assets simultaneously. It is designed to streamline manual batch operations for Entry Types such as Acquisition, Revaluation, Disposal, and Reversal. All fields in the form are read-only, ensuring that postings are based solely on pre-existing data.
By applying a set of configurable filters, the FA – Mass form retrieves a list of assets that meet the specified criteria. From this list, selected entries can be manually posted in a single operation, providing an efficient and controlled method for processing large volumes of assets.
The form can be accessed from the Fixed assets and Small Tools registers, by right-clicking within the Value tab.
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Hint
Examples of how to use the FA – Mass form are described on the corresponding pages of the User Manual for PANTHEON.
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The FA – Mass form consists of the following functional units:
| Entry Type |
Select the Entry Type (e.g., Acquisition, Revaluation, Disposal, Reversal) to be posted. The program filters and displays assets based on the selected type, showing only those that have an existing record for the chosen Entry Type in the Value tab.
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Warning
If an asset does not already have the selected Entry Type recorded in the Value tab, posting will not be possible. Ensure all relevant entries exist prior to initiating this function.
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Dept.
(Department) |
Use the drop-down menu to narrow the selection of assets by Department.
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 asset is operationally assigned.
The list is sourced from the Subjects register, which can be accessed by double-clicking the field. |
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Cost Ctr.
(Cost Center) |
Select a Cost Center from the drop-down menu to apply an additional filter.
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.
The list is sourced from the Cost Centers register, accessible by double-clicking the field. |
| Date From |
Specify a date range to restrict entries. Date From corresponds to the most recent entry in the Value tab with the selected Entry Type. |
| To |
Specify a date range to restrict entries. Date To marks the end of the date range for filtering and corresponds to the most recent entry in the Value tab with the selected Entry Type. |
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Filter button
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Click the to apply the filters after entering the criteria to show the filtered asset entries.
This button appears red when filter values are changed, indicating that the list is not automatically updated.
The Filter button must be clicked after every change to refresh the results.
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Post button
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Click to post all selected assets using the chosen Entry Type. |
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Sel.
(Select) |
Checkboxes allow Selection of one or more assets for posting. Right-click to select or deselect all. |
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Inventory No.
(Inventory Number) |
Lists Inventory Numbers, as defined in the asset register, of all active assets eligible for posting. This field is populated automatically after clicking the Filter button.
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Warning
Assets that are deactivated or disposed of will not appear in the list.
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| Name |
The primary Name of the asset, such as Fence, Building or Computer, as defined in the asset register. The Name field is automatically populated when the Filter button is clicked. |
| Date |
Reflects the Date of the most recent change recorded in the Value tab for the selected Entry Type. The field is automatically populated when the Filter button is clicked.
This information is used to confirm that the asset's value data is up to date. |
| Value |
Shows the Value of the asset based on the most recent entry in the Value tab for the selected Entry Type. The field is automatically populated when the Filter button is clicked.
This value is automatically retrieved and calculated based on the data in the Value tab. |