- In Records, Transactions, click Calculate Depreciation.
- In the Calculate through field, enter the date of the period for which depreciation calculations will be created.
Note: If the date you enter is not defined in the depreciation year, you will be required to create the depreciation year before you can calculate.
- In the Calculate only for these asset numbers frame, enter a range of asset numbers in the Start and End fields.
- In the Transactions frame, select Period End Date or Period Start Date in the Transaction date field.
- In the Post status field, select whether to include transactions with a status of Not yet posted or Do not post.
- In the Post date field, select whether to include transactions with a status of Transaction Date, Period End Date or Period Start Date. Enter any additional information about the transactions in the process in the Comments field.
- To see the transactions before you perform the calculations, mark View results before creating transactions. We recommend you view the transactions before creating them so you can edit your selections if necessary.
- To create a query of the transactions included in the process, mark Create an output query. This saves you time by not having to create the query again for other purposes like reports or mailings.
- To create an exception query of the transactions for which the program cannot calculate depreciation, mark Create an exception query.
- Select the Filters tab. Select the appropriate filters, such as depreciation method, class, or location.
- Select the Attributes tab to add, update, or delete selected attributes for each asset you depreciate.
- To preview the assets to be depreciated, click Pre-Calculation Report.
- To create the depreciation calculations, click Create Transactions Now.
- When the program finishes processing, the Generate Transactions screen appears, which lists the number of transactions created and the number of exceptions. Click Control Report to see details of the exceptions.
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