Attention
This feature will be released from release 12.1.2410 onwards.
The goal of the Asset Consolidator is to simplify procedures pertaining Fixed Assets, so you can create custom asset groupings. With a variety of filter options available, you can assign a grouping code to assets, speeding up transfers (ATFR060), postings (ATFR036), and the reporting of balances to depreciate (ATFR050).
To use the Asset Consolidator, the multiprotocol port on the appserver.ini of your Protheus environment is required.
For further information on this configuration, access the page Application Server - Multiprotocol Port.
Exemplo:
The Asset Consolidator includes a step that allows notifying a party responsible whenever a new consolidator is created. If you wish to use this feature, please configure the e-mail server to ensure that it works correctly.
Default folder for sending e-mails:
On this screen, you can query all registered consolidators. There are 3 options on this first screen.
To add a consolidator, please select the 'Add Consolidator' option. Next, a window opens for you to enter such essential information as:
In the Consolidator, we offer three distinct approaches to data filtering.
1. Selecting the search 'Field'.
This is the quickest way to add an asset to the consolidator. Among the available alternatives, we have:
Code + Item: To search by asset code and by item (using fields N1_CBASE + N1_ITEM).
Plaque No.: To search by asset plaque number (using field N1_CHAPA).
Invoice + Series: To search by invoice number and series (using fields N1_NFISCAL + NSERIE).
2. Selecting the 'Filter' option.
On this screen, you can choose a field to apply a filter by selecting an option from the list of fields available for searching. The system will automatically
3. Selecting the option 'Advanced Filter'.
On this screen, you can use multiple fields to create a composite filter. The system will perform the search automatically. After filtering the data onscreen, select the corresponding item to add it to the Consolidators screen.
To delete the data already entered onscreen, use the 'Clear' option. In this case, all items are deleted from the screen.
The system allows you to import a .csv file with the items you want to add to the consolidator. For a successful import, the items must follow the format exemplified below, the order of the fields being as follows:
N1_FILIAL; N1_GRUPO; N1_CBASE; N1_ITEM; N3_TIPO; N1_AQUISIC; N1_QUANTD; N1_BAIXA; N1_DESCRIC; N1_CHAPA; N1_PRODUTO; N1_NFISCAL; N1_NSERIE; N1_LOCAL
REQUIRED FIELDS:
Used as single identifier (Exclusive Key) for import purposes, as follows: N1_FILIAL; N1_CBASE; N1_ITEM.
OPTIONAL FIELDS:
Used as filters (facilitator) for importing more specific items. For example: Asset with same code and item with different types. They are:
N1_GRUPO; N3_TIPO; N1_AQUISIC; N1_QUANTD; N1_DESCRIC; N1_CHAPA; N1_PRODUTO; N1_NFISCAL; N1_NSERIE; N1_LOCAL.
File example:
Note that only required fields are used in line 1.
Notes:
After defining all the items in the new consolidator, click 'Save' to store the consolidator. If needed, you can also send an e-mail to notify the person responsible that the new consolidator has been created.
The parameters screen has a new option called 'Asset Consolidator'. If you provide a consolidator code, the code parameters of the asset and item are ignored, and the assets are listed based on the data stored in the consolidator.
Posting in Batches. The parameters screen has a new option called 'Asset Consolidator'. If you provide a consolidator code, the code parameters of the asset and item are ignored, and the assets are listed based on the data stored in the consolidator.
The parameters screen has a new option called 'Asset Consolidator'. If you provide a consolidator code, the code parameters of the asset and item are ignored, and the assets are listed based on the data stored in the consolidator.
Tables