1. Accounting
  2. Fixed Assets Management
  3. Setting Up the Fixed Assets Management System
  4. Custom Segments and Custom Fields in Fixed Assets Management Records and Transactions
  5. Mapping Custom Segments and Custom Fields to Fixed Assets Management Records

Mapping Custom Segments and Custom Fields to Fixed Assets Management Records

You can map custom segments and custom fields in a transaction to your fixed assets management records. Mapping these fields ensures that the value from the original transaction is accurately copied to your FAM records.

A custom segment or custom field in a transaction needs a matching field in your FAM records. For more information, see Creating a Custom Field and Creating a Custom Segment.

Note:

You can't change the field mapping through inline editing.

To map custom segments and custom fields to FAM records:

  1. Go to Fixed Assets > Setup > Transaction Field Map > New.

  2. In the FAM Transaction Field Map page, select a value for Asset Field ID Type.

    This field determines the field type of the Asset Field ID and controls the restrictions on the Asset Field ID and Transaction Field ID.

    Note:

    When you edit a Transaction Field Map record created before version 22.2, you're prompted to set the Asset Field ID Type. If you don't set a value for the field, you can't update the record.

    • To map custom segments, in the Asset Field ID Type, select Custom Segment and enter values for the following fields:

      • Source Transaction Field ID – Enter the Transaction or Transaction Column Field ID of the custom segment that you want to map to your FAM records.

        If you're mapping a custom segment on a transaction line, you must add a ‘line’ prefix to the field ID. For example, line.cseg_field.

      • Proposal Field ID – Enter the Field ID of the FAM Asset Proposal record type.

      • Asset Field ID – Enter the Field ID of the of the FAM Asset record type.

      • Transaction Field ID – Enter the Transaction or Transaction Column Field ID of the custom segment that you created in the transaction record. This field appears in both FAM journals and disposal invoices.

        To show the custom segment on the transaction line item, enter the Field ID of the Transaction Column and check the Transaction Line Field box.

        Note:

        When entering values in the Transaction Field ID, follow these guidelines:

        • You shouldn't enter custom field IDs in this field.

        • For newer segments, the Asset Field ID and Transaction Field ID must be the same.

        • For older segments, the Asset Field ID and Transaction Field ID must have the same segment suffix. For example, custbody_cseg_segment1 and custcol_cseg_segment1.

      • Transaction Line Field – Check this box if the custom segment is added to the line item on the journal or disposal invoice.

      Note:

      To find the field ID, open the Custom Segment record, and then click Application & Sourcing. Depending on the custom segment type, go to Transactions, Transaction Columns, or Custom Record Types.

    • To map custom transaction fields, in the Asset Field ID Type, select Custom Field and enter values for the following fields:

      • Source Transaction Field ID – Enter the internal ID of the custom field you created in the transaction record.

      • Proposal Field ID – Enter the internal ID of the custom transaction field you created in the proposal record.

      • Asset Field ID – Enter the internal ID of the custom transaction field you created in the asset record.

      Note:

      To find the internal ID of a specific field, see Finding Internal IDs of Record Fields.

    To properly map custom fields and custom segments to FAM records, you must enter values for at least 2 adjacent fields. For example, to map a custom field or custom segment to the asset record, enter values for Source Transaction Field ID and Proposal Field ID. If you also want the field available in the asset record, add a value in the Asset Field ID. However, you can't map the Source Transaction Field ID directly to the Asset Field ID. You must always use adjacent fields to map your custom segments and custom fields to FAM records.

  3. Click Save.

    Note:

    During the precompute process, the system flags records that don't meet the validation rules. Transaction Field Map records created before version 22.2 are still processed when the system generates a depreciation schedule.

Related Topics

General Notices