1. Accounting
  2. Fixed Assets Management
  3. Creating Fixed Assets Management Records
  4. Creating Asset Records from Transactions
  5. Asset Proposal and Generation
  6. Customizing the Asset Proposal Sublist

Customizing the Asset Proposal Sublist

You can customize the asset proposal sublist to add or remove FAM or transaction fields. Add any fields you need to review the proposal records. You can also remove the fields that aren't relevant to you.

Customizing the Asset Proposal Sublist

  1. Go to Fixed Assets > Transactions > Manage Asset Proposal.

  2. In the Proposed Asset sublist, click Customize to open the Customize Sublist window.

  3. The Customize sublist window lists all fields, including custom fields, that you can add to the proposal sublist. Check the boxes for the fields you want to add to the Proposed Asset sublist. Clear the boxes for the fields you want to remove from the sublist.

    Important:

    If you want to delete or inactivate a field record, first clear the box for that field in the Customize sublist.

    Note:

    You can't remove the ID, Transaction, Quantity, and Process fields.

  4. Click Submit.

    You'll be redirected to the Manage Asset Proposal page, where you can view the changes you made to the sublist.

Related Topics

General Notices