Deleting DHRs Using the Review Assistant
The FAM Diagnostics portlet can scan for depreciation history records (DHR) without Asset or Asset Values record. The system does not automatically delete DHRs if they are associated with a journal entry or BG summary record. Click Resolve DHRs in the portlet to open the Review Assistant and download a CSV file with details about these DHRs. You can review and modify the DHRs in the file before deleting them.
If the DHRs aren't linked to a journal entry or BG summary record, clicking Resolve DHRs triggers the process to delete them.
Before you upload the CSV file, review the following import guidelines:
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If you are modifying the downloaded CSV file, ensure that the DHR Internal ID field is included.
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If the DHR shouldn't be deleted, make sure its Asset or Parent Asset Value fields are populated. Don't populate the Parent Asset Value field if the DHR name is dhr-default-name or an internal ID.
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If you are deleting the DHR:
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Make sure that the DHR with journals are accounted for. Deleting them can affect your FAM reports and cause inaccuracies when compared against non-FAM reports.
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Check if journal adjustments are needed.
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Ensure that the dates you enter in the CSV file follow the format specified in the General Preferences page. Check the system date format in Setup > Company > General Preferences.
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Make sure that your CSV file does not exceed 10 MB.
To delete DHRs:
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From the FAM Diagnostics portlet, click Resolve DHRs.
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On the Review Assistant — Step 1 screen, do the following:
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Click Download CSV to save the list of DHRs with a journal entry or BG summary record.
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Click Next.
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On your computer, open the CSV file that you downloaded in the previous step.
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Review the DHR list, and remove the DHRs that shouldn't be deleted. Read the import guidelines above for more information.
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On the Review Assistant — Step 2 screen, do the following:
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Click Choose File.
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Select the CSV file that you updated in the previous step.
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Click Finish.
A popup window displays a notification message. Click OK to continue.
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