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Transfer to Sage Fixed Assets

Access this form using Activities>Accounts Payable>Transfer to Sage Fixed Assets. It is only available if the organization's functional currency is USD (US Dollar).

Use this form to select assets that were entered using the Sage Fixed Assets Quick Entry form. Once selected, assets are transferred from MIP Fund Accounting to Sage Fixed Assets in a format that integrates with Sage Fixed Assets Accounting data. Click OK to continue with the transfer process.

You can also use this form to delete assets from the MIP Fund Accounting database by selecting an asset and clicking Delete .

Troubleshooting

If you are having a problem transferring assets between the two products due to required fields, use the Customize Fields in Sage Fixed Assets to change View: Require Entry to View: Allow Entry.

 

Filters: The filter is for display purposes only; it simply allows you to limit which sessions are displayed in the Assets table.

  • Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column.
  • Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which assets to display in the table.
  • Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
  • Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Assets Table: The system displays the filtered data in this table. Select records to transfer by checking the box of each appropriate asset. Use the buttons at the top of the form to select or deselect all assets.

  • Records per Page: Select how many assets per page to display using the drop-down list. You can view assets in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.
  • Placed in Service Date: The system displays the date the asset began being used.
  • Acquired Value: The system displays the cost of the asset when it was purchased.
  • Asset Template: The system displays the Sage Fixed Assets template name, if appropriate.
  • Description: The system displays a description of the asset.
  • Asset GL Account: The system displays the asset General Ledger account.
  • Accumulated Depreciation GL Account: The system displays the accumulated depreciation General Ledger account.
  • Depreciation Expense GL Account: The system displays the depreciation expense General Ledger account.
  • Depreciation Distribution Code: The system displays the depreciation distribution code.
  • Tag Number: The system displays the asset tag number assigned to the asset.
  • Vendor/Mfg: The system displays the Vendor ID.
  • Transferred: The system displays Yes or No depending on whether or not the asset has been transferred.
  • When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.
  • In the Assets table, you can sort the data based on any column. Simply double-click on a column heading to sort according to that column.
  • The sorting functionality is only for table display and does not affect printing. Print uses the data from the database and is therefore not reflective of how the items were sorted.
  • You must have previously entered assets using the Sage Fixed Assets Quick Entry form (on the Activities>Check Writing>Write Checks, Transactions>Enter Cash Disbursements, or Transactions>Accounts Payable>Enter A/P Invoices forms).
  • For larger organizations with many records, you may want to clear the "Use Drop-Down List on Find Forms" using the Options>Customize Workstation Settings>Preferences tab. By doing so, it will eliminate the time it takes to load all of your assets.
  • Currency fields follow the formatting of the organization's functional currency. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).