Use retirement types to categorize and control asset retirements. Several typical retirement types are built into the software for your convenience.
- From the Navigation pane, highlight the Fixed Assets > Setup > Retirement Types folder.
- Click
. The New Retirement Type window opens.
- Enter a unique Code for the retirement type.
- Enter a Description of the retirement type.
- To allow partial retirement of assets with this retirement type, mark the Allow Partial Retirement checkbox.
- To allow entry of retirement proceeds for assets with this retirement type, mark the Allow Proceeds checkbox. If you mark this checkbox, the Bank Account field is enabled so that you can enter the retirement bank account.
- In the Gain/Loss Account field, select the account mask to use to help derive the gain/loss account for recording gains or losses when assets with this retirement type are retired.
- The Bank Account field is enabled if you marked the Allow Proceeds checkbox. Enter an account mask for the retirement bank account or select the retirement bank account.
- Save the new retirement type.
Maintain a built-in retirement type
- From the Navigation pane, highlight the Fixed Assets > Setup > Retirement Types folder.
- In the HD view, locate and double-click the built-in retirement type to maintain. The Retirement Type window opens with the selected retirement type loaded.
- Enter a Description of the retirement type.
- To allow partial retirement of assets with this retirement type, mark the Allow Partial Retirement checkbox. To disallow partial retirements, ensure the checkbox is cleared.
- To allow entry of retirement proceeds for assets with this retirement type, mark the Allow Proceeds checkbox. To prevent entry of proceeds, ensure the checkbox is cleared.
- In the Gain/Loss Account field, select the account mask to use to help derive the gain/loss account for recording gains or losses when assets with this retirement type are retired.
- The Bank Account field is enabled if the Allow Proceeds checkbox is marked. Enter an account mask for the retirement bank account or select the retirement bank account.
- Save your changes.
Perform only the steps you need to update the retirement type.
Retirement Type Record ID
Retirement Type tab
Press F2 to open the Account Expand dialog box where you can look up an account number, find an account number by its alias, build the account number by segment, or view setup and setup sources.
Press F3 to look up the account.
If an account is already selected, you can press F4 to open the record in the Account window.
Press F2 to open the Account Expand dialog box where you can look up an account number, find an account number by its alias, build the account number by segment, or view setup and setup sources.
Press F3 to look up the account.
If an account is already selected, you can press F4 to open the record in the Account window.
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Attachments tab
The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.
Other tab
| Retirement Type Code | Description |
|---|---|
| Casualty Loss | Asset impairment |
| Donated | Asset was donated or contributed |
| Obsolete | Asset is completely obsolete |
| Other | Any other type of retirement |
| Sold | Asset was sold |
| Traded | Asset was traded |
Retirement types security
Common accesses available on retirement types
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on retirement types. |
| Custom Fields | Create and edit custom fields for retirement types. |
| Data | Have read-only access to retirement types from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete retirement types. |
| Edit | Edit retirement type records. |
| Export | Export retirement type records from ActivityHD. |
| Import | Import retirement type records into ActivityHD. |
| New | Create new retirement type records. |
| Read | Have read-only access to retirement type records. |
| Report | Run reports with retirement type information. |
| Report Designs | Create and edit report designs with retirement type information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to retirement types. |
| Shared Filters | Create and edit shared filters on retirement types. |
| Visible | View the Retirement Types folder in the Navigation pane. |
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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