Norming Asset Management. To make asset management easy and automatic with Sage Accpac ERP



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Transcription:

Norming Asset Management To make asset management easy and automatic with Sage Accpac ERP

Modules Asset Accounting Asset Maintenance Asset Leasing Asset Tracking

Highlights Integrates with Sage Accpac SM, GL, AP, AR, IC, PO and PJC. Support Pervasive SQL, MS SQL Server, Oracle. Unlimited optional fields for asset register and transaction details. Flexible asset and barcode numbering. Ability to manage asset construction process. Powerful depreciation facility, including depreciation projection and reversal. Full multicurrency support. Manage meters and SLA s for equipment maintenance. Schedule maintenance activity and process maintenance expense. Manage asset lease contract and billing processing. Provide complete barcode-based asset tracking facility. Extensive inquiries and reporting functionality.

Development Standard Norming Asset Management is developed using the latest Accpac SDK, and has the same look, feel, level of integration as the Accpac core modules.

Asset Numbering Asset ID may consist of up to 72 characters with up to 9 segments.

Full Integration with Sage ERP Accpac Norming Asset Management integrates with the following modules: System Manager General Ledger Accounts Payable Accounts Receivable Inventory Control Purchase Order Project and Job Costing

Integration with GL All the asset transactions create G/L Journal Entry automatically.

Accpac Optional Fields Unlimited optional fields can be assigned to asset register and transaction as well.

Depreciation Expense Allocation Asset depreciation expense can be allocated across multiple GL accounts at a fixed percentage.

Asset Location Image can be attached to locations.

GL Segment Override Overriding G/L account segments is enabled with asset location.

Depreciation Method Depreciation calculation can use standard or user-defined formula, and the depreciation formula can be tested with any asset before it is applied.

Asset Accounting Acquisition ( with AP, IC, PO, PJC) WIP Process Depreciation (Projection, Reversal) Adjustment Disposal (with AR, IC) Merge & Split Revaluation

Asset Acquisition Acquisition entry is used to add an new asset or WIP, or add value to an existing asset or WIP. Acquisition entry can be entered to convert AP Invoice, PO Receipt/Invoice and PJC projects to assets. Posting of acquisition batch can create AP invoice, AP Misc. Payment, or I/C Internal Usage.

Asset Depreciation Depreciation calculation can be run for a specified range of assets for multiple periods.

Depreciation Projection Depreciation projection can be made with different method for multiple periods or years.

Depreciation Reversal Depreciation can be reversed for specified assets back to any period of current year.

Asset Adjustment An adjustment entry allow you to change multiple fields of an asset, such as asset value, accumulated depreciation, estimated life, depreciation method, depreciation rate, cost centers, and locations.

Bulk Adjustment Bulk adjustment creates an adjustment batch for a number of assets automatically.

Asset Disposal Asset disposal entry can create GL Transaction, AR Invoice or IC Receipt.

Bulk Disposal Bulk disposal creates a disposal batch for a number of assets automatically.

Asset Merge Multiple assets can be merged to one asset, and asset units are merged as well.

Asset Split One asset can be split to multiple assets.

Asset Maintenance Manage maintenance resources and vendors. Manage equipments and components. Manage meters, SLA s for equipments/components. Set up notification for meter reading, and renewal of SLA. Set up schedule for regular maintenance activity. Control budget for SLA and maintenance order. Process maintenance expense with maintenance order. Create AP invoice for maintenance expense. Track maintenance history and maintenance expense.

Maintenance Resource Maintenance resource will be assigned to maintenance orders for tracking the maintenance expense on equipments.

Maintenance Vendors Maintenance vendors can be copied from AP vendors. The SLA information can be defined for vendor. Asset locations can be assigned to a vendor to define the service area covered by vendor You can find all equipments covered by a vendor

Meter Type Meter type defines some basic information for meters, including UOM of the equipment usage, schedule of meter reading, and etc. Meter type will be assigned to meter when adding a specific meter to equipment.

Equipments/Components Any equipment must be copied from the asset register. You can set up SLA s for equipment and define the service level information. Notification template can be assigned to SLA to notify of the use of the maintenance service.

Equipment Meter Multiple meters can be set up for an equipment to track the usage and notify of maintenance activity.

Service Level Agreement Multiple SLA s can be assigned to an equipment for tracking maintenance status. Notification template can be assigned to SLA to notify of use of maintenance service.

Maintenance Schedule Uses the Accpac scheduler to plan the asset maintenance on a regular basis.

Maintenance Order Maintenance order defines the maintenance activities for equipments. Maintenance order assigns maintenance resource to equipments. Purchase Requisition can be created for maintenance order.

Maintenance Expense Maintenance entry is entered to expense the maintenance resource, posting of maintenance entry can create AP invoice, IC shipment and GL transaction.

Maintenance History Maintenance history can be viewed under maintenance order.

Asset Leasing Set up lease rates for assets. Maintain lease contract and billing schedule. Automatically recognize lease revenue. Create AR invoice for lease billing transaction. Track asset lease history and billing schedule.

Lease Rate Lease rate can be transferred to AR item for creating AR invoice in detail from lease billing entry.

Lease Contract Lease contract defines the lease type, terms, price and billing schedule.

Lease Billing Schedule Billing schedule is set up to automate the creation of billing batch.

Lease Billing Entry Billing entry can create AR invoice and GL transaction automatically.

Lease Billing History Billing history can be viewed under lease contract.

Asset Tracking Print asset label with barcode. Provide interface with barcode scanner. Scanning program is written for scanner. Update the asset status and location with scanner. Track asset assignment and return with employee. Schedule asset assignment.

Asset Barcode A unique barcode must be created to identify each unit of asset.

Download Asset Location The asset and location records must be downloaded to scanner to run the scanning application.

User Interface of Scanning Application After you select the location to scan, you can use the scanner to read barcode label and update the asset status.

Update Assets Asset information can be uploaded from scanner after scanning is completed.

Asset Responsibility Tracking Track the asset responsibility by asset assignment and return transaction.

Asset Inquiry & Reporting Drilldown from GL, AR, AP to asset transactions. Search asset by category, group, cost center or location. Complete and up-to-date asset information. Review asset activities and original transaction. Check component assets of master asset. Complete fixed asset schedule reports.

Asset Inquiry Asset can be searched by acquisition date, category, cost center, location and group.

Asset Register Asset register provides the complete and up-to-date asset information.

Asset Activities Asset transaction history is kept from beginning acquisition to ending disposal.

Thank You