Set up or modify asset ID sequences—Fixed Assets Management

The Fixed Assets Management application requires auto-numbering of Asset IDs. Implementers set up a document sequence for Asset IDs during configuration, but you can change the sequence later.

Create a document sequence in Company settings to define the format and numbering of your Asset IDs. Then, select the document sequence in Fixed Assets Management configuration. For example, you can create a format such as "A-0100". The ID can only include letters, numbers, underscores, periods, spaces, forward slashes, and hyphens. Also, it cannot have leading, trailing, or consecutive hyphens.

When you create a new asset, you will see "--New--" in the Asset ID field. Sage Intacct generates the next ID in the sequence after you save the asset.

Step 1. Create a document sequence in Company settings

1. At the top level, go to Company > Setup > Settings and select Add (circle) next to Document sequences.

2. Enter the required fields, and any other information that you want to include in your sequence.

   The required fields are:

   • Sequence ID

     Cannot be changed after save.

   • Sequence name

   • Sequence status

   • Sequence type

     Cannot be changed after save.

   • Primary sequence

     Cannot be changed after save.

   • Next primary sequence

     Automatically generated, but can be edited.

3. Select Save.

Step 2. Assign the document sequence in Fixed Assets Management configuration

1. Go to Fixed Assets Management > Setup > Configuration.
2. Select Edit.
3. Select your Asset ID sequence.
4. Select Save.