Edit assets in bulk—Fixed Assets Management

You can use the import service to edit the details of multiple assets at once. Some fields are not editable depending on the state of the asset. See a list of editable fields by asset state.

Before you begin

If you need to change certain fields that are not editable because of an asset's state, consider placing assets back in review or placing assets back in service.

Step 1. Create a custom list view

1. Go to Fixed Assets Management > All > Assets.

2. At the top right of the page, select Settings > Configure columns.

3. Select the following columns:

   • Acquisition date

   • Asset cost

   • Asset ID

   • Asset name

   • Asset tag

   • Asset type

   • Depreciate

   • Description

   • Notes

   • Quantity

   • Salvage value

   • Serial number

   • Status

   • Accumulated depreciation GL account ID

   • Allocation ID

   • Asset classification ID

   • Asset GL account ID

   • Attachment key

   • Depreciation expense GL account ID

   • Class ID

   • Contract ID

   • Cost type ID

   • Customer ID

   • Department ID

   • Employee ID

   • Location ID

   • Project ID

   • Task ID

   • Vendor ID

   • Warehouse ID

   • Affiliate entity

   • Disposal GL account ID

   • Parent ID

   You can include other fields, but these are the only ones needed for this task.

   Some fields are not editable depending on the state of the asset. See a list of editable fields by asset state.

4. Select Manage view > Save as.

5. Enter a name for the view.

   For example, "Bulk edit".

Step 2. Export the custom list view

1. Go to Fixed Assets Management > All > Assets.

2. From the views dropdown at the top left, select the view you created for export.

3. Optionally, filter the list to show only the assets that you want to update.

4. At the top right of the page, select Export > Excel.

Step 3. Update the exported file

1. Open the Excel file that you exported.

2. Delete rows for any assets that you do not want to update.

3. Delete columns of any fields that you do not want to update.

4. Make your changes.

   Some fields are not editable depending on the state of the asset. See a list of editable fields by asset state.

   At this time, you cannot remove existing values to make the field empty, but you can change the values to something else.

5. To update depreciation rules, see the following steps.

   Steps

   1. Add a column for Depreciation rule key.

   2. Copy the asset's Depreciation rule IDs and paste them into the Depreciation rule key column.
      

      • If an asset has multiple depreciation rules, enter the first rule ID on the same row as the Asset ID.

      • For any additional rules, use new rows directly below the Asset ID. See the following example.

      Example

      Asset ID	Depreciation rule key (same as Depreciation rule ID)
      A1001	12
      	13
      	14
      A1002	24
      	25

   3. Add the following columns for the rules and update their values as needed:

      • Depreciation method
      • Depreciation rate
      • Journal posting rule ID
      • Useful life
      • Historical accumulated depreciation

      See the following example:

      Example

      Asset ID	Depreciation rule key (same as Depreciation rule ID)	Depreciation method	Depreciation rate	Journal posting rule ID	Useful life	Historical accumulated depreciation
      A1001	12	SL		J01	36
      	13	DR		J02	36
      	14	CDB	66.00	J03	36
      A1002	24	SL		J01	24	500
      	25	DR		J02	24	500

6. Save the file.

Step 4. Import the updated file

1. Go to Company > Setup > Import data.

2. Select New import service.

3. Next to Assets, select Update.

4. Upload your file.

5. Map the fields and then select Continue.

   Learn about mapping fields.

6. Map the field values and then select Continue.

   Learn about mapping field values.

7. If there are any errors, review and correct your data.

   Learn about fixing errors in the import service.

8. Select Import.