Place assets back in review in bulk—Fixed Assets Management

If you accidentally place assets in service, you can use the import service to move them back to review in bulk.

When you place an asset back in review, Fixed Assets Management performs the following actions:

• Deletes the asset's depreciation schedules. Only schedules with no posted entries can be deleted.

• Removes the asset's in-service date.

• Changes the asset's state to Ready for review.

Before you begin

• If an asset has posted depreciation, revert the posted depreciation.

• If an asset has been transferred, revert the transfers.

Step 1. Create a custom list view

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

2. Set the filter on the State column to In service.

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

4. Select the following columns:

   • Asset ID

   • State

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

5. Select Manage view > Save as.

6. Enter a name for the view.

   For example, "Bulk place back in review".

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. Change the values in the State column to Ready for review.

4. 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.