Place assets in service in bulk—Fixed Assets Management

You can use the import service to place multiple assets in service at once.

Step 1. Create a custom list view

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

2. Set the filter on the State column to Ready for review.

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

4. Select the following columns:

   • Asset ID

   • In-service date

   • State

   • Accumulated depreciation GL account ID

   • Asset classification ID

   • Asset GL account ID

   • Depreciation expense GL account ID

   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 in service".

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 In service.

4. Enter an In-service date for each asset.

5. Fill out the other fields required for placing assets in service if they aren't already filled in.

   • Asset classification ID

   • Asset GL account ID

   • Accumulated depreciation GL account ID

   • Depreciation expense GL account ID

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.