Copy an Active depreciation schedule for the same asset

1. At the Asset Management main menu, select Assets / Asset Level Depreciation | Depreciation Schedules. The Depreciation Schedules By Asset Number display screen appears.
2. Right-click on the schedule and select Copy. The Copy Asset Depreciation Schedule enter screen appears.
3. Fill in the fields as required.

   Same Asset, Different Type of Depreciation- set this to Yes. It identifies whether or not the new depreciation schedule should be for the same asset as the one being copied. In this process, the basic information from the schedule header is used as the start point for the new depreciation schedule. This option will copy one depreciation schedule's header information to a different schedule type for the same asset. Once that is done, the process will continue through to the remaining steps in creating the new depreciation schedule. The purpose of this option is to provide an easy way of duplicating the basic information from one schedule to another.
        Screen Flow:
        - If copying to a template for the new schedule type, you will go to the Add SL (or DB) Depreciation Schedule Step 3.
        - If copying to a new schedule type without using a template, you will go to the Add Depreciation Schedule Step 2, then to the Add SL (or DB) Depreciation Schedule Step 3.
        Note: If you want the equipment/asset depreciation reference file to reflect all of the depreciation schedules to which you have "applied" capital adjustments, you need to always copy from the asset's postable depreciation schedule.

   Templateis the template that should be used for the new schedule. Leave blank if using a schedule type. You can click on the Prompt button to select the template from a list.

   Schedule Typeis the schedule type that should be used for the new schedule. Leave blank if using a template. You can click on the Prompt button to select the schedule type from a list.

   New Schedule's Capital Amountis the capital amount to be used for the new depreciation schedule.
        If you are copying from a postable schedule, and you do not change the defaulted capital amount, the records in the Equipment/Asset Capital Transaction XRef file that are marked as "Applied for postable" will all be updated to show "Applied" for the Postable-Other field. Records will be written into the depreciation reference file for the new depreciation schedule.
        If you are copying from a non-postable schedule, even if you do not change the default capital amount, nothing is done with the Equipment/Asset Capital Transaction SRef file and the Depreciation Reference file.
        If you copied from a postable schedule, and if you used the same capital amount for the copy-to schedule, you can see a list of the depreciation schedules to which the capital transactions have been applied at Asset Management | Equipment | Equipment | Cap Adjustment | Toggle All/Unapplied to Postable Schedule | Display list of schedules to which adjustment has been applied.

   New Schedule's Initial Residualis the residual amount to be used for the new depreciation schedule. If the Residual As % of Capital Cost business parameter is set to Yes, you don't have to enter anything in this field. The initial residual value will be set using the Initial Residual % from the template if you are copying to a template. If you are copying to a different schedule type, you will have the opportunity to set the Initial Residual % on the second schedule create screen.
        If the Residual As % of Capital Cost business parameter is set to No, and if you leave this field blank, you will have opportunities to change the Initial Residual Value later on in the schedule creation process.

   Range of Assets, Same Type of Depreciation- set this to No. It identifies whether or not the new depreciation schedule(s) should be for a range of other assets, using the same type of depreciation schedule.

   Asset Number Range From/Todoes not apply to this type of copy.

   If Available, Use Copy To Asset's Postable Schedule Capital Amountdoes not apply to this type of copy.

   This is a Tax Depreciation Schedule, Should the Residual Amount Be Zeroidentifies whether or not the residual amount should be set to zero for the new depreciation schedule(s).

   Exclude Secondary Assetsdoes not apply to this type of copy.

   Exclude Primary Assetsdoes not apply to this type of copy.

4. Click Enter . The Add Depreciation Schedule Step 3 screen will appear to capture details for the new depreciation schedule for the asset.

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