Equipment capital adjustments

This option allows you to view any manual capital adjustments that have been made to a unit.

If asset depreciation is not in use:

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Cap Adjustment. The Capital Manual Adjustments display screen appears.
3. To view the source document for an adjustment, right-click on the adjustment and select Display Source Document.
4. To view the accounting transaction for an adjustment, right-click on the adjustment and select Display Accounting Transaction.

If asset depreciation is in use:

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Cap Adjustment. The Capital Adjustments display screen appears.
3. To view the list of schedules that an adjustment has been applied to:
   • Right-click on the adjustment and select Display list of schedules to which adjustment has been applied. The Applied Schedule List display screen appears.
4. To view the source of an adjustment:
   • Right-click on the adjustment and select Display Source Document. The appropriate screen will appear.
5. To view the accounting transaction for an adjustment:
   • Right-click on the adjustment and select Display Accounting Transaction. The Display GL Transaction screen appears.
6. To apply an adjustment:
   1. Right-click on the adjustment and select Apply to Asset Depreciation. The Select Asset for Capital Adjustment display screen appears.
   2. To add an asset, click Add . The Add Asset screen appears.
   3. To view the depreciation schedules for an asset, right-click on the asset and select Depreciation Schedules. The Depreciation Schedules - For Asset Number screen appears.
   4. To select an asset for the capital adjustment:
      1. Right-click on the asset and select Selection. The Apply Capital Adjustment display screen appears.
      2. To select a schedule for the capital adjustment:
         • Right-click on the schedule and select Select. An asterisk will appear in front of the schedule type for that schedule. NOTE: The system will only allow you to apply the capital adjustment to one postable schedule; it can be applied to multiple non-postable schedules.
      3. To deselect a schedule for the capital adjustment:
         • Right-click on the schedule and select Deselect. The asterisk will be removed from the schedule line.
      4. To apply the capital adjustment to selected schedules:
         • Click Process Selections . You will get a Depreciation Adjustment Notice for each schedule to which the capital adjustment is applied.

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