In this Trail Mix installment, we will cover how to add an asset(s) to a transaction post booking.
The Commencement Date of the contract must be removed temporarily for InfoLease to allow the addition of any assets.
| STEPS | IL9 | IL10 |
|---|---|---|
| Remove the Commencement Date | 1. Access the Contract Data screen 2. Type SHIFT_ in the Commencement Date field to delete |
1. Access the Contract Financials tab 2. Click on EDIT 3. Delete the Commencement Date value |
| Add the new asset(s) | 1. Access the Asset Data screen 2. Type SHIFT+ to launch the series of new asset screens |
1. Access the Assets tab 2. Click on Create New to launch the series of new asset tabs |
| Manually update all applicable fields (e.g., desc, S/N, asset cost, depreciation, etc.) for the new asset(s). If the new asset(s) has an Asset Cost > “0”, additional Contract level fields may require update for the contract to balance (e.g., Gross Contract, Gross Finance, etc.). | ||
| Repopulate the Commencement Date field | 1. Access the Contract Data screen 2. Re-enter the original date into the Commencement Date |
1. Access the Contract Financials tab 2. Re-enter the original date into the Commencement Date field 3. Click on SAVE |
| Upon exiting the contract, InfoLease will perform balance checks. | ||
Do not exit the contract without restoring the Commencement Date, otherwise, upon re-entering the contract to add the Commencement Date, the contract is automatically added to the LS.NEW.CONTRACTS file even though the contract may have been booked in a previous month. This will impact some canned reports identifying the contract as new business for the current month. If this occurs and the contract was booked in the previous period, edit the LS.NEW.CONTRACTS file to remove the contract number from the file.
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