Solution Properties
Solution ID:
222924650021599
Last Modified Date:
Wed Mar 25 20:18:26 UTC 2026
Taxonomy Path:
Category//Reporting
Author:
[email protected]
Create an asset template
Description
An asset template is a partially created asset that isn't saved on the asset list. It speeds up the asset entry process. Create a template for each asset category you purchase. Assign the Class, GL accounts, and other General Information. Templates help enforce your company’s policies and procedures.
Cause
Resolution
In Sage Fixed Assets:
  1. Go to: Asset menu, New.
  2. On the New Asset screen: Enter the asset information normally.
    Note: Don't fill in all Book information. Sage recommends you don't add more than the Service Date with a zero Acquisition value in the Tax book of an asset saved as a template.
  3. Once you've filled in the desired information, go to the Asset menu. Select Save As Template, enter a unique value in the New template Name: field. Click Ok to save the Template in the Template Manager.
To apply the Template:

 

  1. Go to: Asset menu, New.
  2. On the New Asset screen, click the Template dropdown box. It's Located in the upper Right of the Asset Detail. Select the desired template. Click Yes to apply the Template.
  3. Edit/Enter the Asset's Book information as needed, click Save when finished to create the new asset.

 

[BCB:165:Chat Fixed Assets US:ECB]



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