Applying Custom Segments to Fixed Asset Management Records and Transactions

To apply custom segments to FAM records and transactions:

1. Create or edit a custom segment. For more information, see Creating a Custom Segment and Editing Custom Segments.

2. Apply the custom segment to your preferred transactions and to the following FAM records and transactions. For more information, see Applying a Custom Segment to Record Types.

   • In the Application & Sourcing subtab, go to Custom Record Types, and specify the source list for the following FAM records:

     Record Type	Source List
     FAM Asset
     FAM Asset Proposal	Source Transaction (Transaction)
     FAM Depreciation History	Asset (FAM Asset)

     Note:

     You can't set the Source List if the custom segment is of the Multiple Select type.

   • In the Application & Sourcing subtab, go to the corresponding subtab to select the following:

     Select these transactions only if the Custom Transactions feature is enabled in your account. If you select these transactions when the feature is turned off, your selections won't be saved. To enable Custom Transactions, see Enabling the Custom Transactions Feature.

     Subtab	Transaction
     Transactions	Fixed Asset Depreciation Entry
     Transactions	Fixed Asset Disposal Entry
     Transactions	Fixed Asset Revaluation Entry
     Transactions	Fixed Asset Transfer Entry

     Select the following transactions if the Custom Transactions feature is turned off in your account. If the feature is enabled, the system ignores journal entries if it's selected.

     Subtab	Transaction	Notes
     Transactions	Sales Transactions	For disposal invoice
     Transactions	Journal Entry	For all journals
     Transaction Columns	Sale Item	For invoice column or line field
     Transaction Columns	Journal Entry	For journal column or line field

3. Click Save.

   Take note of the field IDs for Transactions, Transaction Columns, and Custom Record Types. To find the Field ID, open the Custom Segment record, click Application & Sourcing > Transactions, Transaction Columns, or Custom Record Types.

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