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Capitalisation Automation

If the Auto capitalise box is ticked on the Asset Capitalisation Rules, and the Invoice complies with all the requirements of the Asset Capitalisation Rules, then the Auto capitalisation automation will be able to create an asset from the invoice and auto-capitalise it.

How to view Capitalisation Automation

Viewing Capitalisation

Select Document / Automations from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Automations in the Quick Launch Side Menu.

This will then show the Automations on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Select Capitalisation from the list of Automations.

How to setup Auto Capitalisation

Setup Auto Capitalisation

Select Capitalisation from Viewing Capitalisation above.
Double click on Auto Capitalisation to open up the details, then select Edit.

Automation type - select from the list of Automated Document Types.

Description - defaulted to be the automation type description. It should be overwritten if multiple automations are created for the same automation type.

From doc type - select the available Document type, ones to be included in the document evaluated.

To doc type - select all possible destination Document type for this Automation.

Trigger - defines when the automation will be run.
- Automatic upon posting.
- Allow manual run.
- Manual run only.
- Document selection only.
Default - select the Document type for the document(s) that will be created.
- Mappings
- Criteria
Date from - Select the earliest depreciation date that you wish to include (leave blank for all).

Date to - Select the latest depreciation date that you wish to include (leave blank for all).

Asset(s) - Select Asset(s).

Asset Group(s) - Select Asset Group(s).

Asset Depression Methods - Select Asset Depreciation Methods

Legal Entity(s) - Select Legal Entity(s).

Currency(s) - Select Currency(s).

Submit - When this tickbox is ticked the automation documents(s) produced will auto Submit.
Select Save when complete.

How to manually setup Capitalisation

Setup Manual Capitalisation

Select Capitalisation from Viewing Capitalisation above.
Double click on Manual Capitalisation to open up the details, then select Edit.

Automation type - select from the list of Automated Document Types.

Description - defaulted to be the automation type description. It should be overwritten if multiple automations are created for the same automation type.

From doc type - select the available Document type, ones to be included in the document evaluated.

To doc type - select all possible destination Document type for this Automation.

Trigger - this will be Manual only.

Default - select the Document type for the document(s) that will be created.
- Mappings
- Criteria
Asset(s) - Select Asset(s).

Submit - When this tickbox is ticked the automation documents(s) produced will Submit.
Select Save when complete.

Updated May 2024