import fixes assets using excel in sbo

[former_member654795]

Hello Experts,

we need to upload fixed assets. we are doing it through import from excel. but it is giving the below error.

we have tried with all the required fields but still it is not happening. Also we have tried using *.txt file and *.csv file.

it also gives different error in both the file types.

if txt file is uploaded it gives the error - Code is missing - Items - Row Number 0; define a code

if csv file then - Cannot import "F001,machine,Main Books,36,36,slm20,100,90"; "Asset Class" is not valid

i am attaching the screen shots here.

Also the txt file is as given below.

let me know if you need more information.

regards.

[agustin_marcoscividanes · Accepted solution]

Hi

you have to change 'machine' for the code of this record.

Run this query:

select code from oacs where name = 'machine'

Change 'machine' for this value.

Kind regards

Agustín Marcos Cividanes

[former_member654795 · Accepted solution]

Hi,

getting no data found if I fire the query.

regards,

[agustin_marcoscividanes · Accepted solution]

Hi

if you run select * from oacs what do you obtain?

If you have 0 records, you have to define the FA class before loading the data.

Another question: you have to load the FA in all revaluation areas you have in your database.

Kind regards.

Agustín Marcos Cividanes

[former_member654795 · Accepted solution]

hi Agustin,

Running the command gives me the below output.

How can I do revaluation in all areas using the import?

regards.

[agustin_marcoscividanes · Accepted solution]

Hi

yes, you have to load all revaluation areas.

In this file, if you have two revaluation areas you have to create two lines for each FA, one for each revaluation area.

Maybe this is the problem, SBO does not find the information for all revaluation areas.

Kind regards

Agustín Marcos Cividanes

[former_member654795 · Accepted solution]

Hi Agustin,

You answer helped.

But there is one more issue. I have also added asset Quantity in the sheet while upoading, but the quantity  is not getting reflected.

where it will be shown?

or do i need to do something else to have the asset quantity,

Also the APC value is not reflected anywhere... plz help...

I actually need to upload the Opening balance of Assets,

regards.

[julie_jamieson2 · Accepted solution]

I think you are selecting the current FY, maybe try the previous FY to get the values to load?

[Former Member · Accepted solution]

Hi,

In this case, as Agustin said you need to add both the Depreciation areas that are mentioned in the asset class. Also If you are not getting the quantity and APC then just keep the sequence proper as first Item No, Description, asset class, asset group, depreciation type, useful life, APC and then Quantity. You will be able to do.

Also what you can do for opening is that try doing capitalization using the ofset account. This will also help.

regards.

[Former Member]

Hi Dinesh,

You have not select field "Item type". You should have this field and value as fixed asset.

Try this.

Thanks,

Harshal

[former_member654795]

hi harshal,

the item type field is not there while in the selection criteria of columns.

[Former Member]

Hi Dinesh,

I think you should use "Import Fixed Asset Master Data From Microsoft Excel" and not Import from excel.

Thanks,

Harshal