Use the Property Type tab to define the property types that meet your firm's requirements for asset management, such as
LP for Leased Property,
LR for Realty - Land,
LI for Lease Income, and so on. You assign a property type to an asset on the Asset Type tab of this form.
Contents
Property Type Grid
Enter your firm's property types in this grid. These property types are then available to assign to each asset on the Asset Type tab of this form. The asset's property type automatically populates with the asset on the GL Book tab in the Equipment Info Center. You can only change an asset's property type on the Asset Type tab in Configuration.
Field | Description |
Property Type Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Insert
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Click this option to open a new blank row in the grid and then complete the fields in the row to add a property type.
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Delete
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Select the row to delete and then click this option to remove the property type. You cannot delete a property type after it is assigned to an asset on the Asset Type tab of this form.
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Code
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Enter a code for the property type. This is the value that displays in the
Property Type drop-down list on the Asset Type tab of this form.
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Description
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Enter a description for the property type. After you assign a property type to an asset, the
Property Type field on the GL Book tab in the Equipment Info Center populates with this description when the associated asset is selected.
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In Use
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Select this option for each property type in this grid that you want to display in the
Property Type drop-down list on the Asset Type tab of this form. If this option is cleared, the property type is not available for selection.
You can only delete a property type that is not already assigned to an asset on the Asset Type tab.
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