Retirement types

Use retirement types to categorize and control asset retirements. Several typical retirement types are built into the software for your convenience.

Create a retirement type

Maintain a built-in retirement type

From the Navigation pane, highlight the Fixed Assets > Setup > Retirement Types folder.
In the HD view, locate and double-click the built-in retirement type to maintain. The Retirement Type window opens with the selected retirement type loaded.

Perform only the steps you need to update the retirement type.

Enter a Description of the retirement type.
To allow partial retirement of assets with this retirement type, mark the Allow Partial Retirement checkbox. To disallow partial retirements, ensure the checkbox is cleared.
To allow entry of retirement proceeds for assets with this retirement type, mark the Allow Proceeds checkbox. To prevent entry of proceeds, ensure the checkbox is cleared.
In the Gain/Loss Account field, select the account mask to use to help derive the gain/loss account for recording gains or losses when assets with this retirement type are retired.
The Bank Account field is enabled if the Allow Proceeds checkbox is marked. Enter an account mask for the retirement bank account or select the retirement bank account.
Save your changes.

Retirement Type Record ID

Code

A unique code for the retirement type.

Description

A description of the retirement type.

Retirement Type tab

Allow Partial Retirement

If this checkbox is marked, partial retirement is allowed for assets with this retirement type.

Allow Proceeds

If this checkbox is marked, entry of proceeds is allowed for assets with this retirement type.

Gain/Loss Account

The account mask or account number to use to derive the gain/loss account for recording gains or losses when assets with this retirement type are retired.

Press F2 to open the Account Expand dialog box where you can look up an account number, find an account number by its alias, build the account number by segment, or view setup and setup sources.

Press F3 to look up the account.

If an account is already selected, you can press F4 to open the record in the Account window.

Bank Account

This field is enabled if the Allow Proceeds checkbox is marked. Enter an account mask for the retirement bank account or select the retirement bank account.

Press F2 to open the Account Expand dialog box where you can look up an account number, find an account number by its alias, build the account number by segment, or view setup and setup sources.

Press F3 to look up the account.

If an account is already selected, you can press F4 to open the record in the Account window.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Change Logs tab

This tab is visible if the user has "Change Logs" access to the associated data folder resource.

The Change Logs pane shows the Change Logs HD view filtered to show all change logs for the selected entity record.

Double-click a row in the pane to drill down to its record in the Change Log window.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Developer tab

This tab is visible only when developer features are enabled.

Automation subtab

This subtab shows field names and values for the current data record. Use the information in the subtab to assist when creating automation objects such as bots and import files. The field names and field values can be copied from the text box and pasted directly into your code or application. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Export (XML | JSON) subtab

This subtab shows the XML syntax for exporting the selected data record. The syntax can be copied from the text box as an exemplar for creating your own automation objects for bots, import files, ActivWebAPI, etc. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Import (XML | JSON) subtab

This subtab allows you to select a file for import and shows the XML syntax for importing data records. Use the subtab to explore the XML syntax for importing data records. In particular, you can investigate the syntax which results when using Data.Import and ActivWebAPI data POST and DELETE routes.

Change Log (XML | JSON) subtab

This subtab is visible only when the Enable Change Logs option is marked in System Options or Company Options (depending on whether the feature applies at the system or the company level). This is the default setting when developer features are enabled.

This subtab allows you to investigate changes to the current data record. The syntax can be copied for use in bots, dashboards, ActivWebAPI, and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Select Statement (SQL) subtab

This subtab allows you to investigate the SQL select statement used to retrieve the current data record. The syntax can be copied as an exemplar for data sources and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Retirement Type Code	Description
Casualty Loss	Asset impairment
Donated	Asset was donated or contributed
Obsolete	Asset is completely obsolete
Other	Any other type of retirement
Sold	Asset was sold
Traded	Asset was traded

Common accesses available on retirement types

Access	A user with this access can...
Change	Use the mass change action on retirement types.
Change Logs
Custom Fields	Create and edit custom fields for retirement types.
Data	Have read-only access to retirement types from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete retirement types.
Edit	Edit retirement type records.
Export	Export retirement type records from ActivityHD.
Import	Import retirement type records into ActivityHD.
New	Create new retirement type records.
Read	Have read-only access to retirement type records.
Report	Run reports with retirement type information.
Report Designs	Create and edit report designs with retirement type information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit saved answers related to retirement types.
Shared Filters	Create and edit shared filters on retirement types.
Visible	View the Retirement Types folder in the Navigation pane.

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