Module Implementation and Setup

Learn about the tasks for implementing and setting up the Fixed Assets (FA) module.

Define and Analyse Current Business Requirements

This step is an important pre-requisite before any data is converted or set up in the Fixed Assets module. Analyse your requirements to determine how Greentree Desktop should be set up to support your business needs.

Your Greentree consultant can help you prepare your business requirements definition, and help you to understand how Greentree Desktop satisfies your process requirements.

Determine the Data Conversion Method

You must determine how you will transfer current assets and opening balances, from your current system into the system. There are three ways to do this:

Enter data into Greentree Desktop using the Asset Maintenance form and the Fixed Assets Transaction Entry forms for the current years transactions).
Upload data into Greentree Desktop from Excel, using the FREE capabilities. If this method is selected, the data must be extracted from your current system, and manipulated within Excel, before applying formulas to load data into Greentree Desktop.
Convert data from your current system into Greentree Desktop. If this method is selected, a data mapping exercise is required (field mapping from old system to Greentree), and a conversion form must be developed.

The method you choose depend on the volume of your data, and your requirements in terms of historical data that must be retained during Greentree Desktop transition.

Review and Define System Setup Parameters

This task involves reviewing the system setup options, and determining which codes/parameters must be set up to support your business processes. These should be completed in this order:

(a) Pre-requisites to defining Fixed Assets Module Control Parameters

Set up these before the Fixed Assets Module Control parameters can be assigned:

Set up the calendar used by the Fixed Assets module.
Set up profit centres that are assigned to assets.
Set up analysis groups that are assigned to assets.
Set up locations that are assigned to assets.

(b) Set up Fixed Assets Module Control

When you have completed the tasks outlined in (a) above, you can set up the Fixed Assets Module Control form.

Set up these FA parameters, to support your business processes (not all is applicable):

Posting Periods
Depreciation Codes
Insurance Companies
Fixed Asset Trees
User Defined Fields

(d) Assign FA Integration in General Ledger Module Control - Integration

Assign FA accounts on the General Ledger Module Control form.

Set Up Assets

Set up asset masterfiles, updating parameters and opening balances as applicable. The method for setting up/creating assets in Greentree Desktop depends on the data conversion method you choose.

Develop Procedures Documentation and Train Users

When you have set up the Fixed Assets module to meet your business needs, you should update your process and procedures documentation as required, if the process or function differs from your existing system. You should train key people in your organisation to use the Fixed Assets module.