Export to new Fixed Assets Module
The Assets module was rewritten in Hansa version 3.8. The old Fixed Asset register was replaced by the
Asset register. If you were using Hansa prior to this version, you should convert your Fixed Assets to Assets. To do this, follow these steps:
- Referring to the Updating from Previous Versions of Hansa page, update your database to the new version of Hansa.
- Back up your database in the usual fashion.
- Change to the Assets module and select 'Exports' from the File menu or click the [Exports] button in the Master Control panel.
- When the 'Exports' list window appears, double-click 'Export to new Fixed Assets Module'. Create an export file in the usual way.
- Change to the System module and import the file created in step 4 using the 'Automatic manual file search' option.
- Check that the Asset register contains your Assets as expected.
The following points should be noted:
- The old Fixed Assets module did not have Asset Categories. Each Asset belonged to an Asset Class. In the new Assets module, each Asset belongs to an Asset Category which in turn belongs to an Asset Class. The updating process will create one new Asset Category for each Asset Class, with the same code as the Asset Class. For example, if you have an Asset Class with the code "1", the updating process will create a Category with the code "1". Assets that previously belonged to Class "1" will be assigned to Category "1", and Category "1" will be assigned to Class "1". This will enable depreciation calculations to begin immediately. However, all other fields in the new Category records (e.g. Category Name, default Depreciation Models) will be left blank by the updating process.
- If any of the old Fixed Assets contained a Last ST Date, they will be included in a new record in the Asset Status register, of Type "Inventory". A separate Asset Status record will be created for each Asset. These records will be created as part of the import process, but they will not be approved.
- If any of the old Fixed Assets contained a Sales Date, they will be included in a new record in the Disposal register. This record will be created as part of the import process, but it will not be approved. If the old record had a Sales Value as well, the Type of the Disposal record will be "Sale". Otherwise, it will be "Write off". The Sales Date will appear in the End Date field in the new Asset record.
- The information in the first row of the grid on card 2 of the old Fixed Asset records will be copied to the equivalent fields in the new Asset records. This grid only had one Start Date field, so this date will appear in both the Start Date 1 and 2 fields in the new Asset record. If the grid had more than one row, Revaluation records will be created for the second and subsequent rows.
