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Procedure documentationImporting Fixed Asset Master Data from Microsoft Excel Locate this document in the navigation structure

 

After you enable fixed assets, you can import the fixed asset master data from Microsoft Excel into SAP Business One.

Before you start importing, you can prepare the asset-related values in the Microsoft Excel sheet. Note that all asset values must be the values at the beginning of a fiscal year. During the import, you can specify the fiscal year, and then the system transfers all values to the asset master data in SAP Business One as the beginning values of the specified fiscal year.

Prerequisites

  • You have specified the following information in the Microsoft Excel sheet for the different types of assets you want to import:

    • New Assets – Assets that do not have a depreciation start date

      For new assets, you have specified the following:

      • Item no.

      • Asset class

      • Depreciation area

      • Useful life

      • Remaining life

      • Depreciation type

    • Active Assets – Assets that have a depreciation start date and do not have a retirement date

      For active assets, you have specified the following:

      • Item no.

      • Asset class

      • Depreciation area

      • Useful life

      • Remaining life

      • Depreciation type

      • Acquisition and production costs

      • Accumulated ordinary depreciation

    • Inactive Assets – Assets that have a retirement date and the net book value of which is zero

      For inactive assets, you have specified the following:

      • Item no.

      • Asset class

      • Depreciation area

    The following values in the Microsoft Excel sheet already exist in SAP Business One:

    • Asset class

    • Depreciation area

    • Depreciation type

    • Pool of depreciation type

    • Asset group

    • Depreciation group

    • Sales tax definition

    • Purchase tax definition

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Data Import/Data Export   Data Import   Import Fixed Asset Master Data from Excel  .

  2. In the Import Fixed Asset Master Data from Excel window, select the fiscal year of which you want to import the asset related values.

    Note Note

    The system copies the asset values from the Microsoft Excel sheet to SAP Business One as the beginning asset values of the selected fiscal year.

    End of the note.

  3. To map the Microsoft Excel sheet columns with the SAP Business One fields, do either of the following:

    • If you have saved a data mapping template, load the template by choosing Browse (Browse) in the Use Data Template field.

    • If you do not have a data mapping template yet, specify the data mapping method by using the Column and Field columns.

      To save the mapping method as a template, choose the Save As pushbutton.

  4. Choose OK.

After the import is completed, you can find the assets in the asset master data.

More Information

Import Fixed Asset Master Data from Excel Window