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Example of using the Association Wizard

The Association Wizard can save you time while entering assets. Use the Association Wizard to set up default association values and a default Method/Life Wizard asset class that the application should enter based on the value you choose for the primary association during asset data entry.
Example
You are completing a CA Personal Property Tax (PPT) return for a business located on 4562 South Main Street in Calaveras County and are also using Creative Solutions Accounting (Write-Up CS or Trial Balance CS) for the automatic journal entry, which uses the Group association. The following associations are set up for the client.
  • PPT Type - CA
  • Group
  • Location
  • County - CA
To set up the Association Wizard for this client, perform the following steps.
  1. Open the client.
  2. Select Setup, then Associations.
  3. If you have not already done so, select Enable in the Association window to enable all associations that are used for the CA PPT return.
  4. In the Associations window, select Wizard Setup.
  5. In the Primary Association window, select
    PPT Type - CA
     from the
    Choose the primary association for the Association Wizard
     box.
  6. Select Continue.
  7. In the Association Wizard Setup window, select
    Office furniture & equipment
     from the
    Primary association value
     box.
  8. Select Edit in the Default association values to group box.
  9. Select the following default association values for the associations listed. These values will be automatically entered for the associations when you select Office furniture & equipment from the Association Wizard during asset data entry.
    • Group:
       Furniture & Fixtures
    • Location:
       4562 South Main Street
    • County:
       Calaveras County
  10. Select Enter in the Default association values to group box.
  11. Select Edit in the Default Method/Life Wizard asset class to group box.
  12. Select
    Furniture or fixture - nonrentals
     from the
    General
     box.
  13. Select Enter in the Default Method/Life Wizard asset class to group box.
  14. Select Done to return to the Associations window.
  15. Select OK to close the Associations window.
Now, when you add a new asset and select
Office furniture & equipment
 from the Association Wizard, the values you entered for the Group, Location, and County associations (in step 9) will be entered in the asset's association fields. Also, the asset class you entered (in step 12) will be entered for the asset.
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