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Associations
Use associations to sort assets during data entry (by selecting a column heading in the Asset List window), to categorize assets for reporting purposes, and entering more information needed for personal property tax returns. You may also use associations to focus the list of available assets when reassigning assets or selecting assets for a mass transfer or mass disposition.
Select
Setup
, then Associations
to change application-defined associations or create custom associations. An application-defined association is any association that is not custom. Note that the oil & gas association is available only for certain activities for 1040, 1120, 1065, and 1041 clients.There are 2 types of associations for both application-defined and custom associations - those that maintain a list of acceptable values and those that don’t.
- Associations that maintain lists- Some of the application-defined associations (groups, locations, types, divisions, and oil & gas) maintain lists. You can also set up custom associations to maintain lists. There are also some application-defined associations for which the application maintains lists, such as County - KY and City - MI. These associations are designed to work with personal property tax returns. Note that you can't edit the lists for these associations.noteFor every association that maintains a list, you can access theAssociation Propertieswindow and enter a list of acceptable values. (You can also add a value to the list by entering it in an association field. The application will ask if you want to add the value to the list of acceptable values for that association.) Once entered, the acceptable values will be available from the dropdown list for each association. For example, if you change the Groups association to include Equipment, Vehicle, and Land/Building as acceptable values, then Equipment, Vehicle, and Land/Building will be available from the dropdown list in theGroupsfield during asset data entry. You can view the list of acceptable values for an association on theAssociation Propertieswindow. However, there is not an option to print the list.
- Associations that don’t maintain lists- Some application-defined associations don’t maintain lists, such as Serial number. If you choose to create custom associations for which each asset will have a unique value, you can choose a data format (instead of entering a list of acceptable values) for that association. For each custom association that doesn’t maintain a list of acceptable values, you must access theAssociation Propertieswindow and choose the data format (text, date, or currency) that is acceptable for that association. Examples of associations that wouldn’t maintain a list of acceptable values are check number and purchase order number. Note that the number and checkbox data formats are available only for certain application-defined associations that don’t maintain lists. Custom associations can't be set up to use these data formats.note
- Application-defined associations can't change between maintaining and not maintaining a list of acceptable values.
- Once set up, you can change the properties of an association that maintains a list of acceptable values so that it doesn’t maintain a list. The list that you were keeping will be deleted, and the association will accept entries only in text format.
- You can't edit certain application-defined associations. Most of these associations end with a state ZIP Code (for example, County - KY). These associations appear in theAssociationswindow only if a personal property tax return is available for a state that is attached to the current client.
- If an association is needed for a personal property tax return, the association will appear in blue with an asterisk next to it in theAsset Detailwindow.
- You can copy associations and association values from the Fixed Assets CS template to existing clients. See Transferring template items to existing clients for information.