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Associations > Association Properties dialog
Show all expandable content
Use this window to create or modify custom associations and to set up or modify application-defined associations.
To open this window, select Setup, Associations while the Asset List window or Asset Detail window is open, and do one of the following:
- For an application-defined association, select the association in the Association field order list, then Properties.
- For a custom association, select the custom association, select Properties, make any necessary changes to the association title, then select Continue.
Fields and buttons
Title
Displays the name of the association you are creating or modifying.
UT/PPT States button
Select this to view a list of the UltraTax CS personal property tax returns for which the current association is used.
Primary association for Association Wizard
- If youhave notset up a primary association for the current client, this checkbox appears in the Association Properties window for all associations that maintain lists.Marking this checkbox causes the current association to move to the primary association box in the Associations window. To set default association values and an asset class based on the value chosen for the primary association, select Wizard Setup in the Association window.
- If youhaveset up a primary association for the current client, this checkbox only appears in the Association Properties window for the primary association.
Choose between two kinds of associations group box
When setting up a custom association, you must choose whether or not the association will maintain a list of acceptable values.
A list of acceptable values IS NOT maintained
Select this option if you are creating a custom association for which each asset will have a unique value. For example, you would select this if you were setting up an association for a check number, because the check number for each asset is unique.
note
Once set up, associations that do not maintain lists cannot be modified to maintain lists.
Data format: Text / Date (MM/DD/YY) / Currency / Checkbox / Number
Select the format for the custom association you are adding.
- Text:SelectTextif the entries for this custom association will include an alphanumeric string. For example, you would select text as the data format if you were creating a Check Number association where the entry is unique for each asset.
- Date:SelectDateif the entry for this custom association will always be a date. For example, you would select date as the data format if you were creating a Maintenance Date association.
- Currency:SelectCurrencyif the entry for this custom association will always be a dollar amount. For example, you would select currency as the data format if you were creating a Sales Tax association.
- CheckboxandNumber:These formats are available only for application-defined associations that do not maintain lists. These data formats are not available for custom associations.
A list of acceptable values IS maintained
Select this option if you want to maintain a list of acceptable values for the custom association you are entering. Once entered, the acceptable values are available from the dropdown list for each association. For example, if you modify 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
Groups
during asset data entry.note
Once set up, you can modify the properties of an association that maintains a list of acceptable values so that it does not maintain a list. The list that you were maintaining is deleted from the application, and the association only accepts entries in text format.
Acceptable values list
This list shows the acceptable values that have been entered for the current association. These values are available from the dropdown list for the association in the Asset Detail window during asset data entry.
Association value name
Use this box to enter, edit, or view the name of an association value.
- Toadda new acceptable value to the list, select Add, enter the name of the association in this box (up to 25 characters), then select Enter.
- Toeditthe name of an existing acceptable value, select the association in the list, select Edit, edit the name that appears in this box, then select Enter.