Sage Fixed Assets Ideas Portal

Functionality desired:

1. Display Current Thru Date, Cost and NBV (Net Book Value) fields for a designated book and asset into ARM UI

   1. Status of asset (disposed, active)

   2. What if transferred in SFA ?

2. Update the 'Warehouse' field in SFA if changed in ARM, and vice versa

   1. Update from ARM to SFA: Use our SFA API

   2. Update from SFA to ARM: need to talk with Hugo et al - this would take changes on SFA side

3. Fields needed - up to 30 characters each:

   1. Sage 100 Item #

   2. Warehouse Code

   3. Sage 100 cost-tier Ref #

4. Asset disposals - can / should they be able to record disposal info in ARM and send info to SFA?

   1. Our API supports them performing a whole disposal (or partial). With validations. ProServe uses it - may be good to contact

Team estimation discussion

July 2018

Implementation options:

Use API to pull asset depreciation #'s - ARM needs to add functionality to choose the SFA DB and Company ID (i.e. Map the company one time - including General Info Fields to be used and the Book to be used for the Depreciation info). Our API allows them to see the customized field name.

Use API to update general info fields

The API checks security access

Open item:

Asset history - is SFA history updated with changes made through the API?

Next Steps:

1. Prototype performing a disposal through our API - See backlog generated

   1. Look at after 2019.0 is wrapped up

2. Contact Hugo about implementation strategy - To do for James