Set Options for Additional Investments
Explanation
This activity is used to make an additional investment for an object.
Prerequisites
Before you can make an additional investment, the object must be in Active
status.
System Effects
As a result of this activity, a preliminary add investment transaction is
created in Add Investment - Progress window. The
user-defined base values in Object/User-defined Base Values tab
window are
not updated automatically and must be changed manually.
Window
Change Object Value
Related Window Descriptions
Change Object Value
Add Investment
Procedure
Use the following procedure to set options for the additional investment:
- Select object/objects in
Change Object Value
and click Add Investment
.
- Select Voucher Date, User Group and Voucher Type for the
voucher to be created. The default values are displayed.
- Select Event Date. The object must be fully depreciated up to and including the event
date. This means that a change can only take place if the event date
is the last date of the period.
- Select Retroactive Date; the date to which the transaction affected. Event date is the
default value.
- Enter the additional investment
amount in accounting currency in the Amount field.
- Enter the additional investment
amount in parallel currency in the Amount in @EU field.
(Note: This field is editable only if the
company uses Parallel Currency base Transaction Currency.)
- Use the List of Values to select a value
for the acquisition reason in the
Transaction Reason field.
- Click OK to execute the additional investment.