6 - Tracking a Rental Wholegood in Fixed Assets

There is a feature to associate a Wholegood to a Fixed Asset Record.  This is useful for tracking expenses to both the Fixed Asset and to the Wholegood in one report*.  The most common use for this feature is to track depreciation on Rental Fleet wholegoods, but it can also be used to track expenses on company vehicles.

*The reporting feature only works if you track detailed Fixed Assets in RIMSS in G/L accounts referenced to Fixed Asset.

To associate a Wholegood to a Fixed Asset Master Record, you will need to navigate to:

Fixed Assets > Find > Asset

Find the Fixed Asset you want to associate to a Wholegood and double-click to open the record. At the top of the document in the center is a field labeled WG Master Link. Click on the ellipse (3 dots) in the field to prompt a wholegood search pop-up.  Find the wholegood in the list and double click to add the unit to the Fixed Asset Master Record.  Click Save, Save and Close, or Save and New after adding the unit to the asset.

Once associated, all expenses posted to referenced Fixed Asset accounts tied to the Fixed Asset Master Record will be included on the Wholegood Sales Report for the unit.