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Slide notes: In this tutorial, we are working with Asset Re-Valuation and we will explore the step where we import or upload the new Asset Values.

 

 

 

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Slide notes: At the Take On screen, let us first consider the data layout that is expected.

 

 

 

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Slide notes: As with most data imports, we can upload the data from a Spread Sheet that has been saved as a CSV file, or simply from a TXT file that has text data but with the values separated by COMMA.

 

 

 

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Slide notes: There is also further explanation of the expected data and what will happen in certain circumstances. This is useful to read before using it for the first time.

 

 

 

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Slide notes: The next step will be to select and import the target file that has the new Asset Values. But before we do that, let us show that we have such a file ready on the BRIDGE folder.

 

 

 

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Slide notes: And here we can see the file that is ready and waiting on the BRIDGE folder. That is the only folder from which we can import.

 

 

 

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Slide notes: The new Asset Values that we are going to upload at this stage include 4 Asset Items.

 

 

 

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Slide 23

Slide notes: Then we have to validate the data before the system will allow it to be processed.

 

 

 

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Slide notes: The Validation report will produce error messages between "start" and "end" if there are any, else everything is OK.

 

 

 

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Slide notes: The status indicator will change to "data validations passed".

 

 

 

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Slide notes: And then we may perform the Take On.

 

 

 

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Slide 33

Slide notes: The Take On has now been performed. The next step will be to Preview the Adjustments, and that is shown in a separate tutorial.