Asset Change Report - Product Advisory
June 2021
Business Summary
This report includes changes made to the standard Operational, Asset, and Allocation level attributes. Screenshot below shows where each change can be made from Asset Management workspace.
Note: This report replaces the old Asset Change History Report. Custom Asset and Allocation level attributes may not be included in the report output.
Disclaimer: Only changes made after the 20R3.1 release will be included in the report. The ability to audit-trail attributes mentioned is a prospective enhancement only.
Generating the Report
To locate this report, select Reporting from the Left NavBar. Once in the Reporting workspace, click on the Change Management tile. The list of Change Management Reports is listed alphabetically in the Right NavBar.
Report Parameter Definitions
Parameter |
Description |
|---|---|
Changes Made From/To |
This represents the date range the report will cover. Selected date range refers to the System Date on which changes were made, not the Effective Date chosen for the changes. When first navigating to the Reporting workspace, only one box initially appears for this parameter. Once a month is selected, additional fields for day and year appear along with the calendar widget. This is a required field. Please refer to disclaimer above. |
Schedule Number |
Available filtering on a single or multiple specific schedule(s). The wildcard character (*) can be used to isolate a specific group of schedules. For example, Fin* would select all schedules that begin with “Fin”. |
Attribute Type |
Available filtering on a specific Attribute type such as ShipTo, Serial #, Cost Center, Project, etc. |
Once the parameters have been selected, click the Export button for the Excel (XLSX format) downloaded report.
This report can be scheduled to generate in the future. This can be a single occurrence or at specified recurring intervals. More information regarding report scheduling can be found in Reporting section of Ask Alex’s menu.
Report Output
Report Output Definitions
Column Header |
Description |
|---|---|
Asset # |
System generated asset identifier |
Schedule # |
Schedule/Deal number of the lease to which change occurred |
Deal ID |
System generated deal identifier |
Attribute Type |
Type of attribute changed (E.g., Ship To, Serial #, Cost Center, Project, etc.) |
Old Attribute Value |
Value associated with the type of attribute prior to change |
Old Segment Value (If Applicable) |
Ledger code associated with the attribute listed in “Previous Value” section. This is the same Ledger code included in the Contact Management section for the same attribute. If the attribute does not have an assigned Ledger code, this field will be blank. |
New Attribute Value |
Value associated with the type of attribute after change |
New Segment Value (If Applicable) |
Ledger code associated with the attribute listed in “New Value” section. This is the same Ledger code included in the Contact Management section for the same attribute. If the attribute does not have an assigned Ledger code, this field will be blank. |
Effective Date of Change |
Date included in the “Make Changes Effective” section on either the UI or bulk import used for the attribute changes |
System Date/Time of Change |
Actual system date and time in which the change was processed. This is the date that will be used in conjunction with the “Changes Made From/To” parameter to determine which changes to include in the report output. |
Changed By |
Username of individual that processed the deal level attribute change |
Important Note: Split Allocation Assets
It should be noted that deals with split allocations will have attribute values reported in the same cell while separated by a comma. For example, if an asset’s cost center is split between CC 123 and CC 456, then the report output will show the following: CC 123, CC 456
A sample of the Asset Change Report output is below: