Revised: 03/20/2013
Go to Maintain>>Tenants (Active)>>Quick Link>>Household Composition>>Quick Link>>Asset Information
Or go to Maintain>>Tenants (Active)>>Quick Link>>Household Composition and click on a displayed Asset line in the window on the bottom left.
This program is used to enter asset information for members.
At the top of the view are functions such as save and delete. For more information on functions click here.
The header displays the name of the head of house, the tenant number and the member number and name that you are entering/viewing asset information for.
The header information may be displayed in the following colors:
Red - the file is read only
Green - the file is in "edit mode" and changes can be saved
Blue - an archived copy of the file is open
Black - enhanced edit is not used, changes can be saved to the file
The entry area is used to enter or edit individual lines of asset information. The information is not saved until the line has been entered completely and has dropped down into the display window.
Enter an existing line number from those displayed in the window to edit or view the information.
When entering a new line, this field may be left blank and the system will assign the next available line number.
Note:
If the displayed lines are numbered incorrectly, run the Renumber/Update Tenant File utility.
Select a class (asset code) for a new line entered. For a previously entered line, that has been retrieved for editing, the class will be displayed and may be edited.
When a class has been selected, its description will be displayed in the field under class.
Class codes are setup in Income/Asset Codes.
When a class code has been selected its description will be displayed in the field under class and in the modified description area. The modified description may be edited/changed for this member only to more accurately reflect the asset information being entered.
Enter the market value of the asset. Clicking on the prompt button to the right of the field 
or using the F4 key will bring up a calculator.
Note: The Details button may be pressed and asset values may be entered on the detail view.
Enter the interest amount for the asset.
Note: The Details button may be pressed and asset values may be entered on the detail view.
The program will calculate the annual income by taking the Market Value times the Interest percentage entered. Users may also enter the annual income from the asset.
Note: The Details button may be pressed and asset values may be entered on the detail view.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
If you are tabbing through the line, the details screen will not open unless you press the enter key when the button is active (has dotted lines around it).
Clicking on the details button for the line of data will open the Asset Source Detail Information screen.
After a line has been entered, it will "drop" into the display window. Information that has not been grayed out may be changed in the window, or the line may be brought back up into the Entry Area for editing of information.
The asset display window has the following information:
Line
Class
Description
Value>> (clicking on the header will open the calculation program)
Interest
Income>> (clicking on the column header will open the calculation program)
At the bottom of the view are displayed the following totals from all lines:
Value
Income
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The Class and description that were selected for the detail line are displayed at the top of the view.
The program has fields for entering asset name and address information. The asset information does not need entered here if the default source information is correct (default source is on the right side). Information that is displayed or entered in this area will be merged into forms or letters. If this area is left blank the Default Source Information will merge into forms or letters.
Enter the source name for the asset if it is different from the default asset source shown on the right side of the screen.
Enter the asset's address if different than the default source shown on the right. If Address 2 is not needed it may be left blank.
Enter the zip code to auto fill in the city and state or leave this field blank to accept the default source displayed on the right of the screen.
Enter a phone and fax number if different than the source information displayed on the right side of the view.
Information displayed in this area is entered in Income/Asset Codes. If the information displayed is not correct for the asset information being entered, enter the correct name and address on the left side of the screen. Default Source Information will merge into forms/letters for the asset unless the name and address information is filled in on the right side of the view.
The fields have a calculator which may be brought up using the prompt button or using the F4 key.
Displays and allows entering or editing of the market value entered on the front screen.
Enter a loan amount, if applicable.
Enter a cost amount for the asset, if applicable.
The system will calculate the cash value based on the market value minus loans and costs.
Select one of the following for the asset status:
Current
Imputed
Enter contact information for the asset, if applicable.
Enter an account number for the asset, if applicable.
Enter a comment regarding the asset or leave this field blank.
Enter the date the asset was disposed, if applicable.
Click the Save button to save the information entered and close the view.
Click the cancel button to exit the view without saving any changes entered.