Associations > Association Properties dialog

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See also: Associations dialog overview

Use this dialog to create or modify custom associations and to set up or modify application-defined associations.

To open this dialog, choose Setup > Associations while the Asset List window or Asset Detail dialog is open, and do one of the following:

Fields & buttons

Displays the name of the association you are creating or modifying.

Click this button to view a list of the UltraTax CS personal property tax returns for which the current association is used.

  • If you have not set up a primary association for the current client, this checkbox appears in the Association Properties dialog for all associations that maintain lists.

    Marking this checkbox causes the current association to move to the primary association field in the Associations dialog. To set default association values and an asset class based on the value chosen for the primary association, click the Wizard Setup button in the Association dialog. See Setting up the Association Wizard for more details.

  • If you have set up a primary association for the current client, this checkbox only appears in the Association Properties dialog for the primary association.

Choose between two kinds of associations group box

When setting up a custom association, you must choose whether or not the association will maintain a list of acceptable values.

Click this option if you are creating a custom association for which each asset will have a unique value. For example, you would choose this option if you were setting up an association for a check number, because the check number for each asset is unique.

Note: Once set up, associations that do not maintain lists cannot be modified to maintain lists.

Choose the appropriate format for the custom association you are adding.

  • Text: Click the Text option if the entries for this custom association will include an alphanumeric string. For example, you would choose text as the data format if you were creating a Check Number association where the entry is unique for each asset.
  • Date: Click the Date option if the entry for this custom association will always be a date. For example, you would choose date as the data format if you were creating a Maintenance Date association.
  • Currency: Click the Currency option if the entry for this custom association will always be a dollar amount. For example, you would choose currency as the data format if you were creating a Sales Tax association.
  • Checkbox and Number: These formats are available only for application-defined associations that do not maintain lists. These data formats are not available for custom associations.

Click this option if you want to maintain a list of acceptable values for the custom association you are entering. Once entered, the acceptable values are available from the drop-down list for each association. For example, if you modify the Groups association to include Equipment, Vehicle, and Land/Building as acceptable values, then Equipment, Vehicle, and Land/Building will be available from the drop-down list in the Groups field during asset data entry.

Note: Once set up, you can modify the properties of an association that maintains a list of acceptable values so that it does not maintain a list. The list that you were maintaining is deleted from the application, and the association only accepts entries in text format.

This list shows the acceptable values that have been entered for the current association. These values are available from the drop-down list for the association in the Asset Detail dialog during asset data entry.

Use this field (located below the Add button) to enter, edit, or view the name of an association value.

  • To add a new acceptable value to the list, click the Add button, enter the name of the association in this field (up to 25 characters), and then click the Enter button.
  • To edit the name of an existing acceptable value, highlight the association in the list, click the Edit button, edit the name that appears in this field, and then click the Enter button.

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