Example of using the Association Wizard

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The Association Wizard can save you time while entering assets. Use the Association Wizard to set up default association values and a default Method/Life Wizard asset class that the application should enter based on the value you choose for the primary association during asset data entry.

Example

You are completing a CA Personal Property Tax (PPT) return for a business located on 4562 South Main Street in Calaveras County and are also using Creative Solutions Accounting (Write-Up CS or Trial Balance CS) for the automatic journal entry, which uses the Group association. The following associations are set up for the client.

To set up the Association Wizard for this client, perform the following steps.

  1. Open the client.
  2. Choose Setup > Associations.
  3. If you have not already done so, click the Enable button at the bottom of the Association dialog to enable all associations that are used for the CA PPT return.
  4. In the Associations dialog, click the Wizard Setup button.
  5. In the Primary Association dialog, select PPT Type - CA from the Choose the primary association for the Association Wizard field.
  6. Click Continue.
  7. In the Association Wizard Setup dialog, select Office furniture & equipment from the Primary association value field.
  8. Click the Edit button in the Default association values to group box.
  9. Select the following default association values for the associations listed. These values will be automatically entered for the associations when you choose Office furniture & equipment from the Association Wizard during asset data entry.
    • Group: Furniture & Fixtures
    • Location: 4562 South Main Street
    • County: Calaveras County

    Note: If any of these values were not already entered in the association's list of acceptable values, the application asks if you want to add the entry to the list of acceptable values. Click Yes to do so.

  10. Click the Enter button in the Default association values to group box.
  11. Click the Edit button in the Default Method/Life Wizard asset class to group box.
  12. Select Furniture or fixture - nonrentals from the General field.
  13. Click the Enter button in the Default Method/Life Wizard asset class to group box.
  14. Click Done to return to the Associations dialog.
  15. Click OK to close the Associations dialog.

Now, when you add a new asset and select Office furniture & equipment from the Association Wizard, the values you entered for the Group, Location, and County associations (in step 9) will be entered in the asset's association fields. Also, the asset class you entered (in step 12) will be entered for the asset.

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