To view the sinking fund commitments for an asset

The procedure to view the sinking fund commitments for an asset is as follows:

Using the global search facility, type in the first few characters of the asset address 1.
Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
Click on Asset Details. The Asset Details window is displayed for the current asset.
Click on Service Charges. The Service Charges tab is activated, revealing a list of all sinking funds to which the asset is linked, as displayed in the Sinking Fund Accounts summary table 2 1. Certain fields are worthy of special note and are captured in the table below 3.
Click on Close.

Tip

1 By default, all sinking fund accounts are displayed in alphabetical order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 For an asset record to be included in a sinking fund, it must not only be linked to the relevant cost centre via its service charge group membership but also flagged as 'Sinking Fund Applicable'.

3 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.

Field	Description
Sinking Fund	The account name of the sinking fund to which the asset is linked.
Current Period Contribution	The asset's apportioned contribution to the sinking fund in the current period.
Last Reviewed	The date on which the current contribution level was last updated.
Current Balance	The apportioned current balance of the sinking fund account, taking into consideration all running transaction totals specific to this asset.
Effective From	The date on which the asset was included in contributions towards this sinking fund.
Effective To	The date on which contributions to the sinking fund expire for this asset.

See related topics...

Assets record maintenance overview

To view the asset contribution history for a sinking fund account

Using the search facility