Home > Uncategorized > Collective management (by batch)

Collective management (by batch)

Collective management (by batch)

Certain identical portfolio items of lesser value can be tracked collectively as a batch. In this case, the Assets table holds information that helps you track the entire batch, and not individual items within the batch.

This management mode avoids superfluous duplication of tracking information, such as the acquisition price.

Technically, a batch in Asset Manager corresponds to one record in the Assets table and one or more records in the Portfolio items table.

This is especially the case when a batch is divided, and the resulting batches are used by different departments.

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