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Associations > Association Properties dialog

Use this dialog to create or modify custom associations and to set up or modify application-defined associations.
To open this dialog, choose
Setup
 and then
Associations
 while the Asset List window or Asset Detail dialog is open, and do one of the following:
  • For an application-defined association, highlight the association in the Association field order list, then select the
    Properties
     button.
  • For a custom association, highlight the custom association, select the
    Properties
     button, make any necessary changes to the association title, and then select
    Continue
    .

Fields & buttons

Displays the name of the association you are creating or modifying.
Select 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, select 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.
Select 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.
Choose the appropriate format for the custom association you are adding.
  • Text:
     Select 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:
     Select 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:
     Select 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.
Select 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.
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, select the Add button, enter the name of the association in this field (up to 25 characters), and then select the Enter button.
  • To edit the name of an existing acceptable value, highlight the association in the list, select the Edit button, edit the name that appears in this field, and then select the Enter button.

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