Delayed amort of assets at category level

Ok, see if this works out for you…

I have the same staging modules as you

but I added a line item called Offset Stage with the formula. I will use this as my multiplier.

I created a Fake Time (Year level) that mimics my real time (at the year level)

Now the fun part, the Calc module:

Module is dimensioned by: Time (year level), Assets, and Fake Years

Formulas (start from the bottom up):

Start Month?: ITEM(Time) = SYS Fake Year.Map to Time AND INP Assets.Additions <> 0

Dep Years: IF Start Month? THEN SYS Assets.Useful Life + INP Assets.Offset ELSE IF PREVIOUS(Dep Years) <= 1 THEN 0 ELSE PREVIOUS(Dep Years) - 1

Year Amount: IF Mulltiplier > 0 THEN INP Assets.Additions[LOOKUP: SYS Fake Year.Map to Time] / SYS Assets.Useful Life ELSE PREVIOUS(Year Amount) * Mulltiplier

Multiplier: IF Start Month? THEN INP Assets.Offset Stage ELSE IF PREVIOUS(Mulltiplier) > 0 AND Dep Years > 1 THEN 1 ELSE Dep Years

Data: Year Amount * Mulltiplier…..Also, notice the SUM for the Summary.

For a final of

Hope this helps,

Rob

All comments

What are the additional rows in the Excel (rows 3-6)? Additional categories?

Hi Rob,

Row 2 is the depreciation for the number entered in FY25 30k additions, .5 offset), row 3 is the number entered in FY26 (60k additions, no offset) so the total depreciation for FY25 is 5000 (.5 of the FY25 number), FY 26 is 30k which is 10k from 30k in FY25 and 20k from the 60k in FY26

Ok, see if this works out for you…

I have the same staging modules as you

but I added a line item called Offset Stage with the formula. I will use this as my multiplier.

I created a Fake Time (Year level) that mimics my real time (at the year level)

Now the fun part, the Calc module:

Module is dimensioned by: Time (year level), Assets, and Fake Years

Formulas (start from the bottom up):

Start Month?: ITEM(Time) = SYS Fake Year.Map to Time AND INP Assets.Additions <> 0

Dep Years: IF Start Month? THEN SYS Assets.Useful Life + INP Assets.Offset ELSE IF PREVIOUS(Dep Years) <= 1 THEN 0 ELSE PREVIOUS(Dep Years) - 1

Year Amount: IF Mulltiplier > 0 THEN INP Assets.Additions[LOOKUP: SYS Fake Year.Map to Time] / SYS Assets.Useful Life ELSE PREVIOUS(Year Amount) * Mulltiplier

Multiplier: IF Start Month? THEN INP Assets.Offset Stage ELSE IF PREVIOUS(Mulltiplier) > 0 AND Dep Years > 1 THEN 1 ELSE Dep Years

Data: Year Amount * Mulltiplier…..Also, notice the SUM for the Summary.

For a final of

Hope this helps,

Rob

Thanks so much Rob thats exactly what I was looking for.

I had gotten about 80% there by creating a module with line items as time but didnt realise i could create a fake years mapped to real years (I will be updating similarly structured modules using versions) but i was running into massive nested ifs for the fractional years.

Your solution is much more elegant

Hi Rob,

Sorry I encountered an error in the above working. sorry I forgot to mention that the depreciation offset can be greater than one (we can have projects that start incurring costs but have no depreciation for over a year.

Hi Rob,

I think I solved it. in the asset calculation module I created a new line item offset start month whichi has the formula POST(IF ITEM(Time) = 'BP - SYS09 Time Converstion'.Map to Time AND 'BP - BS Asset Information Time Based Variables'.Additions <> 0 THEN 1 ELSE 0, ROUND('BP - BS Asset Information Time Based Variables'.Depreciation Offset, 0, DOWN))

I updated the start month? line item to Offset Start Month = 1

I updated the offset stage line item to IF Depreciation Offset = 0 THEN 1ELSE IF Depreciation Offset = ROUND(Depreciation Offset, 0, DOWN) THEN 1 ELSE Depreciation Offset - ROUND(Depreciation Offset, 0, DOWN)

and finally the multiplier line item to include a lookup to the time where the value is posted (IF Start Month?THEN 'BP - BS Asset Information Time Based Variables'.Offset Stage[LOOKUP: 'BP - SYS09 Time Converstion'.Map to Time]ELSE IF PREVIOUS(Multiplier) > 0 AND Dep Years > 1 THEN 1 ELSE Dep Years) which appears to be working.

Hopefully these formulas are best practice

I would try to not use Post() as that could be a performance impact. I can take another look at it tomorrow if you don’t solve it earlier.

Is this what you are looking for?

Hi Rob,

Yes that is in essence what im looking for. because you have 0.5 for computer software in FY16, then that would start depreciating in FY16

If instead, you had 1.5 in FY16, then it would start depreciating in FY17 (so your pushed variable could just be rounddown of offset).

Did you accomplish this without the push formula?

Yes, I just changed the Start Month formula to be:

ITEM(Time) = SYS Fake Year.Map to Time + INP Assets.Pushed[LOOKUP: SYS Fake Year.Map to Time] AND INP Assets.Additions <> 0

INP Assets Pushed is an input

Final:

**** im so silly. I tried that yesterday and it wouldn't work, its because I got confused with the fake years and fogot to use lookup!.

Thank you so much!