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Account. - 06.08 Execute Reclassification FA-7 1.00 - Click on Home 06.01 Select Responsibility
06.02 Select an asset to reclassify.
- - 1.00
Select iAssets Manager Post Asset Transfer Request is completed
Normal 05.05 Review Asset T ransfer Changes
05.06 Logout from Application
06.00 User determines assets that need to be Reclassified 1.00 - Releasing Approver: Accounting, Manager Releasing Approver: is updated. 05.00 Manager Posts Asset T ransfers
05.01 Select Responsibility - 1.00 - Note (You can enter the current date or a
past date within the current fiscal year.
Future dates are not allowed)
Purpose: Defaults 04.08 Change Employee Name Reclassify Asset Purpose: T ransferring Asset Enter Purpose Effective T ransfer Date: 01-Feb-2009 04.07 Change, Expense Account, Employee Name and Location
- FA-6 Asset Description: QUICKASSET 1 Requester: Enterprise, Accountant 04.06 Enter Destination Details
- Post Asset Transfers Supervisor
Approval iAssets User menu opens Click Button Save for Later (1) Enter Releasing Approver
Click on Next
Select the Asset 1.00
- Responsibility: iAssets User The system will allow users to input the
Expense Account, Employee Name and
Location to transfer. Click on Next
Select the Asset 1.00 Review the Mass Transfers Report to
make sure that the transactions completed
Mass Transfer Execution Report confirms
successful Mass Transfer of Assets. Enter Request Details 04.05 Enter Releasing Details
- - Manual, Self-Service asset transfers Effective T ransfer Date,
- - Note Mass T ransaction Number.
Asset information has been updated
successfully. Choose View, Requests from the application menu Enter Preparer, Requester, 1.00
1.00 - Location (from): 0
Location (to): 0 Click Button Create T ransfer Request button. - - - Preparer: Enterprise, Accountant
(Defaults) - 1.00
- - Location: 0 Click on apply
Click on Return to Home 04.04 Create T ransfer Request 1.00 1.00 T ransfer is saved.
Asset is transferred to a new location and
employee. Displays confirmation message for saved
requests to the Asset List. - FA-5 Users will be able to create a new
assignment row and enter the number of
units transferred in the Unit Change
The system will not allow users to input
invalid expense accounts or locations. Unit Change: 1 Choose View, Requests from the application menu
Click the Find button
Highlight the Mass T ransfers Preview Report Request
Click the View Output button to review the report.
After reviewing and confirming the assets to be
transferred, close the report window (X).
Choose File, Close Form from the Applications Menu
T o perform the Mass T ransfer: Navigate: iAssets Home>
In the Asset search window,
Enter Asset Description
Click Go button
Select the asset by clicking on the Select Check Box.
Click Button Add to Asset List button 1.00
- - Click the Preview button to run the Mass Transfer Preview
Click the OK button Click the Find button
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This document was uploaded on 09/16/2013.
- Fall '13