AM Workflow Transfer (Location ONLY)

Transcription

1 Assets Management AM Workflow Transfer (Location ONLY) Organizer(s): David Guerra, Training Coordinator Updated: 02/05/19

2 Objective How To Prepare & Submit Asset Transfer of Property To a Different Location or Custodian in PeopleSoft 9.2 Assets Management Module by Explanation, Demonstration, & Practical Application

3 Navigation Log in to PeopleSoft 9.2 Fluid Tile Navigation: Asset Mgmt & Cap. Expenditures > Asset UT Customizations > Asset Change Request NavBar Navigation: Navigator> Financials > UTZ Customizations > Asset Management > Asset Change Request

4 ADD A NEW VALUE tab ENTER Transaction ID: NEXT (default) Business Unit: UTRGV or use look up icon Asset Identification: enter if known or use look up icon

5 About LOOKUP icon (magnifying glass) If you elect to use LOOKUP icon (magnifying glass) -- pop-up window will appear -- change [begins with] next to ASSET IDENTIFICATION to [contains] and enter what information you know or -- change [begins with] next to TAG NUMBER to [contains] and enter what information you know

6 CLICK LOOK UP Button A list of corresponding assets will appear Look for the asset with the (seven zeroes prefix)

7 CLICK on ASSET you want to TRANSFER The pop up will disappear The ASSET IDENTIFICATION number will now appear Click ADD Button

8 Asset Details page will now open with current info (asset details)

9 REVIEW Content of Asset Details Section Verify this is the Asset you want to TRANSFER If not correct asset please start over by clicking on the HOME icon in upper right corner DO NOT SAVE YOUR WORK (at least not yet)

10 NOTE: In ACTIVITY TYPE section ASSET TRANSFER option is selected

11 ENTER TRANSFER INFORMATION DATE OF TRANSER: enter today s date NEW LOCATION: (click on look up icon to search of location code) COMMENTS: enter information you feel will make the transfer of asset easier to approve. Be descriptive such as to replace broken device (asset tag ####), permanent assignment, and so on. NOTE: If you enter comments and press SAVE button, the comments will be stored and appear below the Save & Submit buttons. The comments will remain associated with this transaction.

12 VERIFY ALL CONTENT

13 CLICK SUBMIT Button Once you click SUBMIT below the form ASSET TRANSFER APPROVAL similar to the following will appear - TRANSACTION_ID=##########, BUSINESS_UNIT=UTRGV, ASSET_ID= : PENDING

14 NOTICE The Current Custodian is notified to APPROVE / DENY the TRANSFER. CURRENT CUSTODIAN will need to navigate to this same path as previously mentioned. Enter the BUSINESS UNIT, enter the ASSET ID, click SEARCH. At the bottom of the page, a bright yellow APPROVE button will appear. Once APPROVE BUTTON is pressed the transaction flow will appear with the FIXED ASSET MANAGER ready to approve. FIXED ASSET MANAGER: Is notified to give final approval for transfer

15 Current Custodian: Pending Approval Fixed Asset Manager: Not Routed until Current Custodian Approves

16 Once all APPROVALS have been made this PROCESS is now complete.

17 Click Asset Change Request to process a new Asset Change Request or Return HOME to start a new process

18 Contact us at: If you have questions please contact us at Assets Management