to be able to import records from finance to asset management
TRANSCRIPT
To be able to import records from Finance to Asset Management, do the following setup:District Finance Options
Asset Management Cross Reference in Finance
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Setting Up Asset Management Obj/Sub Obj in Finance
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Preparing Asset Management Tables:Code Tables in Asset Management
Catalog Codes
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Status Codes
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Gain Codes
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Condition Codes
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Property Class Codes for Depreciation
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Fiscal Year Table in Asset Management
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District Asset Management Options in Asset Management
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Putting in an Item Manually
Populate fields (required fields are: Inventory Type, Description and Unit Cost)
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To prepare Finance for extract to Asset Management:Finance, Tables, District Finance Options—Use Asset Management Cross Reference Table
Finance, Tables, Asset Management Cross Reference
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Setting Up Asset Management Obj/Sub Obj Codes in Cross Reference Table
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Extract from Finance for Asset Management Import (Utilities, Extract. . .)
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Using Current Period Check Transactions
Change Report
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Extract using Processed Check Transactions
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Import Transaction Record from Finance (Asset Management, Maintenance, Inventory Maintenance)
Right click on Transaction Records tab and select Import
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Find file for Import (created in Finance) and click Open
Report showing what is about to be imported
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After Import of Transaction Record
Inventory Record after importing Transaction Record
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After inputting fields in Inventory Record
Inventory Checkout (Maintenance, Inventory Checkout)
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Date and Time Chk Out are required fields
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Note Tot Chk’d Out field top right
After item returned
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Sale/Disposal of Capital Asset
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Inventory Record after Sale/Disposal
Inquiry—make selections in top pane and click Retrieve
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Inquiry after Retrieve
Merge Asset Management Text File (Utilities menu)
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Before populating fields
Records are brought in one property class at a time
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Asset Management
Screen Shots