Running the Interunit ParentChild Transfer Process Concept Running

Running the Interunit Parent-Child Transfer Process Concept

Running the Interunit Parent-Child Transfer Process

Running the Interunit Parent-Child Transfer Process Step 1 Begin by navigating to the Parent-Child IU Transfer page. Click the Scroll Down arrow.

Running the Interunit Parent-Child Transfer Process Step 2 Click the Asset Management menu.

Running the Interunit Parent-Child Transfer Process Step 3 Click the Asset Transactions menu.

Running the Interunit Parent-Child Transfer Process Step 4 Click the Parent-Child Relationship menu.

Running the Interunit Parent-Child Transfer Process Step 5 Click the Inter. Unit Parent-Child Trans menu.

Running the Interunit Parent-Child Transfer Process Step 6 You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. Click the Add a New Value tab.

Running the Interunit Parent-Child Transfer Process Step 7 Enter the desired information into the Run Control ID field. Enter "interunit".

Running the Interunit Parent-Child Transfer Process Step 8 Click the Add button.

Running the Interunit Parent-Child Transfer Process Step 9 Use the Parent-Child IU Transfer page to enter request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

Running the Interunit Parent-Child Transfer Process Step 10 You use the interunit parent-child process to transfer an asset between business units. The Unit field identifies the source unit of the parent-child asset. For this exercise, accept the default value.

Running the Interunit Parent-Child Transfer Process Step 11 Use the Transaction Date field to specify when this transfer will occur. For this exercise, accept the default date.

Running the Interunit Parent-Child Transfer Process Step 12 Use the New Unit field to designate the business unit to which you are transferring this asset. Click in the New Unit field.

Running the Interunit Parent-Child Transfer Process Step 13 Enter the desired information into the New Unit field. Enter "US 003".

Running the Interunit Parent-Child Transfer Process Step 14 Use the Accounting Date field to specify the accounting period in which to book this transaction. For this exercise, accept the default date.

Running the Interunit Parent-Child Transfer Process Step 15 Use the Convention list to designate the transaction period association with this transfer.

Running the Interunit Parent-Child Transfer Process Step 16 Click in the Parent Asset field.

Running the Interunit Parent-Child Transfer Process Step 17 Use the Parent Asset field to identify the parent asset from which you are transferring assets. Enter the desired information into the Parent Asset field. Enter "MMFACLTY 0009".

Running the Interunit Parent-Child Transfer Process Step 18 Click in the Profile ID field.

Running the Interunit Parent-Child Transfer Process Step 19 Use the Profile ID field to select a valid ID for the new business unit to set up book reporting. Enter the desired information into the Profile ID field. Enter "CABLE".

Running the Interunit Parent-Child Transfer Process Step 20 Click the Select All button.

Running the Interunit Parent-Child Transfer Process Step 21 Click the Save button.

Running the Interunit Parent-Child Transfer Process Step 22 Click the Run button.

Running the Interunit Parent-Child Transfer Process Step 23 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

Running the Interunit Parent-Child Transfer Process Step 24 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will appear by default. Click the Server Name list.

Running the Interunit Parent-Child Transfer Process Step 25 Click the PSNT list item.

Running the Interunit Parent-Child Transfer Process Step 26 Use the Type list to select the type of output you want to generate for this job. Your choices are Email, File, Web, and Window.

Running the Interunit Parent-Child Transfer Process Step 27 Use the Format list to define the output format for the report. The values are dependent upon the Process Type you selected. In this example, the default value is TXT.

Running the Interunit Parent-Child Transfer Process Step 28 Click the OK button.

Running the Interunit Parent-Child Transfer Process Step 29 Note that a Process Instance number appears. This number helps you identify the process you have run when you check its status.

Running the Interunit Parent-Child Transfer Process Step 30 Click the Process Monitor link.

Running the Interunit Parent-Child Transfer Process Step 31 Use the Process List page to view the status of submitted process requests.

Running the Interunit Parent-Child Transfer Process Step 32 The Interunit Parent-Child Transfer Process completed successfully.

Running the Interunit Parent-Child Transfer Process Step 33 Next, navigate to Load Transactions into AM page where you will run the process to load the transfer data into the Asset Management tables. Click the Asset Management menu.

Running the Interunit Parent-Child Transfer Process Step 34 Click the Send/Receive Information menu.

Running the Interunit Parent-Child Transfer Process Step 35 Click the Load Transactions menu.

Running the Interunit Parent-Child Transfer Process Step 36 Click the Load Transactions into AM menu.

Running the Interunit Parent-Child Transfer Process Step 37 Click the Add a New Value tab.

Running the Interunit Parent-Child Transfer Process Step 38 Enter the desired information into the Run Control ID field. Enter "loadtrans".

Running the Interunit Parent-Child Transfer Process Step 39 Click the Add button.

Running the Interunit Parent-Child Transfer Process Step 40 Use the Load Transactions into AM page to enter your request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

Running the Interunit Parent-Child Transfer Process Step 41 Click the Process Frequency list.

Running the Interunit Parent-Child Transfer Process Step 42 Click the Once list item.

Running the Interunit Parent-Child Transfer Process Step 43 Click the Save button.

Running the Interunit Parent-Child Transfer Process Step 44 Click the Run button.

Running the Interunit Parent-Child Transfer Process Step 45 Click the Server Name list.

Running the Interunit Parent-Child Transfer Process Step 46 Click the PSNT list item.

Running the Interunit Parent-Child Transfer Process Step 47 Click the OK button.

Running the Interunit Parent-Child Transfer Process Step 48 Note that a Process Instance number appears. This number helps you identify the process you have run when you check its status.

Running the Interunit Parent-Child Transfer Process Step 49 Click the Process Monitor link.

Running the Interunit Parent-Child Transfer Process Step 50 You successfully ran the process to load the transfer data into the Asset Management tables.

Running the Interunit Parent-Child Transfer Process Step 51 You have successfully run the interunit parent-child transfer process. End of Procedure.