Transferring Assets Between Business Units Concept Transferring Assets
Transferring Assets Between Business Units Concept
Transferring Assets Between Business Units
Transferring Assets Between Business Units Step 1 Begin by navigating to the Main Transaction page. Click the Scroll Down arrow.
Transferring Assets Between Business Units Step 2 Click the Asset Management menu.
Transferring Assets Between Business Units Step 3 Click the Asset Transactions menu.
Transferring Assets Between Business Units Step 4 Click the Financial Transactions menu.
Transferring Assets Between Business Units Step 5 Click the Cost Adjust/Transfer Asset menu.
Transferring Assets Between Business Units Step 6 Click in the Asset Identification field.
Transferring Assets Between Business Units Step 7 Enter the desired information into the Asset Identification field. Enter "0000095".
Transferring Assets Between Business Units Step 8 Click the Search button.
Transferring Assets Between Business Units Step 9 Use the Main Transaction page to perform an action on an asset.
Transferring Assets Between Business Units Step 10 Use the Action list to select the financial transaction to be performed. Click the Action list.
Transferring Assets Between Business Units Step 11 You can perform these actions on assets from the Main Transaction page: • Addition adds an adjustment cost line with transaction type ADD as a result of alternate or multiple funding sources. • Adjustment adjusts the cost or quantity of an existing row and adds a line with transaction type ADJ. • Fixed Price Mark. Up applies a markup to the asset that you are transferring. • Inter. Unit Transfer transfers an asset from one business unit to another with different legal entities. • Recategorize changes an asset category or cost type. • Revaluation revalues an asset by percentage. • Transfer transfers an asset within the same business unit.
Transferring Assets Between Business Units Step 12 Click the Inter. Unit Transfer list item.
Transferring Assets Between Business Units Step 13 Click the GO! button.
Transferring Assets Between Business Units Step 14 Use the Cost Information page to enter or adjust cost information that is required by the transaction that you initiated from the Main Transaction page.
Transferring Assets Between Business Units Step 15 Click in the New Unit field.
Transferring Assets Between Business Units Step 16 Use the New Unit field to identify the resulting business unit for the interunit transfer. Enter the desired information into the New Unit field. Enter "AUS 01".
Transferring Assets Between Business Units Step 17 Click the Inter. Unit Transfer Options link.
Transferring Assets Between Business Units Step 18 Use the Inter. Unit Transfer Options page to define the interunit transfer options. By default, all options are selected.
Transferring Assets Between Business Units Step 19 For this example, accept the default options. Click the OK button.
Transferring Assets Between Business Units Step 20 Click the Transfer From/To Books link.
Transferring Assets Between Business Units Step 21 Use the Transfer From/To Books page to define the general ledger books related to the asset.
Transferring Assets Between Business Units Step 22 For this example, accept the default values. Click the OK button.
Transferring Assets Between Business Units Step 23 Use the Profile ID field to select a valid ID for the new business unit to set up book reporting. Click in the Profile ID field.
Transferring Assets Between Business Units Step 24 Enter the desired information into the Profile ID field. Enter "COMPUTER".
Transferring Assets Between Business Units Step 25 Click the vertical scrollbar.
Transferring Assets Between Business Units Step 26 Click the Save button.
Transferring Assets Between Business Units Step 27 Next, navigate to the Cost History List page to review the interunit asset transfer results. Click the Asset Transactions menu.
Transferring Assets Between Business Units Step 28 Click the History menu.
Transferring Assets Between Business Units Step 29 Click the Review Cost menu.
Transferring Assets Between Business Units Step 30 Use the Cost History List page to review transaction details for individual assets.
Transferring Assets Between Business Units Step 31 Click the Cost History Detail tab.
Transferring Assets Between Business Units Step 32 The Cost History Detail page displays interunit asset transfer results.
Transferring Assets Between Business Units Step 33 The system saves each cost history transaction in a unique record file. Use the Show next row and Show previous row buttons to navigate the cost history detail transaction records. Click the Next Row button.
Transferring Assets Between Business Units Step 34 Click the Next Row button.
Transferring Assets Between Business Units Step 35 Note that the business unit is now updated with the transfer value.
Transferring Assets Between Business Units Step 36 You have successfully performed an interunit asset transfer. End of Procedure.
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