Transferring Assets Within a Business Unit Concept Transferring

Transferring Assets Within a Business Unit Concept

Transferring Assets Within a Business Unit

Transferring Assets Within a Business Unit Step 1 Begin by navigating to the Main Transaction page. Click the Scroll Down arrow.

Transferring Assets Within a Business Unit Step 2 Click the Asset Management menu.

Transferring Assets Within a Business Unit Step 3 Click the Asset Transactions menu.

Transferring Assets Within a Business Unit Step 4 Click the Financial Transactions menu.

Transferring Assets Within a Business Unit Step 5 Click the Cost Adjust/Transfer Asset menu.

Transferring Assets Within a Business Unit Step 6 Click in the Asset Identification field.

Transferring Assets Within a Business Unit Step 7 Enter the desired information into the Asset Identification field. Enter "0000094".

Transferring Assets Within a Business Unit Step 8 Click the Search button.

Transferring Assets Within a Business Unit Step 9 Use the Main Transaction page to perform an action on an asset.

Transferring Assets Within a Business Unit Step 10 Use the Action field to select the financial transaction to be performed. Click the Action list.

Transferring Assets Within a Business Unit 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 Within a Business Unit Step 12 Click the Transfer list item.

Transferring Assets Within a Business Unit Step 13 Click the GO! button.

Transferring Assets Within a Business Unit Step 14 Use the Cost Information page to enter or adjust cost information required by the transaction that you initiated from the Main Transaction page.

Transferring Assets Within a Business Unit Step 15 Click in the Dept field.

Transferring Assets Within a Business Unit Step 16 Use the Dept field to identify the department that owns and is responsible for the asset. Enter the desired information into the Dept field. Enter "22000".

Transferring Assets Within a Business Unit Step 17 Click the Apply button.

Transferring Assets Within a Business Unit Step 18 Click the vertical scrollbar.

Transferring Assets Within a Business Unit Step 19 Click the Save button.

Transferring Assets Within a Business Unit Step 20 Next, navigate to the Cost History List page to review the transaction history to view the results of this transaction. Click the Asset Transactions menu.

Transferring Assets Within a Business Unit Step 21 Click the History menu.

Transferring Assets Within a Business Unit Step 22 Click the Review Cost menu.

Transferring Assets Within a Business Unit Step 23 Click in the Asset Identification field.

Transferring Assets Within a Business Unit Step 24 Enter the desired information into the Asset Identification field. Enter "0000094".

Transferring Assets Within a Business Unit Step 25 Click the Search button.

Transferring Assets Within a Business Unit Step 26 Use the Cost History List page to review the cost transaction history for individual assets.

Transferring Assets Within a Business Unit Step 27 You have successfully performed an intraunit asset transfer. End of Procedure.