assets – requisition – account codes how do they relate?
TRANSCRIPT
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ASSETS – REQUISITION – ACCOUNT CODES
HOW DO THEY RELATE?
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ASSET CODING
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ASSET PROFILE ON REQUISITION
• How to add the asset profile to the requisition in People Soft?
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ASSET PROFILE ON REQUISITION
• EDIT YOUR REQUISTION On the drop down menu
“edit”
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ASSET PROFILE ON REQUISITION
• Click on the arrow and expand the account line
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ASSET PROFILE ON REQUISITION
• CLICK ON THE ASSET INFORMATION TAB • Under AM Business Unit enter SDPBC• Under Profile ID – add the asset profile
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ASSET PROFILE REQUISITION
• Once you add “SDPBC” under business unit, you can use the magnifying glass under asset profile to find the specific profile needed.
• Ignore the asset tag and serial information on this page. This information will be needed during the receipt process.
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WAIVER
• Per Bulletin P-14274-CAO/COO
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SPLIT FUNDING A LINE
• People Soft as designed
• Can not split fund an asset
• Requisition routing does not work when split funding a line (i.e. grant managers will not see requisition)
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SUMMARY – REASONS FOR DENIAL
• Account code incorrect for items being purchased.
• No asset profile added to requisition.• No waiver attached.• Split funding an asset.• No Justification when using a grant fund.
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MOST CONFUSING• Computers – determining which asset profile to use (COMP<$1,000,
DESKTOP, LAPTOP, OTHERCOMPR) and which account to use.• Computers or Servers that cost more than $1,000 should be coded
to account 564320 and use asset Profile DESKTOP, LAPTOP, SERVERs or OTHERCOMPTR.
• Computers that cost less than $1,000 (which is the case with most Dell computers) should be coded to 564420 with asset profile COMP<$1,000.
• Computer peripherals such as printers, headphones, keyboards, and other computer components that cost less than $1,000 should be purchased using account code 564430 and require no asset profile.
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CAPITAL ASSETS
• Are there any questions?• Thank you• When in doubt, call us and we will help you
figure it out.