How to Initiate ASSET TRANSFERS.

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Presentation transcript:

How to Initiate ASSET TRANSFERS

When to Initiate a Transfer: A tagged item is moving from cost center to cost center. School to School School to Surplus (6800) Department to School Department to Department Department to Surplus (6800) Who initiates a transfer? Custodian of property Staff member(s) designated by Administrator Staff member(s) must have taken the Asset Transfer Class

How to Start a Transfer. Sign into Terms Select “F” (Fixed Assets) on the Main screen

Select Menu “D”

Select Panel #3

3. Press [Enter] to update 1. Type in From Cost Center Number 2. Type in To Cost Center Number 3. Press [Enter] to update

Entering a Tag Number 6. Type in condition code of “B” for broken or “W” for working 5. Type in your Tag Number 4. Type “A” in Action Field. (“A” represents Add )

7. Place cursor here. Then press [F4]. Transport by: 7. Place cursor here. Then press [F4]. Pop-up will appear

Choose selections W01-W04 from this pop-up Items that are used for parts. Transported by Faculty or staff. Large Maintenance Equipment. (Mowers, Tractors, etc.) Large items or large amount of items moved with warehouse truck (items going to Surplus (6800). 8. Select your code and press [Enter]

9. If W01 selected then you must enter name of transporter (i.e. teacher name) 10. Enter Cost Center Number of transporter

11. Press [Enter] to update 12. Press [F9] to switch to D04 Screen

Transfer should show on your cost center’s D04 screen Click on the transfer to confirm all information is correct

How to Approve & Receive Multiple Tag numbers on one transfer. If adding more tag numbers repeat steps 4, 5, & 6 for each tag (Slide 7) *** VERY IMPORTANT*** If another page is needed you MUST PRESS ENTER to update the transfer before pressing “F8” to move to next page or you may lose all information previously entered. There is a limit of 99 tag numbers per transfer (not recommended to enter 99). After last tag number entered repeat steps 11& 12 (Slide 11). Next steps are Approving and Receiving. Move on to next PowerPoint: How to Approve & Receive ASSET TRANSFERS