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Trace: • Actual Extract Automatic Crosswalks • Extra Duty - HRS3400 • Asset Management Annual Process • ASCENDER - Process 1095 Forms • Responsibilities - Quick Reference Chart
academy:business_assetmanagement_assetmanagementprocess

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academy:business_assetmanagement_assetmanagementprocess [2022/03/04 16:46] – emorenoacademy:business_assetmanagement_assetmanagementprocess [2022/06/29 13:18] (current) – emoreno
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 </WRAP> </WRAP>
  
 +<WRAP round intro>The purpose of this document is to guide you through the process of managing asset records and performing end-of-year procedures for Asset Management.
  
-<WRAP round intro>This process provides you with information about managing asset records and performing end-of-year procedures for Asset Management. +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
- +
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+
 </WRAP> </WRAP>
 +
 +{{page>general:image_example_message}}
 +
  
 [[general:assetmanagementsummary_quickchecklist|Asset Management Summary Quick Checklist]] (prints separately) - This is a one-page quick checklist of the following steps.   [[general:assetmanagementsummary_quickchecklist|Asset Management Summary Quick Checklist]] (prints separately) - This is a one-page quick checklist of the following steps.  
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   * ++Verify object/sub-object codes.|{{page>general:assetmanagement_eoysummary1&inline}}++   * ++Verify object/sub-object codes.|{{page>general:assetmanagement_eoysummary1&inline}}++
-  * ++Extract to Asset Management.|{{page>general:assetmanagement_eoysummary2&inline}}++ +  * ++Extract data to Asset Management.|{{page>general:assetmanagement_eoysummary2&inline}}++ 
  
 **Asset Management**  **Asset Management** 
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   * ++(Optional) Verify automatic numbering.|{{page>general:assetmanagement_eoysummary3&inline}}++   * ++(Optional) Verify automatic numbering.|{{page>general:assetmanagement_eoysummary3&inline}}++
-  * ++Import/add asset items from the Finance.|{{page>general:assetmanagement_eoysummary4&inline}}++ +  * ++Import/add asset items from Finance.|{{page>general:assetmanagement_eoysummary4&inline}}++ 
   * ++(Optional) Generate the Campus Room Inventory Report.|{{page>general:assetmanagement_eoysummary5&inline}}++    * ++(Optional) Generate the Campus Room Inventory Report.|{{page>general:assetmanagement_eoysummary5&inline}}++ 
   * ++Update asset items.|{{page>general:assetmanagement_eoysummary6&inline}}++    * ++Update asset items.|{{page>general:assetmanagement_eoysummary6&inline}}++ 
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-  * ++Generate the Status Report|{{page>general:assetmanagement_eoysummary8&inline}}++  +  * ++Generate the Status Report.|{{page>general:assetmanagement_eoysummary8&inline}}++  
-  * ++Enter sale information for Capital Assets|{{page>general:assetmanagement_eoysummary9&inline}}+++  * ++Enter sale information for capital assets.|{{page>general:assetmanagement_eoysummary9&inline}}++
   * ++Generate the Capital Assets/Inventory Listing, Auditor Analysis, and Property Class Listing Reports.|{{page>general:assetmanagement_eoysummary10&inline}}++   * ++Generate the Capital Assets/Inventory Listing, Auditor Analysis, and Property Class Listing Reports.|{{page>general:assetmanagement_eoysummary10&inline}}++
   * ++If report totals match, perform depreciation calculations.|{{page>general:assetmanagement_eoysummary11&inline}}++    * ++If report totals match, perform depreciation calculations.|{{page>general:assetmanagement_eoysummary11&inline}}++ 
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-  * ++Verify current and next fiscal years exist in the fiscal year table.|{{page>general:assetmanagement_eoysummary13&inline}}++  +  * ++Verify current and next fiscal years exist in fiscal year table.|{{page>general:assetmanagement_eoysummary13&inline}}++  
-  * ++Copy the current file ID (C) to a new file ID for historical purposes.|{{page>general:assetmanagement_eoysummary14&inline}}++ +  * ++Copy current file ID (C) to new file ID for historical purposes.|{{page>general:assetmanagement_eoysummary14&inline}}++ 
  
 <WRAP center round important> <WRAP center round important>
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   * ++Roll over depreciation distribution funds.|{{page>general:assetmanagement_eoysummary15&inline}}++     * ++Roll over depreciation distribution funds.|{{page>general:assetmanagement_eoysummary15&inline}}++  
-  * ++Perform a mass delete of all asset items that have been deleted, sold, or entered in error.|{{page>general:assetmanagement_eoysummary16&inline}}++  +  * ++Mass delete asset items deleted, sold, or entered in error.|{{page>general:assetmanagement_eoysummary16&inline}}++  
   * ++Initialize audit tables. |{{page>general:assetmanagement_eoysummary17&inline}}++     * ++Initialize audit tables. |{{page>general:assetmanagement_eoysummary17&inline}}++  
   * ++Create export of file ID C.|{{page>general:assetmanagement_eoysummary18&inline}}++        * ++Create export of file ID C.|{{page>general:assetmanagement_eoysummary18&inline}}++     
academy/business_assetmanagement_assetmanagementprocess.1646412368.txt.gz · Last modified: 2022/03/04 11:46 (external edit)

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