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Trace: • Verify reporting contact information • otherhelpfulbudgetresources • Generate the School YTD Accrual Payroll Account Distribution Report • Correct necessary payroll errors • Generate the Employee Salary Information report
general:assetmanagement_eoysummary4

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general:assetmanagement_eoysummary4 [2022/02/21 17:48] – created emorenogeneral:assetmanagement_eoysummary4 [2023/09/11 14:44] (current) – emoreno
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-===== Add/import asset items from Finance =====+===== Import/add asset items from Finance =====
  
  
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 Use the file that you previously created in Finance on the Extract to Asset Management page to import asset items. Or, manually add asset items as needed. Use the file that you previously created in Finance on the Extract to Asset Management page to import asset items. Or, manually add asset items as needed.
- +\\  \\ 
 +{{:general:am_transaction_records_import.jpg?|Transaction Records Import}} 
 +\\  \\  
 VCV Click **Import** to begin the import process. VCV Click **Import** to begin the import process.
 +\\  \\   
 +{{:general:am_import_file.jpg?|Import File}} 
 +\\  \\
   * Click **Choose File** to select the file that you created from Finance.   * Click **Choose File** to select the file that you created from Finance.
   * Click **Submit** to import the selected file. A list of assets that can be moved from Finance is displayed.   * Click **Submit** to import the selected file. A list of assets that can be moved from Finance is displayed.
 +<div indent>
 +{{:general:am_import_file_records.jpg?|Import Records File}}
 +</div>
   * Select the asset to extract from Finance.    * Select the asset to extract from Finance. 
   * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab.   * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab.
 +\\  \\
 VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time. VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time.
  
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-VCV If you have any inventory records that were not imported, you can manually enter those items using documented procedures so that you will have a complete inventory for closing the year.  +VCV If you have any inventory records that were not imported, you can manually enter those items so that you will have a complete inventory for closing the year. Reference the [[academy:assetmanagementchecklists:addingitemstoassetmanagement|Enter Records in Asset Management]] guide for additional information.  
- +\\  \\ 
-  * All “C” items must have a Transaction, Inventory, Depr Distribution, and Book Record entered.   +  * All //C - Capital Assets// must have a Transaction, Inventory, Depr Distribution, and Book Record entered.   
-  * All “I” items must have the Transaction and Inventory tabs completed only.+  * All //I - Inventory Assets// must have the Transaction and Inventory tabs completed only.
  
general/assetmanagement_eoysummary4.1645465709.txt.gz · Last modified: 2022/02/21 12:48 (external edit)

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