Embedded Files
Creating an FT for Fixed Asset Transfer
Process:
This job aid describes steps to manually transfer an asset.
Navigate to Global Search Bar and enter FT.
Select Fixed Asset Transfer
2. Create a new Fixed Asset Transfer transaction.
Enter Transaction Code.
Enter Transaction Dept.
Leave Transaction Unit blank.
Click Create.
Check Auto Numbering. (if check does not auto populate)
Click Continue.
3. On the Fixed Asset Transfer page select the Header tab.
Expand the General Information Section.
Enter Transaction name.
Enter Transaction description.
Select Fixed Asset Number.
Scroll down page and expand the Show More menu by clicking the Caret on the bottom left.
Verify that Event type is set to FA06. (this should auto populate)
Open the 3 dot menu and Select Auto Apply.
Click Save button.
3. Scroll Down page to Responsibility Center COA.
Enter New Department.
Enter New Unit.
Enter any other appropriate fields.
Click Save.
Note: Department and Unit fields have to be filled in, they can be the same as current COA elements. Fund cannot be changed with this Transaction use FAIT Transaction instead.
4. Scroll down page to Responsibility Center Staff section and select New Custodian. (if needed)
5. Click on Component tab and select the Location section.
Enter New Location. (if needed)
Click Validate.
Click Submit.
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