Creating a FM to Modify the Custodian of a Fixed Asset

Home > Fixed Assets

Process:

This job aid describes the steps to modify the custodian of a Fixed Asset.

Navigate to Global Search Bar and enter FM.

Select Fixed Asset Modification.

FM in the Global Search bar

2. On the Financial Transaction page:

Enter Transaction Code.
Enter Transaction Dept.
Click Create.

Financial Transaction

3. On the Create Transaction page confirm Transaction Code and Transaction Dept.

Check the Auto Numbering box.
Click the Continue button.

Create Transaction

4. On the Fixed Modification (FM) page select the Header Tab.

Select the General Information subsection.
Enter the Fixed Asset Number.
Expand 3 dot menu on the right side of the Attachments button.
Select Auto Apply in the Related Actions Menu.
Click the Save button.

Fixed Asset Modification (FM)

5. In the General Information subsection.

Enter Transaction Name.
Enter Transaction Description.
Expand Show More caret and confirm Event Type is set to FA05.
Click Save button.

Header tab of FM

6. In the Responsibility Center Staff sub-section expand the New Custodian picklist.

Select the appropriate Custodian from the picklist and click the OK button.
Click the Validate button and then the Submit button.

Select appropriate Custodian

New Custodian field

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