Manually Create a Fixed Asset
Home > Fixed Assets > Job Aid: Manually Create a Fixed Asset
Process
Please note: Any COA elements used are for example only.
Check the following Tables, Fixed Asset History, Fixed Asset Registry Accounting, Fixed Asset Registry Header, Fixed Asset Accounting Journal Updates, and Fixed Asset Component Journal
Using the Global Search Bar, navigate to all the tables listed to the left. View that the Fixed Asset you are about to create is not yet in any of the Tables listed.
Navigate to Transaction Catalog
In the Global search bar with Page Code selected, enter DOCATLG and select Transaction Catalog (Financial)
Create a new manual Fixed Asset Transaction
In the Transaction Catalog click on the Create Button in the upper right-hand corner.
In the Create Transaction Page, enter the following:
Transaction Code:
Transaction Dept:
Click Auto Numbering or enter a Transaction ID if preferred.
Click Continue
Populate the Header Tab
Enter the following information on the General Information tab:
Transaction Name
Fixed Asset Number: leave blank
Check the Generate Fixed Asset Number check-box
Prefix: (Dept. Code +_)
Fixed Asset Description
Scroll down to enter the following information on the Responsibility Center COA Section:
Fund:
Department:
Unit:
Appr Unit:
Enter the following information on the Responsibility Center Staff Section:
Custodian:
All required information will be populated on the Header Tab
Change from the Header tab to the Component Tab:
Select the Component Tab
Insert a new line by clicking the + sign Button
Select the General Information Subtab
Enter the appropriate information (below is only an example) :
Fixed Asset Component Number: 0001
Commodity: 07305
Units: 1
Unit of Measure: EA
Select the Classification Subtab Section, and
Enter the classification that pertains to your acquisition (the following information is an example only):
Fixed Asset Classification: Normal
Fixed Asset Catalog: E5
Fixed Asset Type: E
Fixed Asset Group: E5
Select the Location Subtab Section, and
Enter the following information:
Location: CFAA
Select the Acquisition Subtab Section, and
Enter the following information:
Acquisition Date: when the asset was purchased
Acquisition Method: PURC
Select the Depreciation and Valuation Subtab Section, and
Enter the following information:
Depreciation Structure: Straight Line
Depreciation Method: Responsibility Center
Useful Life: 5
In Service Date: asset started being used
Change from the Component tab to the Accounting Tab:
Click the Accounting Tab
Insert a new line by clicking the + sign Button
Select the General Information Subtab
Enter the following information on the General Information tab:
Line Amount
Funding Fiscal Year
Funding Budget FY
Line Description
Select the COA Subtab Section, and
Enter the following information:
Fund
Department
Unit
Appr Unit
Validate and Submit the Transaction
On the top-right corner, Click the Validate Button
Correct any errors that display at the top of the page
Once the Transaction validates successfully click the Submit Button
Transaction should validate and Submit successfully
