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ASSETS – REQUISITION – ACCOUNT CODES

ASSETS – REQUISITION – ACCOUNT CODES. HOW DO THEY RELATE?. ASSET CODING. ASSET PROFILE ON REQUISITION. How to add the asset profile to the requisition in People Soft?. ASSET PROFILE ON REQUISITION. EDIT YOUR REQUISTION. On the drop down menu “edit”. ASSET PROFILE ON REQUISITION.

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ASSETS – REQUISITION – ACCOUNT CODES

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  1. ASSETS – REQUISITION – ACCOUNT CODES HOW DO THEY RELATE?

  2. ASSET CODING

  3. ASSET PROFILE ON REQUISITION • How to add the asset profile to the requisition in People Soft?

  4. ASSET PROFILE ON REQUISITION • EDIT YOUR REQUISTION On the drop down menu “edit”

  5. ASSET PROFILE ON REQUISITION • Click on the arrow and expand the account line

  6. ASSET PROFILE ON REQUISITION • CLICK ON THE ASSET INFORMATION TAB • Under AM Business Unit enter SDPBC • Under Profile ID – add the asset profile

  7. ASSET PROFILE REQUISITION • Once you add “SDPBC” under business unit, you can use the magnifying glass under asset profile to find the specific profile needed. • Ignore the asset tag and serial information on this page. This information will be needed during the receipt process.

  8. WAIVER • Per Bulletin P-14274-CAO/COO

  9. SPLIT FUNDING A LINE • People Soft as designed • Can not split fund an asset • Requisition routing does not work when split funding a line (i.e. grant managers will not see requisition)

  10. SUMMARY – REASONS FOR DENIAL • Account code incorrect for items being purchased. • No asset profile added to requisition. • No waiver attached. • Split funding an asset. • No Justification when using a grant fund.

  11. MOST CONFUSING • Computers – determining which asset profile to use (COMP<$1,000, DESKTOP, LAPTOP, OTHERCOMPR) and which account to use. • Computers or Servers that cost more than $1,000 should be coded to account 564320 and use asset Profile DESKTOP, LAPTOP, SERVERs or OTHERCOMPTR. • Computers that cost less than $1,000 (which is the case with most Dell computers) should be coded to 564420 with asset profile COMP<$1,000. • Computer peripherals such as printers, headphones, keyboards, and other computer components that cost less than $1,000 should be purchased using account code 564430 and require no asset profile.

  12. CAPITAL ASSETS • Are there any questions? • Thank you • When in doubt, call us and we will help you figure it out.

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