Assets
Description
This application is used to find assets using various search criteria.
Definitions
Other Resources
The Financial & Business Services Index and Glossary has information about Assets:
The Property Accounting Website is a good resource relating to Assets.
Please visit the University Regulations Library for Policy 3-040: Property Accounting
This system is designed to allow you to search for information about an asset based on the asset’s ID number, OrgID , Serial Number, or Source Document. The system requires that you enter the Business Unit and one other field.
- Business Unit - The Business Unit (BU) is the highest level at which transactions and processing rules can be grouped…more
- 01-UNIV
- 02-HOSP
- 03-UNI
- 04-UURF
- 05-UUHN
- Asset ID - Asset ID is six characters, and can include a letter as the first character.
- OrgID - OrgID is five characters, all numbers.
- Activity Number - Activity is the fourth chart field value, has (5) characters, and distinguishes business activities within the same fund…more
- Serial Number - Serial Number can be up to 20 characters, and include both letters and numbers. You can enter a partial number in this field.
- Source Document - Source Document is between five and 10 characters, all numbers. Source document numbers include a prefix, and you can narrow your search by selecting a prefix. However, you do not have to select a prefix. If no prefix is selected, the system will return a list of all assets associated with that source document number.
- Prefix
- 01-UNIV
- 02-HOSP
- 03-UNI
- 04-UURF
- 05-UUHN
- Doc Number
- Prefix
- Results Per Page - Select 100 or 1000
- Search - Selecting Search opens up the Asset Selection table.
- Reset Form - This will clear the form, so new criteria can be selected.
Asset Selection is a table with information about the asset. Columns include:
- BU - The Business Unit (BU) is the highest level at which transactions and processing rules can be grouped…more
- Asset ID - Selecting Asset ID link in the row, will open up the Asset Details for that asset.
- Description - A short description of the asset is in this column.
- OrgID - Selecting OrgID will open up Reporting Org Lookup of the Org for that asset.
- Sub - Sub-Reporting Unit (SRU)
- Serial Number - Serial Number can be up to 20 characters, and include both letters and numbers. You can enter a partial number in this field.
- Src. Doc. - Source Document, usually the Purchase Order (PO) or Campus Order (CO) that was used to purchase the piece of equipment.
- Cost - Total Acquisition Cost when the asset or equipment was placed in service.
The Asset Details screen has location and descriptive information about the asset. Fields include:
- Asset ID - Asset ID is six characters, and can include a letter as the first character.
- Bus. Unit - The Business Unit (BU) is the highest level at which transactions and processing rules can be grouped…more
- Source Document - Source Document, usually the Purchase Order (PO) or Campus Order (CO) that was used to purchase the piece of equipment.
- Description - A short description of the asset is in this cell.
- Model - A style or design of the asset.
- Serial Number - Serial Number can be up to 20 characters, and include both letters and numbers. You can enter a partial number in this field.
- Manufacturer - Name of the company that manufactured the asset.
- Location - Building where asset is located
- Room - Room in the building where asset is located.
- Reporting Org - Selecting Reporting will open up Reporting Org Lookup of the Org for that asset.
- Sub Rpt Unit - Sub-Reporting Unit (SRU)
- Acquisition Date - date asset was acquired.
- RT Number - Number from the Retirement/Transfer form.
- Cost - Total Acquisition Cost when the asset or equipment was placed in service.
- Go to Funding Source - This will open up another screen with more asset details;
- Asset ID - Asset ID is six characters, and can include a letter as the first character.
- Bus. Unit - The Business Unit (BU) is the highest level at which transactions and processing rules can be grouped…more
- Source Document
- Description - A short description of the asset is in this cell.
- BU - The Business Unit (BU) is the highest level at which transactions and processing rules can be grouped…more
- Org - The OrgID is the second chart field value listed in the string, is (5) characters long…more
- Fund - The Fund identifies the source of funds…more
- Activity - Activity is the fourth chart field value, has (5) characters, and distinguishes business activities within the same fund…more
- Project - Project is the fifth value in the chart field string…more
- Account - Account is the sixth value in the chart field string…more
- A/U - Allowable/Unallowable is the seventh value in the chart field…more
- Fiscal Year - The University Fiscal year is from July 1st through June 30th.
- Cost - Total Acquisition Cost when the asset or equipment was placed in service.
- Pre-PS Funding Source - Name of funding sources prior to PeopleSoft
- Src. Doc. - Source Document, usually the Purchase Order (PO) or Campus Order (CO) that was used to purchase the piece of equipment.
- Total - Total of all cost lines for a particular asset.
The information for the Reporting Org is on this screen
- Reporting Org - The OrgID is the second chart field value listed in the string, is (5) characters long…more
- Department Name - Name of the department where the assets resides.
- Responsible Person - Security level needed access Activities and projects in CIS…more
- Inventory Controller - the person responsible for the inventory.
- Phone Number - Responsible Person phone number
- Building - Physical location of the asset.
- Address - Physical address of the asset.