Job Aid. Basic Add - Capitalized Asset. 1. Click the Add a New Value tab. Date Created: 2/15/ :11:00 AM Page 1

Transcription

1 Basic Add - Capitalized Asset 1. Click the Add a New Value tab. Date Created: 2/15/ :11:00 AM Page 1

2 2. Enter OSCM1 in the Business Unit field. Page 2 Date Created: 2/15/ :11:00 AM

3 3. By default, Core-CT follows an auto numbering sequence for Asset Identification numbers. Once the asset is saved, the Asset Identification changes from NEXT to an auto assigned identification. Asset Identifications can be assigned manually or automatically. Follow agency procedures. 4. Click the Add button. Date Created: 2/15/ :11:00 AM Page 3

4 5. General Information page enables you to add basic asset information manually or modify existing asset information. Page 4 Date Created: 2/15/ :11:00 AM

5 6. Enter COMPUTER in the Description field. Date Created: 2/15/ :11:00 AM Page 5

6 7. The Short Description field will automatically populate with the first 10 characters of the Description field. 8. The Profile ID represents the depreciation method of the asset, the estimated life of the asset, and the depreciation rules for the asset. The Profile ID will also default the Category to the asset. Click the Look up Profile ID icon. Page 6 Date Created: 2/15/ :11:00 AM

7 9. Click the 1EQUIPMENT link. Date Created: 2/15/ :11:00 AM Page 7

8 10. Click the Location/Comments/Attributes tab. Page 8 Date Created: 2/15/ :11:00 AM

9 11. Use the Location/Comments/Attributes page to enter location information, comments, and physical attributes for an asset. Click the Look up Location icon. Date Created: 2/15/ :11:00 AM Page 9

10 12. A valid Asset Location Code is required for all assets. All Asset Location Codes begin with the prefix 'A'. Enter AOSC into the Location Code field to narrow the search results to all OSC locations. Page 10 Date Created: 2/15/ :11:00 AM

11 13. Click the Look Up button. Date Created: 2/15/ :11:00 AM Page 11

12 14. Click the AOSC link. Page 12 Date Created: 2/15/ :11:00 AM

13 15. Click the Status list. Date Created: 2/15/ :11:00 AM Page 13

14 16. Click the Authorized list item. Page 14 Date Created: 2/15/ :11:00 AM

15 17. Click the Choose a date icon. Date Created: 2/15/ :11:00 AM Page 15

16 18. Click the Current Date link. Page 16 Date Created: 2/15/ :11:00 AM

17 19. The Name must be entered in the following format: (last name, first name). Enter BONOLA, DAVID into the Name field. Date Created: 2/15/ :11:00 AM Page 17

18 20. Click the Asset Acquisition Detail tab. Page 18 Date Created: 2/15/ :11:00 AM

19 21. Enter COMPUTER in the Description field. Date Created: 2/15/ :11:00 AM Page 19

20 22. Enter 5000 in the Amount field. 23. Use the Acquisition Detail Chartfields page to enter the applicable chartfield values for the asset. Click the Acquisition Detail Chartfields link. Page 20 Date Created: 2/15/ :11:00 AM

21 24. In this exercise the applicable chartfield values have been entered for you on the Acquisition Detail Chartfields page. Click the OK button. Date Created: 2/15/ :11:00 AM Page 21

22 25. All assets in Core-CT 9.2 are potentially capitalizable. The Capitalization ID associated with the Asset Profile ID and the total cost of the asset determines whether an asset will be capitalized. Assets with total costs of less than $5000 will be treated as non capitalized assets if their Profile ID is associated with a Capitalization Threshold. If the Profile ID is not associated with a Capitalization Threshold, the asset will be treated as a capitalized asset no matter what its cost. Click the Capitalize button. Page 22 Date Created: 2/15/ :11:00 AM

23 26. Use the Vertical Scrollbar to navigate to the bottom of the page. Click the Vertical Scrollbar. Date Created: 2/15/ :11:00 AM Page 23

24 27. Click the Save button. Page 24 Date Created: 2/15/ :11:00 AM

25 28. Notice the Tag field has populated. Date Created: 2/15/ :11:00 AM Page 25

26 29. End of Procedure. Page 26 Date Created: 2/15/ :11:00 AM