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

• Click on the arrow and expand the account line

ASSET PROFILE ON REQUISITION

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

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.

WAIVER

• Per Bulletin P-14274-CAO/COO

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)

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.

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.

CAPITAL ASSETS

• Are there any questions?• Thank you• When in doubt, call us and we will help you

figure it out.