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Data Integrity

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Submitted By chadkurto
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Data Integrity Asset Adds
Go to: 1. https://projects.intermountain.net/scoit/dataintegrity/dataintegritymm/Lists/Asset%20Add/AllItems.aspx 2. Click on Request Status 4- Accounting 3. 4. Select an asset business unit 5. Write down the Purchase Order 6. Open people soft 7. Go to main menu-purchasing-purchase orders- review PO info-Purchase Orders 8. Business Unit is PUR01 and the PO ID. Click Search 9. Open new tab in Peoplesoft 10. Main Menu-Asset Management-Send/Receive Information-Preview AP/PO Information. Enter Purchase Order Number. Click Search 11. Click on Pre-Am Physical Tab 12. Input Description, Serial ID, Manufacturer and Model and save it. Get this info from the Data Integrity website. Save 13. Then go to Main Menu-Asset Management-Send/Receive Information- Retrieve info from AP/PO. 14. Change Process Option to either Process Purchase Order or Process Voucher 15. Input for Purchase Order PUR01 for PO Unit and the PO Number 16. Input for a Voucher AP001 for AP Unit and the Voucher ID. 17. Push run and then select process monitor and wait for the Run status and Distribution Status to say Success and Posted 18. Then Click Details-Message Log- and write down the interface ID. 19. Then go to Main Menu-Asset Management-Send/Receive Information-Approve Financial Information-Review. 20. Input the Interface ID and the Business Unit 21. Input the UNIT, Category, Department, Check the Auto Approve Status and enter in the correct TRANS DATE and ACCTG DATE. Save. VERY VERY IMPORTANT TO GET THIS STEP RIGHT!! 22. The accounting date should be the month you are setting up the asset in and the trans date should be the earliest date that you can find. I usually go off either when the request was made in data integrity or off the Purchase order under document status. 23. Then go to Main Menu-Asset Management-Send/Receive Information-Approve Physical information-Review A. 24. Enter the Interface ID and Business Unit. 25. Input the Unit, Click the Auto Approval Status box, change profile id to MME. Click Save 26. Go to Main Menu-Asset Management-Send/Receive Information-Load Transaction-Load Transaction into AM. 27. Input Interface ID, AM Business Unit and then under the Find Trans ID Box input the AM Business unit. Click search. 28. You should be able to match your interface ID number with the number that is in the total items in Query box. So if you were adding just one asset, the Total items in query box should say 1. 29. Then click RUN 30. Click Process Monitor and wait for SUCCESS and Posted 31. Go to Main Menu-Asset Management-Search for an Asset 32. Input the Business Unit you set the asset up in, and then you can input the SERIAL ID, PO NO, or PROJECT ID. You must have Business Unit, but you can choose either three. 33. This will give you the ASSET ID NUMBER. 34. Go back to Data Integrity website and enter the asset ID into the comment box and switch the drop down box to MAINTANENCE NEEDED. This fulfills the Data Request side of the request. Now we need to do the DEPRECIATION CALCULATION. 35. Go to Main Menu-Asset Management-Depreciation-Processing-Calculate. 36. Input the UNIT. Select Run and then click the Process Monitor link and wait for success and posted. 37. Now go back to Main Menu-Asset Management-Search for an Asset 38. Input the unit and use the asset id. Use the number you just created. 39. Select the asset and then in the Drill-Down To box change the drop down box to asset basic information. Select GO! 40. a. 41. Select Book Page link in bottom left corner. 42. Select Yes on the Save this component and transfer to book page. 43. Change the Trans Date and Accounting Date to the appropriate dates. VERY IMPORTANT TO GET THIS STEP CORRECT. ALSO VERIFY THE INSERVICE DATE IS CORRECT. 44. Go to the AHA GUIDELINES book and find what the useful life is of the asset. 45. Input that Useful life and change Calculation Type to Life-to-Date. 46. 47. SAVE and the Request is COMPLETE! YAY!

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