Asset Management
JOB AIDS AND REFERENCE DOCUMENTS
- Determining Payment Types When Adding SBITA Leases
- Generating Lease Payment Entries for Periods 1 - 3
- Asset Management Reconciliation Reference
- Accounts Payable to Asset Management Interface Flowchart
- Asset Management Monthly Process Checklist
- Asset Management Transaction Reversal
- Asset Management Tip Sheet
TRAINING
- Asset Management Transaction Reversal Presentation
This PowerPoint presentation is from the Asset Management Transaction Reversal Presentation video.
- Asset Management Transaction Reversal (26:58)
This video explains how to do transaction reversals, which automatically reverse the transaction last performed on an asset.
- Asset Management: Train-the-Trainer Participant Guide
This Asset Management Participant Guide is designed to help trainers prepare for the PSFIN Upgrade to version 9.2.
- GeorgiaVIEW Online Training for Asset Management
GeorgiaVIEW Online Training by GeorgiaFirst allows attendees to receive Continuing Professional Education (CPE) Credits by completing online courses and passing exams. To see available Asset Management courses, click on the link above and scroll down.
BUSINESS PROCESSES
Asset Management – Assets
Asset Creation
AM.020.010 Adding Assets Manually – Basic Add
AM.020.011 Adding Assets Manually – Express Add
AM.020.012 Adding SVP Items
AM.020.013 Adding Assets Manually – Leased Assets
AM.020.014 Adding GSFIC Managed Project Assets
AM.020.015 Adding Federally Funded Asset
AM.020.016 Adding Non Capital Assets
AM.020.017 Adding CWIP Assets
AM.020.018 Capitalizing a CWIP Asset
AM.020.019 Adding Assets Acquired with MRR Funds
AM.020.020 Manually Adding Asset with Multiple Chartstrings
AM.020.030 Copying an Asset
AM.020.040 Creating and Maintaining Parent-Child Assets
Asset Adjustments and Transfers
AM.020.050 Adding Component Costs to an Asset
AM.020.051 Adding and Updating Asset Information
AM.020.052 Transferring Assets Between ChartFields
AM.020.053 Re-Categorizing Assets
AM.020.054 Adjusting Cost of an Asset
AM.020.055 Adding or Changing Salvage Value of an Asset
AM.020.056 Transferring Asset Between Locations
AM.020.057 Adding Room Number to an Asset Location
AM.020.059 Changing Asset’s Useful Life
AM.020.060 Changing In Service Date of an Asset
AM.020.061 Transaction Reversal
AM.020.062 Review Transaction Reversal
Depreciating an Asset
AM.020.070 Depreciating Assets
AM.020.071 Adjusting Accumulated Depreciation
AM.020.072 Running Load Depr Reporting Table – Monthly
AM.020.073 Running Load Depr Reporting Table – Yearly
AM.020.074 Loading NBV Table
Leased Assets
AM.020.075 Adding a Lease
AM.020.076 Amending Lease
AM.020.077 Expiring a Lease
Asset Retirements
AM.020.080 Retiring Assets
AM.020.081 Retiring Non Capital Assets
AM.020.082 Reinstating Assets
AM.020.083 Retiring Missing Assets
AM.020.084 Reinstate Missing Assets and Re-Retire
AM.020.085 Retiring Asset That Has Been Traded In
Asset Warranties, Maintenance, and Repair
AM.020.090 Adding and Tracking Asset Warranties
AM.020.091 Adding and Tracking Maintenance Contracts
AM.020.092 Tracking Repair Service Information
Online Asset Inquiry
AM.020.100 Searching for Assets
AM.020.101 Viewing Cost History
AM.020.102 Viewing Book History
AM.020.103 Reviewing Asset Accounting Entries
AM.020.104 Verifying Open Transactions
AM.020.105 Editing/Deleting Pending Transactions
Asset Management – Integration
Integration with Other PeopleSoft Modules
AM.010.011 Moving Receiver to AM
AM.010.012 Loading Vouchers into AM
AM.010.013 Reviewing Pre AM Pages
AM.010.014 Deleting a Transaction from the Pre AM Page
AM.010.015 Running Payables/Purchasing Interface
AM.010.016 Reviewing Interface Page
AM.010.017 Consolidating Assets
AM.010.018 Unitizing Assets
AM.010.019 Running Transloader Process
AM.010.020 Adding an Asset with Trade In Proceeds via Payables/Purchasing
AM.010.030 Adding Assets from the Payables System
Asset Management – Month End
AM.030.010 Running Accounting Entry Creation
AM.030.020 Closing Period Depreciation (includes re-run depr close process)
AM.030.030 Journal Generate – Edit/Post