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Capital Asset Management

Capital Asset Management. November 18, 2008 Today’s Presenters: Shelley Pierce, Lead SME San Joaquin Delta College Boyd Shumaker, Testing Coordinator Michigan State Theresa Cain, Business Analyst Indiana University. Development Team. Mark Morris Development Manager

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Capital Asset Management

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  1. Capital Asset Management November 18, 2008 Today’s Presenters: • Shelley Pierce, Lead SME San Joaquin Delta College • Boyd Shumaker, Testing Coordinator Michigan State • Theresa Cain, Business Analyst Indiana University

  2. Development Team • Mark Morris Development Manager University of Southern California • Philip Berg Lead Technical Developer Indiana University

  3. Development Team Continued • Developers for CAB/CAM • MSU: • Amanda Zhang, Harsha Ummerpillai, Naser Alavi • UCSB: • Gerardo Velasquez • USC: • Queing Lai, Leo Chavez

  4. Capital Asset Management • Capital Asset Management also referred to as “CAM” tracks information using a series of documents for capital movable, non-movable and non-capital items.

  5. Security for Asset Maintenance Edit Asset Maintenance Location Global, and Pre-Asset Tagging • For departmental users update access is based on the chart and organization entered on the Financial System User tab. • The organization security tab can grant update access by chart, or at the highest level for central administration.

  6. Documents that route for approval • Add Payment • Asset Global • Loan, Renew, Return • Merge • Retirement • Separate • Transfer

  7. KFS Main Menu • Asset- lookup criteria is based on asset information. • Asset Payment - lookup criteria is based on payment information.

  8. Asset Lookup Criteria • Several fields are available as search criteria to retrieve assets from the database.

  9. Asset Lookup Fields

  10. Asset Lookup Search Results

  11. Payment Lookup Fields

  12. Payment Lookup Search Results

  13. Actions

  14. Edit = Asset Maintenance

  15. Asset Maintenance ContinuedAsset Detail Information Tab

  16. Asset Detail Information Continued

  17. Asset Maintenance Continued Asset Location Tab

  18. Asset Maintenance Continued Organization Information Tab

  19. Asset Maintenance Continued Land Information Tab Several key requirements identified by the subcommittee were already implemented in Kuali. Three new fields have been added to track non-moveable land assets.

  20. Asset Maintenance Continued Payment Information Tab

  21. Payment Information Continued

  22. Asset Maintenance Continued Depreciation Information Tab

  23. Asset Maintenance Continued View Related Document Information

  24. Asset Maintenance Continued Warranty

  25. Asset Maintenance Continued Repair History

  26. Asset Maintenance Continued Components

  27. More Component Information

  28. Loan

  29. Loan | Renew

  30. Loan | Return

  31. Merge

  32. Merge ContinuedRetirement Reason

  33. Merge ContinuedAsset(s) to be merged

  34. Separate an Asset • Separate asset(s) with equal cost. • Separate asset(s) with individual cost. • Separate asset(s) by payment.

  35. Separate an Asset

  36. Separate an Asset ContinuedQuantity of Assets to Be Created

  37. Separate an Asset ContinuedUnique Asset Information

  38. Asset Transfer Document

  39. Asset Transfer ContinuedReceiving Organization

  40. Asset Transfer ContinuedOrganization Information

  41. Create New /Global Documents • Create New • create new fabrication request • Global • create new retirement global • create new location global

  42. Fabrication

  43. Fabrication continued Information tab The “location tab” and the “organization tag” are also displayed on the fabrication document.

  44. Global Retirement • First select retirement reason from lookup table. • Once the retirement reason is selected the system will determine if additional information is required. Examples: a) gift, external transfer, sold, theft.

  45. Asset Retirement Reason Lookup

  46. Asset Retirement Global

  47. Asset Retirement Continued Asset Detail Tab

  48. Asset Retirement ContinuedLook up/Add Multiple Asset Lines

  49. Asset Location Global

  50. Barcode Inventory Process

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