1 / 18

Miner Mall Assets

Miner Mall Assets. Welcome to Training!. Why PeopleSoft? PeopleSoft will help UTEP to grow. What’s Your Part? We need your skills and expertise in order to utilize PeopleSoft. It’s a vehicle and you’re the driver! Over time you will build your own history with PeopleSoft.

mary
Download Presentation

Miner Mall Assets

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Miner Mall Assets

  2. Welcome to Training! • Why PeopleSoft? • PeopleSoft will help UTEP to grow. • What’s Your Part? • We need your skills and expertise in order to utilize PeopleSoft. It’s a vehicle and you’re the driver! • Over time you will build your own history with PeopleSoft. • What to Know About Training? • Training is an investment in your professional growth. • Be open to change

  3. What Can You Do? • Feel free to ask questions and take notes. • Contact the Help Desk if you encounter a glitch or forget how to complete a transaction. • Revisit the training webpage to review training materials and videos. • Become your office’s “Go-To” person. Be willing to offer your help. • Attend our Go-Live Work Sessions—open lab time you can use to process live documents/transactions.

  4. Terminology • Asset – An Asset is an owned item of value. An asset is determined by its cost and physical properties. • Asset Profile ID – An asset profile is a way to categorize assets.

  5. What is an Asset Profile ID? • Simply a “shortcut” to add required information each time you add an asset. • The profile ID is made up of three separate categories that make up one asset profile ID. • Class code • Asset Definition • Category

  6. What is an Asset Profile ID? • Class code – A table of codes that is used statewide to standardize personal and real property reporting. It is 3 digits in length and has a specific description. • Asset Definition – Identifies if the asset is capitalized or controlled. CAP or CTL • Category - One or two digit numerical or alphanumerical category assignment with a description under that category.

  7. What is an Asset Profile ID? • Capital - Capitalized assets are assets that have a value equal to or greater than the $5000 • Control - A controlled asset is an asset that has a value less than $5000, but is considered of a high-risk nature. • Computers • TVs • Cameras

  8. What is an Asset Profile ID? Class code Category Example Asset Profile ID= 204CTL41

  9. What is NOT changing? • Miner Mall will remain our PR/PO system of record. • The overall functionality in Miner Mall will not change.

  10. What is changing? • Assets will now be coded at the purchase requisition level in Miner Mall. • The accounting codes section of Miner Mall has been modified to reflect the PeopleSoft chart field set-up which includes the Profile ID.

  11. Adding a Profile ID • Profile ID’s can be selected at either the header or line levels of a PR document.

  12. Adding a Profile ID • At the header or line level click on Select from all values to access the search window.

  13. Adding a Profile ID • Enter a brief description and click Search.

  14. Things to keep in mind…. • Not all items are considered assets and will not require a Profile ID.

  15. References • Additional information and resources can be found on the PeopleSoft website. • Job Aids • Power Point slides • Quick Guides • Crosswalk • UPKs

  16. Classroom Summary • Topic summary. • Web page location. (Peoplesoft.utep.edu) • Training materials and UPK’s available. • Help Desk support available. • Drop in sessions available May 5th. • FAQ’s will be posted on the web site.

  17. Questions

  18. Thank You!

More Related