Search for an Asset
Purpose: Use this reference to search for an asset and quickly transfer to other asset components to review asset details.
Audience: Financial Asset Manager, Facilities Asset Manager.
You must have at least one of these local college managed security roles:
- ZD Asset Management Inquiry
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
The Asset Search page lets you use a variety of criteria to search for assets. From the search results, you can transfer to other asset components, for example, to the accounting entries or the depreciation schedule. The new components will open in a new tab/page so you can return to the search results and transfer to a different component to view whatever details you need about an asset.
Navigation: Asset Management > Search for an Asset
The Search for an Asset page lets you define just about any attribute you can think of to refine your search results.
Search by Acquisition Details such as Purchase Order (PO), Receipt, Voucher, or even Project ID.
Use a wildcard [%] in the criteria to pull all values. Add additional details to your search, such as Cost Information, Acquisition Information, Location.
Select the Additional Search Criteria link to open a window listing out More Filter Options. Select OK to add criteria options.
Select the Chartfield Search Criteria link to open the More Filters Options window and search by field values. Select OK to add criteria options.
- On the Search for an Asset page, enter your criteria then select the Search button.
- The Search Results populate in a grid at the bottom of the page.
Note the tabs available: Asset Information, Asset Cost Information, Acquisition Details, Work Maintenance, and More...
- From the Search Results, select one asset by selecting the radio button to the left of the Unit, then select a Component from the 'Drill-Down To:' field.
- Select the GO! button to drill-down to the selected component.
- A new window opens displaying the Review Financial Entries (or the selected component).
- Review its contents, then close the window.
Note the Accounting Lines, Chartfields, Journal tabs are available for your review. Note the Detail tab to drill further.
Notice the Search for an Asset tab is still open so you can drill down to another component quickly and easily.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Search for an Asset. This link will open in a new tab/window.
0 Comments
Add your comment