9.2 Loading Data from AP/PO into Asset Management

Purpose:  Use this document as a reference for how to create assets from Purchase Orders and Vouchers.

Audience: Finance Staff

Asset Interface Review and Processing

Details for assets that were acquired through the Procure-to-Pay process are transferred to the Pre-AM staging tables by the Load Assets Request explained in the QRG Sending Asset Information to the PreAM Interface Table.

First, let's review the Pre-AM Interface Table for pending assets.

The Pre-AM Interface Table Review Screen

Navigation:  NavBar > Navigator > Asset Management > Send/Receive Information > Preview AP/PO Information

  1. The Load Preview - Pre-AM search page displays.  Filter search to your college’s AM Business Unit and by a Load Status of “Pending” to isolate those items.  Select Search.
Load Preview Pre AM search page
  1. If Pending items exist, they will display at the bottom of the page, so you can run the Retrieve Info from AP/PO process as described below.  If Pending items do not exist, we're done!

The “Retrieve Info from AP/PO” Staging Process

Navigation:  NavBar > Navigator > Asset Management > Send/Receive Information > Retrieve Info from AP/PO

  1. The Payables/Purchasing Interface run control ID search page displays.  Enter an existing run control ID or select Add a New Value to create a new run control ID..
    1. Enter a meaningful run control ID for the accounting entry creation process in the Run Control ID field.
    2. Select Add.

Note:  A Run Control ID is an identifier that, when  paired with your User ID, uniquely identifies the process that you are  running. The Run Control ID defines parameters that are used when a  process is run. These parameters ensure that when a process runs in the  background, the system does not prompt you for additional values.

Payables Purchasing Interface Add a New Value page

This process will move any Pending items in the Pre-AM interface table to the AM Interface Staging table.  The following steps show it being run for all pending transactions.  

  1. The Retrieve Info From AP/PO page displays.  Use it to enter the request parameters that will define the processing rules and data to be included when the process is run.
    1. Enter an appropriate value in the Request ID field.
    2. Enter an appropriate description in the Description field.
    3. Use the Process Frequency drop-down button to select the ‘Always Process’ option.
    4. Use the Process Option drop-down button to select the ‘Process All Pending Entries’ option.
    5. Select Run.
  1. The Process Scheduler Request page displays.  Use it to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.  Note:  you can leave the Server Name field blank.
    2. Select OK.
  1. The Process Scheduler Request page disappears.  The updated Retrieve Info from AP/PO page displays.  Note the Process Instance number.
  2. Select Process Monitor.  Refer to the Process Monitor QRG for instructions.

Note: A Process Instance number appears when the screen refreshes to the run control page. This number helps you identify the process you have run when you check its status.

After the Retrieve Info from AP/PO process finishes, review the staged assets in the asset interface tables, and, if they are correct, complete the Load Transactions into AM process to create the assets in AM as explained in the QRG Review and Load AM Interface Data.

  1. Process complete.


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