9.2 Unitizing Asset Data in the AM Interface Staging Table - As Needed
Purpose: Use this document as a reference for how to unitize data in the AM Interface Staging Table in ctcLink.
Audience: Financial and/or Facilities Assets Staff/Manager
You must have at least one of these local college managed security roles:
- ZZ AM Interface Processing
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Unitizing Asset Data
Navigation: Asset Management > Send/Receive Information > Interface Transactions > Unitize Assets
- The Load - Unitize Assets search page displays. Enter Business Unit.
- Optional to enter additional Search Criteria to identify your assets or refine search.
- Select the Search button.
- The FROM Asset tab on the Unitize Assets page displays. Use it to review the information for the single staged asset record that you want to unitize into multiple assets.
- Select the EZ Unitize button.
- The Proportional Unitization Defaults window displays. Fields may populate depending upon the asset selected.
- Enter Quantity.
- Enter Description/Detailed Description.
- Select the OK button.
- The Proportional Unitization Defaults window disappears. This action opens the TO Assets tab, which now shows separate asset records based on the provided Unitize Quantity.
- Expand the arrow icons to view/update additional information. You can use the record selectors to switch between asset entries and update each as needed.
- Select the Save button to save changes.
- 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 COMING SOON!
Video Tutorial Via Panopto
View the external link to Unitizing Asset Data in the AM Interface Staging Table. This link will open in a new tab/window.
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