Navigation: Asset Management > Send/Receive Information > Interface Transactions > Review Interface Transactions

1. The Review Transactions search page displays. Enter or lookup your Business Unit.
2. Select the Load Status drop-down arrow to Pending.
3. Select the Search button.

4. The Review page displays. It allows you to review the asset entry’s information in the AM Interface Staging tables; these are the final staging tables data resides in prior to being created as Asset entries in the AM module. Use the arrow icons to expand each section to review/edit as needed.
5. Review and update/edit the page as needed. Select the Save button.

Navigation: Asset Management > Send/Receive Information > Interface Transactions > Load into AM

1. The Transaction Loader run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA020_LOAD_ASSETS (College, Process).
3. The Load into AM 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. In the Process Frequency drop-down arrow select the Always Process option.
   3. Enter the Interface ID and To Interface ID values from the Find Trans Load ID section.
   4. Optional to use the Find Trans Load ID (optional) search criteria.
   5. Enter or lookup your AM Business Unit.
4. Select the Run button.

5. The Process Scheduler Request window displays. Selecting the OK button will confirm to run the Transaction Loader process.
6. A process instance number displays on the updated Load to AM page. Select the Process Monitor link. For more information, please refer to the QRG Process Scheduler/Process Monitor.

7. Process complete.

1. From the Review Interface Transactions page, select the blue hyperlink to the right of the Load Status to determine what the Error is.
2. Correct the error as needed.
3. Once error has been resolved, change the Load Status to Pending and select the Save button.
4. Rerun the Load Transactions into AM Staging Process.
5. Review the Interface table again, to ensure that the assets loaded.
6. The Interface Load number can help you find the Asset ID assigned by the process.
7. For all assets, follow the appropriate QRGs:
   1. Calculate Depreciation
   2. Create Accounting Entries
   3. Close Depreciation at Month and Year End
8. Process complete.