9.2 Review and Load AM Interface Data

Purpose:  Use this document as a reference for reviewing and loading AM Interface Data from external sources, such as AP/PO.

Audience: Finance Staff.

You must have at least one of these local college managed security roles:

  • ZZ AM Interface Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

The AM Interface Staging Table Review Pages

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

  1. The Review Transactions search page displays.
  2. Enter Business Unit.
  3. For Load Status, select "Pending" via the drop-down menu.
  4. Select Search
Review Transactions search page
  1. 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
  2. Review and update the page as needed.  Select Save.
Review page

The Load Transactions into AM Staging Process

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

This process will move any Pending items in the AM Interface Staging table to the AM module as Asset entries. 

  1. The Transaction Loader 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.
Transaction Loader Add a New Value page
  1. The Load into AM page displays.  Use it to enter the equest parameters that will define the processing rules and data to be included when the process is run.  You can use the Find Trans Load ID section to search for pending Interface IDs.
    1. Enter an appropriate value in the Request ID field.
    2. Use the Process Frequency drop-down button to select the ‘Always Process’ option.
    3. Enter the Interface ID and To Interface ID values from the Find Trans Load ID section.
    4. Enter or select you AM Business Unit.
    5. Select Run.
Load into AM page
  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.
Process Scheduler Request page
  1. The Process Scheduler Request page disappears.  The updated Load into AM 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.

updated Load into AM page
  1. You can use the Interface ID from the run control to review either Interface table now and find the Asset ID assigned by the process.
  2. Follow the appropriate QRG to Processing Depreciation Calculation, Creating Accounting Entries and Closing Depreciation for all assets.
  3. Process complete.

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