Searching for an Asset

   Overview   

Custodial record of an asset is information such as, custodian, serial number, tag number, etc.

In this article, you will learn to search for an Asset and maintain the custodial record of that Asset.

1. Step 1

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First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

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Navigate to the Search for an Asset page by selecting:

Main Menu > Asset Management > Search for an Asset

3. Step 3

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Enter the appropriate information into the Unit field. Enter " 18000 ".

Note:  Even if no value is populated into the Business Unit field for Asset Management, it will always be 18000.

4. Step 4

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Enter the appropriate information into the Tag Number field. Enter " 674390 ".

Note: All other fields can be left blank. You can select these fields to further define your search if needed.

5. Step 5

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The Retrieve section allows you to select boxes to retrieve more detailed information. The Retrieve section enables you to establish a search criteria.  Each group box enables you to confine the search to a specific table.

Note:  The more options you check the longer the search may take.

6. Step 6

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The Cost Information box allows you to view information related to the chartstring and the cost of the asset.

Click the Cost Information option.

7. Step 7

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The Acquisition Information box allows you to retrieve information related to the purchase of the asset. 

Click the Acquisition Information box.

8. Step 8

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The Location box allows you to view the location of the asset.

Click the Location option.

9. Step 9

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The Non Capital Asset box allows you to view assets that are below the capitalization threshold (which is $5000 for equipment).

Click the Non Capital Asset option.

10. Step 10

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The Custodian box allows you to display information on the owner/custodian of the asset.

Click the Custodian option.

11. Step 11

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The Lease box allows you to display information for leased assets. This box is typically used by Central Property Control or Central Accounting.

Example shown here: Lease option will not be used. 

12. Step 12

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Click the Search button.

13. Step 13

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The asset is displayed.

Click the Radio Button next to the 18000 Unit.

14. Step 14

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Click the Asset Cost Information tab.

15. Step 15

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The Asset Cost Information tab is displayed.

16. Step 16

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More information, including the cost of the asset, is displayed by scrolling to the right or by clicking the Arrow next to the More... link

17. Step 17

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Click the Acquisition Details tab.

18. Step 18

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The Acquisition Details tab is displayed.  The purchase information will be listed here if the asset was created through the UGAmart/AP Voucher Process.

19. Step 19

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Click the Owner/ Custodian tab.

20. Step 20

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The Owner/ Custodian tab is displayed.  The custodian of the asset will be listed here.

Note: The Offsite status will display Y for YES and N for NO.

21. Step 21

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Click the drop-down arrow in the Drill-Down To: field next to the GO! button.

22. Step 22

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A list of optional components related to the searched asset is displayed.

Select Print an Asset

23. Step 23

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Click the GO! button.

24. Step 24

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Displayed is a printable view of the Asset Information.  You can use your browser to print this page.

 
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Details

Article ID: 149500
Created
Sat 9/24/22 11:16 PM
Modified
Fri 3/8/24 2:34 PM