Assets Transfer

1. Oracle R12 - XXFA Asset Transfer Approval Workflow
Quick Guide
Business Technology Operations
Overview
The following are examples of when assets will need to be processed through the
XXFA Asset Transfer Approval Workflow:
• Changing Asset Locations (Building, Room)
• Changing Project Managers
• Transfer from one Department to another Department
While transferring assets, you should consider the following:
Business Rules:
• Time out on approvals = 5 days per approver (calendar days)
• An approval notification will be sent to the Current Project Manager, the New Project
Manager and the FA Department Manager. The Requestor will receive an FYI
notification once the transfer is complete.
• The System will automatically update the Asset transfer to the New Project
Manager, location and also update the Asset Key (Organization) to those entered in
the process parameters.
• Approval Flow: Current Project Manager> New Project Manager> Fixed Asset
Manager> FYI Requestor
Responsibility
• UTPA Fixed Assets Inquiry
• UTPA Fixed Assets Inventory Technician
• UTPA Fixed Assets Manager
• Fixed Assets Manager
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2. Navigation
N  View> Requests> Submit a New Request> Single Request>Ok> Enter XXFA
Asset Transfer Approval Workflow
Example:
1. Navigate to the Find Requests window.
(M) View > Requests
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3. 2. Select (B) Submit a New Request
3. Select Single Request option and then select (B) OK.
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4. 4. Select XXFA Asset Transfer Approval Workflow and select (B) OK.
5. Enter required parameters and select (B) OK.
Example:
Parameters Values
Asset Number 0000054576
New Account Manager Granado, Mr Esequiel Jr
New Organization (Asset Key) 30701 Comptroller
New Location MAIN.171.217B
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5. Next screen shows Parameters entered
6. Select (B) Submit.
Note: There will be NO Output for Workflow requests.
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6. The following notification will be sent to the current project manager and then to the new
project manager for approval before it reaches the Fixed Assets manager for approval.
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7. 7. Once all the approvals or rejections are received, the Workflow ends and the requestor
will get a FYI Notification (See example below). At this point the requestor can log into
Oracle Fixed Assets and verify that the asset has been transferred.
8. Navigate to the Transaction History window.
(N): Inquiry > Transaction History
9. Enter the required parameters and select (B) Find. Example:
Parameters Values
Book UTPA FA BOOKS
Asset Numbers (From & To) 0000054576
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8. 10. Review the Transaction History. To view the details of the asset transferred
select the last TRANSFER line and select (B) Details.
11. Review the Transaction Details
The Previous Project Manager will have a -1 and the new project manager will be listed
second.
If the transfer is just to change locations (room, building) then the project manager will
remain the same only the location field will change.
12. Go to (M) File and select Close Form.
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