Add Payments Tab

Capital Asset Management > Capital Asset Management Transaction Documents > Asset Global (Add) > Document Layout

Add Payments Tab

Payment information for non-capital equipment is optional.

pencil-small When you create a non-capital asset, system edits prevent the use of a capital object code.

The fields displayed in the Add Payments tab change depending on the acquisition type selected.

pencil-small For acquisitions types defined in parameter NON_NEW_ACQUISITION_CODES the following values are system assigned:
- Document Number is set to be the same as the Document Number of the Asset Global document.
- Document Type Code is set to AA for (Add)Asset Global document.
- The Origin code is set to 01, which indicates the transaction originated in Kuali Financials.
- Posted Date is set to the document approved date.
These system-assigned values are not displayed on the document.

pencil-small When the asset payment information is fed into the document via CAB, all payment information is view only.

Add Payments tab field definitions

Title	Description
Account Number	Required. Enter the account number that paid for or owns the asset or search for the number from the Account lookup icon. The account number in the Add Payments tab identifies accounts that contributed to the purchase of the asset. This number may differ from the one entered in the Asset Detail Information tab—a number that is used to identify ownership for the physical inventory of the asset.
Amount	Required. Enter the amount for the total number of assets. Example: If 4 non-capital assets are being created with a unit cost of 750.00, enter 3,000.00 in this field.
Chart Code	Required. Select from the list the chart code for the account that either funded the asset or is the owner of the asset, or search for the code from the Chart lookup icon. When the parameter Accounts_Can_Cross_Charts is set to No, the system derives the chart code from the account number entered, and an entry in this field is not required.
Document Number	Required when the acquisition type is New. Enter the payment request document number or the document number of the Asset Global document. For gifts, found, and transfers, this value is automatically assigned to be the document number of the Asset Global document being processed.
Document Type Code	Required for capital gifts, found, transfers, and state excess. The type code is pre-set to AA for Add Asset. For capital equipment this value is normally set to PREQ. For non-capital equipment, PREQ or AA may be used. The user may also search for the code from the Document Type lookup icon.
Object Code	Required. Enter the object code or search for it from the Object lookup icon.
Organization Reference Id	Optional. Enter a reference identification number assigned by the organization.
Origin	Optional. Enter the code that indicates the source system of the payment transaction. 01 indicates the transaction originated in Kuali Financials. The user may also search for the code from the Origin lookup icon.
Project Code	Optional. Enter the project code or search for it from the Project lookup icon.
Purchase Order Number	Optional. Enter the purchase order number for this asset.
Requisition Number	Optional. Enter the requisition number used to order the equipment.
Sub-Account	Optional. Enter the associated sub-account number or search for it from the Sub Account lookup icon.
Sub-Object	Optional. Enter the sub-object code or search for it from the Sub Object lookup icon.
Total Amount	Display-only. This is the result of (account amounts/quantity)
Transaction Entry Sequence Id	Display-only. This is the payment sequence number. This number helps identify a unique payment record. The sequence number is system assigned.