Asset Transfer Information Tab

 

The Asset Transfer document can be used to create an audit history by checking the Interdepartmental Sales Indicator. This then requires an entry in the Transfer of Fund Document Number field. (When there is an interdepartmental sale of equipment, a Transfer of Funds document must be processed in addition to the Asset Transfer document.)

 

Asset Transfer Information tab field definitions

Title

Description

Interdepartmental Sales Indicator

Required. Check the checkbox if the asset transfer is an interdepartmental sale. Leave it blank if it is not. Checking this box makes an entry in the Transfer Of Funds Financial Document Number field required.

Organization Code

Display-only. Filled in automatically based on the chart code and account number.

Organization Owner Account Number

Required. Enter the account number for the receiving organization or search for the number from the Account lookup icon.

Organization Owner Chart Of Accounts Code

Required. Enter the chart code for the receiving organization 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.

Transfer Of Funds Financial Document Number

Required when the Interdepartmental Sales Indicator is checked. Enter the document number of the financial document that moved the monies for this asset transfer. (This entry is for creating an audit trail only.)

More:

Asset Location Tab