BUSINESS TECHNOLOGY OPERATIONS
XXFA ASSET TRANSFER APPROVAL WORKFLOW
QUICK GUIDE
Author(s):
BTO
Creation Date:
07-June -2013
Last Updated:
13-March-2015
Version:
Version 2.0
Table of Content
XXFA Asset Transfer Approval Workflow Quick Guide (Cover) ............... 1
Table of Contents ...........................................................................................................2
Purpose .............................................................................................................................3
Example………………………………………………………………………………………….4-10
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Purpose
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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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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2.
Select (B) Submit a New Request
3.
Select Single Request option and then select (B) OK.
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4.
Select XXFA Asset Transfer Approval Workflow and select (B) OK.
5.
Enter required parameters and select (B) OK.
Please Note: New Location.
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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Next screen shows Parameters entered
6.
Select (B) Submit.
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Note: There will be NO Output for Workflow requests.
The following notification will be sent to the current project manager and then to the new
project manager (if different) for approval before it reaches the Fixed Assets manager for
approval.
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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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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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