1. ASSETS – REQUISITION – ACCOUNT CODES
HOW DO THEY RELATE?

2. ASSET CODING

5. ASSET PROFILE ON REQUISITION
How to add the asset profile to the requisition in People Soft?

6. ASSET PROFILE ON REQUISITION
EDIT YOUR REQUISTION
On the drop down menu “edit”

7. ASSET PROFILE ON REQUISITION
Click on the arrow and expand the account line

8. ASSET PROFILE ON REQUISITION
CLICK ON THE ASSET INFORMATION TAB
Under AM Business Unit enter SDPBC
Under Profile ID – add the asset profile

9. ASSET PROFILE REQUISITION
Once you add “SDPBC” under business unit, you can use the magnifying glass under asset profile to find the specific profile needed.
Ignore the asset tag and serial information on this page. This information will be needed during the receipt process.

11. WAIVER
Per Bulletin P CAO/COO

12. SPLIT FUNDING A LINE People Soft as designed
Can not split fund an asset
Requisition routing does not work when split funding a line (i.e. grant managers will not see requisition)

13. SUMMARY – REASONS FOR DENIAL
Account code incorrect for items being purchased.
No asset profile added to requisition.
No waiver attached.
Split funding an asset.
No Justification when using a grant fund.

14. MOST CONFUSING
Computers – determining which asset profile to use (COMP<$1,000, DESKTOP, LAPTOP, OTHERCOMPR) and which account to use.
Computers or Servers that cost more than $1,000 should be coded to account and use asset Profile DESKTOP, LAPTOP, SERVERs or OTHERCOMPTR.
Computers that cost less than $1,000 (which is the case with most Dell computers) should be coded to with asset profile COMP<$1,000.
Computer peripherals such as printers, headphones, keyboards, and other computer components that cost less than $1,000 should be purchased using account code and require no asset profile.

15. CAPITAL ASSETS Are there any questions? Thank you
When in doubt, call us and we will help you figure it out.