Disposing of an Asset Through Surplus Process

Fixed Assets

Created on4/15/2015 3:33:00 PM

/ Training Guide
Fixed Assets

Table of Contents

Fixed Assets

Disposing of an Asset Through Surplus Process

Disposal through Trade- In

Disposal through Trade- In Overview

Disposal through Trade- In-in Lesson

Disposal through Trade- In-in Report Lesson

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/ Training Guide
Fixed Assets

Fixed Assets

Disposing of an Asset Through Surplus Process

Disposal through Trade- In

Disposal through Trade- In Overview

An agency must receive authorization for Trade- In-in of state property prior to completion of the transaction. This authorization must be made by AS Materiel Division, State Purchasing Bureau and AS Materiel Division, Surplus Property.

A Fixed Asset being processed for Trade- In through AS Materiel Division, Surplus Property must be in a "PT" - Pending Trade In status and have Surplus Property Notification number assigned.

This Training Guide provides system requirements for the disposal of a Fixed Asset within the EnterpriseOne system. For complete details on processes for proper disposal of Fixed Assets, reference AS Materiel Division’s website.

Disposal through Trade- In-in Lesson

Procedure

In this lesson you will learn how to do a disposal through Trade- In-in.

Step / Action
Click the Navigator menu.

Click the State of Nebraska link.

Click the Fixed Assets link.

Click the Add Fixed Asset link.

Click the Asset Master Information link.

Step / Action
You can find the Asset you want to dispose of by entering the Asset Number or Tag Number in the QBE line.
Click the Find button.

Choose the desired row that has the asset you wish to dispose by Clicking the check box next to it.

Click the Select button.

Step / Action
Click in the Status field.

Click theStatus Visual Assistbutton.

Step / Action
Click the Go to end button.

Step / Action
Click the scrollbar.

Step / Action
Click thePT - PENDING TRADE option.

Click the Select button.

Step / Action
Click the Additional Info tab.

Step / Action
Click in the SPN Number field.

Enter the SPN Number in the SPN Number Field.
Note: SPN (Surplus Property Notification) Number is 10 digits, using this format – AADDYYSSSS.
AA – Agency number
DD – Division number
YY – last two digits of the calendar year
SSSS – sequential number assigned by the agency
Click the OK button.

Step / Action
Review date and time, change if required. (should be today's date).
Click the OK button.

Step / Action
Click the Cancel button.

Step / Action
Click the Close button.

You have successfully completed this lesson.
End of Procedure.

Disposal through Trade- In-in Report Lesson

Procedure

In this lesson you will learn how to run the Disposal through Trade- In-in Report.

Step / Action
Click the Navigator menu.

Click the State of Nebraska link.

Click the Fixed Assets link.

Click the SPN Reports link.

Click the Trade In (PT) link.

Step / Action
Click the Data Selection option.

Click the Submit button.

Step / Action
Click thedrop downlist in the Right Operand column of the fourth row.

Step / Action
Click the Literal list item.

Step / Action
Enter the Agency assigned SPN number.
This number must be entered on the Fixed Asset record(s) prior to running this report.
Click the OK button.

Click thedrop downlist in the Right Operand column of the fifth row.

Step / Action
Click the Literal list item.

Step / Action
Enter the fiscal year for which you want to run the report.
Click the OK button.

Click the OK button.

Step / Action
Click the OK button.

To view the report you will need to go to View Job Status. For more information go to the Reports Lesson under the System Basics Training Guide.
You have successfully completed this lesson.
End of Procedure.
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