Review Trackable Lines for Assets

Administrator Guide

Set up trackable line reviews for assets.

Create a receipt or a supplier invoice with at least 1 trackable line, and not tagged to a capital project.

Configure the Receipt
business process and security policy in the Procurement functional area.

Configure the Supplier Invoice Event
business process and security policy in the Supplier Accounts functional area.

You can edit the receipt or supplier invoice lines that contain trackable items before Workday registers assets.

Access the Review Trackable Receipt Lines
or Review Trackable Invoice Lines
step from your Inbox.

As you complete the task, consider:

Option	Description
Trackable	You can clear this check box to prevent Workday from creating assets.
Pool	When a trackable line contains more than 1 item, you can override the asset pooling rules: When you select this check box, Workday registers 1 pooled asset. When you clear this check box, Workday registers the assets individually.
Accounting Treatment	You can override the accounting treatment from your asset book rules.