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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Asset Tracking

Steps: Set Up Asset Tracking

Review setup considerations for Asset Tracking.
You can configure how you register and track business assets.
  1. Configure these business processes and security policies in the Business Asset Tracking functional area.
    • Asset Adjust In Service Date Event
    • Asset Disposal Event
    • Asset Intercompany Transfer In Event
    • Asset Intercompany Transfer Out Event
    • Asset Issue Event
    • Asset Registration Event
    • Asset Reinstatement Event
    • Asset Removal Event
    • Asset Transfer Event
    See:
  2. (Optional) You can add these steps to these business processes:
    Business Process
    Steps
    Receipt
    • Action step:
      Review Trackable Receipt Lines
    • Service step:
      Initiate Asset Registration Events from Receipt for Purchase Order
    • Service step:
      Initiate Asset Registration Events from Receipt for Supplier Contracts
    Requisition Event
    Action step:
    Source Goods from Storage
    Supplier Invoice Event
    • Service step:
      Register Business Assets from Invoice
    • Action step:
      Review Trackable Invoice Lines
  3. Create spend categories to populate on capital assets or expensed items that you track. Enable
    Track Items
     and complete the
    Asset Tracking
     section.
  5. Enable
    Business Asset
     as a
    Location Usage
     on the locations that you populate on assets.