Asset Management Beginner 1 – Training Class
Asset Mgmt Integration for Financial Roles - FAM110 Training Class Agenda
1. Core-CT Overview
Core-CT Financials Overview: Brief Overview of Modules.
2. Assets
Identifying an Asset
Capitalized Personal Property
Controllable Personal Property
Real Property
Determining Personal Property Costs
Trade-ins
Discounts
Methods of Asset Entry
3. Asset Management Integration Roles
Role Responsibilities
Purchasing and Asset Integration by Role Flowchart
4. Requester
Responsibilities
Requisitions - Capitalized Personal Property
Requisitions - Controllable Personal Property
Requisitions - Adding to Existing Capitalized Personal Property
5. Buyer
Responsibilities
Purchase Orders - Capitalized Personal Property
Purchase Orders - Controllable Personal Property
Purchase Orders - Adding to Existing Controllable Personal Property
Purchase Orders - Multiple Component Assets
P-Cards
6. Asset Processor Responsibilities – Runs Asset Queries; Edits Purchase Orders if Needed
7. Receiver
Responsibilities
Asset Receipts – Single Quantity
Asset Receipts – Multiple Quantities
Asset Receipts – Adding to Existing Assets
8. Voucher Processor
Responsibilities
Vouchers – Single Quantity
Vouchers – Multiple Quantities
Vouchers – Activating Asset fields
9. Asset Processor Responsibilities – Reviews Physical A and Financial Loader Staging Tables; Combines and Separates Assets; Runs the Transaction Loader Process; Reviews Assets in the Asset Management Module
Course Details
Schedule: Two-hour class (lecture only)
Target Audience: Requesters, Buyers, General/Casual Receivers, Voucher Processors, and Asset Processors (New employees and existing employees that need a better understanding of AM basics)
Number of Participants: 20
Space Requirements: Non-Computer Room (1002A)
Instructor Materials: PowerPoint Presentation
Exercises
Computer Notebook, Projector, Extension Cord
Student Materials: Asset Management for Financial Roles presentation
Handouts: Selected pages from the Property Control Manual, Asset Accounts, Profile IDs, etc.
Class Format: PowerPoint Presentation (overview, process flow, key points)
Repeat for each section
Identifying Types of Assets and Asset Cost exercises
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