ADI - Uploading Asset Information

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Distribution

Director of Fixed Assets Accounting

FA Administrator

FA Plant Funds Manager

Ownership

The Director of Fixed Assets Accounting is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Applications Desktop Integrator
B ® Assets ® Upload to Interface
Upload Assets to Interface

1. With your ADI Cost Transfer template open, click on the [Assets] icon on the ADI toolbar. Select 'Upload to Interface' from the list of values.

2. Choose your upload Options:

Rows to Upload – All rows or just flagged rows. Choose "Flagged Rows" if you have some selected and some deselected rows in the ADI cost transfer template. Once you have uploaded selected rows ADI will not upload them again if you choose to use the same template to upload rows not selected the first time.

NOTE: ADI automatically places a flag in the Upload (Upl) column if you imported a tab-delimited text file. You must put your cursor in the 'Upl' (Upload) field and type any character or number to select or deselect the flag.

NOTE: ADI interprets three adjoining blank rows in a worksheet as the end of the entries. Therefore, any asset lines that appear after three blank rows are ignored when you upload your Cost Transfer Report data.

Create Assets Now (Post): Check this box to upload and post asset information automatically after the upload completes.
Asset Status: Select status options from the drop-down menu.

3. Choose OK (green check mark) to start the upload or Cancel (red 'X') to abandon. For rows that do not upload successfully, the system provides an explanation in the 'Messages' field (scroll to the far right of the worksheet). Otherwise, the Upload Success Indicator should be displayed next to every line that uploaded successfully.

When the upload is completed ADI will display windows like those shown in the following screen shots to confirm the number of rows successfully or unsuccessfully uploaded.

All your data was uploaded correctly.

None of your data was uploaded.

Note: Remember to check 'Messages' field of the ADI template to see why unsuccessful rows were not uploaded.

4. You may make corrections and retry your upload or save and exit if you are done.

Effective: 08/18/04