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Administrator Guide
Last Updated: 2023-06-23
Set Up Asset Pooling Rules

Set Up Asset Pooling Rules

Security:
Setup: Business Asset Accounting
 domain in the Business Asset Accounting functional area.
You can configure asset pooling rules for Workday to automatically combine identical assets on a receipt or supplier invoice line into a single asset.
Workday doesn't apply asset pooling rules to:
  • Project assets.
  • Business assets that you create when you capitalize project transactions.
  1. (Optional) To override asset pooling rules, set up trackable line reviews for assets.
  2. Access the
    Maintain Asset Pooling Rules
     task.
  3. As you complete the task, consider:
    Option Description
    Company
    When you select a company hierarchy and enter a value for
    Unit Cost Less Than
    , then all companies in the hierarchy must have the same base currency.
    Spend Category
    You can only select spend categories with
    Track Items
     enabled.
    Items
    You can select either a spend category or items, but not both.
    Quantity Greater Than
    Workday pools assets on a receipt or supplier line when the quantity of items is greater than the number that you enter.
    Unit Cost Threshold
    When you enter a nonzero amount:
    • Workday doesn't pool assets with a unit cost greater than the amount that you enter.
    • The
      Company Currency
       for the pooling rule must be the same as the base company currency.
    Company Currency
    Workday populates the company currency from the base currency of the company or company hierarchy that you select. When the transaction currency differs from the rule currency, Workday converts the transaction amount to the currency of the rule to evaluate the rule.
When you register assets from a receipt or supplier invoice line, Workday:
  • Evaluates the asset pooling rules in the order that you specify.
  • Pools the assets that meet the criteria of your rules.
You can:
  • Run the
    View Asset Pooling Rules
     report to review your asset pooling rules.
  • Override the asset pooling rules during your review of trackable lines.
  • Run the
    View Business Asset
     report to review the available quantity, cost, and accounting details for the pooled asset.
  • Register composite assets with the pooled asset.
As long as you haven't processed any depreciation on the pooled asset, you can use the
Assign Business Asset Accounting Information
 task to update:
  • The spend category.
  • The accounting treatment.
  • Other values for pooled assets.