Review Trackable Lines for Assets
- Set up asset accounting and enable trackable line reviews for assets. See Steps: Set Up Asset Accounting.
- Create a receipt or a supplier invoice with at least 1 trackable line and without capital project worktags.
- Configure theReceiptbusiness process and security policy in the Procurement functional area.
- Configure theSupplier Invoice Eventbusiness process and security policy in the Supplier Accounts functional area.
When you enable the review of trackable lines, as you complete supplier invoice or receipt business processes, Workday creates trackable line review tasks in My Tasks. The tasks enable you to oversee how Workday registers assets.
- Access 1 of these tasks in My Tasks:
- Review Trackable Invoice Lines
- Review Trackable Receipt Lines
- Complete the task:
Option Description TrackableClear the check box to prevent Workday from creating assets.PoolTo override asset pooling rules for trackable lines containing more than 1 item:- Select the check box for Workday to register 1 pooled asset.
- Clear the check box for Workday to register assets individually.
Accounting TreatmentTo override the accounting treatment from your asset book rules, change the accounting treatment. Example: Register the asset as an expense instead of a depreciable capital asset. - ClickApprove.