Sending Assets for Reconciliation

The Analysts initiate the Asset Reconciliation process. The request first goes to the End Users in the form of an e-mail alert. The End Users needs to acknowledge by clicking on Approve or Reject option on the MY ASSETS page. 

Sending Assets for Reconciliation:

1. Select Asset > User > Manage Asset > Asset Inventory.

2. On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click FIXED.

3. On the FIXED ASSET page, on the FILTERS pop-up page, specify the Status as Allocated, and specify other filter criteria to display the Assets you want to reconcile. For more information about searching Assets, see Searching Assets.

4. Select the Assets that you want to reconcile and click the RECONCILIATION icon on the ACTIONS panel.

5. Select the Reconciliation Name and click SUBMIT. The selected assets are sent for reconciliation.

   Note:

   On the RECONCILIATION pop-up page, the drop-down list of Reconciliation Name displays the names based on the selected Tenant.

   
   
   
   Figure: FIXED ASSET page

   Note:

   The status of the Asset on the MY ASSET LIST page is changed to Allocated and the Reconciliation icon appears on the Asset tile. Users can now accept or reject the Asset by clicking the Reconciliation icon and selecting the required options. After the user accepts or rejects the Asset, an e-mail is sent to the manager for verification (see: Verifying Asset Reconciliation). The Assets, which are under Reconciliation cannot be re-allocated or deallocated until the process is complete.