ASSETCREATION
Asset Creation Workflow Operates
Workflow Begins (Start)
The process starts when a user submits the asset creation web form.
No special actions are performed at this step—it simply marks the official start of the workflow.
Initial Creator Approval (A1)
The person who initiated the process (called “creator”) is asked to approve or validate the submitted asset data.
The workflow “waits” here until the creator performs this approval.
If the creator rejects the entry, the workflow moves to a “rejected” path (NotAccepted), and finishes.
If the creator approves, processing continues.
Load Variable Values (A11)
The system now loads and updates special system values and variables that will be used in the following steps.
For example, the “In Service Date” is set to today’s date or taken from the form submission.
The workflow also checks the database for a flag (FAGenTFlag) to see if a particular type of asset transaction should happen later.
This step is automatic and transparent to the user.
Insert Asset Depreciation (A6)
A depreciation record is created for the asset. (“Depreciation” is how the asset loses value over time.)
Various fields are stored, including purchase price, frequency, key, book amount (cost for books), type, remaining life, etc.
This record is added to the asset depreciation table.
Decision Point:
The workflow now checks the value of FAGenTFlag (retrieved earlier):
If FAGenTFlag = "Y" (“Yes”): The asset requires a “Transaction” record, so it proceeds to the next step (A7).
If FAGenTFlag not "Y": The asset does not require this, so the workflow skips A7 and proceeds to the end.
Insert Asset Transaction (A7, only if FAGenTFlag = "Y")
A transaction record is inserted.
This records information such as: the purchase price, transaction type (“Addition”), funding source, who requested it, location, date placed in service, and more.
This step ensures that the asset is properly logged both as an asset and as an accounting transaction.
Insert Asset Identification (A2)
This step creates the main Asset Identification record.
It includes information like: acquisition code, acres (if applicable), creator, asset description, asset ID, in-service date, license, make, model, parcel, class, purchase price, serial number, status, tagging status, year, and more.
This is crucial—it is the main “master” record for the asset.
Insert Asset Funding Source (A3)
A record is inserted to indicate where the funds for this asset came from.
This includes the asset ID, funding source, amount, creator, and financial ledger info.
Insert Asset Site Info (A4)
A record is added with site/location details for the asset.
This captures where the asset will be used, utility codes, key, funding source, and ledger details.
Insert Asset Appointment Info (A5)
A record is created that links the asset to orders, appointments, or batch info.
This contains data such as batch ID, original organization, creator, asset ID, date, vendor ID, purchase order, check number, etc.
10. Workflow Finish (End)
After completing all the necessary steps (mainly inserting all needed asset, funding, site, appointment, depreciation, and transaction records), the workflow finishes.
No further actions take place.