ASSETCREATION

Asset Creation Workflow Operates

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.