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University of California, Irvine 2012. All Rights Reserved Capital Asset Capital Asset Management Management U U niversity of niversity of C C alifornia, alifornia, I I rvine rvine Accounting Systems Accounting Systems Kuali Financial System

University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

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Page 1: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Capital Asset ManagementCapital Asset Management

UUniversity of niversity of CCalifornia, alifornia, IIrvinervine

Accounting SystemsAccounting Systems

Kuali Financial SystemKuali Financial System

Page 2: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

OverviewOverview Capital Asset Management (CAM) module allows you to track:

Assets purchased, Gifts, Transfer, Found, etc... CAM e-docs allow you to create, maintain, retire asset records. Module handles records for a wide variety of both moveable

and non-movable assets The system allows users to edit room number, building

number, condition code, usage percent/type, serial number, manufacturer name, warranty, repair, notes and attachment, alternate Description, PI and responsible person.

Kuali Financial SystemKuali Financial System

Page 3: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

KFS ConversionKFS Conversion

Kuali Financial SystemKuali Financial System

&

FINANCIAL SYSTEM

CAPITAL ASSET MANAGEMENT

Page 4: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

CAM highlightsCAM highlights

Kuali Financial SystemKuali Financial System

• Equipment Management System will be replaced by Capital Asset Management in Kuali Financial Systems

• Users can initiate and submit the electronic documents online for approval:

Loan Renew Return Merge Asset Fabrication Separate Transfer

• Equipment Inventory Modification Request (EIMR) will be replaced by CAM e-docs

• Recharge for Fabrication will be done in Internal Billing for Fabrication• Any KFS users can view/search capital assets.

Page 5: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset LookupAsset Lookup

Page 6: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset LookupAsset Lookup

Page 7: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: edit e-docAsset: edit e-doc

Page 8: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: loan e-docAsset: loan e-doc

Page 9: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: renewAsset: renew

Page 10: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: renew e-docAsset: renew e-doc

Page 11: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset returnAsset return

Page 12: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: return e-docAsset: return e-doc

Page 13: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: mergeAsset: merge

Page 14: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: transferAsset: transfer

Page 15: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset: transfer e-docAsset: transfer e-doc

Page 16: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset Fabrication Asset Fabrication Maintenance DocumentMaintenance Document

Page 17: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset Global (Add)Asset Global (Add)

Page 18: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset Location GlobalAsset Location Global

Page 19: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset PaymentAsset Payment

Page 20: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Asset Retirement Global

Page 21: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

ResourcesResourcesUCI KFS

http://www.kuali.uci.edu/

KFS Demo Site

https://thea.adcom.uci.edu/kfs-dmo/portal.jsp

CAM Policy Procedures - BUS 29http://www.ucop.edu/ucophome/policies/bfb/bus29.pdf

Kuali Financial SystemKuali Financial System

Page 22: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Resources Cont.Resources Cont.Kuali Foundation

http://www.kuali.org/

UC Kuali FAQ

http://www.kuali.uci.edu/KualiFAQs.html

KFS Community Documentation Site

https://test.kuali.org/confluence/display/KULDOC/Home

Kuali Financial SystemKuali Financial System

Page 23: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Resources Cont.Resources Cont.UCI contactTrini Lee

949-824-3308

[email protected]

Helen Chang

949-824-6111

[email protected]

Kuali Financial SystemKuali Financial System

Page 24: University of California, Irvine 2012. All Rights Reserved Capital Asset Management U niversity of C alifornia, I rvine Accounting Systems Kuali Financial

University of California, Irvine 2012. All Rights Reserved

Capital Asset ManagementCapital Asset Management

UUniversity of niversity of CCalifornia, alifornia, IIrvinervine

Accounting SystemsAccounting Systems

Kuali Financial SystemKuali Financial System