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Navigate to the WorkDesk screen and select Asset Management.

https://fass-aim-app.uoregon.edu/fmax/screen/WORKDESK

Select Master Asset Profile.

Create a new Master Asset Profile record.

There are two methods to create this record.

Method 1: Selecting the Paper Icon will launch a new Master Asset Profile record.

Method 2: Select Master Asset Profile and then select New.

The following example provides how the account setup is added to the master asset record.

Note: when data is entered for a selected area, a light blue color will appear in the view channel.

When selecting the "asset" funding method on PM templates, the account setup must be included in the master asset profile record. This ensures the funding method functions correctly when generating or producing PM work orders.

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Account setup:

Select edit and then select account setup.

Select add in the “charge” tab.

Select the “account” magnifying glass icon.

Enter the applicable account (index). RBSYS is used in this example.

Select execute.

Select RBSYS.

Select the appropriate subcode. In this example, 23555 is used.

In this example, the subledger “All” is selected.

Note: Contact the Work Control Center (WCC) for setting up unique or multiple subledger accounts.

Enter a percentage of 100.

Enter a start date.

The start date is typically when the new asset record is created.

The start date can also be the date a specific accounting index was first initiated in Aim or the date the accounting index was updated/revised for use on the asset record.

The expire date is left blank. The expire date is used for future account setup account changes.

Note: Expire account is discussed in the section below: Expire Account; Change Account

Select Done.

Select Done again.

Select Save.

Notice that the account setup in the view channel is now light blue.

Click on Account Setup to view the account details.  

Click back to return to the master asset profile screen.

Expire Account; Change Account

The existing index cannot be removed to change an existing account setup index. It must be expired to add or change to a new index.

To change an existing account (index): 

Select edit, then select Account Setup on the Master Asset Profile record,

Click on the box of the RBSYS.

Enter an expire date.

Select add.

Enter data for all fields for the new account setup index. The new account index is RXBLDS.

Select Done.

Select Done again.

Then Save.

The new account (index) can be viewed by selecting account setup on the master asset profile screen.

Select back to return to the master asset profile screen.