How You Initiate Approvals for Mass Adjustments, Transfers, and Retirements

You can perform mass adjustment, transfer, and retirement transactions in any one of the following ways:

• User interface page: Click the Mass tab in the Adjust Assets, Transfer Assets, or Retire Assets page.
• Spreadsheet: Use the Adjust Assets in Spreadsheet, Transfer Assets in Spreadsheet, or Retire Assets in Spreadsheet task.
• File-based data import (FBDI) template: Use the Fixed Asset Mass Adjustments Import, Fixed Asset Mass Transfer Import, or Fixed Asset Mass Retirements Import FBDI template.

For each of these methods, you must enter the name of the transaction group you created in the Create Transaction Group page. When using a transaction group, the transaction group as whole is approved.

The approval rules to build the approvers list must be specified in the Mass tab in the Asset Transactions Approval Rule Creation Template. When you perform mass adjustment, transfer, and retirement transactions, you enter the transaction details, asset selection, and the details for the transaction group and batch.

Note: Rules you define must cover all possible conditions and should be exhaustive to prevent transactions from failing due to undefined rules after transactions are submitted for approval.