Access Requirements for Transferring Assets to Another Book

The predefined Asset Accountant and Asset Accounting Manager job roles have access to this feature.

Follow these steps to set up the access you need to transfer assets to another book:

1. Create a job role.
2. Assign the privilege Transfer Fixed Asset to Another Asset Book to the job role.
3. Create a data security policy with the following details:
   • Policy Name: Transfer Fixed Asset to Another Asset Book
   • Database Resource: Fixed Asset Book
   • Actions: Transfer Fixed Asset to Another Book
4. Assign the role created in step 1 to the user who will transfer assets to another book.
5. Navigate to Setup and Maintenance > Manage Asset Book Data Access for Users.
6. Search for the user you want to add access for and click Authorize Data Access.
7. Save and open the Authorize Data Access for Users spreadsheet.
8. In the spreadsheet, enter the books that you want this role to have access to:
   • Enter Asset book in the Security Context column.
   • Enter the name of your book in the Security Context Value column.
9. Click the Authorize Data Access tab and click Upload.
10. Make sure you receive a notice that the row updated successfully.
11. Navigate to Scheduled Processes and run the following requests:
    • Retrieve Latest LDAP Changes
    • Import User and Role Application Security Data