How Mass Transfers Import Data Is Processed

Use the Fixed Asset Mass Transfers Import process to transfer assets between employees, locations, and expense accounts. You can also use it to perform unit adjustments, based on information in any other third party application.

You can download a mass transfers spreadsheet template to use to prepare your data. The template contains an instruction sheet to help guide you through the process of entering your information.

The following figure contains the flow for creating mass transfers and posting them to Oracle Assets.

To access the template, complete the following steps:

1. Navigate to the File-Based Data Import for Oracle Financials Cloud guide.

2. In the Table of Contents, click File-Based Data Imports.

3. Click Fixed Asset Mass Transfers Import.

4. In the File Links section, click the link to the Excel template.

Follow these guidelines when preparing your data in the worksheet:

• Enter the required information for each column. Refer to the tool tips on each column header for detailed instructions.

• don't change the order of the columns in the template.

• You can hide or skip the columns you don't use, but don't delete them.

Settings That Affect the Mass Transfers Import Process

The Mass Transfers import template contains an instructions tab, plus three tabs that represent the tables where the data is loaded:

Spreadsheet Tab	Description
Instructions and CSV Generation	Contains instruction information about preparing and loading data, the format of the template, submitting the Post Mass Transfers process, and correcting import errors.
FA_TRANSFERS_T	Enter information about the assets you're transferring. Based on the transaction type, the Post Mass Transfers process inserts rows into the base tables and either transfers or adjusts asset units for any rows with a status of Post.
FA_TRANSFER_DISTS_T	Enter the asset distribution details such as: Units Depreciation expense account Location Employee assigned for each asset This information is used for the transfer or unit adjustment.

How Mass Transfers Are Processed

Ensure that you populate the Mass Transfer interface tables with the correct asset information and run the Post Mass Transfers process.

You can also submit the Post Mass Transfers process from the Transfer Assets in Spreadsheet integrated workbook by clicking Save and Post Transactions.

To save changes to the Mass Transfer interface tables for further review:

1. On the Assets page, select the Transfers infotile.

2. Click Prepare to open the Transfer Assets in Spreadsheet integrated workbook.

3. Review the mass transfer lines and change the queue to Post.

4. Click Save.

5. Review your changes on the Transfers infotile.

To submit the Post Mass Transfers process:

1. On the Assets page, select the Transfers infotile.

2. Click Prepare to open the Transfer Assets in Spreadsheet integrated workbook.

3. Review the mass transfer lines and change the status to Post.

4. Click Save and Post Transactions.

5. If the Post Mass Transfers process ends in error or warning, review the log file for details about the rows that caused the failure.

The following posting statuses apply to mass transfers:

Posting Status	Meaning
New	The data is new and may require additional information before a transfer can take place in the Post Mass Transfers process.
On Hold	The data should remain unprocessed by the Post Mass Transfers process until it's set to a status of Post.
Post	The data is ready for a transfer to take place in the Post Mass Transfers process.
Error	The data was invalid and won't be submitted for transfer in the Post Mass Transfers process. You can set the records with errors to Delete if they must be removed from the database.
Delete	The data won't be submitted for transfer in the Post Mass Transfers process.

To correct import errors:

1. On the Assets page, select the Transfers infotile.

2. Enable Query by Example.

3. Search for records with a status of Error.

4. Click Prepare to open the Transfer Assets in Spreadsheet integrated workbook

5. Review and correct the errors on the mass transfer lines and change the queue to Post.

6. Click Save and Post Transactions.

7. Repeat the submission and error correction steps in this section until all rows are imported successfully.

The following table shows errors that may occur during the Post Mass Transfers process and their solutions:

Error	Solution
The Calculate Depreciation process ran with errors.	Fix the errors and resubmit the Calculate Depreciation process. When the Calculate Depreciation process runs successfully, resubmit the Post Mass Transfers process.
The Calculate Depreciation process is currently running for the corporate book.	Wait until The Calculate Depreciation process completes successfully, and then resubmit the Post Mass Transfers process.