Check List on why a Transaction is not Displaying in the Asset Proposal Page

Business Use Case:
User navigates to Fixed Assets > Transactions > Asset Proposal. After the user select the Asset Type and clicks on "Propose New Assets" there are missing transaction(s) in that page.

Solution:
Users can perform the following to investigate on the issue:

1.    Verify that the account used in the transaction is set as an Asset Account in one of the Asset Types.

•         Navigate to Fixed Assets > Setup > Asset Types

•         View the Asset Type Record

•         Click Accounts sub tab

•         Check the Asset Account.

 

2.    If Fixed Asset > Setup > System Setup has the setting "Propose Approved Transactions Only" enabled, verify if the missing transaction is already Approved (Approved Bills, Approved Journal Entry).

 

3.    Check the Asset Type Record > Accounts > "Asset Account Last Checked".

•         This will be used by the system to propose assets which were created on or after this date.

•         Note that this does not mean Transaction Date but rather Date Created.

•         If the value in this field is set to February 28, 2018, user can only propose transactions which were created in the system on or after February 28, 2018.

•         If the user wants to propose transactions which were created in the earlier date, user must set the value for "Asset Account last Checked" to an earlier date.

•        If Account is OneWorld, make sure that Date Last Checked field for the Subsidiary where the transaction is posted, must be updated as well. 

 

4.    Create a Saved Search for FAM – Asset Proposal Record to confirm that the Transaction that users want to propose are not yet Rejected nor already Created as assets.

•         User can refer to Answer Id: 22467 for the steps on how to create the search.

 

 

5.    If all the above listed are verified, check the BG – Process Instance List to check if there are errors encountered why a transaction is missing in the Asset Proposal Page.

•          To access the BG - Process Instance List, navigate to Fixed Assets > Background Processing > Process Instance List.

 

6.     Refresh the Asset Proposal list by:

•          Choosing the Asset Type(s)

•          Choosing the Subsidiary (s) (if applicable)

•          Hitting the Refresh button

•          Hitting the Propose Asset button

•          Hitting the Refresh button again

Notes:  If after the above steps, transactions are still not showing on the proposal page, try to edit the transaction and save it without doing anything. Then reprocess the Proposal again.