Import asset retirement and disposal transactions

Can assets be mass retired/disposed?

Capital Assets

Informational

1. In Adjustments and Retirements, create a find set of assets to be retired/disposed and click on Excel to export them.
2. Save the Excel file.
3. In Capital Asset Transaction Entry Post, select Retirement or Disposal and click Accept.
4. On the transaction screen, click Import.
5. Select the file saved earlier, complete the rest of the fields, and click Accept.
6. In the Retirement/Disposal Import pop-up window, click OK.
7. If workflow exists, the transactions must released.
8. If no workflow exists, or the transactions have been approved through workflow, they can be posted.

• All assets selected will be retired/disposed with the same effective date, disposal code, and reason code.  
• Fixed Assets - Did You Know - Instructions begin on page 30
• The import template only requires one column to import successfully with all asset codes listed to be retired/disposed