Scenario:
A user needs to transfer an asset from one unit to another.
Action:
The user opens the Transfer of Assets screen, enters required details in the four sections (Details, Rev-Exp, Additional Details, Attachments), and saves the transaction.
Outcome:
The system generates a transaction number and records the asset transfer.
Scenario:
A user wants to import multiple asset records at once.
Action:
The user selects Excel Import, uploads the file, specifies the sheet and row details, and confirms the import.
Outcome:
The system imports all selected asset details into the transfer entry.
Scenario:
A user needs to view or edit expense distribution for a transferred asset.
Action:
The user selects a transaction, opens Cost Distribution, and reviews or updates debit, credit, and cost details.
Outcome:
The system displays accurate cost allocation and updates records when changes are saved.
Scenario:
A user needs to confirm asset transfer details before finalization.
Action:
The user selects a transaction and clicks Approve.
Outcome:
The system marks the transaction as approved and changes the transaction number color to green.
Scenario:
A user must verify transaction details for compliance.
Action:
The user selects a transaction and clicks Audit to confirm values such as amount, date, and accounts.
Outcome:
The system confirms the audit and records verification.
Scenario:
A user needs to preview or export transaction details.
Action:
The user selects a transaction and clicks Preview, then exports details to Excel or Open Office if needed.
Outcome:
The system displays transaction details for review or printing.
Scenario:
A user wants to remove an incorrect or unapproved transaction.
Action:
The user selects the transaction, clicks Delete, enters comments, and confirms deletion.
Outcome:
The system deletes the unapproved transaction from records.