Oracle PeopleSoft Asset Management Rel 9.2

Course Outline

Topics

• Business Process Overview
• Defining General Options
• Setting Up Asset Management
• Adding Assets
• Integrating Asset Management with Other Products
• Using the Asset Management WorkCenter
• Maintaining Leased Assets
• Adjusting, Recategorizing, Transferring, and Reversing Assets
• Retiring and Reinstating Assets
• Maintaining Parent-Child Assets
• Depreciating Assets
• Maintaining Asset Book Information
• Reporting and Charting Asset Information
• Generating Asset Accounting Entries
• Allocating Depreciation Expense
• Integrating with PeopleSoft General Ledger
• Performing Mass Changes to Assets

• Defining the Asset Lifecycle Management (ALM) Solution
• Describing the Asset Transaction Flow
• Describing Asset Management System Integration
• Describing the Implementation of Asset Management
• Describing the Conversion Process for Asset Management
• Navigating through Asset Management

Defining General Options

• Setting Up Installation Options
• Defining User Preferences
• Defining Locations, Calendars and ChartField Values

Setting Up Asset Management

• Creating Asset Books and Asset Management Business Units
• Defining Open Periods
• Setting Up VAT Defaults and Other Delivered Tables
• Setting Up Depreciation Processing Information
• Defining Tax Information for Assets
• Setting Up Additional Asset Management Components
• Creating Asset Profiles
• Setting Up the Capitalization Threshold Feature

Adding Assets

• Describing the Methods for Adding Assets Online
• Describing the Tables Used for Asset Management
• Adding Assets Using Express Add and Basic Add
• Adding Assets Using the Import Data via Spreadsheet Component
• Adding Assets from a Microsoft Excel Spreadsheet
• Defining Asset Operational Information and Hazardous Assets
• Copying Assets
• Using the Asset Search Utility

Integrating Asset Management with Other Products

• Integrating with PeopleSoft Purchasing and PeopleSoft Payables
• Running the Payables/Purchasing Interface
• Using On-Demand Processing
• Consolidating and Unitizing Assets
• Integrating with PeopleSoft Billing
• Integrating with PeopleSoft Strategic Sourcing
• Integrating with PeopleSoft Budgeting

Using the Asset Management WorkCenter

• Review the Asset Management WorkCenter
• Personalize Pagelets
• Configure WorkCenters Using Enterprise Components

Maintaining Leased Assets

• Defining Lease Payment Schedules
• Creating Leased Assets
• Defining Step Leases
• Updating Lease Information
• Generating Lease Reports

Adjusting, Recategorizing, Transferring, and Reversing Assets

• Using the Financial Audit Framework
• Adjusting Asset Information
• Reviewing Asset Cost History
• Recategorizing Assets
• Transferring Assets Within a Business Unit (Intra-Unit)
• Transferring Assets between Business Units (Inter-Unit)
• Reviewing and Approving Asset Transfer Requests
• Reversing Assets

Retiring and Reinstating Assets

• Retiring Assets Manually
• Alternative Manual Retirement Methods
• Retiring Fully Depreciated Assets Automatically
• Using the Disposal Worksheet to Retire Assets
• Describing Retirement Integration with Other PeopleSoft Products
• Reinstating Assets

Maintaining Parent-Child Assets

• Adding Parent and Child Assets
• Adding a Parent Asset as a Reporting Umbrella
• Updating Basic Information for Parent-Child Assets
• Adjusting Parent and Child Assets
• Recategorizing Parent and Child Assets
• Performing Transfers of Parent and Child Assets
• Performing Interunit Transfers of Parent and Child Assets
• Retiring Parent and Child Assets

Depreciating Assets

• Creating, Reviewing, and Modifying Open Transactions
• Performing the Depreciation Calculation Process
• Describing the Remaining Value and Life-to-Date Depreciation Methods
• Reviewing the NBV of Parent-Child Assets
• Executing What-If Calculations

Maintaining Asset Book Information

• Describing Asset Books and Required Information for Calculating Depreciation
• Reviewing Changes Made to Asset Books

Reporting and Charting Asset Information

• Describing Asset Management Reporting Options
• Generating Asset Management Reports from Batch Processes
• Generating Asset Management Reports Online
• Managing and Viewing the Asset Component Hierarchy
• Generating Asset Management Charts

Generating Asset Accounting Entries

• Creating and Reviewing Asset Accounting Entries
• Summarizing Cost Rows
• Closing Depreciation
• Closing Asset Accounting Periods
• Listing Common Month-End Processes
• Validating and Securing ChartFields

Allocating Depreciation Expense

• Defining Transaction Groups
• Setting Up the Depreciation Allocation Business Process
• Creating Allocation Entries

Integrating with PeopleSoft General Ledger

• Defining the General Ledger to Accept Journal Entries
• Defining the Link Between Asset Management and General Ledger
• Running the Journal Generator Process

Performing Mass Changes to Assets

• Reviewing Mass Transaction Definition and Processing
• Defining and Processing Mass Transactions