Reviewing Mass Addition Lines
You must review newly created mass addition lines before you can post them to Oracle Assets to become assets. You can place a group of mass additions in the POST, ON HOLD, or DELETE queues all at once. You can also perform a split, merge, or cost adjustment on mass additions before you post them. You can continue to review a mass addition until you post it. To review mass additions that have not yet been posted, run the Unposted Mass Additions or Mass Additions Status Report.
Note: If you want to find mass additions by Invoice Number, PO Number, or Supplier Number in the Find Mass Additions window, your search criteria must match exactly, including capitalization.
Prerequisite
To review a mass addition line:
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find mass additions with the queue name NEW, ON HOLD, or user-defined hold queue in the Find Mass Additions window.
Note: If you want to find mass additions by Invoice Number, PO Number, or Supplier Number, your search criteria must match exactly, including capitalization.
3. Choose the mass addition line you want to review, and choose Open.
4. Optionally enter additional mass addition source, descriptive, and depreciation information.
5. If this mass addition was created from Oracle Projects, you can choose the Project Details button to review associated project information.
Note: You can only view the distribution for a merged parent or a merged child one at a time in the Assignments window; however, if you check Show Merged Distributions, Oracle Assets displays all the distributions of both the parent and children.
Choose Done to save your work and return to the Mass Additions window.
7. Change the queue name.
Queue: If you are ready to turn a mass addition line into an asset, change the queue name to POST. While you are processing, you can put a mass addition line in the ON HOLD or a user-defined queue. If you want to delete an unwanted line, assign it to the DELETE queue.
To place a group of mass additions in the POST, ON HOLD, or DELETE queue:
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Use the Find Mass Additions window to query the group of mass additions you want to place in the POST, ON HOLD, or DELETE queue. Oracle Assets displays the mass additions that meet your search criteria in the Mass Additions Summary window.
3. From the menu, choose Special, Post All, Hold All, or Delete All.
Caution: Oracle Assets places EACH mass addition that meets your search criteria into the queue you specify.
Post All: Oracle Assets checks each mass addition, ensures that it is prepared for posting, and places it in the POST queue. If it encounters a problem with a mass addition, Oracle Assets alerts you with an error message and terminates the Post All process. Note that this mass addition and all other subsequent mass additions are not yet in the POST queue.
For example, if you choose to Post All, and Oracle Assets alerts you that a mass addition is incomplete, you can supply the missing information for it in the Mass Additions window, save your work, return to the Mass Additions Summary window, and choose Special, Post All from the menu to resume the process.
If you receive an error message and you want to omit a mass addition from the Post All process, you can use Edit, Clear Record from the menu to clear the mass addition from the Mass Additions Summary window. Choose Special, Post All from the menu to resume the process.
Delete All: You may want to review the mass additions you query in the Mass Additions Summary window before you choose Delete All, since this process automatically places each mass addition that meets your search criteria in the DELETE queue.
To add a mass addition line to an existing asset:
Attention: You can only perform cost adjustments for mass additions in the NEW, ON HOLD, or user-defined hold queues.
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find the mass addition(s) for this transaction in the Find Mass Additions window.
3. Choose the mass addition line you want to add to an existing asset as a cost adjustment.
5. Query and choose the asset to which to add the line. You can find assets by Asset Detail, Assignment, Source, and Lease.
6. Choose whether to amortize or expense the adjustment to the existing asset.
7. Check New Category and Description to change the category and description of the existing asset to those of the mass addition you are adding as a cost adjustment.
9. Choose Open and change the queue name to POST.
To undo an addition to an existing asset:
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find the mass addition(s) for this transaction in the Find Mass Additions window.
3. Choose the cost adjustment you want to undo in the Mass Additions window.
4. Choose Remove from Asset.
To merge mass addition lines:
Attention: You can only merge mass additions in the NEW, ON HOLD, or POST queues.
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find the mass addition(s) for this transaction in the Find Mass Additions window.
3. Choose the mass addition line into which you want to merge other lines (the merged parent).
5. Choose whether to sum the number of units or keep the original number of units for the line. The Units field shows the total units for the new merged mass addition, depending on the value of the Sum Units check box. The Merged Units field displays the sum of children's units only.
If you are merging a multi-distributed mass addition, and you do not check the Sum Units check box, Oracle Assets uses the distribution of the merged parent for the new merged mass addition line. If you check the Sum Units check box, Oracle Assets uses BOTH the merged parent and child distributions for the new merged mass addition line.
If you are adjusting the cost of a parent mass addition, and Sum Units is checked, you are cost adjusting the SUM. Otherwise, the adjustment difference is applied to the parent line only.
6. In the Merged Lines block, choose the line(s) you want to merge into the merged parent. If you want to merge all the lines, choose Special, Merge All from the menu.
Oracle Assets assigns the line(s) to the MERGED queue.
To undo a merge:
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find the mass addition(s) for this transaction in the Find Mass Additions window.
3. Choose the merged parent(s) you want to undo.
5. Uncheck the line(s) for which you want to undo the merge. If you want to unmerge all the lines, choose Special, Unmerge All from the menu.
6. Save your work. Oracle Assets changes the queue name for the unmerged lines to the original queue name before the merge.
To split a mass addition line:
1. Choose Mass Additions > Prepare Mass Additions from the Navigator window.
2. Find the mass addition(s) for this transaction in the Find Mass Additions window.
3. Choose the mass addition line that you want to split.
4. Choose Split. Oracle Assets splits the line into multiple single-unit mass addition lines. Review the new lines in the Mass Additions window.
Note: This also splits any merged children on the line, and keeps them merged into the split child.
Note: If you split a multi-distributed mass addition line, Oracle Assets proportionately divides each split child's unit between all of the parent's distributions.
To undo a previously split mass addition line:
- Choose the split mass addition line you want to undo in the Mass Additions window. Choose Undo Split. You can undo a split only before posting the split children.
See Also
Overview of the Mass Additions Process
Mass Additions Queues
Asset Descriptive Details
Financial Information (Books)
Assignments
Defining Distribution Sets
Recoverable Cost Adjustments (Journal Entry Examples)
Create Mass Additions from Invoice Distribution Lines in Oracle Payables
Create Mass Additions for Oracle Assets Program (from Oracle Payables)
Create Mass Additions from Capital Assets in Oracle Projects
Sending Asset Lines to Oracle Assets (from Oracle Projects)
Posting Mass Addition Lines to Oracle Assets
Deleting Mass Additions from Oracle Assets
Mass Additions Reports
Create mass additions from external sources. See: Mass Additions, Sending Asset Lines to Oracle Assets (from Oracle Projects), and Create Mass Additions for Oracle Assets Program (from Oracle Payables)