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Oracle iAssets User Guide
Release 12.1
Part Number E13435-03
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Setting Up Oracle iAssets

This chapter covers the following topics:

Setting Up Oracle iAssets

This section covers the steps that you follow in setting up Oracle iAssets.

Before you set up Oracle iAssets, set up Oracle Applications responsibilities and users for the implementation. Oracle iAssets provides Oracle iAssets responsibilities.

The Setup Checklist presents the steps that you follow to set up Oracle iAssets. If you are setting up other Oracle applications at the same time, you can also refer to the Related Products setup steps and tables.

Related Topics

Related Product Setup Steps

Setup Checklist

Related Product Setup Steps

You may need to perform the following steps to implement Oracle iAssets. These steps are discussed in detail in the Setting Up sections of their respective Oracle product user guides.

Set Up Underlying Oracle Applications Technology

You need to set up underlying Oracle Applications technology, which includes the following steps:

Oracle Assets Setup Steps

Before implementing Oracle iAssets, you must implement Oracle Assets. See: Overview of Setting Up, Oracle Assets User Guide.

Oracle Human Resources Setup Steps

Before implementing Oracle iAssets, you must implement Oracle Human Resources. Refer to the Setting Up section in Implementing Oracle HRMS for help in completing Oracle Human Resources setup steps, and to the Setup Checklist for information on the specific Human Resources setup steps that need to be completed for Oracle iAssets.

Related Topics

Oracle Applications System Administrator's Guide

Oracle Workflow Guide

Setup Checklist

The following table lists Oracle iAssets setup steps including steps that you need to complete in other products. For each step, the table lists whether the step is optional or required. After you log on to Oracle Applications, complete these steps to implement Oracle iAssets:

Step No. Required Step
Oracle Assets Setup Steps
Step 1 Required Set up Oracle Assets.
See: Overview of Setting Up, Oracle Assets User Guide
Context: Perform this step once per installation.
Oracle HRMS Setup Steps
Step 2 Conditionally Required Defining a Job.
This step is required if you choose the Management hierarchy-based approvals option on the Create Rule page and the Absolute Job Level rule in AME. The default Absolute Job Level rule is set to level 3. This means that Oracle iAssets starts the approval chain from the requester's supervisor to each subsequent job level up to level 3. For Management hierarchy-based approvals to work properly using the default Absolute Job Level rule, you must create a job with approval authority of 3 or above and assign the approver to this job. Alternatively, you can change the Absolute Job Level via AME to match the job level of the final approver. See: Defining a Job, Managing Your Workforce Using Oracle HRMS.
Context: Perform this step once for each job.
Step 3 Required Enter employees.
This step is required to define employees and supervisors. See: Entering a New Person, Managing Your Workforce Using Oracle HRMS.
Context: Perform this step once for each Oracle iAssets user.
Step 4 Conditionally Required Create an organization. The organization must have an organization classification of Company Cost Center.
This step is required if you have set up Oracle iAssets to require cost center-based approvals or apply cost center security on the Create Rule page. For cost center-based approvals to work properly, each cost center must have a manager defined. See: Creating an Organization, Using Oracle HRMS - The Fundamentals.
Context: Perform this step once per organization.
Step 6 Optional Set up custom approval rules in AME.
See: Approval Rules (Implementing Oracle Approvals Management).
Context: Perform this step once per installation.
Oracle iAssets Setup Steps
Step 5 Required Set Up Rules.
See: Defining Oracle iAssets Transfer Rules.
Context: Perform this step when ever you need to define rules.
Step 6 Required Set up profile options.
See: Profile Options and Profile Option Categories Overview.
Context: Perform this step when ever you need to define rule names.
Step 7 Required Assign rule names to user responsibilities.
See: Assigning Rule Names to User Responsibilities.
Context: Perform this step when ever you need to assign rule names to user responsibilities.

Defining Oracle iAssets Rules

You define Oracle iAssets rules to control the features that end users will be able to access. Oracle iAssets rules determine the transactions a user can access, whether the user can create transfer requests or query assets only, the approvals that are needed for a transfer request, and the approval method. You can also define custom text that will appear on the first page of the transfer process.

Related Topics

Searching for Rules

Defining Rules

Searching for Rules

Navigate to the Rules Search page to search for existing rules. You can also use this page to create new rules.

Defining Rules

To define self service asset transfer rules:

  1. Log into the iAssets Setup Administrator responsibility.

  2. Navigate to the Create Rule page.

    System Options:

  3. Enter a unique rule name.

  4. Enter a description of the rule.

  5. Assign a corporate book to the rule. Users will have access only to assets in the assigned corporate book.

  6. Determine whether users will be able to use self service transfer functionality.

  7. Determine whether users will be able to enter a transfer effective date while requesting a transfer.

    Approval Options:

  8. Determine whether fixed asset manager (iAssets manager) approval is required before applying any self service transfers.

  9. Determine the approval type that will be required for each transfer request.

  10. Determine the approval method that will be required for each transfer request.

    Security Options:

  11. Choose the accounting segments that will be displayed throughout Oracle iAssets.

  12. Check the Enforce Security by Cost Center check box to allow users to view and perform transactions only on assets in their cost center. If you do not check this check box, users will be able to view and perform transactions on assets in all cost centers.

    Search Options:

  13. Determine whether users will be restricted to search only their own requests. If you choose the Restrict users to only search for their saved requests check box, users will be able to search only their saved requests. If this check box is not checked, users will be able to query all requests on the system.

    Custom Options:

  14. Determine whether you want to add any company-specific instructions that users need to follow before submitting a transfer. To add these instructions, you need to check the Enable custom text input check box, and enter the company-specific information in the Custom Text box. This text is visible in the content container on the Create Transfer Request: Request Details page.

  15. Save your changes.

Assigning Rule Names to User Responsibilities

After defining rule names in the IA: iAssets Rule Name profile option, you must assign each rule name to a user responsibility. Every Oracle iAssets user responsibility and Oracle iAssets approver responsibility must be assigned a rule name. Otherwise, when users log into an Oracle iAssets responsibility, they will receive an error message and will be unable to proceed.