PeopleSoft Enterprise Asset Lifecycle Management Fundamentals 9.1 PeopleBook

Navigating in PeopleSoft Asset Lifecycle Management

This chapter discusses how to navigate in Oracle's PeopleSoft Asset Lifecycle Management.

PeopleSoft Asset Lifecycle Management Custom Navigation

PeopleSoft Asset Lifecycle Management provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Asset Lifecycle Management custom navigation center pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

Pages Used to Navigate in Asset Lifecycle Management

This table lists the custom navigation Asset Definitions Center pages that are used to navigate implementation tasks in PeopleSoft Asset Lifecycle Management.

Page Name	Navigation	Usage
Asset Definitions Center	Main Menu, Asset Definitions Center	Access primary Asset Definitions Center menu options and activities.
Business Unit/Book Definition	Click Business Unit/Book Definition on the Asset Definitions Center page.	Access the Business Unit/Book Definition folder that contains options to define business units and books, cash generating units, InterUnit transfer processing, reporting drilldown fields and report suffix for asset report templates.
Asset Management Definition	Click Business Unit/Book Definition on the Asset Definitions Center page; then click Asset Management Definition.	Access the Asset Management Definition component to define business units.
Asset Books	Click Business Unit/Book Definition on the Asset Definitions Center page; then click Asset Books.	Access the Asset Books page to define asset books.
InterUnit Transfer Definition	Click Business Unit/Book Definition on the Asset Definitions Center page; then click InterUnit Transfer Definition.	Access the InterUnit Transfer Definition page to define InterUnit transfer processing.
Cash Generating Unit Definition	Click Business Unit/Book Definition on the Asset Definitions Center page; then click CGU Definition.	Access the Cash Generating Unit Definition page to define cash generating units.
Reporting Drilldown Fields	Click Business Unit/Book Definition on the Asset Definitions Center page; then click Reporting Drilldown Fields.	Access the Reporting Drilldown Fields page to enable a detail view by Group ID by ChartField for reporting drilldown.
Report Suffix	Click Business Unit/Book Definition on the Asset Definitions Center page; then click Report Suffix.	Access the Report Suffix page to define report suffixes.
Depreciation Conventions	Click Depreciation Conventions on the Asset Definitions Center page.	Access the Depreciation Conventions folder to build and copy depreciation conventions.
Convention Builder	Click Depreciation Conventions on the Asset Definitions Center page; then click Convention Builder.	Access the Convention Builder page to define parameters for depreciation conventions based on monthly accounting calendars.
Convention Definition	Click Depreciation Conventions on the Asset Definitions Center page; then click Convention Definition.	Access the Convention Definition page to define attributes for depreciation conventions and enter all the dates associated with it.
Convention Multiple Copy	Click Depreciation Conventions on the Asset Definitions Center page; then click Convention Multiple Copy.	Access the Convention Multiple Copy page to copy all conventions associated with a setID or calendar to another setID or calendar.
Convention Single Copy	Click Depreciation Conventions on the Asset Definitions Center page; then click Convention Single Copy.	Access the Convention Single Copy page to copy one convention from a setID or calendar to another convention, setID or calendar.
Asset Controls	Click Asset Controls on the Asset Definitions Center page.	Access the Asset Controls folder to establish limitations and special characteristics for certain assets.
Define Asset Subtype	Click Asset Controls on the Asset Definitions Center page; then click Asset Subtype.	Access the Define Asset Subtype page to define asset subtypes.
Define Asset Attribute	Click Asset Controls on the Asset Definition Center page; then click Define Asset Attribute.	Access the Define Asset Attribute page to define customizable asset attributes.
Define Property Subclass	Click Asset Controls on the Asset Definition Center page; then click Asset Property Subclass.	Access the Define Property Subclass page to create asset property subclasses.
Capitalization Limits	Click Asset Controls on the Asset Definitions Center page; then click Capitalization Limits.	Access the Capitalization Limits page to set up cost limit codes by currency as necessary.
Asset Classes	Click Asset Controls on the Asset Definitions Center page; then click Asset Classes.	Access the Asset Classes page to define asset classes.
Categories	Click Asset Controls on the Asset Definitions Center page; then click Categories.	Access the Categories page to establish asset categories, which classify assets by type for accounting entry purposes.
Cost Types	Click Asset Controls on the Asset Definitions Center page; then click Cost Types.	Access the Cost Types page to define cost types.
Hazardous Codes	Click Asset Controls on the Asset Definitions Center page; then click Hazardous Codes.	Access the Hazardous Codes page to define hazardous-asset codes.
Retirement Basis Reduction	Click Asset Controls on the Asset Definitions Center page; then click Retirement Basis Reduction.	Access the Retirement Basis Reduction page to set up retirement basis reduction codes.
Depreciation Options	Click Depreciation Options on the Asset Definitions Center page.	Access the Depreciation Options folder to control and calculate depreciation.
Limits	Click Depreciation Options on the Asset Definitions Center page; then click Limits.	Access the Limits page to specify the maximum amount or percentage of depreciation that you can expense on your assets for each year of life.
Multi-Shift Codes	Click Depreciation Options on the Asset Definitions Center page; then click Multi-Shift Codes.	Access the Multi-Shift Codes page to enter rates by which depreciation should be increased based on the number of production shifts an asset is used.
Rate - User Defined	Click Depreciation Options on the Asset Definitions Center page; then click Rate - User Defined.	Access the Rate-User Defined page to establish rates by useful life.
Units of Production	Click Depreciation Options on the Asset Definitions Center page; then click Units of Production.	Access the Units of Production page to set up units of production depreciation method definitions.
Terms Definition	Click Depreciation Options on the Asset Definitions Center page; then click Terms Definition.	Access the Terms Definition page to enter terms to be applied to depreciation in a global environment. Terms stored here can be selected when you are specifying depreciation methods and have enabled global options. These terms are used to alter depreciation calculations so that they comply with specific country requirements.
Schedules	Click Depreciation Options on the Asset Definition Center page; then click Schedules.	Access the Schedules page to define asset depreciation schedules.
Period Allocation	Click Depreciation Options on the Asset Definitions Center page; then click Period Allocation.	Access the Period Allocation page to create depreciation expense allocation tables.
Residual Rate Definition	Click Depreciation Options on the Asset Definition Center page; then click Residual Rate Definition .	Access the Residual Rate Definition page to define residual tax rates.
Location/Ownership	Click Location/Ownership on the Asset Definitions Center page.	Access the Location/Ownership folder to define asset location and ownership tables.
Area Definition	Click Location/Ownership on the Asset Definitions Center page; then click Area Definition.	Access the Area Definition page to define asset areas.
Location Definition	Click Location/Ownership on the Asset Definitions Center page; then click Location Definition.	Access the Location Definition page to define locations.
Asset Owner	Click Location/Ownership on the Asset Definitions Center page; then click Define Asset Owners.	Access the Asset Owner page to define role-based asset owners and assign assets to the owner.
Assign Owners to Operators	Click Location/Ownership on the Asset Definitions Center page; then click Assign Owners to Operators.	Access the Assign Owners to Operators page to assign operators to owners.
Tax Information	Click Tax Information on the Asset Definitions Center page.	Access the Tax Information folder to define tax controls and identification.
Business Tax by Location	Click Tax Information on the Asset Definitions Center page; then click Business Tax by Location.	Access the Business Tax by Location page to enter and store tax rates by location.
Asset Block	Click Tax Information on the Asset Definitions Center page; then click Asset Block.	Access the Asset Block page to define assets blocks. This is equivalent to the tax block for India.
Classes	Click Tax Information on the Asset Definitions Center page; then click Classes.	Access the Classes page to set up or review tax classes.
Thresholds-VAT	Click Tax Information on the Asset Definitions Center page; then click Thresholds-VAT.	Access the Thresholds-VAT page to define and store thresholds for a number of adjustment periods.
Credits	Click Tax Information on the Asset Definitions Center page; then click Credits.	Access the Credits page to set up tax credit tables or modify existing tables.
Credit Status	Click Tax Information on the Asset Definitions Center page; then click Credit Status.	Access the Credit Status page to set status for tax credits by country.
Owner Information Defn. - JPN	Click Tax Information on the Asset Definitions Center page; then click Owner Information Defn. - JPN.	Access the Owner Information Defn. - JPN page to set up owner information for taxation.
Qualified Investments	Click Tax Information on the Asset Definitions Center page; then click Qualified Investments.	Access the Qualified Investments page to add or modify qualified investment codes.
Entity	Click Tax Information on the Asset Definitions Center page; then click Tax Entity Definition.	Access the Entity page to define the tax reporting entity.
Return Information Defn. - JPN	Click Tax Information on the Asset Definition Center page; then click Return Information Defn. - JPN.	Access the Return Information Defn. - JPN page to define tax return information for Japan.
Financing Information	Click Financing Information on the Asset Definitions Center page.	Access the Financing Information folder to load finance codes and lease payment schedules.
Capital Acquisition Plan Types	Click Financing Information on the Asset Definitions Center page; then click Capital Acquisition Plan Types.	Access the Capital Acquisition Plan (C.A.P.) Types page to set up C.A.P. types.
FERC Code	Click Financing Information on the Asset Definitions Center page; then click FERC Code.	Access the FERC Code page to define FERC codes.
Transaction Codes	Click Financing Information on the Asset Definitions Center page; then click Transaction Codes.	Access the Transaction Codes page to review or modify the transaction codes.
Financing Codes	Click Financing Information on the Asset Definitions Center page; then click Financing Codes.	Access the Financing Codes page to define financing codes to help you analyze your debit and credit relationships for capital-intensive and government projects.
Payment Schedules	Click Financing Information on the Asset Definitions Center page; then click Payment Schedules.	Access the Payment Schedules page to add or modify lease payment schedules.
Profiles	Click Profiles on the Asset Definitions Center page.	Access the Profiles folder to establish Asset Management system controls.
Asset Profiles	Click Profiles on the Asset Definitions Center page; then click Asset Profiles.	Access the Asset Profiles component to define asset profiles and their depreciation, tax and child asset inheritance options by book.
Profile Changes in Mass	Click Profiles on the Asset Definitions Center page; then click Profile Changes in Mass.	Access the Profile Changes in Mass page to copy an asset profile from one set ID to another, or to update a profile by changing some of its attributes.
Accounting Entry Templates	Click Accounting Entry Templates on the Asset Definitions Center page.	Access the Accounting Entry Templates folder to define the Accounting Entry Templates.
Accounting Entry Template IDs	Click Accounting Entry Templates on the Asset Definitions Center page; then click Accounting Entry Template IDs	Access the Accounting Entry Template IDs page to create a template ID with options for depreciation features and distribution methods.
Accounting Entry Templates	Click Accounting Entry Templates on the Asset Definitions Center page; then click Accounting Entry Templates.	Access the Accounting Entry Templates page to add or modify accounting entry templates.
Accounting Templates in Mass	Click Accounting Entry Templates on the Asset Definitions Center page; then click Accounting Templates in Mass.	Access the Accounting Templates in Mass page to create one or multiple accounting entry templates for journal templates, cost types, trans codes, and retirement disposal codes in a single process.
ChartField Mapping Template	Click Accounting Entry Templates on the Asset Definition Center page; then click ChartField Mapping Template.	Access the ChartField Mapping Template page to define ChartField mapping templates.
Book Code Distribution Group	Click Accounting Entry Templates on the Asset Definition Center page; then click Book Code Distribution Group.	Access the Book Code Distribution Group page to define book code distribution groups for accounting entries.
Acct Template Book Code Update	Click Accounting Entry Templates on the Asset Definition Center page; then click Acct Template Book Code Update.	Access the Acct Template Book Code Update page to update accounting template for book codes.
Depreciation Allocation	Click Depreciation Allocation on the Asset Definitions Center page.	Access the Depreciation Allocation folder to define allocation parameters.
Allocation Basis Definition	Click Depreciation Allocation on the Asset Definitions Center page; then click Allocation Basis Definition.	Access the Allocation Basis Definition page to define the allocation basis.
Joint Venture Allocation	Click Depreciation Allocation on the Asset Definitions Center page; then click Joint Venture Allocation.	Access the Joint Venture Allocation page to define the percentage of asset ownership allocated to each joint venture participant.
Transaction Groups	Click Depreciation Allocation on the Asset Definitions Center page; then click Transaction Groups.	Access the Transaction Groups page to set up transaction groups for purposes of allocating depreciation.
Maintenance Information	Click Maintenance Information on the Asset Definitions Center page.	Access the Maintenance Information folder to define asset maintenance controls and parameters.
Criticality Codes	Click Maintenance Information on the Asset Definitions Center page; then click Criticality Codes.	Access the Criticality Codes page to establish criticality codes and assign a description to them.
Agencies	Click Maintenance Information on the Asset Definitions Center page; then click Agencies.	Access the Agencies page to create agency codes. Keep track of an asset's registration and licenses by using the information set up in Agency tables.
Indexes	Click Maintenance Information on the Asset Definitions Center page; then click Indexes.	Access the Indexes page to set up an index, and subindex.
Insurance Types	Click Maintenance Information on the Asset Definitions Center page; then click Insurance Types.	Access the Insurance Types page to enter different types of insurance, such as liability for automobiles or property.
Maintenance Types	Click Maintenance Information on the Asset Definitions Center page; then click Maintenance Types.	Access the Maintenance Types page to define asset maintenance controls and parameters.
Equipment Parts List	Click Maintenance Information on the Asset Definition Center page; then click Equipment Parts List.	Access the Equipment Parts List page to define equipment parts lists to associate to assets.
Standard Warranties	Click Maintenance Information on the Asset Definition Center page; then click Standard Warranties.	Access the Standard Warranties page to define standard warranties to be associated to assets.
Warranty Templates	Click Maintenance Information on the Asset Definition Center page; then click Warranty Templates.	Access the Warranty Templates page to define warranty templates to be associated with multiple assets at one time.
Meter Type Definition	Click Maintenance Information on the Asset Definition Center page; then click Meter Types.	Access the Meter Type Definition page to define meter types for asset meters.
Depreciation Methods	Click Depreciation Methods on the Asset Definitions Center page.	Access the Depreciation Methods folder to enter and maintain User Defined depreciation methods.
User Defined Variables	Click Depreciation Methods on the Asset Definitions Center page; then click User Defined Variables.	Access the User Defined Variables page to define depreciation variables.
User Defined Methods	Click Depreciation Methods on the Asset Definitions Center page; then click User Defined Methods.	Access the User Defined Methods page to define user-defined depreciation methods.
Rate-User Defined	Click Depreciation Methods on the Asset Definitions Center page; then click Rate-User Defined.	Access the Rate-User Defined page to define depreciation rates.
User Defined Methods-Copy	Click Depreciation Methods on the Asset Definitions Center page; then click User Defined Methods-Copy.	Access the User Defined Methods-Copy page to copy user defined depreciation methods.
Generate User Defined Methods	Click Depreciation Methods on the Asset Definitions Center page; then click Generate User Defined Methods.	Access the Generate User Defined Methods to create a user defined depreciation method.

See Getting Started with PeopleSoft Enterprise Asset Lifecycle Management Fundamentals.

See Establishing PeopleSoft Asset Management Business Units.

See Establishing Asset Processing.

See Setting Up Depreciation Processing.

See Setting Up Accounting Entry and Financial Processing for PeopleSoft Asset Management.

See Setting Up Tax Processing and Tax Reporting.