This chapter provides an overview of PeopleSoft Enterprise Asset Management and discusses:
PeopleSoft Asset Management business processes.
PeopleSoft Asset Management integration touchpoints.
Implementing PeopleSoft Asset Management.
ChartField security for PeopleSoft Asset Management.
This PeopleBook discusses the following functionality and business processes:
Navigating in PeopleSoft Asset Management.
Implementing PeopleSoft Asset Management.
Converting to PeopleSoft Asset Management.
Adding and maintaining assets.
Working with asset budgeting.
Working with leased assets.
Adjusting, transferring and evaluating assets.
Managing asset maintenance, warranties, repairs, and insurance.
Using group asset processing.
Using composite asset processing.
Performing asset physical inventory.
Working with joint venture assets.
Processing depreciation.
Using user-defined depreciation.
Reviewing depreciation calculation results.
Allocating depreciation expenses.
Creating asset accounting entries.
Retiring assets.
Processing asset mass changes.
Using PeopleSoft Asset Management reporting options.
Using self-service web components.
Using global features for asset management.
Archiving asset information.
Understanding depreciation calculations.
Understanding the Loader Table Data Dictionary.
PeopleSoft Asset Management reports.
The following graphic lists the PeopleSoft Asset Management business processes:
We cover these business processes in the business process chapters in this PeopleBook.
PeopleSoft Asset Management Business Processes
Asset Management is the core product of the PeopleSoft Enterprise Asset Lifecycle Management suite, which also includes:
PeopleSoft Enterprise IT Asset Management
PeopleSoft Enterprise Maintenance Management
PeopleSoft Enterprise Real Estate Management
To use PeopleSoft Asset Management to full advantage, it is also important to understand the points of integration between PeopleSoft Asset Management and the other PeopleSoft applications that you have purchased, such as:
PeopleSoft Enterprise General Ledger.
PeopleSoft Enterprise Billing.
PeopleSoft Enterprise Budgeting.
PeopleSoft Enterprise Purchasing.
PeopleSoft Enterprise Project Costing.
PeopleSoft Enterprise Payables.
PeopleSoft Enterprise Strategic Sourcing.
Third-party applications for computer-aided facilities management, tax provider systems applications.
Because applications share information, you must plan to work closely with the implementation teams that install other PeopleSoft applications to ensure that PeopleSoft provides the full functionality and efficiency that your company requires.
We discuss integration considerations in the implementation chapters in this PeopleBook. Supplemental information about third-party application integrations is on the PeopleSoft Customer Connection web site:
PeopleSoft Asset Management integrates with these PeopleSoft applications:
PeopleSoft Asset Management integration with other products
PeopleSoft ChartField security provides a flexible, rule-based approach to administer security at a data level. ChartField security is supported in PeopleSoft Asset Management and across other PeopleSoft Financials and Supply Chain Management (FSCM) applications. The ChartField security feature prevents unauthorized employees and contractors from viewing and editing sensitive financial data by restricting access to data stored with specific ChartField values.
The primary features for ChartField security are:
Enforce security rules by user, role, or permission list.
Enable ChartField security for all products or selectively by product.
Enable or disable ChartField security selectively by component.
Define rules to accommodate end-user areas of responsibility.
Refine access rules by product feature or component.
Support super user access to minimize setup
Define components as exceptions to override security rules.
See Securing ChartFields, Securing ChartFields for PeopleSoft Enterprise Asset Management.
PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.
PeopleSoft Financials also provides component interfaces to help you load data from your existing system into PeopleSoft tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.
Component |
Component Interface |
Reference |
Agencies (AGENCY_DEFN) |
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Define AM Allocation Basis (ALLOC_BASIS_GRP) |
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Area Definition (AM_AREA_TBL) |
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Define Criticality Code (AM_CRIT_LEVEL) |
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Asset Indexes (AM_INDEX_TBL) |
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AM Location Definition (AM_LOCATION) |
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Asset Owners (AM_OWNER_COMP) |
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Asset Owner Operators (AM_OWNER_OPR_COMP) |
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Accounting Entry Template IDs (AMAE_TMPL_ID_PNL |
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Asset Class (ASSET_CLASS) |
ASSET_CLASS_CI |
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Asset Hazardous Code (ASSET_FSC_DFN) |
ASSET_FSC_DEFN_CI |
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Bus Tax Rate for Asset/Location (ASSET_LOC_RATE) |
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Asset Thresholds (ASSET_THRESHOLDS) |
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Define Asset Management Books (BOOK_DEFN1) |
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BU Aggregate R&D Expenditure ( BU_AGG_RD) |
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Asset Management Business Unit (BU_DEFN) |
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Capital Acquisition Plan Type (CAP_TYPE) |
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Asset Category (CATEGORY_DEFN) |
CATEGORY_DEFN_CI |
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Depr Convention Builder (CONV_BLDR_PNLG) |
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Copy All Depr Conventions (CONV_COPY_ALL_COMP) |
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Copy Depreciation Conventions (CONV_COPY_PNLG) |
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Cost Types (COST_TYPE_DEFN) |
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Capitalization Limits Codes (DEPR_CAP_LIMIT) |
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Capitalization Thresholds (CAP_THR_DEFN) |
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Combination Editing Options (AM_CEDT_SSRC) |
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Depreciation Conventions (DEPR_CONVENTION) |
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Depreciation Limits (DEPR_LIMIT_DEFN) |
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Depreciation Schedules (DEPR_SCHEDULE_DEFN) |
DEPR_SCHEDULE_DEFN_CI |
|
Depreciation Terms Definition (DEPR_TERMS_DEFN) |
DEPR_TERMS_DEFN_CI |
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Accounting Entry Templates (DIST_TEMPLATE_DEFN) |
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Fair Value Valuation Methods (AM_FV_METHOD_DEFN) |
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Fair Value Groups (AM_FV_GROUP_DEFN) |
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Fair Value Templates (AM_FV_TEMPLAT_DEFN) |
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FERC Code Definition (FERC_CD_DEFN) |
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Financing Codes (FINANCE_CD) |
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Insurance Types (INSURANCE_TYPE) |
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Inter Unit Transfer Definition (IU_TRF_DEFN_TBL) |
IU_TRF_DEFN_TBL_CI |
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Joint Venture BU Allocations (JV_BUS_ALLOC) |
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Define Maintenance Types (MAINT_TYPE_DEFN) |
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Multi-Shift Definition ( MULTI_SHIFT_DEFN) |
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Owner Information (OWNER_INFO_DEFN) |
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Physical Inventory Scheduling (PI_SCHEDULE ) |
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Physical Inventory Sys Setup (PI_SYSTEM_SETUP) |
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Define Asset Profiles (PROFILE) |
PROFILE_CI |
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Lease Schedule (PYMNT_SCHED_TBL) |
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Qualified Investments (QIV) |
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Return Information (RETURN_INFO_DEFN) |
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Define Report Drilldown (RPT_DRILL_FLD_G) |
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Book Class Security (SEC_BUBOOK_CLS) |
See Securing Your System. |
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Book Operator Security (SEC_BUBOOK_OPR) |
See Securing Your System. |
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Asset Tax Classes (TAX_CLASS_DEFN) |
See (CAN, IND, and USA) Defining and Maintaining Tax Classes. |
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Tax Credit Status (TAX_CR_STATUS) |
See Defining Tax Credits. |
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Tax Credits (TAX_CREDITS) |
See Defining Tax Credits. |
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Retirement Basis Reduction (TRAN_EXCLUDE_TBL) |
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Transaction Groups (TRANS_PNL_GRP) |
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Define Transaction Codes (TRANSACTION_CODE) |
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User Defined Depreciation Rate (UD_DEPR_RATE) |
UD_DEPR_RATE_CI |
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User Defined Methods (UD_METHOD) |
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User Defined Methods - Copy (UD_METHOD_COPY) |
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User Defined Variables (UD_VARIABLE_DEFN) |
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Define Units of Production (UOP_DEFN) |
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Account (GL_ACCOUNT) |
ACCOUNT_CF |
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Alternate Account (ALTACCT) |
ALTACCT_CF |
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Operating Unit (OPERATING_UNIT) |
OPER_UNIT_CF |
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Department (DEPARTMENT) |
DEPT_CF |
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Project ID (PROJECT) |
PROJECT_CF |
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Product (PRODUCT) |
PRODUCT_CF |
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Fund Code (FUND_DEFINITION) |
FUND_CF |
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Chartfield 1 (CHARTFIELD1) |
CHARTFIELD1 |
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Chartfield 2 (CHARTFIELD2) |
CHARTFIELD2 |
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Chartfield 3 (CHARTFIELD3) |
CHARTFIELD3 |
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InterUnit Template (IU_INTER_TMPLT) |
IU_INTER_TMPLT |
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IntraUnit Template (IU_INTRA_TMPLT) |
IU_INTRA_TMPLT |
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InterUnit Pair Maintenance (IU_INTER_PR_BASIC) |
IU_INTER_PR_BASIC |
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Market Rates (RT_RATE_PNL) |
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Market Rate Definition (MARKET_RATE_DEF) |
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Currency Quotation Method (CURR_QUOTE_PNL) |
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Ledgers for a Unit (BUSINESS_UNIT_LED) |
EM_BUS_UNIT_LED |
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Value Added Tax Code (TAX_CODE_VAT) |
TAX_CODE_VAT |
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VAT Accounts by Business Unit (TAX_BU_CODE_VAT) |
TAX_BU_CODE_VAT |
See (Optional) Defining VAT Accounts by General Ledger Business Unit. |
VAT Entity (VAT_ENTITY_ID) |
VAT_ENTITY_ID |
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Vat Defaults CI Component (VAT_DEF_CI) |
VAT_DEF_CI |
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Customer Group Table (CUST_GROUP_TBL) |
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Contact Info (CONTACT_INFO) |
See Maintaining Contacts. |
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General Information (CUSTOMER_GENERAL) |
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User Preferences (OPR_DEFAULT) |
OPR_DEFAULT_FIN |
Other Sources of Information
In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources is in the preface of PeopleTools PeopleBooks: PeopleBooks and the PeopleSoft Online Library with information on where to find the most up-to-date version of each.
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Setup Manager
Enterprise PeopleTools PeopleBook: PeopleSoft Component Interfaces
About These PeopleBooks