PeopleSoft Enterprise IT Asset Management 9.1 PeopleBook

Setting Up PeopleSoft IT Asset Management Application Settings

This chapter provides an overview of PeopleSoft IT Asset Management application settings and discusses how to:

Set up rule attributes.
Set up user-defined fields.
Set up financial impact analysis (optional).
Set up business rules.
Set up inventory age.

Understanding PeopleSoft IT Asset Management Application Settings

PeopleSoft IT Asset Management application settings establish the basis for reconciling assets stored in your database with assets discovered by the third-party software. Set up rule attributes to represent the characteristics of a record field name within the PeopleSoft database and use the attributes to specify the criteria for defining business rules. In addition, three user-defined fields enable you to reconcile additional attributes from the third-party system. Business rules enable you to establish instructions and definitions for reconciling IT assets stored within your database and the IT assets discovered in the third-party database. Inventory age enables you to define the period to check if the IT asset is being engaged.

Setting Up Rule Attributes

To define rules attributes, use the Rule Attributes component (IT_RULE_ATTR)

This section provides an overview of rule attributes and discusses how to set up rule attributes.

Understanding Rule Attributes

Rule Attributes are used in creating business rules. Business rules within PeopleSoft IT Asset Management are the fundamental tests that determine whether assets need attention, either in the system or in the field. Rule attributes define the detailed data of the tests and associate a business rule with a specified field within a specified record in the PeopleSoft database. Business rules must employ at least one rule attribute and may employ more than one.

For example, to set up an attribute called Serial_ID (data that is stored in the Asset Repository):

Select Asset from the Record field.
Select the Field Name of Serial_ID.
The rule attribute called Serial_ID now represents a detail value from the database - the asset's serial number.
Set up a business rule based on the rule attribute, Serial_ID, that evaluates the data in that field for every asset that invokes that business rule.

See Setting Up Business Rules.

Attributes must be selected from these records only:

ASSET
ASSET_CUSTODIAN
ASSET_LOCATION
IT_HRDWR_CACHE – 3rd Party IT Asset Repository

Warning! Record names are restricted to the list provided with PeopleSoft software. Any additions or changes to the delivered tables are considered a customization and must be tested thoroughly before deploying into the production environment.

Common Metasql Constructs

Terms such as today's date are not defined as rule attributes. Use metasql constructs for commonly used terms.

Page Used to Set Up Rule Attributes

Page Name	Definition Name	Navigation	Usage
Rule Attributes	IT_RULE_ATTR	Set Up Financials/Supply Chain, Product Related, IT Asset Management, Rule Attributes	Define rule attributes to be used when establishing business rules.

Setting Up Rule Attributes

Access the Rule Attributes page (Set Up Financials/Supply Chain, Product Related, IT Asset Management, Rule Attributes).

Attribute ID

Enter the unique system identifier for the ID.

Description

Enter the description for the attribute being defined.

Note. This description appears as an attribute and not the attribute ID.

Record

Select a record from the list. The list of records available for defining rule attributes are: ASSET, ASSET_CUSTODIAN, ASSET_LOCATION, and IT_HRDWR_CACHE.

Field Name

Select a field from the list. Values vary depending on the record that you selected.

Note. The Record field and Field Name field have a parent-child relationship. The field names vary depending on record selection.

System Maintained

This is a display-only field. ITAM delivers the SOFTWARE attribute that cannot be modified; in that case, theSystem Maintained check box displays as selected.

Setting Up User-Defined Fields

To create user defined fields, access the User-Defined Fields component (IT_UDFIELDS).

This section provides an overview and discusses how to set up user-defined fields.

Understanding User-Defined Fields

PeopleSoft IT Asset Management provides three user-defined fields that enable you to reconcile additional attributes from the third-party system that are not delivered with the PeopleSoft software. These fields, upon activation, appear on the General Information page. They appear on the manage exceptions list once they are active and have an attribute and rule associated with them. These fields also appear on the Asset and IT_HRDWR_CACHE (table loaded from a third party).

To Change User-Defined Fields

You may decide to stop tracking one attribute and start tracking another. To change user-defined attributes:

Inactivate the field in PeopleSoft IT Asset Management.
Manually replace all the values in IT_HRDWR_CACHE and PS_ASSET tables to ' ' .

You should use a SQL tool to do this.
Customize the third-party application to send the new attribute instead of the old attribute.

This replaces the data in IT_HRDWR_CACHE. Refer to the third-party documentation for details.
Run the integration between PeopleSoft and the third-party system. Run Asset Compare.

Page Used to Set Up User-Defined Fields

Page Name	Definition Name	Navigation	Usage
User-Defined Fields	IT_UDFIELDS	Set Up Financials/Supply Chain, Product Related, IT Asset Management, User-Defined Fields	Define user-defined fields to reconcile IT assets.

Setting Up User-Defined Fields

Access the User Defined Fields page (Set Up Financials/Supply Chain, Product Related, IT Asset Management, User-Defined Fields).

Field Name

Displays a list of all delivered user-defined fields.

Status

Select Active or Inactive.

Type

Specify the type of data for the field. Values are Character or Numeric.

Short Name and Long Name

Enter the short and long name for the user defined fields. The names appear as a label name and the fields are required.

Note. If you do not enter a short name, the system supplies the system name for this field.

Setting Up Financial Impact Analysis

This section provides an overview of financial impact analysis and how to:

Enable financial impact analysis.
Set up workflow for financial impact analysis.
Report financial impact.

Understanding Financial Impact Analysis (FIA)

Financial Impact Analysis (FIA) is an optional feature that you can enable in order to track the financial impact of asset discrepancies between physical inventory and Asset Repository data. PeopleSoft IT Asset Management (ITAM) combines IT and financial asset management processes into a single repository already embedded in your organizational business processes of procurement, payables, help desk and financial reporting. Financial Impact enables the financial presentation of the fusion of technical and financial asset management policies into a centralized application, ensuring that not only the CFO and the CIO have a single source of aggregate information but also provides for the management of financial lists that can be tailored to financial asset managers for an immediate look at the impact of pending transactions.

Key components of ITAM are asset reconciliation of exceptions and the presentation of assets that are no longer reporting to the system. Because IT assets are perpetually inventoried, you can utilize the asset reconciliation process to identify book versus physical discrepancies as well as identify assets that are no longer reporting. The FIA feature delivers relevant financial information about those discrepancies that require retirements. With this functionality, ITAM provides a useful tool for immediate disclosure of material changes to financial conditions.

ITAM provides timely visibility into the potential financial impact of transactions that require a retirement as those transactions are routed to Finance. This ensures that the Finance department can immediately react to any material differences, both from an update to the financial records as well as from a forecast and external reporting perspective. This is accomplished through workflow notifications to key financial personnel and through financial data provided within inquiries and portal pagelets. The financial calculation can be presented in an aggregate or for a selected number of assets.

When you enable Financial Impact Analysis, the financial impact of discrepancies reported includes:

Original cost of the asset.
Net Book Value (NBV) of the asset.
Fair Value (FV) of the asset.

In addition to providing value to the Finance user, having the financial impact information available as an optional display in the Inventory Exceptions and Assets Not Reporting pagelets, for example, will provide the ITAM user with a data point that will enable them to quickly ascertain the materiality of the retirements needed, thereby helping to prioritize which issues to resolve first.

Enabling Financial Impact Analysis

To enable Financial Impact Analysis:

Select the Financial Impact check box on the Installation Options - Asset Management page.

See Defining Asset Management Installation Options.
Select the Financial Impact options within User Preferences - IT Asset Management to display financial data for users that are secured for access to the data. Select to Show Net Book Value, Show Cost, and Show Fair Market Value.

See Defining IT Asset Management User Preferences.
Select the Financial Impact check box from the Business Rule page to display financial data within Manage Exceptions.

See Setting Up Business Rules.

Setting Up Workflow for Financial Impact Analysis

You can send messages to the financial asset managers to alert them about transactions that have financial impact that need to be retired. The messages are stored in the Message Catalog and are context-driven. When in the Manage Exceptions page, the Manage Exceptions message is chosen, along with the role specified in the associated Route to Finance action. When in the Assets Not Reporting page, the Assets Not Reporting message is chosen, along with the role specified in the associated Route to Finance action

See Managing Exceptions.

See Managing Assets Not Reporting.

See Delivered Workflows for PeopleSoft Enterprise IT Asset Management.

Reporting Financial Impact

From either the Inventory Exceptions or Assets Not Reporting pagelet, you can drill into the Manage Exceptions detail page or Assets Not Reporting detail, respectively. From these detail pages you display, filter, sort and select assets that appear as exceptions or assets not reporting in the comparison between Asset Repository Manager data and data from the field (third-party data).

For Manage Exceptions, identify assets that have financial impact and that are of current interest. You can save the list for a financial asset manager or act on the list from Manage Exceptions in the same manner as with FIA disabled. You can see immediate totals of the selected assets or you can progress to the Select Actions component that allows you to preview the scope of the route to finance action as well as the totals for the financial impact of the that action. This preview is a simple count of the assets against which you act, given the current settings. The count appears in the Scope column in the Select Actions component. Preview Scope allows you to review what is about to happen and compare it to what is expected. Once you are assured of your plan, you Submit Actions to route the transactions to the financial worklist. Alternatively, prior to selecting the actions, you can save and store a financial list or you can also modify an existing financial list.

The data content of the Inventory Exceptions pagelet and the Manage Exceptions page is determined by Business Rules. ITAM Business rules are the instructions and definitions that define and describe how an asset and its attributes in one database are similar or dissimilar to the same asset being described in another database. Business rules also specify the actions and processes to be invoked when comparisons fail. Only business rules that are enabled for Financial impact will be used when FIA is enabled.

From the Assets Not Reporting pagelet, you can drill into the Manage Assets Not Reporting page where the format is similar to Manage Exceptions, but does not use a separate Select Actions component. This feature continues to function in a manner consistent with Financial Impact disabled.

When you save a Financial List in either Manage Exceptions or Assets Not Reporting, the list simultaneously becomes available to the Financial List Inquiry search and detail pages. Review the Financial List Inquiry detail page for a more powerful and simpler look at financial impact.

Setting Up Business Rules

To define business rules, use the Business Rules component (IT_RULE_DEFN).

This section provides an overview of business rules and discusses how to:

Define business rules.
Define business rule subtypes
Add comments to business rules

Understanding Business Rules

Business rules enable you to establish instructions and definitions for reconciling IT assets stored within your database and the IT assets discovered in the third-party database. You set up the attributes and operators to reconcile IT assets and invoke processes to occur when a comparison of these IT assets fails.

You define business rules within a certain framework provided by the system. This framework is restricted to certain predefined attributes and operators. The attributes provide a simple way of representing record names and field names. For example, Repository Custodian is an attribute. Behind the scenes, this translates to the ASSET_CUSTODIAN.CUSTODIAN table and field name combination. The system also provides the capability to enter free-form SQL where clauses.

Once you have defined your business rules, the reconciliation process evaluates the IT assets in the third-party database and the PeopleSoft IT Asset Management database. If an exception occurs, an action is defined to handle the exception.

For example, if you establish a business rule criteria of Dept ID:ARM <> Dept ID:Disco and Business Unit:ARM = US001 and the action of Update ARM, Email Custodian, and route to the Role of Finance Dept, the system suggests the actions for IT assets in the ARM business unit US001. The actions include notifying the custodian with an email, explaining the difference, updating the ARM directly, and routing it to the Finance department to transfer the asset.

The rule only suggests the actions and does not execute them during the comparison process, unless the actions are set to execute.

Note. If no action is selected for a business rule, an error occurs.

Warning! Any additions or changes to business rules are considered a customization and must be tested thoroughly before deploying into the production environment.

System-Delivered Business Rules

PeopleSoft provides standard business rules as system data. If the rule is system maintained, you cannot change the Reconcile Attribute or the first rule in the rule set. The System Maintained check box is unavailable. You can add, delete, or change actions in the action set.

Note. Only the value Software is system maintained.

The Software business rule works in a different way from the other rules. The software rule can only be activated or deactivated in the business rules component. The SQL is not viewable and the logic is based on attributes that are defined in the software definition. All software rules are defined in Software Attributes.

If you choose not to use the business rule, change the status to Inactive.

PeopleSoft provides the following predefined business rules:

Note. The predefined business rules are not delivered to automatically execute the Action Set.

Rule ID	Rule Description	Action Set	Apply To
Business Unit	The business unit for the Serial ID of a discovered asset does not match the business unit in the asset repository.	Route to Finance	Route to Role applies to financial assets.
Dept ID	The custodian department ID for a discovered asset does not match the department ID in the asset repository.	Update custodian department ID. Route to Finance	Updates to the ARM can apply to both financial and nonfinancial assets. Route to Finance applies to financial assets.
Empl ID	The custodian employee ID for a discovered asset does not match the employee ID in the asset repository.	Update custodian in ARM. Email custodian. Email primary user.	All three action options apply to both financial or nonfinancial assets.
LOCATION	The location for a discovered asset does not match the location in the asset repository.	Update Asset Repository.	Update to the ARM can apply to both financial or nonfinancial assets.
MFG ID	The manufacturer's ID for a discovered asset does not match the manufacturer's ID in the asset repository.	Update Asset Repository.	Update to the ARM can apply to both financial or nonfinancial assets.
Model	The model number for a discovered asset does not match the model number in the asset repository.	Update Asset Repository.	Update to the ARM can apply to both financial or nonfinancial assets.
Serial ID-ARM	An asset appearing in the asset repository does not appear in the discovered assets.	Update serial ID in ARM. Retire asset. Move to inventory.	For this Reconcile Attribute, Serial_ID_ARM, this action can only apply to specific assets that have been manually modified. The application of this action for this attribute disregards the financial status of the asset. Retiring an asset from ITAM applies to only nonfinancial assets. Moving an asset to inventory can apply to both financial and nonfinancial assets.
Serial ID-Disco	A discovered asset does not appear in the asset repository.	Add asset. Route to Finance.	For the Reconcile Attribute Serial_ID_Disco, we have no information about the intended status of the asset. Since it has yet to be added to the Asset Repository, there is no financial status associated with the asset yet. For that reason the action applies to all assets for this attribute.
Software	Unauthorized software	Email custodian. Email custodian manager Email primary user.	All three actions apply to both financial and nonfinancial assets.

Pages Used to Set Up Business Rules

Page Name	Definition Name	Navigation	Usage
Business Rules – Definition	IT_RULE_DEFN	Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Definition	Define business rules for IT asset reconciliation.
Business Rules – Subtype	IT_RULE_STYPE	Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Subtype	Define the asset subtypes that map to the business rule.
Business Rules – Comments	IT_RULE_COMMENTS	Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Comments	Enter the reason or explanation for defining the business rule.

Defining Business Rules

Access the Business Rules - Definition page (Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Definition).

Note. Business rules and the comparison process only apply to IT hardware assets. This criteria is not included in every Business Rule; rather, it is hard-coded in the processing.

Rule ID	Enter the unique rule name or ID for this business rule.
Status	Set the status to Active or Inactive. Inactive rules are not processed by the reconciliation process. However, the Status field could be leveraged as a tool in a phased implementation approach. For instance, you could deploy Serial ID, model, and manufacturer matching in the first phase, and deploy other rules to target specific issues/problems.
Reconcile Attribute	Select the primary attribute for reconciliation from the list of valid values or one of the user-defined fields. Remember that the user-defined attributes must be defined first and the user defined fields must be activated prior to defining the user defined attribute.
	Click the View SQL button to view the SQL criteria created from the rule set.
Rule Sequence	The order in which the rules are compared.
System Maintained	This is a display-only field. PeopleSoft IT Asset Management provides rules that are fundamental to the business process. For example, the rule for software is defined as a system maintained rule. If the rule is system maintained, you cannot change the Reconcile Attribute or the rule set. However, you can configure actions and update the description of the rule.
Financial Impact	Select to display asset financial data in the pagelets. If this check box is deselected, the pagelets will not display financial data for this rule. This option is only visible when Financial Impact Analysis is enabled from the Installation Options - Asset Management page. Further, the check box becomes available for use when the business rule employs a Reconcile Attribute that matches discovery assets to the Asset Repository (ARM); specifically, only those rules that can identify assets that are not in the ARM. In such cases, the page displays: Found in System: Repository Only. Note. This check box is visible only when the Financial Impact option is selected from the Installation Options - Asset Management page. Note. When Financial Impact is selected, an action of Route to Finance should be included. If that action is not included, there are no available actions from which to select in Manage Exceptions when submitting actions for financial impact.
Trend Analysis	Select this check box to enable trend analysis tracking for the Manage Exceptions Over Time trend chart with respect to the business rule. See PeopleSoft Enterprise IT Asset Management 9.1 PeopleBook, Managing Exceptions, Viewing Manage Exceptions Trend.

Define Rule Set

Seq	Displays the system-assigned number that denotes the sequence in which that row of data was entered into the grid.
Attr1 Type	Select the value to define your rule set. Values are: Attribute: Select to define the attributes for the rule set. You populate the corresponding fields with specific values, which define the criteria for reconciliation of the IT assets. SQL: Select to create custom criteria for the rule set. Note. If you select SQL, the corresponding fields in the row are not available.
Attribute1	Select to define the rule set conditions. Attributes are user-friendly terms used in lieu of record names and field names.
Operator	Use in conjunction with Attributes to create your criteria. Valid values are: =, <>, >, >=, <, <=, Like, and Not Like.
Attr2 Type	Select the attribute type from the list. Values are: Attribute: Select to populate the corresponding Attribute2 field with additional criteria. Value: Select to populate the corresponding Value field with additional criteria.
Attribute2	Select the value to define the rule set conditions. Attributes are user-friendly terms used in lieu of record names and field names. Note. This field is dynamic and is available only if you selected Attribute from the Attr2 Type list.
Value	Enter a value to define the reconciliation rule set. The system reconciles by the value defined.
	Click the SQL button to enter the custom reconciliation criteria. Note. The icon only appears if you select SQL from Attr1 Type field. Warning! You must test the SQL statement before moving the rule to production.

Note. Special considerations for date evaluations: When using an attribute field that references a date or datetime field, that attribute can only be compared to another date, or datetime attribute. A value cannot be inserted for a date in the Value column. In order to use specific dates, use the SQL attribute.

Note. Special consideration for the Value field: Values entered are automatically changed to uppercase, causing an invalid rule for some attributes such as MODEL. This causes incorrect implementation of the Business Rule; therefore, Manage Exceptions will not show the desired result. To avoid this problem, modify the Business Rule by adding a SQL statement that contains the correct lower case or mixed case value or values. Save the rule and review the value to make sure the appropriate case is reflected properly.

Define Rule Action

Business rule sets establish the attributes and operators to reconcile IT assets; action sets suggest the processes to occur when a comparison of these IT assets fails. Additionally, the process can automatically process most actions. To enable this, select the execute switch on the action. If an IT asset is discovered based on the rule set, you establish a set of options for that rule set. Action sets can include notifying the asset manager that an IT asset needs to be updated with the correct custodian, adding the discovered asset to the asset repository, or sending an email asking the custodian to verify if the discovered IT asset is being used by someone else.

Note. The action is the focus of the business rule; applying the correct action to the appropriate assets dramatically reduces errors.

Option	Select one of the following values: Update ARM: Updates the asset repository. Add Asset: Adds the asset to the ARM. Retire Asset: Retires the asset if it is a nonfinancial asset. Move to Inventory: Moves the asset to inventory. This asset is now available for reuse. Email Custodian: Sends an email to the custodian. You can select the message in the message catalog that you wish to send. Email Manager: Sends an email to the manager. You can select the message in the message catalog that you wish to send. Email Primary User: Sends an email to the individual who is using the IT asset. You can select the message in the message catalog that you wish to send. Email Primary User Manager: Sends an email to the manager of the individual who is using the IT asset. You can select the message in the message catalog that you wish to send. Email Group Owner: Applies only to software. Emails the group owner of the authorization list of the software title. Route to Role: Select to route to a particular role. For example, to transfer an asset, select Route to Role for a transferable attribute. The discovered IT asset information is routed to the finance department to complete the transfer.
Execute	Select to enable automatic reconciliation of selected actions for a given business rule at reconciliation time, thus eliminating the need to review the related exceptions on an regular basis. Note. The Execute check box is disabled when the Reconcile Attribute is Serial_ID_ARM and the action Option is Update ARM. If an automatically-executed action ends in failure, it is available to be executed again. Otherwise, the action is not available from Manage Exceptions. Note. Actions such as Update ARM or Add Asset directly correct the exception, whereas actions such as Route to Role or the Email options do not directly correct the exception. The actual correction in these cases depends upon whether the recipient of the routing or email takes corrective action. However, regardless of the action, the exception is considered to be processed, even though the exception may not have actually been corrected as yet. When the Execute option is enabled, there is a slight possibility that an exception may not be reconciled, despite execution of the actions. In this rare instance, an exception may not be identified and fixed. It is considered best practice to periodically disable the Execute check box and review the exceptions that are generated by the comparison process.
Apply To	Select one of the following values to prevent illogical action selections and specify whether this action line applies to : Non-Financial assets. Financial assets. Both financial and nonfinancial assets. N/A indicates that the action does not apply to assets. Note. The available selections for Apply To are dynamically set based off of the action option that is selected: When selecting the action option of Retire Asset, the only available Apply To option is Non-Financial since you can only retire nonfinancial assets from ITAM. When selecting the action option of Route to Role, the only available Apply To option is Financial since additional financial information is needed in order to effectively retire the asset. The N/A option is the only Apply To option available when evaluating the financial status is not logical; for example, when adding an asset, we have no knowledge of what the future financial status of the asset could be.
Role Name	Select the role to receive the notification. When there is a financial impact on a transaction for a discovered IT asset such as: add asset, retire asset or move to inventory, the route to role becomes an option. This option routes the discovered IT asset information to the appropriate department for processing. Note. This field is dynamic and is only available when you choose Route to Role in the Options field.
Msg Set and Msg #	Select the message set and number that you wish to send when you select an email option. Note. The Message Set and Message Number are validated against the message catalog when the page is saved.
Description	Enter the description for the option. The description displays on the Confirm Actions page of the Manage Exceptions List.

Defining Business Rule Subtypes

Access the Business Rules - Subtype page (Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Subtype).

All Subtypes

Select to search for IT assets in all subtype categories. All Subtypes is the default setting for all business rules.

Note. If selected, the Subtype List grid will be hidden. Deselect the All Subtypes check box to define individual subtypes you wish to discover.

Subtype List

IT Subtype

Select the subtype for the business rule defined. The asset's subtype is the only attribute that is actively changed by the comparison process. Even though there is no rule to control the attribute, the attribute will be automatically updated whenever the subtype differs between the ARM and the third-party inventory database.

Adding Comments to Business Rules

Access the Business Rules - Comments page (Set Up Financials/Supply Chain, Product Related, IT Asset Management, Business Rules, Comments).

Enter comments you wish to capture for this business rule.

Setting Up Inventory Age

To set up inventory age, use the Inventory Age component (IT_TSPAN_DEFN).

This section provides an overview of inventory age and discusses how to:

Define inventory age.
Define subtypes for inventory age

Understanding Inventory Age

Inventory age enables you to define the period to check if the IT asset is being engaged. The third-party inventory system obtains periodic reports from computers connected to the host network. The period is likely to be one week, but may be a day or month or another time interval for which the data is obtained. Not all computers are connected to the network and some computers–like laptops– may only be connected on occasion, thus may not be reported in a timely manner.

Therefore, when the third-party system sends data, it includes the period in which the data was obtained. Administrators assign alerts when inventory data gets too old. Old inventory data may indicate a missing computer because that computer failed to report for the period specified. This function enables you to audit on reporting failures and prompt investigations.

You can define more than one inventory age for an asset, however you can only associate one inventory age to a user.

Pages Used to Set Up Inventory Age

Page Name	Definition Name	Navigation	Usage
Inventory Age	IT_TSPAN_DEFN_01	Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age	Define inventory age.
Sub Types	IT_TSPAN_DEFN_02	Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age, Sub Types	Define subtypes for the inventory age. Note. The system sends an error message if you have the same subtype defined in two or more inventory ages.

Page Name

Definition Name

Navigation

Usage

Inventory Age

IT_TSPAN_DEFN_01

Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age

Define inventory age.

Sub Types

IT_TSPAN_DEFN_02

Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age, Sub Types

Define subtypes for the inventory age.

Note. The system sends an error message if you have the same subtype defined in two or more inventory ages.

Defining Inventory Age

Access the Inventory Age page (Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age).

Inventory Age Seq (Inventory Age Sequence)

Displays the order of the Inventory Age criteria. The system uses a sequence number to make them unique.

Duration

Enter a numeric value to define the associated period.

You must enter duration in ascending order, such as 3 weeks, 6 weeks and 9 weeks.
This applies to all inventory age, not duration specifically. Check the error table for additional assets that may be reporting but are not showing up because of mapping errors.

Period

Select from the list of values. Values are: Days, Months, Weeks, and Years.

Defining Inventory Age Subtypes

Access the Inventory Age - Sub Types page (Set Up Financials/Supply Chain, Product Related , IT Asset Management, Inventory Age, Sub Types).

Subtype

Enter the subtype for the duration and period defined. Subtypes enable you to define specific IT asset types you wish to be reported. If you leave the subtype blank, then all subtypes will be reported.

If you select a subtype for a shorter duration, it is automatically included in the longer durations. If you have created a subtype with a shorter duration and you try and create the same subtype with a longer duration, you will get an error message.

Attribute ID	Enter the unique system identifier for the ID.
Description	Enter the description for the attribute being defined. Note. This description appears as an attribute and not the attribute ID.
Record	Select a record from the list. The list of records available for defining rule attributes are: ASSET, ASSET_CUSTODIAN, ASSET_LOCATION, and IT_HRDWR_CACHE.
Field Name	Select a field from the list. Values vary depending on the record that you selected. Note. The Record field and Field Name field have a parent-child relationship. The field names vary depending on record selection.
System Maintained	This is a display-only field. ITAM delivers the SOFTWARE attribute that cannot be modified; in that case, theSystem Maintained check box displays as selected.

Field Name	Displays a list of all delivered user-defined fields.
Status	Select Active or Inactive.
Type	Specify the type of data for the field. Values are Character or Numeric.
Short Name and Long Name	Enter the short and long name for the user defined fields. The names appear as a label name and the fields are required. Note. If you do not enter a short name, the system supplies the system name for this field.