Oracle Asset Tracking Flows

This chapter covers the following topics:

• Oracle Asset Tracking Overview
• Oracle Asset Tracking Attributes
• Deployment Transactions on Item Instances
• Creation of Fixed Asset for a Depreciable Serial Control Item through PO Receipt
• Creation of Fixed Asset for a Normal Nonserial Control Item through PO Receipt

Oracle Asset Tracking Overview

Oracle Asset Tracking is an asset lifecycle management application that provides tracking, visibility and control of dispersed assets for capital-intensive companies. Oracle Asset Tracking maximizes asset utilization and return on investment by automatically synchronizing the operational and physical events of assets with financial updates in Oracle Assets.

Oracle Asset Tracking Attributes

This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Asset Tracking flows. Flow specific requirements are documented along with each flow in the subsequent sections.

Prerequisites

None.

Profile Options

The following profile option must be set:

Profile Option Name	Profile Option Value	Level
CSE: FA Book Type Code	(A user defined value)	Site

Predefined Data

The following predefined data must be used:

Window Name	Field Name	Field Value
User	User Name	operations
User	password	welcome
Responsibility	Responsibility Name	Manufacturing and Distribution Manager Asset Tracking Super User

Setup Data

The following data must be set up:

Window Name	Field Name	Field Value
Organization	Organization	V1 – Vision Operations
Organization	Inventory Organization	M1 – Seattle Manufacturing
Install Base Parameters	Party Name	Vision Corporation
Subinventory	Subinventory	(A user defined value wherein Assets check box must be enabled)

Deployment Transactions on Item Instances

The purpose of asset deployment, a feature in Oracle Asset Tracking, is to signal the completion of operational tasks, update item statuses in Oracle Install Base, and initiate asset creation and update processes in Oracle Projects and Oracle Assets.

The Deployment Transactions on Item Instances flow demonstrates the following deployment transactions that can be performed on an item instance.

• Install: A user can install material issued to the project at a specific location

• Move: A user can move an item instance from one location to another

• Project Transfer: A user can transfer an item instance from one project to another

• Put Into Service: A user can put an item in service if it is still in a project, installed, or out of service

• Retirement: A user can retire an item instance operationally

• Take Out Of Service: A user can take an item instance out of service

• Uninstall: A user can uninstall an asset if the operational status is Installed

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Deployment Transactions on Item Instances flow.

Technical Name

Deployment_Transaction_Move_TakeOutOfService_UnInstall

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

The following data must be set up:

Window Name	Field Name	Field Value
Create Item	Item Template	Purchased Item

Page Name	Field Name	Field Value
Create Instance	Create Instance	(An instance with status as Created)

Creation of Fixed Asset for a Depreciable Serial Control Item through PO Receipt

This flow demonstrates creation of fixed asset for a depreciable serial control item when the purchase order is received into inventory.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Creation of Fixed Asset for a Depreciable Serial Control Item through PO Receipt flow.

Technical Name

Depreciable_Serial_Item_Asset_Creation_PO_Reciept

Prerequisites

The following are the prerequisites for executing this flow:

• FA book is created in the current period

• The periods for Oracle Inventory, PO, Oracle General Ledger, and Oracle Payables are open

• An active supplier is available for raising a PO

Profile Options

The following profile option must be set:

Profile Option Name	Profile Option Value	Level
CSE: FA Book Type Code	(A user defined value)	Site

Predefined Data

The following predefined data must be used:

Concurrent Request Name	Parameter Name	Parameter Value
Create Accounting - Cost Management	Ledger	Vision Operations(USA)
Create Assets Interface Inventory Transaction to Oracle Assets	Item and Inventory Organization	(Item and organization used in the flow )
FA Book	FA Book	(A valid book)

Setup Data

The following data must be set up:

Concurrent Request Name	Parameter Name	Parameter Value
Create Item	Item Template	(Use Purchased Item template Inventory Attribute - must be serial control item (At Receipt) Costing Attribute – Costing Enabled, Inventory Asset Value, and Include in Rollup fields must be enabled Purchasing Attribute – Enter List Price, Asset Category and Unit of Issue Invoicing Attribute – Invoiceable Item and Invoice Enabled Service Attribute – Enable Track in Install Base and Create FA fields OM Attribute – Customer Ordered, Customer Orders Enabled and/or Shippable OE Transactable Enter the cost from Item Cost form Assign the item to a desired organization and also enter the item cost for that organization.)

Creation of Fixed Asset for a Normal Nonserial Control Item through PO Receipt

This flow demonstrates the creation of fixed asset for a normal, nonserial control item when the purchase order is received into the inventory.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Creation of Fixed Asset for a Normal Nonserial Control Item through PO Receipt flow.

Technical Name

Normal_NSRL_Item_Asset_Generation_PO_Reciept

Prerequisites

The following are the prerequisites for executing this flow:

• FA book is created in the current period

• The periods for Oracle Inventory, PO, Oracle General Ledger, and Oracle Payables are open

• An active supplier is available for raising a PO

Profile Options

The following profile option must be set:

Profile Option Name	Profile Option Value	Level
CSE: FA Book Type Code	(A user defined value)	Site

Predefined Data

The following predefined data must be used:

Concurrent Request Name	Parameter Name	Parameter Value
Create Accounting - Cost Management	Ledger	Vision Operations(USA)
Create Assets Interface Inventory Transaction to Oracle Assets	Item and Inventory Organization	(Item and organization used in the flow )
FA Book	FA Book	(A valid book)

Setup Data

The following data must be set up:

Concurrent Request Name	Parameter Name	Parameter Value
Create Item	Item Template	(Use Purchased Item template Inventory Attribute - must be serial control item (At Receipt) Costing Attribute – Costing Enabled, Inventory Asset Value, and Include in Rollup fields must be enabled Purchasing Attribute – Enter List Price, Asset Category and Unit of Issue Invoicing Attribute – Invoiceable Item and Invoice Enabled Service Attribute – Enable Track in Install Base and Create FA fields OM Attribute – Customer Ordered, Customer Orders Enabled and/or Shippable OE Transactable Enter the cost from Item Cost form Assign the item to a desired organization and also enter the item cost for that organization.)