PeopleSoft Asset Management 9.1 PeopleBook

Getting Started With PeopleSoft Asset Management

This chapter provides an overview of PeopleSoft Asset Management and discusses:

PeopleSoft Asset Management business processes.
PeopleSoft Asset Management integration touchpoints.
Implementing PeopleSoft Asset Management.
ChartField security for PeopleSoft Asset Management.

PeopleSoft Asset Management Overview

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.

PeopleSoft Asset Management Business Processes

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

PeopleSoft Asset Management Integration Touchpoints

Asset Management is the core product of the PeopleSoft Asset Lifecycle Management suite, which also includes:

PeopleSoft IT Asset Management
PeopleSoft Maintenance Management
PeopleSoft 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 General Ledger.
PeopleSoft Billing.
PeopleSoft Budgeting.
PeopleSoft Purchasing.
PeopleSoft Project Costing.
PeopleSoft Payables.
PeopleSoft 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 Oracle's My Oracle Support web site:

PeopleSoft Asset Management integrates with these PeopleSoft applications:

PeopleSoft Asset Management integration with other products

Enabling ChartField Security for PeopleSoft Asset Management

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 Asset Management.

Implementing PeopleSoft 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)		See Pages Used to Define Asset Attributes.
Define AM Allocation Basis (ALLOC_BASIS_GRP)		See Setting Up Depreciation Processing.
Area Definition (AM_AREA_TBL)		See Setting Up Area Definitions.
Define Criticality Code (AM_CRIT_LEVEL)		See Setting Up Criticality Codes.
Asset Indexes (AM_INDEX_TBL)		See Pages Used to Define Financial Processing.
AM Location Definition (AM_LOCATION)		See Pages Used to Define Asset Attributes.
Asset Owners (AM_OWNER_COMP)		See Establishing Asset Ownership.
Asset Owner Operators (AM_OWNER_OPR_COMP)		See Establishing Asset Ownership.
Accounting Entry Template IDs (AMAE_TMPL_ID_PNL		See Defining Accounting Entries.
Asset Class (ASSET_CLASS)	ASSET_CLASS_CI	See Setting Up Asset Classes.
Asset Hazardous Code (ASSET_FSC_DFN)	ASSET_FSC_DEFN_CI	See Setting Up Hazardous Codes.
Bus Tax Rate for Asset/Location (ASSET_LOC_RATE)		See (FRA) Defining Business Tax by Location.
Asset Thresholds (ASSET_THRESHOLDS)		See (AUS) Defining VAT Thresholds.
Define Asset Management Books (BOOK_DEFN1)		See Defining Business Unit Processing Options.
BU Aggregate R&D Expenditure ( BU_AGG_RD)		See Defining Asset R&D Categorization.
Asset Management Business Unit (BU_DEFN)		See Creating PeopleSoft Asset Management Business Units.
Capital Acquisition Plan Type (CAP_TYPE)		See Pages Used to Define Financial Processing.
Asset Category (CATEGORY_DEFN)	CATEGORY_DEFN_CI	See (Required) Defining Asset Categories.
Depr Convention Builder (CONV_BLDR_PNLG)		See Setting Up Depreciation Conventions.
Copy All Depr Conventions (CONV_COPY_ALL_COMP)		See Setting Up Depreciation Conventions.
Copy Depreciation Conventions (CONV_COPY_PNLG)		See Setting Up Depreciation Conventions.
Cost Types (COST_TYPE_DEFN)		See Pages Used to Define Financial Processing.
Capitalization Limits Codes (DEPR_CAP_LIMIT)		See Setting Up Capitalization Limits.
Capitalization Thresholds (CAP_THR_DEFN)		See Setting Up Capitalization Thresholds.
Combination Editing Options (AM_CEDT_SSRC)		See Enabling Combination Editing.
Depreciation Conventions (DEPR_CONVENTION)		See Setting Up Depreciation Conventions.
Depreciation Limits (DEPR_LIMIT_DEFN)		See Defining Depreciation Limits.
Depreciation Schedules (DEPR_SCHEDULE_DEFN)	DEPR_SCHEDULE_DEFN_CI	See Setting Up Depreciation Schedules.
Depreciation Terms Definition (DEPR_TERMS_DEFN)	DEPR_TERMS_DEFN_CI	See Defining Depreciation Terms and Rates.
Accounting Entry Templates (DIST_TEMPLATE_DEFN)		See Defining Accounting Entries.
Fair Value Valuation Methods (AM_FV_METHOD_DEFN)		See Enabling Combination Editing.
Fair Value Groups (AM_FV_GROUP_DEFN)		See Enabling Combination Editing.
Fair Value Templates (AM_FV_TEMPLAT_DEFN)		See Enabling Combination Editing.
FERC Code Definition (FERC_CD_DEFN)		See Pages Used to Define Additional Common Information.
Financing Codes (FINANCE_CD)		See Pages Used to Define Financial Processing.
Insurance Types (INSURANCE_TYPE)		See Pages Used to Define Asset Attributes.
Inter Unit Transfer Definition (IU_TRF_DEFN_TBL)	IU_TRF_DEFN_TBL_CI	See Defining Accounting Entries.
Joint Venture BU Allocations (JV_BUS_ALLOC)		See Defining Joint Venture Allocations.
Define Maintenance Types (MAINT_TYPE_DEFN)		See Defining Maintenance Types.
Multi-Shift Definition ( MULTI_SHIFT_DEFN)		See (DEU) Setting Up Multi-shift Codes.
Owner Information (OWNER_INFO_DEFN)		See Establishing Asset Ownership.
Physical Inventory Scheduling (PI_SCHEDULE )		See Setting Up a Physical Inventory.
Physical Inventory Sys Setup (PI_SYSTEM_SETUP)		See Setting Up a Physical Inventory.
Define Asset Profiles (PROFILE)	PROFILE_CI	See Setting Up Asset Profiles.
Lease Schedule (PYMNT_SCHED_TBL)		See Defining Lease Payment Schedules.
Qualified Investments (QIV)		See (USA) Defining Qualified Investment Codes.
Return Information (RETURN_INFO_DEFN)		See Processing Local Tax Reports.
Define Report Drilldown (RPT_DRILL_FLD_G)		See Establishing Drill-Down Field Groups.
Book Class Security (SEC_BUBOOK_CLS)		See Securing Your System.
Book Operator Security (SEC_BUBOOK_OPR)		See Securing Your System.
Asset Tax Classes (TAX_CLASS_DEFN)		See (CAN, IND, and USA) Defining and Maintaining Tax Classes.
Tax Credit Status (TAX_CR_STATUS)		See Defining Tax Credits.
Tax Credits (TAX_CREDITS)		See Defining Tax Credits.
Retirement Basis Reduction (TRAN_EXCLUDE_TBL)		See Setting Up Retirement Basis Reduction Codes.
Transaction Groups (TRANS_PNL_GRP)		See Defining Accounting Entries.
Define Transaction Codes (TRANSACTION_CODE)		See Setting Up Transaction Codes.
User Defined Depreciation Rate (UD_DEPR_RATE)	UD_DEPR_RATE_CI	See Defining Depreciation Terms and Rates.
User Defined Methods (UD_METHOD)		See Creating a User-Defined Depreciation Method.
User Defined Methods - Copy (UD_METHOD_COPY)		See Creating a User-Defined Depreciation Method.
User Defined Variables (UD_VARIABLE_DEFN)		See Creating or Selecting Variables.
Define Units of Production (UOP_DEFN)		See Setting Up Units of Production Definitions.
Account (GL_ACCOUNT)	ACCOUNT_CF	See Adding Account Values.
Alternate Account (ALTACCT)	ALTACCT_CF	See Adding Alternate Account Values.
Operating Unit (OPERATING_UNIT)	OPER_UNIT_CF	See Adding Operating Unit Values.
Department (DEPARTMENT)	DEPT_CF	See Adding Department Values.
Project ID (PROJECT)	PROJECT_CF	See Adding Project Values and Grant Values.
Product (PRODUCT)	PRODUCT_CF	See Adding Product Values.
Fund Code (FUND_DEFINITION)	FUND_CF	See Adding Values for Expansion ChartFields 1, 2, and 3.
Chartfield 1 (CHARTFIELD1)	CHARTFIELD1	See Adding Values for Expansion ChartFields 1, 2, and 3.
Chartfield 2 (CHARTFIELD2)	CHARTFIELD2	See Adding Values for Expansion ChartFields 1, 2, and 3.
Chartfield 3 (CHARTFIELD3)	CHARTFIELD3	See Adding Values for Expansion ChartFields 1, 2, and 3.
InterUnit Template (IU_INTER_TMPLT)	IU_INTER_TMPLT	See Defining Interunit Templates.
IntraUnit Template (IU_INTRA_TMPLT)	IU_INTRA_TMPLT	See Defining Intraunit Templates.
InterUnit Pair Maintenance (IU_INTER_PR_BASIC)	IU_INTER_PR_BASIC	See Using Mass Maintenance for Interunit Pairs.
Market Rates (RT_RATE_PNL)		See Establishing Market Rates.
Market Rate Definition (MARKET_RATE_DEF)		See Defining Market Rates.
Currency Quotation Method (CURR_QUOTE_PNL)		See Defining Currency Quotations.
Ledgers for a Unit (BUSINESS_UNIT_LED)	EM_BUS_UNIT_LED	See Defining Ledgers for a Business Unit.
Value Added Tax Code (TAX_CODE_VAT)	TAX_CODE_VAT	See Setting Up VAT Authorities, and Tax Codes.
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	See Setting Up VAT Entities.
Vat Defaults CI Component (VAT_DEF_CI)	VAT_DEF_CI	See Establishing VAT Defaults.
Customer Group Table (CUST_GROUP_TBL)		See Establishing Customer Group Tables.
Contact Info (CONTACT_INFO)		See Maintaining Contacts.
General Information (CUSTOMER_GENERAL)		See Maintaining General Customer Information.
User Preferences (OPR_DEFAULT)	OPR_DEFAULT_FIN	See Defining User Preferences.

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 PeopleBooks and the PeopleSoft Online Library with information on where to find the most up-to-date version of each.