PeopleSoft Asset Management 9.1 PeopleBook

Processing Asset Mass Changes

This chapter provides an overview of mass changes in Asset Management and discusses how to:

Define mass changes.
Run mass changes.
Verify data in the loader tables.
Approve changes.
Populate Asset Management tables with mass change data.
Depreciate changed assets.
Review Asset Management mass change templates and types.

Understanding Mass Changes in Asset Management

Regular business cycles sometime require you to make the same change to a large group of assets. In these situations, Asset Management provides Application Engine processes that you request from the processing menu within the application. In addition, the PeopleTools Mass Change application can be used for most processing needs. This section provides information about Mass Change and its uses in Asset Management.

Suppose a business restructuring requires you to transfer all assets from the marketing department to the corporate communications department. Transferring these assets manually would be onerous and likely to introduce errors. Mass Change, on the other hand, enables you to select a particular set of assets from the database, define the desired changes on those assets, and make those changes online or in the background using scheduled processing.

Because most businesses perform the same types of mass changes repeatedly, you can define mass changes using templates. These templates simplify mass change definition by storing information that enables you to select certain data from the database and modify it in specific ways. (Usually, you have to modify only selection and replacement values.) Asset Management is delivered with a full complement of Mass Change templates that serve the needs of most business applications. You can also create your own templates as needed.

Note. Because Mass Change can modify a large number of assets during scheduled processing, only the most experienced users should use Mass Change functionality. These users should have both a solid understanding of SQL and an extensive knowledge of Asset Management.

Processing mass changes with Asset Management consists of a definition phase and a processing phase. First, you define the selection criteria and changes to be made to the selected data, and then you run the Mass Change process (either online or in the background). You can run most types of mass changes online; however, there are a few types that you can run using only Process Scheduler.

To process mass changes in Asset Management:

Select a mass change template and use it to define a mass change.

Outline the criteria for selecting rows and identify the columns and values to modify.
Run the mass change process (RUN_MASSCHNG) to select, change, and transfer the data to the loader tables.
(Optional) Preview the data for suitability.
Run the Transaction Loader Application Engine process (AMIF1000) to load the data from the loader tables into Asset Management tables.
Run the batch depreciation program.

You must run depreciation when the mass change process is complete. You might also want to empty the INTFC_FIN, INTFC_PHY_A, and INTFC_PHY_B loader tables to free valuable disk space.

Note. The U.S. tax 40 percent rule states that if more than 40 percent of your total aggregate depreciable basis (other than residential property, nonresidential real property, and railroad grading and tunnel bores) is placed in service during the last three months of the year, all assets must be depreciated using the mid-quarter convention. Assets placed in service and disposed of during the same tax year are not taken into account. To comply with the U.S. tax 40 percent rule, you must write a report to select all eligible assets, calculate their aggregate basis, and divide this basis into your total asset aggregate basis. If the result is more than 40 percent, you then must run the mass change process on the eligible assets to change the depreciation convention to a mid-quarter convention, and recalculate life-to-date depreciation.

Defining Mass Changes

Before you run the mass change process that transfers and alters data, you must provide information about the changes that you want to make. Use the pages in the Mass Change Definition (MC_DEFN) component to do so.

This section discusses how to:

Add or update mass change definitions.
Specify mass change criteria and defaults.
Specify mass change fields specific to Asset Management.
Generate mass change SQL text.

Pages Used to Define Mass Changes

Page Name	Definition Name	Navigation	Usage
Asset Mass Change Definition - Description	MC_DEFN_00	Asset Management, Mass Change, Define Criteria	Add or update a mass change definition.
Asset Mass Change Definition - Criteria and Defaults	MC_DEFN_01	Asset Management, Mass Change, Define Criteria, Criteria and Defaults	Specify the mass change criteria for selecting rows, and identify the columns and values to be changed.
Asset Mass Change Definition - AM Specific Fields (asset management specific fields)	MC_DEFN_AM	Asset Management, Mass Change, Define Criteria, AM Specific Fields	Complete mass change information that is unique to and required by Asset Management mass changes.
Asset Mass Change Definition - Generate SQL	MC_DEFN_02	Asset Management, Mass Change, Define Criteria, Generate SQL	Generate and check the SQL text that is generated by a mass change definition before you run it.
Asset Mass Change Definition - Execution History	MC_DEFN_03	Asset Management, Mass Change, Define Criteria, Execution History	Determine the last time that a mass change definition was run and identify the specific input parameters.

Adding or Updating Mass Change Definitions

Access the Asset Mass Change Definition - Description page (Asset Management, Mass Change, Define Criteria, Description).

If this is a new mass change definition, select a mass change template. After you enter a template and move out of the Mass Change Template field, the field becomes unavailable for entry and the page is populated with data from the template.

Note. You may need to execute a group of mass changes in series. The mass change functionality makes it possible to define groups of mass changes and execute them all using one run control. Use the Mass Change Definition page to do this. No mass change groups are shipped with Asset Management.

See Reviewing Asset Management Mass Change Templates and Types.

Specifying Mass Change Criteria and Defaults

Access the Asset Mass Change Definition - Criteria and Defaults page (Asset Management, Mass Change, Define Criteria, Criteria and Defaults).

Fields in the Criteria scroll area define the columns that are used as a basis for selecting data from the database. You must specify the operator and the value to which the column is to be compared.

For example, to select all the rows for department 21101, use the = operator and a value of 21101. To specify a range of values, use the Between operator and specify the two values, for example 12000 and 21000.

This table lists the values in the Operation drop-down list box, how they are used, and an example of each operator as used on a set of hypothetical business units, including M02, M04, M04A, M04B, M04C, M06, and M30:

Operator	Meaning	Example	Result
Between Value A and Value B	Between two values	BTW M04 BTW M06	M04, M04A, M04B, M04C, M06
Equal To	Equal to	= M06	M06
Greater Than	Greater than	> M06	M30
Greater Than or Equal To	Greater than or equal to	> = M06	M06, M30
In Subset	In a subset of	IN M04 IN M06	M04, M06
Is Blank	Equal to a space character. Used for character fields.	IS BLANK	NA
Is Not Blank	Not equal to a space character. Used for character fields.	NOT BLANK	M04, M04A, M04B, M04C, M06, M30
Is Not Null	Not equal to no characters. Used for date fields.	NOT NULL	NA
Is Null	Equal to no characters. Used for date fields.	IS NULL	NA
Less Than	Less than	< M06	M02, M04, M04B, M04C
Less Than or Equal To	Less than or equal to	< = M06	M02, M04, M04B, M04C, M06
Like	Used for wildcard searches.	LIKE MO%	M04, M04A, M04B, M04C, M06
Not Between	Not between value A and value B	BTW M04 BTW M06	M02, M30
Not Equal To	Not equal to	< > M06	M02, M04, M04B, M04C, M30
Not In	Not in a subset of (complement)	IN M04 IN M06	M02, M04A, M04B, M04C, M30
Not Like	Used in wildcard searches.	NOT LIKE M0%	M30

Specifying Mass Change Fields Specific to Asset Management

Access the Asset Mass Change Definition - AM Specific Fields page (Asset Management, Mass Change, Define Criteria, AM Specific Fields).

Transaction Date

Enter the date on which you made the change.

Accounting Date

Enter the date on which you want this transaction posted to your general ledger.

Intfc ID (interface ID) and Open Transaction ID

Displays the next available ID. You can change these values, but they must be unique.

User ID

Appears automatically. You can change this value.

Auto Approval Status

Select this check box to have the system automatically approve the transactions that are generated from the mass change. PeopleSoft strongly recommends that you review and approve all transactions that are generated during the mass change process before you load them into PeopleSoft Asset Management.

Note. If you reuse an existing mass change definition, be sure to insert a value in the Next Intfc ID field by clicking the New button. After you select New, Save the page, the system displays a new interface ID.

Generating Mass Change SQL Text

Access the Asset Mass Change Definition - Generate SQL page (Asset Management, Mass Change, Define Criteria, Generate SQL).

Note. Whenever you change a table, mass change type, or mass change template, you must regenerate the SQL text for any related mass change definitions.

Generate	Click to generate the SQL text. Generating SQL might take several minutes.
Clear Sw (clear switch)	Click to clear the SQL text for instances in which you want to change your mass change definition and regenerate the SQL. Clearing SQL might take several minutes.

SQL Statement

This scroll area lists the records on which a SQL statement operates and in what manner. Each record is processed in sequence. This scroll area also contains the SQL text for each statement, which you can view but not change. You can change statements only by altering the mass change type or template on which this definition is based, or by altering the field criteria and defaults on the Mass Change Definition page.

Execute SQL Upon Saving	While online, select to run the SQL as soon as you save the page. Your user security determines whether you can run mass changes online. If you do not select this check box, you can save this mass change definition and then run it in the background using a run control.
Execution Seq (execution sequence)	Indicates the order in which the SQL statements are run. Scroll through the execution sequences to view each statement.
Save	Click this button when you are satisfied with the SQL text that is generated. Note. If the SQL execution fails, the system rolls back all statements in the mass change definition. Commits to the database are made only when all statements have completed successfully.
Count	After you have generated and saved your SQL text, click to display the number of rows of data that were affected by this mass change. You can click this button only on mass changes that run online. Some execution sequences are based on previous sequences that have inserted rows into an interim table. In these instances, clicking the Count button makes sense for only some execution sequences.

Running Mass Changes

You can run most mass changes either online or in the background, although you must run some through Process Scheduler using an application structured query report (SQR), such as the Physical Inventory SQR report.

This section discusses how to run mass changes.

Page Used to Run Mass Changes

Page Name	Definition Name	Navigation	Usage
Run Mass Change	RUN_MASSCHNG	Asset Management, Mass Change, Run Request	Run a mass change or mass change group in the background.

Running Mass Changes

There are three methods for running mass changes:

Run mass changes online.
Run mass changes with Process Scheduler.
Run mass changes in the background.

Running Mass Changes Online

Use the Asset Mass Change Definition - Generate SQL page (Asset Management, Mass Change, Define Criteria, Generate SQL).

Running Mass Changes Using Process Scheduler

You must run mass changes that are based on the following mass change types through Process Scheduler using an application SQR:

Mass Change Type	Description
PI Extract	Physical inventory extraction
PI Scan Scope	Physical inventory scan scope
PI1 - Asset Table Update	Physical inventory asset table update
PI2 - Asset Location Changes	Physical inventory asset location changes update
PI3 - Department Transfers	Physical inventory department transfers update
PI4 - Retire Assets Not Found	Physical inventory retired assets not found update
PI5 - Add Assets Found In PI	Physical inventory add assets found update
PI6 - Asset Custodian Changes	Physical inventory asset custodian update
PI7 - Inventory History Insert	Physical inventory history insert
PI9 - NCP Department Transfer	Physical inventory non capital department transfer
PI10 - OPL Department Transfer	Physical inventory operating lease department transfer
PI11 - Retire NCP Assets	Physical inventory retire non capital assets
PI12 - Retire OPL Assets	Physical inventory retire operating lease assets
IUF-IU Transfer to Foreign BU	Interunit transfer to a foreign business unit
PRC - Parent Recategorization	Parent and children category update

Process Scheduler runs the processes that you select at user-defined intervals.

You can run only those mass changes online that you are authorized to run online and that are based on authorized templates. Mass change user security grants permission to run mass changes online.

See PeopleTools PeopleBook, "Security Administration."

See PeopleTools PeopleBook, "PeopleSoft Process Scheduler."

Running Mass Changes in the Background

Access the Run Mass Change page (Asset Management, Mass Change, Run Request).

Select a mass change run type. Each run type requires an additional execution parameter as described in this table:

Run Type	Execution Parameter
Execute Single Mass Change	Mass Change Definition
Execute Mass Change Group	Mass Change Group ID
Download File Preparation	Download/Upload Data File.
Download Table to a File	Download/Upload Data File.
Upload File Preparation	Download/Upload Data File
Upload File to Table	Download/Upload Data File

Verifying Data in the Loader Tables

You can see what data was loaded by the mass change process into the Asset Management loader tables (INTFC_FIN, INTFC_PHY_A, and INTFC_PHY_B). Viewing these tables provides the opportunity to preview the data that loads into Asset Management tables when you run the Transaction Loader process. If you find errors, you can either fix them online using your SQL query tool, or (preferably) modify the mass change definitions and run the mass change again.

This section discusses how to:

View data in the financial loader tables.
Preview physical load data.

Pages Used to Verify Data in the Loader Tables

Page Name	Definition Name	Navigation	Usage
Financial Transactions	INTFC_FIN_01	Asset Management, Send/Receive Information, Approve Financial Information, Review, Financial Transactions	View data in the financial interface tables. Verify the financial data (which the Transaction Loader process uses when populating Asset Management tables) and change incorrect data.
Approve Physical Information - Review-A	INTFC_PHY_A	Asset Management, Send/Receive Information, Approve Physical Information, Review-A, Review-A	Preview the physical load data. View the data one row at a time and change incorrect data.
Approve Physical Information - Review-B	INTFC_PHY_B	Asset Management, Send/Receive Information, Approve Physical Information, Review-B, Review-B	Preview the physical load data. View the data one row at a time and change incorrect data.
Lease Transactions	INTFC_LEASE	Asset Management, Send/Receive Information, Approve Lease Information, Review	View records that you might have loaded for lease transactions (the INTFC_LEASE table). Use this page only if you're converting leases from a previous system.

Viewing Data in the Financial Loader Tables

Access the Financial Transactions page (Asset Management, Send/Receive Information, Approve Financial Information, Review, Financial Transactions).

The contents of the Financial Transactions table (INTFC_FIN) appear here, one row at a time, as populated by the mass change.

Errors normally involve assets that have recently undergone a financial transaction or transactions. The transaction date that is assigned to the mass change is compared with the transaction date of each asset on which that change is performed. If the asset transaction date occurs after the mass change transaction date, the system marks the load line as an error.

Auto Approval Status

Selected if you previously selected the Auto Approval Status check box on the Asset Mass Change Definition - AM Specific Fields page.

Previewing Physical Load Data

Access the Physical Transactions A or Physical Transactions B page (Asset Management, Send/Receive Information, Approve Physical Information, Review-A or Review-B).

Auto Approval Status

Selected if you previously selected the Auto Approval Status check box on the Asset Mass Change Definition - AM Specific Fields page.

Note. The Capitalization Threshold ID is populated by the Transaction Loader (AMIF1000) for interface rows with a business unit that has Capitalization Threshold enabled and the Profile that is used has a Threshold ID mapped (regardless of the value of the Default Profile Switch field). You can override the Threshold ID that is populated by default from the Profile while reviewing the Physical Review-A page.

Approving Changes

After you have run the mass change process and populated the loader tables, you might need to approve all changes before loading the resulting data into the Asset Management tables.

This section discusses how to:

Approve financial loader data.
Approve physical loader data.

Pages Used to Approve Changes

Page Name	Definition Name	Navigation	Usage
Approve	INTFC_FIN_APPR	Asset Management, Send/Receive Information, Approve Financial Information, Approve, Approve	View and approve the data in the financial loader table.
Approve Physical A	INTFC_PHY_APPR_A	Asset Management, Send/Receive Information, Approve Physical Information, Approve-A, Approve-A	View and approve all changes that are pending approval in the physical loader tables. These changes are grouped by transaction load ID and load type. A load type is similar to a transaction type, but at a greater level of detail. Each transaction type in Asset Management can generate several different load types.
Approve Physical B	INTFC_PHY_APPR_B	Asset Management, Send/Receive Information, Approve Physical Information, Approve-B, Approve-B	View and approve all changes that are pending approval in the physical loader tables. These changes are grouped by transaction load ID and load type. A load type is similar to a transaction type, but at a greater level of detail. Each transaction type in Asset Management can generate several different load types.

Approving Financial Loader Data

Access the Approve Financial page (Asset Management, Send/Receive Information, Approve Financial Information, Approve, Approve).

The system groups financial transaction changes by transaction load ID and load type. A load type is similar to a transaction type, but at a greater level of detail. Each transaction type in Asset Management can generate several different load types.

Load types include the following (changes marked with an asterisk are uncommon):

Load Type	Name	Financial or Physical Tables
AAD	Additional Cost Add	Financial
ACQ	Insert Acquisition Detail	Physical *
ADD	Asset Add	Financial
ADJ	Asset Cost Adjustment	Financial
ADP	Revaluation Write-off	Financial
ADQ	Adjust Cost & Acquisition Detail	Financial and physical *
ARA	Add Retired Asset	Financial and physical
ASD	Asset Deletion	Financial and physical
AUP	Asset Information Update	Physical
BKD	Book Deletion	Financial *
BKS	Book Change	Financial
BSD	Selective Book Delete	Financial *
CAP	Asset Capitalization	Financial
CLC	Custodian/Location Change	Physical *
CIC	Capitalize into Composite	Financial
CN1	Conversion of First Book	Financial and physical
CN2	Conversion of Subsequent Books	Financial
CLS	Closed Voucher	Financial
FAD	Financial and Physical Add	Financial
IHI	Physical Inventory History Insert	Physical
IUI	InterUnit Transfer, In Side	Financial and physical
IUO	InterUnit Transfer, Out Side	Financial
LAD	Leased Asset Add	Financial and physical *
NAD	Non-Financial Add	Physical
OPT	Open Transaction Generator	NA *
PHY	Physical Asset Change	Physical
PRT	Partial Retirement	Financial
RCT	Asset Recategorization	Financial
REI	Asset Reinstatement	Financial
REL	Operating Lease Retire	Physical
REN	Non Capital Retire	Physical
RET	Asset Retirement	Financial
RNA	Retired Non-Financial Asset	Physical
RAQ	Replace Acquisition Detail	Physical
BSD	Selective Book Delete	Financial
TRF	IntraUnit Transfer	Financial
TRO	Operating Lease Transfer	Physical
TRN	Non Capital Transfer	Physical

You can approve or reject each load type by selecting or deselecting the Approval check boxes. Use the scroll bar to move from one screen to the next.

Approving Physical Loader Data

Access the Approve Physical A or Approve Physical B page (Asset Management, Send/Receive Information, Approve Physical Information, Approve-A or Approve-B).

Approve

Approve each load type by selecting its check box.

Populating Asset Management Tables with Mass Change Data

This section discusses how to populate Asset Management tables using the Transaction Loader process.

Page Used to Populate Asset Management Tables with Mass Change Data

Page Name	Definition Name	Navigation	Usage
Load Transactions into AM	RUN_AMIF1000	Asset Management, Send/Receive Information, Load Transactions, Load Transactions into AM, Load Transactions into AM	Run the Transaction Loader process, which reads the loader tables and populates Asset Management tables with the data. Search for transactions to run based on system source, load type, load status, and whether transactions consist of physical or financial records. You can use as many or as few of these criteria as necessary. The more search criteria that you use, the narrower your search results become.

Page Name

Definition Name

Navigation

Usage

Load Transactions into AM

RUN_AMIF1000

Asset Management, Send/Receive Information, Load Transactions, Load Transactions into AM, Load Transactions into AM

Run the Transaction Loader process, which reads the loader tables and populates Asset Management tables with the data.

Search for transactions to run based on system source, load type, load status, and whether transactions consist of physical or financial records. You can use as many or as few of these criteria as necessary. The more search criteria that you use, the narrower your search results become.

Populating Asset Management Tables Using the Transaction Loader Process

Access the Load Transactions into AM page (Asset Management, Send/Receive Information, Load Transactions, Load Transactions into AM, Load Transactions into AM).

Locate the Find Trans Load ID (find transaction loader ID) group box.

System Source	If you do not know the transaction load IDs, enter the system source that generated the transactions that you want to load, such as AM Batch or Strategic Sourcing. Also, enter the load type.
Load Type	A load type is a more detailed version of a transaction type. One transaction type can generate several different load types. Specify the transactions to load, such as Asset Add or Phys Add (physical addition), if you know the range of transaction load IDs. You can specify transactions by system source, from transaction load ID, and to transaction load ID.
AM Business Unit	Select a business unit if you want to limit the load process by business unit.
Load Status	Select from the following values: Consolidat: (consolidated): Transactions consolidated. Errored: Transaction errors. Excluded: Transactions excluded. In Process: Transactions in process. Loaded: Transactions loaded. On Hold: Transactions on hold. Pending: Transactions pending. Replaced: Replaced by other interface records. Unitized: Transactions unitized (will not be loaded).
Financial Record or Physical Records	Select one depending on the type of transaction that you want to load.

Depreciating Changed Assets

To ensure that all the entries in the loader tables INTFC_FIN, INTFC_PHY_A, and INTFC_PHY_B have been loaded, review the tables and check the load status of each entry. Each entry should have a load status of DON (done).

If any entries have a status of ERR (error), the entries have been marked as errors. You might need to complete them manually through the appropriate pages. Check the error message at the bottom of the Load Preview page to determine what action you should take.

After you have corrected the errors, all that remains for you to do in the mass change process is to run the depreciation calculation process. The financial changes that you made have created open transactions for each of the affected assets. Running the depreciation calculation process (AM_DEPR_CALC) identifies these changed assets and handles their depreciation appropriately.

Reviewing Asset Management Mass Change Templates and Types

This section provides an overview of mass change templates and types for Asset Management.

Understanding Mass Change Templates and Types

In most cases, the mass change template and the mass change type on which the template is based have the same ID. If the mass change type ID is different than the mass change template ID, the type ID is provided in parentheses under the template ID.

This table lists the mass change templates (and the mass change types on which the templates are based) that are delivered with Asset Management:

Mass Change Template ID (Mass Change Type ID, If Different)	Mass Change Template Description / Asset Management
ADJ - Asset Cost Adjustment	Enables you to change the cost of a group of assets.
Archive Asset Depr Rpt Entries	This mass change type copies the specified DEPR_RPT entries into the DEPR_RPT_ARCH table. The system determines specified entries by the selection criteria of the mass change template with the same name (Archive Asset Depr Rpt entries). The system uses the Business Unit, Book, and Fiscal Year fields to select the data.
Archive NBV Entries	This mass change type copies the specified PS_ASSET_NBV_TBL entries into the PS_ASSET_NBV_ARCH table. PS_ASSET_NBV_ARCH stores the old net book value entries. You can also use this table to retrieve the entries into a sequential file. The system uses the Business Unit, Book, and As of Date fields to select the data.
Archive Asset Open Trans	Archives asset open transaction entries in the PS_OPEN_TRANS table. This template inserts entries into the Open Trans Archive table (PS_OPEN_TRANS_ARCH) and selects from the PS_OPEN_TRANS table.
Archive Assets Acctng Entries (Archive Asset Acctng Entries)	Helps archive asset accounting entries. This definition inserts rows into the PS_DIST_LN_ARCH table and selects from the production asset accounting entry table (PS_DIST_LN). You can use the PS_DIST_LN table to hold the old accounting entries and to unload the entries into a sequential file.
ASD - Asset Deletion	Inserts asset records into the INTFC_FIN table for deletion by Mass Change.
AUP - Asset Update	Changes certain fields that are stored on the asset table. Inserts rows into the INTFC_PHY_A table that the Transaction Loader process uses to update (not insert) the asset table. You may update all non key fields on the PS_ASSET table using this mass change definition. You may copy this template or modify it to update fields as necessary.
BA - Book Addition	Adds a new book to a business unit. You must add the asset profiles for the new book before running this mass change template, and the book you are adding must already exist for the business unit before processing.
BC - Book Copy	Copies the book and cost information from one book to another. You can use this process to perform a what-if analysis. You can also add a model book to a group of assets to do some reporting. This mass change template copies the data that you need from an existing book to your model book. The book to which you are copying must exist for the business unit before processing this mass change. Criteria for this mass change template must be entered twice; once for the non-retirement type transactions on the first execution sequence, and a second time for retirement transactions on the second execution sequence.
BKD - Book Deletion	Removes an entire book from a business unit. This template loads one row into the INTFC_FIN table with the business unit and book combination. The Transaction Loader process then deletes all rows for that business unit book from the following tables: BOOK, BOOK_TAX_CR, COST, DEPRECIATION, DIST_LN, OPEN_TRANS, and RETIREMENT.
BKS - Asset Book Change	Enables you to change depreciation methods, life, depreciation schedules, and convention combinations.
BSD - Selective Book Delete	Enables you to selectively delete books for a group of assets. You specify the business unit, book, and range of assets to delete. This differs from the mass change type BKD, which deletes information for an entire business unit/book combination.
CC - Capitalize Into Comp DB2	Capitalizes acquisition detail amounts into composite assets specifically for the DB2 environment. This mass change template sums the uncapitalized acquisition detail line amounts for the assets that are associated with a composite asset.
CC - Capitalize Into Composite	Capitalizes acquisition detail amounts into composite assets. This mass change template sums the uncapitalized acquisition detail line amounts for the assets that are associated with a composite asset.
CC - JPN Capitalize Comp DB2	Capitalizes Japanese acquisition detail amounts into composite assets specifically for the DB2 environment. This mass change template sums the uncapitalized acquisition detail line amounts for the assets that are associated with a composite asset.
CC - JPN Capitalize Composite	Capitalizes Japanese acquisition detail amounts into composite assets. This mass change template sums the uncapitalized acquisition detail line amounts for the assets that are associated with a composite asset.
CR - Composite Retirement	Retires acquisition detail amounts from composite assets. This mass change template inserts the retirement cost for each set of ChartFields into INTFC_FIN.
Delete Asset Accntg Entries (Delete Archived DIST_LN)	Deletes entries from the PS_DIST_LN table after they have been archived.
Delete Asset Depr Rpt Entries	Deletes the DEPR_RPT, DEPR_RPT_CF_SUM, and DEPR_RPT_PD_SUM specified entries that are determined by the selection criteria of the mass change template that you use. To delete archived entries, enter the same selection criteria that you used for the mass change archive of DEPR_RPT entries. To purge DEPR_RPT entries, use the Business Unit, Book, and Fiscal Year fields as selection criteria when you run the mass change.
Delete Asset NBV Entries	Deletes the entries from the Asset Net Book Value table (PS_ASSET_NBV_TBL). To delete archived entries, enter the same selection criteria that you used for the mass change archive of Asset NBV entries. To purge Asset Net Book Value entries, use the Business Unit, User ID, and As of Date fields as selection criteria when you run the mass change
Delete Asset Open Trans	Deletes open transaction entries from the PS_OPEN_Trans table after they have been archived.
EURO1 - InterUnit Trf − New Book	Performs mass interunit asset transfers from one book to another within the same business unit. The new book might have a different currency code. An example might be if you are changing from a 13- to a 12-period calendar. You must enter the business unit, the from book twice, and a blank, which transfers all assets. Note. If you copy this mass change template or use it as a basis to create your template, and you are changing currencies, you must populate the INTFC_FIN.MC_DEFN_ID field with the words Currency Conversion (mixed case) on the transfer IN row. It does not matter what you enter in the transfer OUT row; the name of the mass change suffices or you can leave the row blank.
InterUnit RET/Add w/Curr Conv	Performs financial asset transfers from one business unit to another, especially when the business units have different currencies and books. Assets are retired in the from business unit and added in the to business unit. This mass change template differs from others in that IUF does not perform currency conversions. Note. New setIDs for the to business unit are assigned by the Transaction Loader process, not by Mass Change. If you preview the load transactions prior to running the Transaction Loader process, you see that the to business unit assets have the from business unit asset IDs. The Transaction Loader process assigns new IDs when adding the assets to the to business unit. Note. To perform currency conversion when moving assets from one business unit to another, use the default profile option in the Transaction Loader process. This means that the profile IDs on the To business unit must exist for the assets that are being moved from the From business unit, and they must be the same profile IDs that were used in the From business unit. Books that are associated with the profile ID may be different. Note. You cannot perform interunit transfers [retire/add] on group assets.
InterUnit TRF w/Attrib, War, Lic	Performs mass interunit transfers when asset attributes, warranty and license information also need to be transferred. Two Physical A and two Financial transactions are created, one for the From business unit and one for the To business unit. Entries are also created in Physical B for attribute, warranty, and license information transfers.
InterUnit TRF w/Currency Conv (InterUnit TRF w/Curr Conv)	Performs financial asset transfers from one business unit to another, especially when the business units have different currencies and books. This mass change template performs currency conversion when business unit and book currency codes are different in the From and To business units. Note. New asset IDs for the To business unit are assigned by the Transaction Loader process, not by Mass Change. If you preview the load transactions prior to running the Transaction Loader process, you see that the To business unit assets contain the From business unit asset IDs. The Transaction Loader process assigns new IDs when you add the assets to the To business unit. Note. To perform currency conversion when moving assets from one business unit to another, the default profile option in the Transaction Loader process is used. This means that the profile IDs on the To business unit must exist for the assets that are being moved from the From business unit, and they must be the same profile IDs that are used in the From business unit. Books that are associated with the profile ID may be different. Note. You cannot perform interunit transfers (retire/add) on group assets.
IRC - Increase Rate Change	Performs mass change for increase in special rates and accelerated depreciation.
IUF - IU Transfer to Another BU	Performs financial asset transfers from one business unit to another. This template does not perform currency conversion. You can also refer to the definition for the InterUnit RET/Add w/Curr Conv template.
IUT - Inter-Unit Transfer	Performs mass interunit transfers of assets. You cannot perform interunit transfers on group assets. This mass change type does not perform currency conversion. Refer also to the definition for the InterUnit RET/Add w/Curr Conv template.
JVA - Joint Venture BU Addition	Adds a new business unit to a joint venture using the joint venture's profiles.
JVP - Joint Venture BU Add (w/Prof)	Adds a new business unit to a joint venture with the participant's profile. Book table values that can be populated with default values from the profile detail table are obtained from the profile ID for the new business unit. This mass change type is similar to the JVA mass change type, except that JVP uses the joint venture participant's profiles.
JVR - Joint Venture BU Removal	Removes joint venture business units.
JVT - JV Allocation Change	Transfers the allocation percentage from one business unit to another.
PAD - Parent Asset Cost Adjust	Changes the cost of a parent asset and all of its children.
Parent Retire w/Pro/RC Absolut	Retires parent assets and their children. The system sets the proceeds and removal cost for each asset as equal to the proceeds and removal cost that were entered by the user.
Parent Retire w/Pro/RC Distrib	Retires parent assets and their children. The system proportionally distributes proceeds and removal costs by retirement amount.
Partial Parent Asset Transfer	Performs partial asset transfers for a specific parent and all of its children assets. The system transfers a percentage of cost and quantity between the specified ChartFields.
Partial Retire Parent Proc Abs	Partially retires parent assets and all of their children assets (children that are financial assets). The percentage of retirement is specified by the user. The system sets the proceeds and removal costs for each asset as equal to the proceeds and removal cost that were entered by the user.
Partial Retire Parent Proc Dis	Partially retires parent assets and all of their children assets. The percentage of retirement is specified by the user. The system proportionally distributes proceeds and removal costs for each asset based on the cost of each asset that is retired over the total cost of all assets that are retired.
Partial Retire Proceeds Absolu	Partially retires assets. The user specifies the percentage of retirement. The system sets proceeds and removal costs for each asset as equal to the proceeds and removal cost that were entered by the user.
Partial Retire Proceeds Dist (Part. Retirement Proceeds Dist)	Partially retires assets. Do not use this mass change type to do a full retirement. The system proportionally distributes proceeds by retirement amount.
PHY - Physical Asset Changes	Changes the physical side of assets, such as asset location and custodian.
PI Extract	Extracts asset data from multiple Asset Management tables into one physical inventory extract table.
PI Extract with Book	Extracts asset data from multiple Asset Management tables into one physical inventory extract table for assets that are established in a book other than the current default book. The book value for the physical inventory is specified on the Physical Inventory Control - Definition page (Asset Management, Physical Inventory, Define Inventory Occurrence).
PI Scan Scope	Scans scope for physical inventory mass change.
PI Scan Scope with Book	Scans scope for physical inventory mass change for assets that are established in a book other than the current default book. The book value for the physical inventory is specified on the Physical Inventory Control - Definition page (Asset Management, Physical Inventory, Define Inventory Occurrence).
PI1 - Asset Table Updates (PI1 - Asset Table Update)	Processes scanned inventory data and places it in updates to the asset table.
PI2 - Asset Location Changes	Changes the location table for an asset.
PI3 - Department Transfers	Transfers departments for assets (used in physical inventory).
PI4 - Asset Retirements (PI4 - Retire Assets Not Found)	Retires assets that are not found during physical inventory processing.
PI5 - Physical Asset Adds (PI5 - Add Assets Found in PI)	Adds the "overs" into Asset Management, which are assets that were scanned in physical inventory but were not originally in Asset Management. These assets are entered as a physical add only, not financial.
PI6 - Asset Custodian Changes	Changes an asset's custodian (used in physical inventory).
PI7 - Inventory History Insert	Inserts records into the Physical Inventory Asset History table at the close of physical inventory for every asset in the Results table with a status of Inventory. Note. You cannot run Mass Changes PI1 - PI18, PI Extract, and PI Scan Scope online. They are used only by the Physical Inventory SQR.
PRC - Parent Recategorization	Moves the cost of an asset from one asset category to another for a parent asset and all of its children.
PTF - Parent Asset Transfer	Transfers the cost of a parent asset and all of its children out of the from values and into the to values.
PTR - Partial Transfer by Dept (PTR- Partial Asset Transfer)	Performs partial asset transfers; which is where the system transfers a percentage of the cost and quantity of an asset between the ChartFields specified.
RCT − Recategorization	Moves the cost of an asset from one asset category to another.
REI - Reinstate Assets (REI - Reinstatement)	Reinstates retired assets.
REP - Reinstate Parent Assets	Reinstates retired parent assets and all of their children.
Retire w/Proceeds/RC Absolute	Retires assets. The system sets proceeds and removal cost for each asset as equal to the proceeds and removal cost that were entered by the user.
Retire w/Proceeds/RC Distribut	Retires assets. The system proportionally distributes proceeds and removal cost for each asset based on the cost of each asset that is retired over the total cost of all assets that are retired.
TM - Acctg Entry Template Copy	Copies accounting entry templates from one setID to another.
TM - Actg Ent Tmpl Copy w/in Set (TM - Acctg Entry Template Copy)	Differs from the TM - Acctg Entry Template Copy template in that this template copies from one category to another within the same setID. The TM - Acctg Entry Template Copy template copies accounting entry templates from one setID to another setID. This mass change empties the temporary tables, dumps the template rows of the source setID and category into temporary tables, and copies the temporary rows over to the permanent accounting entry template tables for the target category that is specified. Note. The system uses the temporary tables PS_DIST_TMPL_TMP and PS_DIST_TMPLLN_TMP.
TRF - Full Transfer by Dept (TRF - Asset Transfer)	Transfers assets from current ChartField values to the to values that are entered by the user. The Cost Balance view gives the current cost at a ChartField level and enables you to change those values.
Unload DIST_LN_ARCH to file (Archive DIST_LN_ARCH to file)	Archives the PS_DIST_LN_ARCH table to a sequential file.
Unload Open Trans to file (Unload Open Trans Archive)	Unloads entries from the Asset Open Transaction Archive table to a sequential file.
Upload Asset Acctng Entries (Load Archived DIST_LN)	Loads the production asset accounting entry table (PS_DIST_LN) from the accounting entry archive table (PS_DIST_LN_ARCH).
Upload Asset Open Trans (Upload Archive Open Trans)	Uploads open transactions into the PS_OPEN_TRANS table from the PS_OPEN_TRANS_ARCH table.

Transaction Date	Enter the date on which you made the change.
Accounting Date	Enter the date on which you want this transaction posted to your general ledger.
Intfc ID (interface ID) and Open Transaction ID	Displays the next available ID. You can change these values, but they must be unique.
User ID	Appears automatically. You can change this value.
Auto Approval Status	Select this check box to have the system automatically approve the transactions that are generated from the mass change. PeopleSoft strongly recommends that you review and approve all transactions that are generated during the mass change process before you load them into PeopleSoft Asset Management.