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Common Elements in Asset Management
Common Elements Used in Asset Management
Getting Started With PeopleSoft Asset Management
PeopleSoft Asset Management Overview
PeopleSoft Asset Management Business Processes
PeopleSoft Asset Management Integration Touchpoints
Enabling ChartField Security for PeopleSoft Asset Management
Implementing PeopleSoft Asset Management
Navigating in PeopleSoft Asset Management
Using Custom Navigation Center Pages in PeopleSoft Asset Management
Using the Fluid User Interface to Access Frequently Used Asset Management Pages
Implementing Asset Management
Understanding Asset Management
Understanding the Asset Management Implementation Process
Converting to PeopleSoft Asset Management
Understanding Conversion to PeopleSoft Asset Management
Prerequisites
Converting with a Customized SQR
Running the Transaction Loader Edit Program
Previewing and Approving Results
Populating Asset Management Tables with Asset Data
Depreciating Converted Assets
Closing the Conversion Process
Loading Retired Assets
Converting Lease Information
Adding and Maintaining Assets
Understanding Adding and Maintaining Assets
Setting Up and Managing Capitalization Thresholds
Adding and Maintaining Asset Information
Maintaining Asset Meters
Maintaining Warranties
Maintaining Asset Book Information
Adding Assets with the Asset ExpressAdd Component
Importing Asset Transaction Data by Spreadsheet
Adding Assets with the Excel to Component Interface Utility
Copying an Asset
Viewing and Managing the Component Asset Hierarchy
Creating Parent-Child Asset Relationships
Calculating Asset Replacement Costs
Defining Asset Operational Information
Searching for Asset Information
Printing Asset Information
Working with Related Content in Asset Management
Verifying Data in the Loader Tables
Approving Changes
Exporting PeopleSoft Assets into Oracle Internet of Things Asset Monitoring Cloud Service
Using Asset Management WorkCenter and Dashboard
Understanding the Asset Management WorkCenter and Dashboard
Using the Asset Management WorkCenter - My Work Pagelet
Using the Asset Management WorkCenter - Links Pagelet
Using the Asset Management WorkCenter – Queries Pagelet
Using the Asset Management WorkCenter - Reports and Processes Pagelet
Using the Asset Management WorkCenter - Dashboard
Using the PeopleSoft Fluid Asset Management WorkCenter
Understanding the PeopleSoft Fluid Asset Management WorkCenter
Setting Up and Personalizing the PeopleSoft Fluid Asset Management WorkCenter
Using the PeopleSoft Fluid Asset Management WorkCenter
Using the Fluid Asset Management WorkCenter – My Work
Using the Fluid Asset Management WorkCenter – Links Pagelet
Using the Fluid Asset Management WorkCenter – Queries Pagelet
Using the Fluid Asset Management WorkCenter – Reports and Processes Pagelet
Working with Asset Budgeting
Understanding Asset Budgeting
Understanding Capital Acquisition Planning
Defining New Capital Acquisition Plans
Adjusting Capital Acquisition Plans
Linking Assets to Existing Capital Acquisition Plans
Viewing Capital Acquisition Plans
Running Capital Acquisition Plan Reports
Working With Leased Assets
Understanding Leased Assets
Defining Payment Schedules
Adding Capital and Operating Leases
Creating Lease Expense Schedules
Integrating Lease Payments with PeopleSoft Payables
Transferring Operating Leases
Retiring or Reinstating Leases
Generating Lease Reports
Adjusting, Transferring, Reversing, and Evaluating Assets
Understanding Adjusting, Transferring, Reversing, and Evaluating Assets
Adjusting Cost and Transferring Assets
Transferring Parent-Child Assets to Other Business Units (Interunit Transfers) In Mass
Revaluing Assets Using the Revaluation Worksheet
Revaluing Assets En Masse
Capturing and Maintaining Asset Fair Value
Updating Non capitalized Costs
Viewing Cost History and Summarizing Cost Rows
Updating the General Ledger with Adjustments and Transfers
Modifying or Deleting Pending Asset Transactions
Adjusting for Asset Impairment
Reversing Asset Transactions
Approving Assets Using the PeopleSoft Fluid User Interface
Approving Assets Using the PeopleSoft Fluid User Interface
Managing Asset Maintenance, Repair, Warranties, and Insurance
Understanding Asset Maintenance, Repair, Warranties, and Insurance
Checking Out Assets
Entering Asset Inspection Information
Entering Asset Maintenance Service and Repairs
Tracking Asset Maintenance Contracts
Entering Warranty Information
Entering Asset Insurance Information
Generating the Asset Warranties Report
Reviewing Asset Maintenance History
Using Group Asset Processing
Understanding Group Asset Processing
Prerequisites
Adding Group Member Assets
Adding Group Asset IDs with Background Processing
Performing Transactions on Group Member Assets
Consolidating Group Member Assets
Calculating Depreciation for Group Assets
Running the Group Member Estimated Net Book Value Report
Changing Rates Retroactively
Reviewing Asset Book History
Using Composite Asset Processing
Understanding Composite Asset Processing
Adding a Composite Asset
Adding Composite Member Assets
Capitalizing Composite Members into Composite Assets
Retiring Composite Members from Composite Assets
Loading Composite Asset Transactions
Performing Transactions on Composite Assets
Performing Asset Physical Inventory
Understanding Physical Inventories
Configuring Physical Inventory
Defining the Extract Scope, the Scan Scope, and the Physical Inventory Parameters
Processing a Physical Inventory
Viewing Physical Inventory History and Reports
Tracking Assets with the Asset Tracking Homepage
Working with Joint Venture Asset Processing
Understanding Joint Venture Processing
Prerequisites for Joint Venture Processing
Adding and Maintaining Joint Venture Assets
Changing Ownership Allocations for Existing Joint Ventures
Processing Asset Depreciation
Prerequisites
Understanding Depreciation Processing
Understanding Depreciation of Group Assets
Processing Depreciation
Expanding Depreciation by Period
Creating Pending Depreciation Transactions
Viewing Depreciation-Related Information
Adjusting Accumulated Depreciation
Running Depreciation Reports
Using User-Defined Asset Depreciation
Understanding User-Defined Depreciation
Creating or Selecting Variables
Creating a User-Defined Depreciation Method
Generating a User-Defined Depreciation SQC Program
Copying a User-Defined Depreciation Method
Selecting a User-Defined Depreciation Method for an Asset
Reviewing Asset Depreciation Calculation Results
Understanding What If Depreciation
Performing What If Depreciation
Loading the Net Book Value Table for Reporting
Allocating Asset Depreciation Expenses
Understanding the Depreciation Allocation Business Process
Prerequisites
Setting Up the Depreciation Allocation Business Process
Performing the Depreciation Allocation Business Process
Creating PeopleSoft Asset Management Accounting Entries
Prerequisites
Understanding Asset Information Flow
Understanding Accounting Entry Setup
Creating Accounting Entries
Creating Memorandum Accounting Entries for Federal Reporting
Retiring Assets
Understanding Asset Retirement
Retiring Financial Assets
Retiring Non-Financial Assets
Reinstating Assets
Accounting for Asset Retirement Obligations
Reviewing ARO Processing Results
Running the Tax Retirement Capital Gains Report (AMTX3210)
Processing Asset Mass Transactions
Understanding Mass Transaction Manager
Defining Mass Transactions
Running Mass Transactions
Populating Asset Management Tables with Mass Transaction Data
Using Asset Management Reporting Options
Understanding Asset Management Reporting Options
Prerequisites
Using Flexible Reporting and Formats
Using Online Reporting
Charting Financial Data
Analyzing Asset Management Using PeopleSoft Insights
Analyzing Asset Management Using PeopleSoft Insights
Using Asset Management Self Service Web Components
Understanding Self Service Components in Asset Management
Prerequisites to Using Self Service Web Components
Using Self Service Application Pages
Using the Global Features of PeopleSoft Asset Management
Understanding PeopleSoft Asset Management in Global Settings
Prerequisites
(AUS) Using PeopleSoft Asset Management Options to Meet Australian Requirements
(CAN) Using Asset Management Options to Meet Canadian Requirements
(FRA) Using PeopleSoft Asset Management Options to Meet French Requirements
(DEU) Using PeopleSoft Asset Management Options to Meet German Requirements
(IND) Using PeopleSoft Asset Management Options to Meet Indian Requirements
(ITA) Using PeopleSoft Asset Management Options to Meet Italian Requirements
(JPN) Using PeopleSoft Asset Management Options to Meet Japanese Requirements
Archiving Asset Information
Understanding Archiving
Archiving Inactive Assets
Viewing Archived Data
Restoring Archived Data
Understanding the Loader Table Data Dictionary
Understanding the Loader Tables
Loader Table INTFC_FIN
Loader Table INTFC_PHY_A
Loader Table INTFC_PHY_B
Transaction Loader Inserts
Interface Types (Load Types)
Understanding Depreciation Calculations
Understanding How PeopleSoft Asset Management Calculates Depreciation
Calculating the Begin Depreciation Date
Calculating Remaining Value
Calculating Yearly Depreciation
Calculating Period Allocation
Calculating Prior Period Depreciation
Formula-Based Depreciation Methods
Calculating Depreciation When Salvage Value Exceeds Net Book Value (NBV)
PeopleSoft Asset Management Reports
PeopleSoft Asset Management Reports
Using Oracle Business Intelligence (BI) Publisher Reports to Support Configured ChartFields
Report Samples