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