Using Custom Navigation Center Pages in PeopleSoft Asset Management

PeopleSoft Asset Management provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to the custom navigation center pages, PeopleSoft Asset Management provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

This table lists the custom navigation Asset Definitions Center pages that are used to navigate implementation tasks in PeopleSoft Asset Management:

Page Name	Navigation	Usage
Asset Management	Main Menu > Asset Management	Access primary PeopleSoft Asset Management menu options and activities.
Asset Definitions Center	Main Menu > Asset Management	Access primary PeopleSoft Asset Management Center menu options and activities.
Asset Transactions	Click Asset Transactions on the Asset Management menu page.	Access the Asset Transaction folder to administer financial and nonfinancial asset transactions, including adds, adjustments, transfers, and retirements.
Owned Assets	Click Owned Assets on the Asset Transactions menu page.	Access the Owned Assets folder to enter, copy, update, and display owned asset information.
Express Add	Click Express Add on the Owned Assets page.	Access the Express Add page to create a new asset with only financial data.
Basic Add	Click Basic Add on the Owned Assets page.	Access the Basic Add page to enter or update financial assets with physical and financial details.
View Component Hierarchy	Click View Component Hierarchy on the Owned Assets page.	Access the Asset Component Hierarchy page to display an asset hierarchy in a grid.
Manage Component Hierarchy	Click Manage Component Hierarchy on the Owned Assets page.	Access the Asset Component Hierarchy page to display an asset hierarchy in a grid as well as to insert and remove assets from the hierarchy.
Copy Existing Asset	Click Copy Existing Asset on the Owned Assets page.	Access the Copy Existing Asset page to copy existing asset information to a new asset ID.
Calculate Replacement Cost	Click Calculate Replacement Cost on the Owned Assets page.	Access the Calculate Replacement Cost page to calculate and update indexed replacement costs.
Define Asset Operational Information	Click Define Asset Operational Info on the Owned Assets page.	Access the Define Asset Operational Information page to enter nonfinancial assets or update physical details of existing assets.
Maintain Property Occupants	Click Maintain Property Occupants on the Owned Assets page.	Access the Maintain Property Occupants page to enter property occupant information.
Leased Assets	Click Leased Assets on the Asset Transactions menu page.	Access the Leased Assets folder to enter and update leased asset information.
Express Add	Click Express Add on the Leased Assets page.	Access the Lease Express Add page to create capital or operating leases with appropriate payment and depreciation schedules.
Update Lease Information	Click Update Lease Information on the Leased Assets page.	Access the Update Lease Information page to enter or update leased assets with physical and financial details.
Create Expense Schedule	Click Create Expense Schedule on the Leased Assets page.	Access the Lease Expense Schedule page to generate new lease expense schedules.
Transfer Operating Lease	Click Transfer Operating Lease on the Leased Assets page.	Access the Transfer Operating Lease page to transfer an operating lease to a new ChartField.
Acquisition Details	Click Acquisition Details on the Asset Transactions menu page.	Access the Acquisition Details folder to review acquisition details from vouchers, purchase orders, and receipts.
Review Purchase Orders	Click Review Purchase Orders on the Acquisition Details page.	Access the Review Purchase Orders page to review purchase order data such as business unit, PO ID, and related contracts.
Review Receivers	Click Review Receivers on the Acquisition Details page.	Access the Review Receivers page to review receiving details such as business unit, item ID, or vendor receipt quantities.
Review Vouchers	Click Review Vouchers on the Acquisition Details page.	Access the Review Vouchers page to review acquisition details from vouchers.
Asset Book Information	Click Asset Book Information on the Asset Transactions menu page.	Access the Asset Book Information component to review, add, or update asset books.
Define Tax/Depr Criteria	Click Define Tax/Depr Criteria on the Asset Book Information page.	Access the Define Tax/Depr Criteria page to define asset book and tax depreciation attributes.
Add/Copy Asset Book	Click Add/Copy Asset Book on the Asset Book Information page.	Access the Add/Copy Asset Book page to copy to a new book or convert book currency in mass.
Parent-Child Relationship	Click Parent-Child Relationship on the Asset Transactions menu page.	Access the Parent-Child Relationship folder to review parent-child relationships.
Create Parent	Click Create Parent on the Parent-Child Relationship page.	Access the Create Parent page to create umbrella parent asset; description only asset.
Parent-Child Basic Information	Click Parent-Child Basic Information on the Parent-Child Relationship page.	Access the Parent-Child Basic Information page to enter and update basic physical and financial data for parent or child assets.
Review Parent-Child	Click Review Parent-Child on the Parent-Child Relationship page.	Access the Review Parent-Child page to review parent assets and the associated child asset information.
Review Parent-Child NBV	Click Review Parent-Child NBV on the Parent-Child Relationship page.	Access the Review Parent-Child NBV page to view parent-child net book value; select and deselect included children.
InterUnit Parent-Child Trans	Click InterUnit Parent-Child Trans on the Parent-Child Relationship page.	Access the InterUnit Parent-Child Trans page to run the process for interunit parent-child transfers.
Capital Acquisition Planning	Click Capital Acquisition Planning on the Asset Transactions menu page.	Access the Capital Acquisition Planning folder to create and administer Capital Acquisition Plans (CAP).
Create (CAP) Plan	Click Create (CAP) Plan on the Capital Acquisition Planning page.	Access the Create (CAP) Plan page to define and update capital acquisition plans (CAP).
Load Budgeting Asset Catalog	Click Load Budgeting Asset Catalog on the Capital Acquisition Planning page.	Access the Load Budgeting Asset Catalog page to load the budgeting asset catalog.
Send to Budgeting	Click Send to Budgeting on the Capital Acquisition Planning page.	Access the Send to Budgeting page to configure the interface for PeopleSoft Budgeting.
Run Report	Click Run Report on the Capital Acquisition Planning page.	Access the Run Report page to create capital acquisition plan (CAP) reports.
Financial Transactions	Click Financial Transactions on the Asset Transactions menu page.	Access the Financial Transactions folder to perform financial asset maintenance transactions like adjustments and transfers.
Cost Adjust/Transfer Asset	Click Cost Adjust/Transfer Asset on the Financial Transactions page.	Access the Cost Adjust/Transfer Asset page to perform cost additions/adjustments, transfers, recategorizations, revaluations, markups, and interunit transfers.
CGU Impairment	Click CGU Impairment on the Financial Transactions page.	Access the CGU Impairment page to process CGU impairments.
Impairment WorkSheet	Click Impairment Worksheet on the Financial Transactions page.	Access the Impairment Worksheet page to process impairments.
Revaluation WorkSheet	Click Revaluation Worksheet on the Financial Transactions page.	Access the Revaluation Worksheet page to revalue assets using different methods.
Fair Value	Click Fair Value on the Financial Transactions page.	Access the Fair Value page to assign the fair value for individual assets.
Revaluation en Masse	Click Revaluation en Masse on the Financial Transactions page.	Access the Revaluation en Masse page to collectively revalue assets.
Change/Delete Pending Trans	Click Change/Delete Pending Trans on the Financial Transactions page.	Access the Change/Delete Pending Trans page to update transactions in the Pending Transaction table before running depreciation processing.
Cost Summarization	Click Cost Summarization on the Financial Transactions page.	Access the Cost Summarization page to process cost summarization.
Update Non-Capitalized Cost	Click Update Non-Capitalized Cost Asset on the Financial Transactions page.	Access the Update Non-Capitalized Cost page to update non capitalized cost.
Cap Threshold Validation	Click Cap Threshold Validation on the Financial Transactions page.	Access the Capitalization Threshold Validation page to check if an asset still belongs to the appropriate capitalization category after upcoming adjustments.
Capitalization Summary Report	Click Capitalization Summary Report on the Financial Transactions page.	Access the Capitalization Summary Report page to review trackable assets originated due to the threshold limit.
Asset Disposal	Click Asset Disposal on the Asset Transactions menu page.	Access the Asset Disposal folder to dispose of assets.
Retire/Reinstate Asset	Click Retire/Reinstate Asset on the Asset Disposal page.	Access the Retire/Reinstate Asset page to retire and reinstate financial assets.
Disposal Worksheet	Click Disposal Worksheet on the Asset Disposal page.	Access the Disposal Worksheet page to submit selected assets for disposal.
Approve Disposals	Click Approve Disposals on the Asset Disposal page.	Access the Approve Disposals page to approve pending asset disposal requests.
Auto-Retire Fully Depr Assets	Click Auto-Retire Fully Depr Assets on the Asset Disposal page.	Access the Auto-Retire Fully Depr Assets page to define auto-retire criteria to collectively retire fully depreciated assets.
Retire/Reinstate Non-Fin Asset	Click Retire/Reinstate Non-Fin Asset on the Asset Disposal page.	Access the Retire/Reinstate Non-Fin Asset page to retire and reinstate nonfinancial assets.
History	Click History on the Asset Transactions page.	Access the History folder to review book and cost history.
Review Book	Click Review Book on the History page.	Access the Review Book page to review book change history.
View Parent Component	Click View Parent Component on the History page.	Access the View Parent Component to view the Parent component.
Review Cost	Click Review Cost on the History page.	Access the Review Cost page to review capitalized and non capitalized asset cost transactions.
Review Inflation	Click Review Inflation on the History page.	Access the Review Inflation page to review asset inflation history.
Archive Cost/Depreciation	Click Archive Cost/Depreciation on the History page.	Access the Archive Cost/Depreciation page to archive asset cost and depreciation information from production tables.
Restore Cost/Depreciation	Click Restore Cost/Depreciation on the History page.	Access the Restore Cost/Depreciation page to restore archived asset cost and depreciation data to production tables.
Depreciation	Click Depreciation on the Asset Management menu page	Access the Depreciation folder to process and review regular and group asset depreciation.
Open Transactions	Click Open Transactions on the Depreciation page.	Access the Open Transactions page to create, review, and purge open transaction data.
Processing	Click Processing on the Depreciation page.	Access the Processing page to calculate depreciation and run depreciation-related processes.
Group Asset Depreciation	Click Group Asset Depreciation on the Depreciation page.	Access the Group Asset Depreciation page to consolidate, apply, and calculate group asset depreciation.
What-If Scenarios	Click What-If Scenarios on the Depreciation page.	Access the What-If Scenarios page to request and review what-if depreciation scenarios.
Review Depreciation Info	Click Review Depreciation Info on the Depreciation page.	Access the Review Depreciation Info page to review depreciation information.
Depreciation Process Log	Click Depreciation Process Log on the Depreciation page.	Access the Depreciation Process Log page to review depreciation processing results for errors.
Accounting Entries	Click Accounting Entries on the Asset Management menu page.	Access the Accounting Entries folder to process and close accounting activities.
Create Accounting Entries	Click Create Accounting Entries on the Accounting Entries page.	Access the Create Accounting Entries page to create asset accounting entries.
Close Depreciation	Click Close Depreciation on the Accounting Entries page.	Access the Close Depreciation page to close period depreciation by generating accounting entries for the ledger.
Review Financial Entries	Click Review Financial Entries on the Accounting Entries page.	Access the Review Financial Entries page to review accounting entries.
Review Operating Leases	Click Review Operating Leases on the Accounting Entries page.	Access the Review Operating Leases page to review accounting entries for operating leases.
Close Accounting Period	Click Close Accounting Period on the Accounting Entries page.	Access the Close Accounting Period page to close an accounting period to prevent accounting entries in that period.
Review Asset Journals	Click Review Asset Journals on the Accounting Entries page.	Access the Review Asset Journals page to review asset journal information.
Calculate Inflation	Click Calculate Inflation on the Accounting Entries page.	Access the Calculate Inflation page to run the process to calculate inflation amounts for assets.
Revalue AUS	Click Revalue AUS on the Accounting Entries page.	Access the Revalue AUS page to revalue assets (Australia).
Review Expense Entries	Click Review Expense Entries on the Accounting Entries page.	Access the Review Expense Entries page to display accounts created by the Clearing Reconciliation process .
Allocate Depreciation Expense	Click Cost and Depreciation Summary on the Accounting Entries page.	Access the Allocate Depreciation Expense component to allocate depreciation expense.
Financial Reports	Click Financial Reports on the Asset Management menu page.	Access the Financial Reports folder to produce reports and load reporting tables.
Cost and Depreciation Summary	Click Cost and Depreciation Summary on the Financial Reports page.	Access the Cost and Depreciation Summary page to review summarized depreciation activity, cost activity, and net book value.
Load Reporting Tables	Click Load Reporting Tables on the Financial Reports page.	Access the Load Reporting Tables folder to load PeopleSoft Asset Management reporting tables.
Asset Details	Click Asset Details on the Financial Reports page.	Access the Asset Details folder to create asset information reports.
Leased Assets	Click Leased Assets on the Financial Reports page.	Access the Leased Assets folder to create lease asset reports.
Accounting Entries	Click Accounting Entries on the Financial Reports page.	Access the Accounting Entries folder to generate account activity summaries, alternate account activity, reverse and reserve amounts, and statutory reports.
Cost and Depreciation	Click Cost and Depreciation on the Financial Reports page.	Access the Cost and Depreciation folder to create asset depreciation reports.
Retirement	Click Retirement on the Financial Reports page.	Access the Retirement folder to create asset retirement reports.
Generate AM Charts	Click Generate AM Charts on the Financial Reports page.	Access the Generate AM Charts folder to generate PeopleSoft Asset Management charts.
Send/Receive Information	Click Send/Receive Information on the Asset Management menu.	Access the Send/Receive Information folder to send and receive PeopleSoft Asset Management data and transactions.
Preview AP/PO Information	Click Preview AP/PO Information on the Send/Receive Information page.	Access the Preview AP/PO Information page to review the PeopleSoft Purchasing/Payables interface tables.
Retrieve Info from AP/PO	Click Retrieve Info from AP/PO on the Send/Receive Information page.	Access the Retrieve Info from AP/PO page to run preinterface tables into the transaction loader.
Interface Transactions	Click Interface Transactions on the Send/Receive Information page.	Access the Interface Transactions folder to review and edit interface table transactions.
Review	Click Review on the Interface Transactions page.	Access the Review page to view data in the interface tables.
Consolidate	Click Consolidate on the Interface Transactions page.	Access the Consolidate page to consolidate assets.
Unitize	Click Unitize on the Interface Transactions page.	Access the Unitize page to unitize (divide a load line into many) assets.
Edit	Click Edit on the Interface Transactions page.	Access the Edit page to run the Transaction Edit process.
Approve	Click Approve on the Interface Transactions page.	Access the Approve page to view and approve interface transaction data.
Load into AM	Click Load into AM on the Interface Transactions page.	Access the Load into AM page to run the Transaction Loader process.
Load Interface	Click Load Interface on the Send/Receive Information page.	Access the Load Interface folder to send data to and receive data from PeopleSoft Asset Management tables.
Import Data via Spreadsheet	Click Import Data via Spreadsheet on the Send/Receive Information page.	Access the Import Data via Spreadsheet folder to import new assets from a spreadsheet using a Component Interface utility.
Approve Lease Information	Click Approve Lease Information on the Send/Receive Information page.	Access the Approve Lease Information folder to review and approve lease interface table transactions.
Computer Aided Facility Mgmt	Click Computer Aided Facility Mgmt on the Send/Receive Information page.	Access the Computer Aided Facility Mgmt folder to integrate department, property, and employee information.
Taxes	Click Taxes on the Asset Management menu.	Access the Taxes folder to process and produce tax reports.
Update CCA	Click Update CCA on the Taxes page.	Access the Update CCA folder to update capital cost allowance balances.
Calculate Local Taxes	Click Calculate Local Taxes on the Taxes page.	Access the Calculate Local Taxes folder to update local tax information in local tax returns (Japan).
Depreciation	Click Depreciation on the Taxes page.	Access the Depreciation folder to calculate and update tax balances (India).
Reports	Click Reports on the Taxes page.	Access the Reports folder to create tax-related asset reports.
Asset Property Tax	Click Asset Property Tax on the Taxes page.	Access the Asset Property Tax page to enter asset property taxes.
Service and Maintenance	Click Service and Maintenance on the Asset Management menu.	Access the Service and Maintenance folder to create and maintain insurance and service/repair information.
Asset Insurance	Click Asset Insurance on the Service and Maintenance page.	Access the Asset Insurance page to define asset insurance information.
Asset Warranties	Click Asset Warranties on the Service and Maintenance page.	Access the Asset Warranties page to maintain asset warranty and service coverage information.
Maintenance Contract Terms	Click Maintenance Contract Terms on the Service and Maintenance page.	Access the Maintenance Contract Terms page to enter or update terms and coverage in maintenance contracts.
Review Maintenance History	Click Review Maintenance History on the Service and Maintenance page.	Access the Review Maintenance History page to review maintenance history.
Track Service and Repairs	Click Track Service and Repairs on the Service and Maintenance page.	Access the Track Service and Repairs page to enter or update asset service and repair information.
Asset Inspection	Click Asset Inspection on the Service and Maintenance page.	Access the Asset Inspection page to maintain asset inspection, cost, and coverage information.
Asset Checkout	Click Asset Checkout on the Service and Maintenance page.	Access the Asset Checkout page to check out assets for service and repair.
Asset Meter Information	Click Asset Meter Information on the Service and Maintenance page.	Access the Asset Meter Information folder to enter and update asset meter reading and to review meter reading history.
Reports	Click Reports on the Service and Maintenance page.	Access the Reports folder to create warranties and license information reports.
Physical Inventory	Click Physical Inventory on the Asset Management menu.	Access the Physical Inventory folder to access asset physical inventory processing.
Create Schedules	Click Create Schedules on the Physical Inventory page.	Access the Create Schedules page to create a physical inventory schedule.
Define Inventory Occurrence	Click Define Inventory Occurrence on the Physical Inventory page.	Access the Define Inventory Occurrence page to establish physical inventory (PI) control ID and default PI asset transactions.
Load/Match/Reconcile PI Info	Click Load/Match/Reconcile PI Info on the Physical Inventory page.	Access the Load/Match/Reconcile PI Info page to export or import asset data to or from a bar code scanning device.
Process CSV Files	Click Process CSV Files on the Physical Inventory page.	Access the Process CSV Files page to create a comma-separated values (CSV) file.
Verify Duplicate Tags	Click Verify Duplicate Tags on the Physical Inventory page.	Access the Verify Duplicate Tags page to identify duplicate asset tags scanned by physical inventory counts.
Verify Duplicate Serial ID	Click Verify Duplicate Serial ID on the Physical Inventory page.	Access the Verify Duplicate Serial ID page to identify duplicate asset tags scanned during physical inventory counts.
Verify Scanned Data	Click Verify Scanned Data on the Physical Inventory page.	Access the Verify Scanned Data page to enter search criteria for physical inventory.
Review Matching Results	Click Review Matching Results on the Physical Inventory page.	Access the Review Matching Results page to review discrepancies between asset data and scanned physical inventory data.
Review Inventory History	Click Review Inventory History on the Physical Inventory page.	Access the Review Inventory History page to review assets' physical inventory history.
Review Extracted Data	Click Review Extracted Data on the Physical Inventory page.	Access the Review Extracted Data page to review asset extract information.
Run Physical Inventory Reports	Click Run Physical Inventory Reports on the Physical Inventory page.	Access the Run Physical Inventory Reports page to create the Physical Inventory report.
Print an Asset	Click Print an Asset on the Asset Management menu page.	Access the Print an Asset page to print asset detail information.
Search for an Asset	Click Search for an Asset on the Asset Management menu page.	Access the Search for an Asset page to locate an asset and view with drill down detail functions.
Asset Definitions Center	Click Asset Definitions Center on the Asset Management menu.	Access the Asset Definitions Center folder to administer asset setup and configuration.

Using Custom Navigation Center Pages in PeopleSoft Asset Management

Pages Used to Navigate in PeopleSoft Asset Management