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

Agencies (AGENCY_DEFN)

  

See Asset Lifecycle Management Fundamentals: Defining Asset Attributes.

Define AM Allocation Basis (ALLOC_BASIS_GRP)

  

See Asset Lifecycle Management Fundamentals: Understanding Depreciation Processing.

Area Definition (AM_AREA_TBL)

  

See Asset Lifecycle Management Fundamentals: Defining Asset Attributes.

Define Criticality Code (AM_CRIT_LEVEL)

  

See Asset Lifecycle Management Fundamentals: Criticality Codes Page.

Asset Indexes (AM_INDEX_TBL)

  

See Asset Lifecycle Management Fundamentals: Defining Financial Processing for PeopleSoft Asset Management.

AM Location Definition (AM_LOCATION)

  

See Asset Lifecycle Management Fundamentals: Defining Asset Attributes.

Asset Owners (AM_OWNER_COMP)

 

See Asset Lifecycle Management Fundamentals: Establishing Asset Ownership.

Asset Owner Operators (AM_OWNER_OPR_COMP)

 

See Asset Lifecycle Management Fundamentals: Establishing Asset Ownership.

Accounting Entry Template IDs (AMAE_TMPL_ID_PNL

 

See Asset Lifecycle Management Fundamentals: Defining Accounting Entries.

Asset Class (ASSET_CLASS)

ASSET_CLASS_CI

See Asset Lifecycle Management Fundamentals: Asset Classes Page.

Asset Hazardous Code (ASSET_FSC_DFN)

ASSET_FSC_DEFN_CI

See Asset Lifecycle Management Fundamentals: Hazardous Codes Page.

Bus Tax Rate for Asset/Location (ASSET_LOC_RATE)

 

See Asset Lifecycle Management Fundamentals: (FRA) Defining Business Tax by Location.

Asset Thresholds (ASSET_THRESHOLDS)

 

See Asset Lifecycle Management Fundamentals: (AUS) Defining VAT Thresholds.

Define Asset Management Books (BOOK_DEFN1)

 

See Asset Lifecycle Management Fundamentals: Business Unit/Book Definition Page.

BU Aggregate R&D Expenditure ( BU_AGG_RD)

 

See Defining Asset R&D Categorization.

Asset Management Business Unit (BU_DEFN)

 

See Asset Lifecycle Management Fundamentals: Creating PeopleSoft Asset Management Business Units.

Capital Acquisition Plan Type (CAP_TYPE)

 

See Asset Lifecycle Management Fundamentals: Defining Financial Processing for PeopleSoft Asset Management.

Asset Category (CATEGORY_DEFN)

CATEGORY_DEFN_CI

See Asset Lifecycle Management Fundamentals: Categories Page.

Depr Convention Builder (CONV_BLDR_PNLG)

 

See Asset Lifecycle Management Fundamentals: Setting Up Depreciation Conventions.

Copy All Depr Conventions (CONV_COPY_ALL_COMP)

  

See Asset Lifecycle Management Fundamentals: Setting Up Depreciation Conventions.

Copy Depreciation Conventions (CONV_COPY_PNLG)

 

See Asset Lifecycle Management Fundamentals: Setting Up Depreciation Conventions.

Cost Types (COST_TYPE_DEFN)

  

See Asset Lifecycle Management Fundamentals: Defining Financial Processing for PeopleSoft Asset Management.

Capitalization Limits Codes (DEPR_CAP_LIMIT)

 

See Capitalization Limits Page.

Capitalization Thresholds (CAP_THR_DEFN)

  

See Capitalization Thresholds Page.

Combination Editing Options (AM_CEDT_SSRC)

  

See Asset Lifecycle Management Fundamentals: Enabling Combination Editing.

Depreciation Conventions (DEPR_CONVENTION)

 

See Asset Lifecycle Management Fundamentals: Setting Up Depreciation Conventions.

Depreciation Limits (DEPR_LIMIT_DEFN)

  

See Asset Lifecycle Management Fundamentals: Defining Depreciation Limits.

Depreciation Schedules (DEPR_SCHEDULE_DEFN)

DEPR_SCHEDULE_DEFN_CI

See Asset Lifecycle Management Fundamentals: Setting Up Depreciation Schedules.

Depreciation Terms Definition (DEPR_TERMS_DEFN)

DEPR_TERMS_DEFN_CI

See Asset Lifecycle Management Fundamentals: Defining Depreciation Terms and Rates.

Accounting Entry Templates (DIST_TEMPLATE_DEFN)

 

See Asset Lifecycle Management Fundamentals: Defining Accounting Entries.

Fair Value Valuation Methods (AM_FV_METHOD_DEFN)

  

See Asset Lifecycle Management Fundamentals: Enabling Combination Editing.

Fair Value Groups (AM_FV_GROUP_DEFN)

  

See Asset Lifecycle Management Fundamentals: Enabling Combination Editing.

Fair Value Templates (AM_FV_TEMPLAT_DEFN)

  

See Asset Lifecycle Management Fundamentals: Enabling Combination Editing.

FERC Code Definition (FERC_CD_DEFN)

 

See Application Fundamentals: Defining Additional Common Information.

Financing Codes (FINANCE_CD)

 

See Asset Lifecycle Management Fundamentals: Defining Financial Processing for PeopleSoft Asset Management.

Insurance Types (INSURANCE_TYPE)

  

See Asset Lifecycle Management Fundamentals: Defining Asset Attributes.

Inter Unit Transfer Definition (IU_TRF_DEFN_TBL)

IU_TRF_DEFN_TBL_CI

See Asset Lifecycle Management Fundamentals: Defining Accounting Entries.

Joint Venture BU Allocations (JV_BUS_ALLOC)

 

See Asset Lifecycle Management Fundamentals: Joint Venture Allocation Page.

Define Maintenance Types (MAINT_TYPE_DEFN)

 

See Asset Lifecycle Management Fundamentals: Maintenance Types Page.

Multi-Shift Definition ( MULTI_SHIFT_DEFN)

 

See Asset Lifecycle Management Fundamentals: (DEU) Setting Up Multi-shift Codes.

Owner Information (OWNER_INFO_DEFN)

  

See Asset Lifecycle Management Fundamentals: Establishing Asset Ownership.

Physical Inventory Scheduling (PI_SCHEDULE )

  

See Configuring Physical Inventory.

Physical Inventory Sys Setup (PI_SYSTEM_SETUP)

 

See Configuring Physical Inventory.

Define Asset Profiles (PROFILE)

PROFILE_CI

See Asset Lifecycle Management Fundamentals: Setting Up Asset Profiles.

Lease Schedule (PYMNT_SCHED_TBL)

  

See Asset Lifecycle Management Fundamentals: Payment Schedules page.

Qualified Investments (QIV)

  

See Asset Lifecycle Management Fundamentals: (USA) Defining Qualified Investment Codes.

Return Information (RETURN_INFO_DEFN)

  

See Processing Local Tax Reports.

Define Report Drilldown (RPT_DRILL_FLD_G)

 

See Asset Lifecycle Management Fundamentals: Reporting Drilldown Fields Page.

Book Class Security (SEC_BUBOOK_CLS)

  

See Application Fundamentals: Understanding PeopleSoft Application Security.

Book Operator Security (SEC_BUBOOK_OPR)

  

See Application Fundamentals: Understanding PeopleSoft Application Security.

Asset Tax Classes (TAX_CLASS_DEFN)

  

See Asset Lifecycle Management Fundamentals: (CAN, IND, and USA) Defining and Maintaining Tax Classes.

Tax Credit Status (TAX_CR_STATUS)

  

See Asset Lifecycle Management Fundamentals: Defining Tax Credits.

Tax Credits (TAX_CREDITS)

  

See Asset Lifecycle Management Fundamentals: Defining Tax Credits.

Retirement Basis Reduction (TRAN_EXCLUDE_TBL)

  

See Asset Lifecycle Management Fundamentals: Setting Up Retirement Basis Reduction Codes.

Transaction Groups (TRANS_PNL_GRP)

 

See Asset Lifecycle Management Fundamentals: Defining Accounting Entries.

Define Transaction Codes (TRANSACTION_CODE)

  

See Asset Lifecycle Management Fundamentals: Transaction Codes Page.

User Defined Depreciation Rate (UD_DEPR_RATE)

UD_DEPR_RATE_CI

See Asset Lifecycle Management Fundamentals: 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 Asset Lifecycle Management Fundamentals: Units of Production Page.

Account (GL_ACCOUNT)

ACCOUNT_CF

See Application Fundamentals: Account Page.

Alternate Account (ALTACCT)

ALTACCT_CF

See Application Fundamentals: Alternate Account Page.

Operating Unit (OPERATING_UNIT)

OPER_UNIT_CF

See Application Fundamentals: Operating Unit Page.

Department (DEPARTMENT)

DEPT_CF

See Application Fundamentals: Department Page.

Project ID (PROJECT)

PROJECT_CF

See Application Fundamentals: Project Page.

Product (PRODUCT)

PRODUCT_CF

See Application Fundamentals: Product Page.

Fund Code (FUND_DEFINITION)

FUND_CF

See Application Fundamentals: ChartField 1 Page.

Chartfield 1 (CHARTFIELD1)

CHARTFIELD1

See Application Fundamentals: ChartField 1 Page.

Chartfield 2 (CHARTFIELD2)

CHARTFIELD2

See Application Fundamentals: ChartField 1 Page.

Chartfield 3 (CHARTFIELD3)

CHARTFIELD3

See Application Fundamentals: ChartField 1 Page.

InterUnit Template (IU_INTER_TMPLT)

IU_INTER_TMPLT

See Application Fundamentals: InterUnit Template Page.

IntraUnit Template (IU_INTRA_TMPLT)

IU_INTRA_TMPLT

See Application Fundamentals: Intraunit Template Page.

InterUnit Pair Maintenance (IU_INTER_PR_BASIC)

IU_INTER_PR_BASIC

See Application Fundamentals: Using Mass Maintenance for Interunit Pairs.

Market Rates (RT_RATE_PNL)

  

See PeopleSoft Global Options and Reports: Establishing Market Rates.

Market Rate Definition (MARKET_RATE_DEF)

  

See PeopleSoft Global Options and Reports: Defining Market Rates.

Currency Quotation Method (CURR_QUOTE_PNL)

  

See PeopleSoft Global Options and Reports: Defining Currency Quotations.

Ledgers for a Unit (BUSINESS_UNIT_LED)

EM_BUS_UNIT_LED

See Application Fundamentals: Defining Ledgers for a Business Unit.

Value Added Tax Code (TAX_CODE_VAT)

TAX_CODE_VAT

See PeopleSoft Global Options and Reports: Setting Up VAT Authorities, and Tax Codes.

VAT Accounts by Business Unit (TAX_BU_CODE_VAT)

TAX_BU_CODE_VAT

See PeopleSoft Global Options and Reports: VAT Accounts by Business Unit Page.

VAT Entity (VAT_ENTITY_ID)

VAT_ENTITY_ID

See PeopleSoft Global Options and Reports: Setting Up VAT Entities.

Vat Defaults CI Component (VAT_DEF_CI)

VAT_DEF_CI

See PeopleSoft Global Options and Reports: Establishing VAT Defaults.

Customer Group Table (CUST_GROUP_TBL)

  

See PeopleSoft Order to Cash Common Information: Customer Group Table Page.

Contact Info (CONTACT_INFO)

  

See PeopleSoft Order to Cash Common Information: Understanding Contact Information.

General Information (CUSTOMER_GENERAL)

  

See PeopleSoft Order to Cash Common Information: Understanding the Primary Customer Roles.

User Preferences (OPR_DEFAULT)

OPR_DEFAULT_FIN

See Application Fundamentals: Understanding 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, and troubleshooting guidelines.

See the product documentation for PeopleTools: PeopleSoft Setup Manager, and PeopleTools: PeopleSoft Component Interfaces.