PeopleSoft Asset Management Setup Considerations

In order to maintain assets using a service request or work order, you must set up assets in PeopleSoft Asset Management's asset repository prior to setting up PeopleSoft Maintenance Management. In addition to the setup required for financial PeopleSoft Asset Management, PeopleSoft Maintenance Management recommends that your PeopleSoft Asset Management setup include:

  • Installation options.

  • Asset locations.

  • Asset area –Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair, and then Area Definition.

  • Asset type, asset subtype, manufacturer ID, and model.

    The only place that the manufacturer ID and model are associated with the asset type and subtype is in the equipment parts list (EPL) in PeopleSoft Asset Management. You set the manufacturer ID and model up in Set Up Financials/Supply Chain, and then Product Related, and then Procurement Options, and then Purchasing, and then Manufacturers and Manufacturer Model Relation.You associate them with an asset in PeopleSoft Maintenance Management task and template setup.

  • Chargeback information at the asset level.

  • Component changeout rule definitions at the Asset Management business unit, asset type, asset subtype, and asset levels.

  • Maintenance types (Set Up Financials/Supply Chain/Product Related, and then Asset Management, and then Service and Repair).

    Note:

    Users define maintenance types in PeopleSoft Asset Management and associate them with an asset type and subtype in PeopleSoft Maintenance Management.

  • EPL. (This is optional and is located at Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair.)

  • Insurance types (Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair).

  • Standard warranties (Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair).

  • Warranty templates Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair.

  • Interunit transfer definition - Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Profiles, and then Asset Profiles

  • Meter types Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Service and Repair.

  • Assets set up as tools - Set Up Financials/Supply Chain, and then Product Related, and then Asset Management, and then Profiles, and then Asset Profiles

See Asset Lifecycle Management Fundamentals: Understanding the PeopleSoft Asset Management Lifecycle.