Configuring Admin Data

This section describes the admin data setup in Oracle Utilities Work and Asset Cloud Service related to the integration. The Admin menus can be configured to be grouped alphabetically or by functional groups. The descriptions that follow will include both groupings.

• Master Configuration

• Oracle Assets Integration Configuration

Master Configuration

This section describes the master configuration details for the integration. The following Master Configurations can be found from the Admin menu [M or General] > Master Configuration.

• Work Management Master Configuration

Work Management Master Configuration

The Work Management Master Configuration is used by assets integration.

To create Work Management Master Configuration:

1. Navigate to Admin Menu > M > Master Configuration.

2. Click '+' against the Work Management Master Configuration value in the master configuration table.

3. In the Master Configuration Details section, select the Work Management Master Configuration (W1-WorkManagementMasterConfig) business object.

4. Configure the values in the Work Order Parameters section.

5. Configure the values in the Work Request Parameters section.

6. Configure the following values in the Construction Parameters section.

• Set FIXED ASSET EXTRACT BATCH CODE to ERP Fixed Asset Extract (W1-ERPFA).

• Set ORACLE ASSETS INTEGRATION to “Yes”.

Oracle Assets Integration Configuration

This section describes the Oracle Assets configuration details for the integration.

• Property Unit

• Compatible Unit Set

• Compatible Unit

• Cost Center

Property Unit

Property Unit groups are capital and fixed assets that have similar depreciation characteristics. This value will be mapped to the Asset Category in Oracle Fusion ERP.

Navigate to Admin Menu > P > Property Unit to configure the property unit.

Compatible Unit Set

The Compatible Unit Set portal is used to display and maintain compatible unit sets.

To create a Compatible Unit Set:

1. Navigate to Admin Menu > C > Compatible Unit Set.

2. Click Add.

3. Enter the following details

• Compatible Unit Set

• Description

• CU Class

• CU Category

• Equipment Group

4. Click Save.

Compatible Unit

Compatible Units define the materials, labor, and equipment necessary to install or remove assets in relationship to construction work. They can be referenced by other compatible units to build more complex configuration and allow users to properly group resources together.

Rolling assets, such as conductors, are not treated as individual assets in Oracle Fusion ERP and not treated as assets in Oracle Utilities Work and Asset Cloud Service. Fiscal assets, such as poles, are also not treated as individual assets in Oracle Fusion ERP whereas they are treated as individual assets in Oracle Utilities Work and Asset Cloud Service. In such cases, Compatible Unit represents the grouping of these assets on which we populate the Oracle Fusion ERP fixed asset number common to the group and stamp property unit on the asset.

To create a Compatible Unit:

1. Navigate to Admin Menu > C > Compatible Unit.

2. Click Add.

3. Select the compatible unit type and click OK.

4. Enter the following details:

• Compatible unit code

• Compatible unit set

• Description

• Fixed Asset Number (Populated with Oracle Fusion ERP Asset ID. This is required in case of addition and retirement of fiscal and rolling assets.)

5. Click Save.

Cost Center

As costs are incurred, the system tracks and accumulates them at different levels or cost centers within the organization. Cost centers are part of the accounting hierarchy.

Cost center records display financial statistics, such as budget amounts, year to date actual amounts, and committed amounts for the cost center. These amounts represent the fiscal year rather than the calendar year.

To create a cost center:

1. Navigate to Admin Menu > C > Cost Center.

2. Click Add.

3. Select the cost center business object and click OK.

4. Enter the following details:

• Cost center

• Description

• Account segment

5. In the Financial Information section:

• Allow user charge

• Capital account

• Budget amount

6. In the Account Segments section, provide the segment values.

Note: Make sure the segment values are in synchronization with the Cost Clearing Account segments of Oracle Fusion ERP.

7. Click Save.