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PeopleSoft FSCM 9.2: AssetManagementMarch 2013
PeopleSoft FSCM 9.2: Asset ManagementCDSKU fscm92pbr0Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarksof their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc.AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks ofAdvanced Micro Devices. UNIX is a registered trademark of The Open Group.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictionson use and disclosure and are protected by intellectual property laws. Except as expressly permittedin your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast,modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by anymeans. Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free.If you find any errors, please report them to us in writing.Restricted Rights NoticeIf this is software or related documentation that is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integratedsoftware, any programs installed on the hardware, and/or documentation, delivered to U.S. Governmentend users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulationand agency-specific supplemental regulations. As such, use, duplication, disclosure, modification,and adaptation of the programs, including any operating system, integrated software, any programsinstalled on the hardware, and/or documentation, shall be subject to license terms and license restrictionsapplicable to the programs. No other rights are granted to the U.S. Government.Hazardous Applications NoticeThis software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.
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ContentsPreface.xixUnderstanding the PeopleSoft Online Help and PeopleBooks. xixPeopleSoft Hosted Documentation. xixLocally Installed Help. xixDownloadable PeopleBook PDF Files.xixCommon Help Documentation.xixField and Control Definitions. xxTypographical Conventions. xxISO Country and Currency Codes. xxiRegion and Industry Identifiers. xxiAccess to Oracle Support.xxiiDocumentation Accessibility.xxiiUsing and Managing the PeopleSoft Online Help.xxiiPeopleSoft FSCM Related Links. xxiiContact Us.xxiiiFollow Us.xxiiiChapter 1: Common Elements in Asset Management.25Common Elements Used in Asset Management. 25Chapter 2: Getting Started With PeopleSoft Asset Management. 29Getting Started With PeopleSoft Asset Management.29PeopleSoft Asset Management Overview. 29PeopleSoft Asset Management Business Processes. 30PeopleSoft Asset Management Integration Touchpoints.31Enabling ChartField Security for PeopleSoft Asset Management. 33Implementing PeopleSoft Asset Management.33Chapter 3: Navigating in PeopleSoft Asset Management.41Navigating in PeopleSoft Asset Management. 41Using Custom Navigation Center Pages in PeopleSoft Asset Management. 41Pages Used to Navigate in PeopleSoft Asset Management.41Chapter 4: Implementing Asset Management. 51Implementing Asset Management. 51Understanding Asset Management. 51Understanding the Asset Management Implementation Process.52Chapter 5: Converting to PeopleSoft Asset Management. 55Converting to PeopleSoft Asset Management.55Understanding Conversion to PeopleSoft Asset Management.55Prerequisites. 56Converting with a Customized SQR. 56Running the Transaction Loader Edit Program.58Pages Used to Run the Transaction Loader Edit Program. 58Transaction Loader Edit Page. 58Viewing the Results of the Transaction Edit Program.59Previewing and Approving Results. 60Populating Asset Management Tables with Asset Data.60Using Transaction Loader Conversion Dates Options.60Depreciating Converted Assets.61Closing the Conversion Process. 62Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.v
ContentsPage Used to Close the Conversion Process. 62Verifying the Conversion. 62Receive Conversion Data Page. 62Updating Security. 63Loading Retired Assets.63Considerations for Retiring Assets. 64Populating Loader Tables.64Reviewing Retired Asset Data. 65Converting Lease Information. 66Pages Used to Convert Lease Information. 67Chapter 6: Adding and Maintaining Assets. 69Adding and Maintaining Assets. 69Understanding Adding and Maintaining Assets.69Adding and Maintaining Asset Information.73Pages Used to Add or Change Asset Information.73General Information Page. 76Cost History Page.88Operation/Maintenance Page.89Asset Acquisition Detail Page.95Asset Acquisition Detail Page – Entering Multiple Cost Adjustments.100Tax Page. 104Doc Sequencing Page.104Location/Comments/Attributes Page.105Manufacture/License/Custodian Page. 108Asset Property Page. 110Record Property Taxes Page. 112Asset Supplemental Data Page. 113Maintaining Asset Meters.114Pages Used to Maintain Asset Meters. 114Understanding Asset Meters. 115Asset Meters Page. 115Entering Meter Readings Page.117Meter Readings History Page. 119Maintaining Warranties. 121Pages Used to Maintain Asset Warranties. 121Understanding Asset Warranties. 121Maintaining Asset Book Information. 121Pages Used to Maintain Asset Book Information. 122Book - Depreciation Page. 122Depreciation Method Information Page.128Book - Tax Page.129Adding Assets with the Asset ExpressAdd Component. 132Pages Used to Add Assets with the Asset ExpressAdd Component. 132Cost/Asset Information Page.133Copying an Asset.138Page Used to Copy an Asset. 138Create Asset Copies Page. 139Viewing and Managing the Component Asset Hierarchy. 140Pages Used to View and Manage the Asset Component Hierarchy. 140Understanding Component Asset Hierarchies. 140Asset Component Hierarchy Page. 141viCopyright 1992-2013, Oracle and/or its affiliates. All rights reserved.
ContentsAsset Component Hierarchy Page. 142Creating Parent-Child Asset Relationships. 146Pages Used to Create Parent-Child Asset Relationships. 147Understanding Parent-Child Asset Relationships. 148Asset Parent Page. 148Create Parent - Child Assets Page. 148Adding Parent and Child Component Assets. 149Using the Child Inherits Life of Parent Feature. 149Updating Parent-Child Basic Information.150Child Assets Page.150Parent and Child Assets Page. 152Calculating Asset Replacement Costs. 152Page Used to Calculate Replacement Cost.152Understanding Asset Replacement Cost. 152Defining Asset Operational Information. 153Pages Used to Add and Maintain Asset Operational Information.153Define Asset Operational Information - Asset Information Page.154Searching for Asset Information.157Page Used to Search for Asset Information. 157Search for an Asset Page. 158Printing Asset Information.160Page Used to Print Asset Information. 161Adding Assets with the Excel to Component Interface Utility.
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