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peoplesoft asset managment

Asset Management Rel 9 Content Details

Business Process Overview

  • Defining the Asset Lifecycle Management (ALM) Solution
  • Describing the Asset Transaction Flow
  • Describing Asset Management System Integration
  • Describing the Implementation of Asset Management
  • Describing the Conversion Process for Asset Management
  • Navigating through Asset Management

Defining General Options

  • Setting Up Installation Options
  • Defining User Preferences
  • Defining Locations, Calendars and ChartField Values

Setting Up Asset Management

  • Creating Asset Books
  • Creating Business Units
  • Defining Open Periods
  • Setting Up Value Added Tax (VAT) Defaults

Adding Assets

  • Describing the Methods for Adding Assets Online
  • Describing the Tables Used for Asset Management
  • Adding Assets Using Express Add
  • Adding Assets Using Basic Add
  • Adding Non-financial Assets Using Asset Operational Info
  • Identifying Hazardous Assets

Managing Asset Insurance, Maintenance, Warranties and Repair

  • Tracking Asset Insurance
  • Defining and Tracking Asset Maintenance
  • Tracking Asset Maintenance Contracts
  • Creating and Applying Warranties
  • Reviewing Maintenance History

Maintaining Leased Assets

  • Describing Lease Types
  • Defining Lease Payment Schedules
  • Creating Leased Assets
  • Defining Step Leases
  • Generating Lease Reports

Adjusting, Recategorizing and Transferring Assets

  • Adjusting Asset Information
  • Reviewing Asset Cost History
  • Recategorizing Assets
  • Transferring Assets Within and Between Business Units
  • Summarizing Cost Rows
  • Revaluing Assets

Retiring and Reinstating Assets

  • Retiring Assets Manually
  • Retiring Fully Depreciated Assets Automatically
  • Using the Disposal Worksheet to Retire Assets
  • Describing Retirement Integration with Other PeopleSoft Applications
  • Reinstating Assets

Maintaining Parent and Child Assets

  • Adding Parent and Child Assets
  • Adjusting Parent and Child Assets
  • Recategorizing Parent and Child Assets
  • Performing Transfers of Parent and Child Assets
  • Retiring of Parent and Child Assets
  • Reviewing the Net Book Value of Parent-Child Assets

Depreciating Assets

  • Describing How Asset Management Calculates Depreciation
  • Reviewing and Modifying Open Transactions
  • Performing the Depreciation Calculation Process
  • Recalculating Depreciation and Performing What-If Calculations

Depreciating Assets - France

  • Configuring and Depreciating Assets Using the Derogatory Method
  • Creating Accounting Entries for Derogatory Depreciation
  • Configuring and Reporting Business Tax
  • Revaluing Assets
  • Running Statutory Reports

 

Depreciating Assets - India

  • Describing Depreciation Processing for India
  • Processing Tax Depreciation for India

Depreciating Assets - Japan

  • Using Special and Increased Depreciation Methods
  • Using Advanced and Composite Depreciation
  • Setting Up Currency Rounding Options
  • Generating Local Tax Reports
  • Calculating Consumption Tax When Selling Retired Assets

Maintaining Asset Book Information

  • Describing Asset Books and Required Information for Calculating Depreciation
  • Describing Remaining Value and Life-to-Date Depreciation Methods
  • Reviewing Changes Made to Asset Books

Reporting and Charting Asset Information

  • Describing Asset Management Reporting Options
  • Generating Asset Management Reports
  • Generating Asset Charts

Generating Asset Accounting Entries

  • Creating and Reviewing Accounting Entries
  • Closing Depreciation
  • Closing Asset Accounting Periods
  • Listing Common Month-End Processes

Allocating Depreciation Expense

  • Describing Depreciation Allocation
  • Defining Transaction Groups
  • Creating Allocation Entries

Integrating with PeopleSoft General Ledger

  • Defining the General Ledger to Accept Journal Entries
  • Defining the Link Between Asset Management and General Ledger
  • Running the Journal Generator Process

Integrating Asset Management with Other Products

  • Integrating with PeopleSoft Purchasing and Payables
  • Using On-Demand Processing
  • Consolidating and Unitizing Assets
  • Integrating with PeopleSoft Project Costing

Planning for Capital Asset Acquisitions

  • Describing Asset Budgeting and Capital Acquisition Planning
  • Defining Capital Acquisition Plans (CAP)
  • Link Assets to a CAP
  • Review and Adjust CAP information

Performing Mass Changes to Assets

  • Defining and Running the Mass Change Process
  • Reviewing the Results of Mass Change
  • Running the Transaction Loader Process

Final Course Activity

  • Defining the Various Control Tables Required to Perform Transactions
  • Calculating Depreciation on Open Transaction
  • Creating Accounting Entries and Running Depreciation Close
  • Running the Journal Generator Process
  • Reviewing Results