Oracle/PeopleSoft Asset Management Rel 9.2 Ed 2

PeopleSoft Asset Management Rel 9.2 Ed 2 Certification Training Course Overview

PeopleSoft Asset Management Rel 9.2 training course will teach you about asset maintenance, depreciation, asset accounting and reporting using this solution. In this course, you will learn how to use the Financials Audit Framework to track transactions, manage both capital and operating leases and define and maintain parent-child assets.

Target Audience:

  • End User
  • Implementer

PeopleSoft Asset Management Rel 9.2 Ed 2 (32 Hours) Download Course Contents

Live Virtual Classroom
Group Training 2450
09 - 12 Aug 09:00 AM - 05:00 PM CST
(8 Hours/Day)

20 - 23 Sep 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR) 2800
4 Hours
8 Hours
Week Days
Week End

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: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
Module 2:Defining General Options
  • Setting Up Installation Options
  • Defining User Preferences
  • Defining Locations, Calendars and ChartField Values
Module 3:Setting Up Asset Management
  • Creating Asset Books and Asset Management Business Units
  • Defining Open Periods
  • Setting Up VAT Defaults and Other Delivered Tables
  • Setting Up Depreciation Processing Information
  • Defining Tax Information for Assets
  • Setting Up Additional Asset Management Components
  • Creating Asset Profiles
  • Setting Up the Capitalization Threshold Feature
Module 4:Adding Assets
  • Describing the Methods for Adding Assets Online
  • Describing the Tables Used for Asset Management
  • Adding Assets Using Express Add and Basic Add
  • Adding Assets Using the Import Data via Spreadsheet Component
  • Adding Assets from a Microsoft Excel Spreadsheet
  • Defining Asset Operational Information and Hazardous Assets
  • Copying Assets
  • Using the Asset Search Utility
Module 5: Integrating Asset Management with Other Products
  • Integrating with PeopleSoft Purchasing and PeopleSoft Payables
  • Running the Payables/Purchasing Interface
  • Using On-Demand Processing
  • Consolidating and Unitizing Assets
  • ntegrating with PeopleSoft Billing
  • Integrating with PeopleSoft Strategic Sourcing
  • Integrating with PeopleSoft Budgeting
Module 6:Using the Asset Management WorkCenter
  • Review the Asset Management WorkCenter
  • Personalize Pagelets
  • Configure WorkCenters Using Enterprise Components
Module 7:Maintaining Leased Assets
  • Defining Lease Payment Schedules
  • Creating Leased Assets
  • Defining Step Leases
  • Updating Lease Information
  • Generating Lease Reports
Module 8:Adjusting, Recategorizing, Transferring, and Reversing Assets
  • Using the Financial Audit Framework
  • Adjusting Asset Information
  • Reviewing Asset Cost History
  • Recategorizing Assets
  • Transferring Assets Within a Business Unit (Intra-Unit)
  • Transferring Assets between Business Units (Inter-Unit)
  • Reviewing and Approving Asset Transfer Requests
  • Reversing Assets
Module 9:Retiring and Reinstating Assets
  • Retiring Assets Manually
  • Alternative Manual Retirement Methods
  • Retiring Fully Depreciated Assets Automatically
  • Using the Disposal Worksheet to Retire Assets
  • Describing Retirement Integration with Other PeopleSoft Products
  • Reinstating Assets
Module 10:Maintaining Parent-Child Assets
  • Adding Parent and Child Assets
  • Adding a Parent Asset as a Reporting Umbrella
  • Updating Basic Information for Parent-Child Assets
  • Adjusting Parent and Child Assets
  • Recategorizing Parent and Child Assets
  • Performing Transfers of Parent and Child Assets
  • Performing Interunit Transfers of Parent and Child Assets
  • Retiring Parent and Child Assets
Module 11:Depreciating Assets
  • Creating, Reviewing, and Modifying Open Transactions
  • Performing the Depreciation Calculation Process
  • Describing the Remaining Value and Life-to-Date Depreciation Methods
  • Reviewing the NBV of Parent-Child Assets
  • Executing What-If Calculations
Module 12:Maintaining Asset Book Information
  • Describing Asset Books and Required Information for Calculating Depreciation
  • Reviewing Changes Made to Asset Books
Module 13:Reporting and Charting Asset Information
  • Describing Asset Management Reporting Options
  • Generating Asset Management Reports from Batch Processes
  • Generating Asset Management Reports Online
  • Managing and Viewing the Asset Component Hierarchy
  • Generating Asset Management Charts
Module 14:Generating Asset Accounting Entries
  • Creating and Reviewing Asset Accounting Entries
  • Summarizing Cost Rows
  • Closing Depreciation
  • Closing Asset Accounting Periods
  • Listing Common Month-End Processes
  • Validating and Securing ChartFields
Module 15: Allocating Depreciation Expense
  • Defining Transaction Groups
  • Setting Up the Depreciation Allocation Business Process
  • Creating Allocation Entries
Module 16: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
Module 17:Performing Mass Changes to Assets
  • Reviewing Mass Transaction Definition and Processing
  • Defining and Processing Mass Transactions
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Course Prerequisites
  • Basic Computer Knowledge.
  • Report and chart asset information
  • Maintain leased assets
  • Adjust, recategorize and transfer assets
  • Retire and reinstate assets
  • Maintain parent and child assets
  • Maintain asset book information
  • Allocate depreciation expense
  • Generate asset accounting entries
  • Integrate Asset Management with other PeopleSoft applications
  • Plan for capital asset acquisitions
  • Perform asset mass changes
  • Define general options
  • Set up Asset Management
  • Add and maintain assets
  • Depreciate assets (USA, FRA, JAP, GER, IND)

FAQ's


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