PeopleSoft Asset Management Rel 9.2 Ed 2 Course Overview

To successfully undertake training in the PeopleSoft Asset Management Rel 9.2 Ed 2 course, students should meet the following minimum prerequisites:

• Basic understanding of asset management concepts and the asset lifecycle.
• Familiarity with general accounting principles, especially those related to fixed assets and depreciation.
• Experience with PeopleSoft Navigation and the use of PeopleSoft applications.
• Knowledge of PeopleSoft Financials would be advantageous.
• Basic proficiency with Microsoft Excel, as the course involves data importation from spreadsheets.
• An understanding of the integration points between PeopleSoft Asset Management and other PeopleSoft Financials modules such as General Ledger, Payables, and Purchasing is helpful but not mandatory.
• Prior exposure to ERP systems, particularly in a finance or accounting role, can be beneficial.

Please note that while these prerequisites are aimed at ensuring a productive learning experience, our course is designed to accommodate a range of learners, from those new to PeopleSoft Asset Management to those looking to enhance their existing skill set. We encourage all interested individuals to join us as we provide comprehensive instruction and support throughout the course.

Target Audience for PeopleSoft Asset Management Rel 9.2 Ed 2

The PeopleSoft Asset Management Rel 9.2 Ed 2 course is tailored for professionals managing enterprise assets and financial data.

• Financial Analysts and Managers
• Asset Managers and Accountants
• IT Professionals implementing PeopleSoft solutions
• ERP Consultants specializing in asset management
• PeopleSoft System Administrators
• Accountants responsible for fixed assets
• Operations Managers involved in asset lifecycle management
• Project Managers overseeing financial system implementations
• Business Analysts working with asset management systems
• Compliance Officers dealing with financial reporting standards
• Procurement Officers integrating purchasing with asset management

Learning Objectives - What you will Learn in this PeopleSoft Asset Management Rel 9.2 Ed 2?

1. Introduction: The PeopleSoft Asset Management Rel 9.2 Ed 2 course equips participants with a comprehensive understanding of the asset lifecycle, from acquisition to retirement, and how to manage assets efficiently using PeopleSoft Asset Management.

2. Learning Objectives and Outcomes:

• Understand the Asset Lifecycle Management (ALM) solution and the flow of asset transactions within PeopleSoft.
• Configure and integrate Asset Management with other PeopleSoft modules such as Purchasing, Payables, and General Ledger.
• Set up asset books, define depreciation methods, and manage asset-related financial information.
• Learn how to add and maintain assets using various methods including Express Add, Basic Add, and spreadsheet imports.
• Develop proficiency in using the Asset Management WorkCenter to streamline and personalize asset management tasks.
• Gain knowledge in maintaining leased assets, including creating lease payment schedules and managing lease information.
• Master the processes for adjusting, recategorizing, transferring, and reversing assets to ensure accurate asset tracking.
• Understand the procedures for retiring and reinstating assets, including the use of the Disposal Worksheet.
• Learn how to manage parent-child asset relationships and perform related transactions such as adjustments and transfers.
• Generate accurate and timely asset accounting entries, allocate depreciation expenses, and integrate with PeopleSoft General Ledger for comprehensive financial reporting.