PeopleSoft - Course Details

AMR9 Asset Management Rel 9

PeopleSoft Course Description:
There is a focus on implementation considerations for PeopleSoft Asset Management throughout this course, along with asset depreciation, asset accounting and reporting. They learn how to manage both capital and operating leases as well as define and maintain parent-child assets. Integration of Asset Management with other PeopleSoft applications is explored. Through detailed activities, participants learn how to configure the system and process transactions for asset depreciation, allocations, capital acquisition planning and tracking, like-kind exchanges, and tax reporting. Learn To: - Define your Asset Management system structure - Add assets and perform asset maintenance - Process depreciation and period-end close - Inquire and report on asset information - Integrate Asset Management with other PeopleSoft applications - Set up and maintain capital acquisition plans
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
End Users,Functional Implementer
PeopleSoft Course Prerequisite:
Use of control tables to enforce business rules,Understanding of basic navigation and PeopleSoft concepts,Able to run processes and reports
Course Content:
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