PeopleSoft - Course Details

AMR91 Asset Management Rel 9.1

PeopleSoft Course Description:
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.
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,Able to run processes and reports,Understanding of basic navigation and PeopleSoft concepts
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
  • Finding Sources of Information about Asset Mgmt in PeopleBooks
Defining General Options
  • Setting Up Installation Options
  • Defining User Preferences
  • Defining Locations, Calendars and ChartField Values
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
Adding Assets
  • Describing the Methods for Adding Assets Online
  • Describing the Tables Used for Asset Management
  • Adding Assets Using Express Add and Basic Add
  • Defining Asset Operational Information and Hazardous Assets
  • Copying Assets
  • Using the Asset Search Utility
  • Adding Assets from a Microsoft Excel Spreadsheet
  • Using Transaction Currency
Managing Asset Insurance, Maintenance, Warranties and Repair
  • Tracking Asset Insurance
  • Defining and Tracking Asset Maintenance
  • Tracking Asset Maintenance Contracts
  • Creating and Applying Asset Warranties
  • Reviewing Maintenance History
Maintaining Leased Assets
  • Describing Lease Types
  • Defining Lease Payment Schedules
  • Creating Leased Assets
  • Defining Step Leases
  • Updating Lease Information
  • Generating Lease Reports
Adjusting, Recategorizing and Transferring Assets
  • Adjusting Asset Information
  • Reviewing Asset Cost History
  • Using the Financials Audit Framework
  • Recategorizing Assets
  • Transferring Assets Within a Business Unit (IntraUnit)
  • Transferring Assets Between Business Units (InterUnit)
  • Reviewing and Approving Asset Transfer Requests
Revaluing Assets
  • Describing Asset Revaluation
  • Defining Fair Value Processing
  • Defining Investment Property
  • Revaluing Assets
Retiring and Reinstating Assets
  • Describing Asset Retirements
  • Retiring Assets Manually
  • Retiring Fully Depreciated Assets Automatically
  • Using the Disposal Worksheet to Retire Assets
  • Describing Retirement Integration with Other PeopleSoft Products
  • Reviewing the Net Book Value of Parent-Child Assets
  • Reinstating Assets
Maintaining Parent and Child Assets
  • Describing Parent and Child Asset Relationships
  • 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
  • Retiring Parent and Child Assets
Depreciating Assets
  • Describing How Asset Management Calculates Depreciation
  • 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
  • Recalculating Depreciation and Executing 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
  • Descibing Japanese Depreciation Methods
  • Using the Extended Depreciation Worksheet
  • Using Special and Increased Depreciation Methods
  • Using Advanced Depreciation
  • Using Composite Depreciation
  • Setting Up Currency Rounding Options
  • Generating Local Tax Reports
  • Calculating Consumption Tax (VAT) When Selling Retired Assets
Maintaining Asset Book Information
  • Describing Asset Books and Required Information for Calculating Depreciation
  • Reviewing Changes Made to Asset Books
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
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
Allocating Depreciation Expense
  • Describing Depreciation Allocation
  • Defining Transaction Groups
  • Setting Up the Depreciation Allocation Business Process
  • Creating Allocation Entries
Integrating with PeopleSoft General Ledger and Other PS Products
  • Defining the General Ledger to Accept Journal Entries
  • Defining the Link Between Asset Management and General Ledger
  • Running the Journal Generator Process
  • Integrating with PeopleSoft Purchasing and Payables
  • Using On-Demand Processing
  • Consolidating and Unitizing Assets
  • Running the Transaction Loader Process
  • Integrating with Project Costing, Billing, Strategic Sourcing, and Budgeting
Planning for Capital Asset Acquisitions
  • Describing Asset Budgeting and Capital Acquisition Planning
  • Defining Capital Acquisition Plans (CAP)
  • Linking Assets to a CAP
  • Reviewing and Adjusting CAP information
Performing Mass Changes to Assets
  • Describing Mass Changes to Asset Information
  • Defining a Mass Change
  • Running the Mass Change Process
  • Reviewing the Results of a Mass Change
  • Running the Transaction Loader Process
Final Course Activity
  • Defining the Control Tables Needed to Perform Transactions
  • Performing Functions to Create Open Transactions
  • Calculating Depreciation on Open Transaction
  • Creating Accounting Entries and Running Depreciation Close
  • Running the Journal Generator Process
  • Viewing Results