PeopleSoft Asset Management Rel 9.2



Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Sep 6, 202209:0005:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase
Dec 19, 202210:0006:00ESTToronto - In Class or by Video Conference4$4,000 USDPurchase

PeopleSoft Asset Management Rel 9.2

Description: Training for PeopleSoft Asset Management Rel 9.2 through Update Image 14 teaches you about asset maintenance, depreciation, asset accounting and reporting using this solution. Learn how to use the Financials Audit Framework to track transactions, manage both capital and operating leases and define and maintain parent-child assets.

Learn To:

  • Add and maintain capital and non-capital assets
  • Retire and reinstate assets
  • Depreciate assets
  • Report on asset information
  • Generate accounting entries for assets
  • Set up Asset Management for maximum control and efficiency
  • Use the Asset Management WorkCenterUse the Mass Transaction Manager feature for assets and explore asset management with other PeopleSoft applications
  • Configure the system and process transactions for asset depreciation, allocations, capital acquisition planning and tracking, like-kind exchanges and tax reporting

Duration: 4 Days

Course Objectives:

  • Retire and reinstate assets
  • Maintain parent and child assets
  • Maintain asset book information
  • Allocate depreciation expense
  • Generate asset accounting entries
  • Adjust, recategorize and transfer assets
  • 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)
  • Report and chart asset information
  • Maintain leased assets


  • End Users
  • Functional Implementer


  • Understanding of basic navigation and PeopleSoft concepts
  • Able to run processes and reports
  • Use of control tables to enforce business rule


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 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
  • 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

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
  • Integrating with PeopleSoft Billing
  • Integrating with PeopleSoft Strategic Sourcing
  • Integrating with PeopleSoft Budgeting

Using the Asset Management WorkCenter

  • Review the Asset Management WorkCenter
  • Personalize Pagelets
  • Configure WorkCenters Using Enterprise Components

Maintaining Leased Assets

  • Defining Lease Payment Schedules
  • Creating Leased Assets
  • Defining Step Leases
  • Updating Lease Information
  • Generating Lease Reports

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

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

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

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

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

  • Defining Transaction Groups
  • Setting Up the Depreciation Allocation Business Process
  • 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

Performing Mass Changes to Assets

  • Reviewing Mass Transaction Definition and Processing
  • Defining and Processing Mass Transactions
  • 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


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