Navigating in Asset Lifecycle Management

This chapter discusses how to navigate in Asset Lifecycle Management.

Asset Lifecycle Management Custom Navigation

Asset Lifecycle Management provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the Asset Lifecycle Management custom navigation center pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

Pages Used to Navigate in Asset Lifecycle Management

This table lists the custom navigation Asset Definitions Center pages that are used to navigate implementation tasks in Asset Lifecycle Management.

Page Name	Navigation	Usage
Asset Definitions Center	Main Menu, Asset Definitions Center	Access primary Asset Definitions Center menu options and activities.
Business Unit/Book Definition	Click Business Unit/Book Definition on the Asset Definitions Center page.	Access the Business Unit/Book Definition folder that contains options to define business units and books, InterUnit processing, reporting drilldown fields and report suffix.
Asset Management Definition	Click Asset Management Definition on the Asset Definitions Center page.	Access the Asset Management Definition component, AM Business Unit Definition page to define business units.
Asset Books	Click Asset Books on the Asset Definitions Center page.	Access the Business Unit/Book Definition page of the Asset Management Definition component to define business units and books for each setID.
InterUnit Transfer Definition	Click InterUnit Definition on the Asset Definitions Center page.	Access the InterUnit Transfer Definition page to define InterUnit processing.
CGU Definition	Click CGU Definition on the Asset Definitions Center page.	Access the CGU Definition page to define cash generating unit.
Reporting Drilldown Fields	Click Reporting Drilldown Fields.	Access the Reporting Drilldown Fields page to define reporting drilldown fields.
Report Suffix	Click Report Suffix.	Access Report Suffix Definition page to define report suffix.
Depreciation Conventions	Click Depreciation Conventions on the Asset Definitions Center page.	Access the Depreciation Conventions folder to build and copy depreciation conventions.
Convention Builder	Click Convention Builder on the Asset Definitions Center page.	Access the Convention Builder page to define parameters for depreciation conventions based on monthly accounting calendars.
Convention Definition	Click Convention Definition on the Asset Definitions Center page.	Access the Convention Definition page to define attributes for depreciation conventions and enter all the dates associated with it.
Convention Multiple Copy	Click Convention Multiple Copy on the Asset Definitions Center page.	Access the Convention Multiple Copy page to copy all conventions associated with a setID or calendar to another setID or calendar.
Convention Single Copy	Click Convention Single Copy on the Asset Definitions Center page.	Access the Convention Single copy page to copy one convention from a setID or calendar to another setID or calendar.
Asset Controls	Click Asset Controls on the Asset Definitions Center page.	Access the Depreciation Conventions folder to build and copy depreciation conventions. Access the Asset Controls folder to establish limitations and special characteristics for certain assets.
Asset Subtype	Click Asset Subtype on the Asset Definitions Center page.	Access the Asset Subtype page to define asset subtypes.
Define Asset Attribute	Click Asset Attribute on the Asset Definition Center page	Access the Asset Attribute page to define customizeable asset attributes.
Asset Property Subtypes	Click Asset property Subtypes on the Asset Definition Center page.	Access the Asset Property Subtypes page to create asset property subtypes.
Capitalization Limits	Click Capitalization Limits on the Asset Definitions Center page.	Access the Capitalization Limits page to set up capitalization limit codes by country as necessary.
Capitalization Acquisition Plan Types	Click Capitalization Acquisition Plan Types on the Asset Definitions Center page.	Access the Capitalization Acquisition Plan Types page to set up C.A.P. types.
Asset Classes	Click Asset Classes on the Asset Definitions Center page.	Access the Asset Class page define asset classes, which organize assets for reporting purposes.
Categories	Click Categories on the Asset Definitions Center page.	Access the Categories page to establish asset categories, which classify assets by type for accounting entry purposes.
Cost Types	Click Cost Types on the Asset Definitions Center page.	Access the Cost Types page to define cost types.
FERC Codes	Click FERC Codes on the Asset Definitions Center page.	Access the FERC Codes page to define FERC codes.
Hazardous Codes	Click Hazardous Codes on the Asset Definitions Center page.	Access the Hazardous Materials page to define hazardous-asset codes.
Retirement Basis Reduction	Click Retirement Basis Reduction on the Asset Definitions Center page.	Access the Retirement Basis Code page to set up retirement basis reduction codes.
Transaction Codes	Click Transaction Codes on the Asset Definitions Center page.	Access the Transaction Codes page to review or modify the transaction codes.
Depreciation Options	Click Depreciation Options on the Asset Definitions Center page.	Access the Depreciation Options folder to control and calculate depreciation.
Limits	Click Limits on the Asset Definitions Center page.	Access the Depreciation Limits page to specify the maximum amount of depreciation that you can expense on your assets for each year of life.
Multi-Shift Codes	Click Multi-Shift Codes on the Asset Definitions Center page.	Access the Multi-Shift Codes page to enter rates by which depreciation should be increased based on the number of production shifts an asset is used.
User Defined Rate	Click User Defined Rate on the Asset Definitions Center page.	Access the Rate-User Defined page to establish rates by useful life.
Units of Production	Click Units of Production on the Asset Definitions Center page.	Access the Units of Production page to set up units of production depreciation method definitions.
Terms Definition	Click Terms Definitions on the Asset Definitions Center page.	Access the Depreciation Terms Definition page to enter terms to be applied to depreciation in a global environment. Terms stored here can be selected when you are specifying depreciation methods and have enabled global options. These terms are used to alter depreciation calculations so that they comply with specific country requirements.
Schedules	Click Schedules on the Asset Definition Center page.	Access the Schedules page to define asset schedules.
Period Allocation	Click Period Allocation on the Asset Definitions Center page.	Access the Period Allocation page to create depreciation expense allocation tables.
Location/Ownership	Click Location/Ownership on the Asset Definitions Center page.	Access the Location/Ownership folder to define asset location and ownership tables.
Location Definition	Click Location Definition on the Asset Definitions Center page.	Access the Location Definition page to define locations.
Define Asset Owners	Click Define Asset Owners on the Asset Definitions Center page.	Access the Owner Definition page to define role-based asset owners and assign assets to the owner.
Assign Owners to Operators	Click Assign Owners to Operators on the Asset Definitions Center page.	Access the Asset Owner User page to assign operators to owners.
Tax Information	Click Tax Information on the Asset Definitions Center page.	Access the Tax Information folder to define tax controls and identification.
Business Tax by Location	Click Business Tax by Location on the Asset Definitions Center page.	Access the Business Tax by Location page to enter and store tax rates by location.
Asset Block	Click Asset Block on the Asset Definitions Center page.	Access the Asset Block page to define assets blocks. This is equivalent to the tax block for India.
Classes	Click Classes on the Asset Definitions Center page.	Access the Tax Class page to set up or review tax classes.
Thresholds-VAT	Click Thresholds-VAT on the Asset Definitions Center page.	Access the Thresholds-VAT page to define and store thresholds for a number of adjustment periods.
Residual Rate Definition	Click Residual Rate Definition on the Asset Definition Center page.	Access the Residual Rate Definition page to define residual tax rates.
Credits	Click Credits on the Asset Definitions Center page.	Access the Credits page to set up tax credit tables or modify existing tables.
Credit Status	Click Credit Status on the Asset Definitions Center page.	Access the Credit Status page to set status for tax credits by country.
Owner Information Definition	Click Owner Information Definition on the Asset Definitions Center page.	Access the Owner Information Definition page to set up owner information for taxation.
Qualified Investments	Click Qualified Investments on the Asset Definitions Center page.	Access the Qualified Investment Codes page to add or modify qualified investment codes.
Tax-Entity Definition	Click Tax-Entity Definition on the Asset Definitions Center page.	Access the Tax Entity Definition page to define the tax reporting entity.
Return Information Definition	Click Return Information Definition on the Asset Definition Center page.	Access the Return Information Definition page to define tax return information for Japan.
Financing Information	Click Financing Information on the Asset Definitions Center page.	Access the Financing Information folder to load finance codes and lease payment schedules.
Financing Codes	Click Financing Codes on the Asset Definitions Center page.	Access the Financing Codes page to define financing codes to help you analyze your debit and credit relationships for capital-intensive and government projects.
Payment Schedules	Click Payment Schedules on the Asset Definitions Center page.	Access the Payment Schedule page to add or modify lease payment schedules.
Profiles	Click Profiles on the Asset Definitions Center page.	Access the Profiles folder to establish Asset Management system controls.
Asset Profiles	Click Asset Profiles on the Asset Definitions Center page.	Access the Profile page to define Asset Profiles.
Profile Changes in Mass	Click Profile Changes in Mass on the Asset Definitions Center page.	Access the Profile Changes in Mass to copy an asset profile from one set ID to another, or to update a profile by changing some of its attributes.
Accounting Entry Templates	Click Accounting Entry Templates on the Asset Definitions Center page.	Access the Accounting Entry Templates folder to define the Accounting Entry Templates.
Accounting Entry Template IDs	Click Accounting Entry Template IDs on the Asset Definitions Center page.	Access the Accounting Entry Template ID page to create a template ID with options for depreciation features and distribution methods.
Accounting Entry Template Definition	Click Accounting Entry Template Definition on the Asset Definitions Center page.	Access the Accounting Entry Template Definition page to add or modify accounting entry templates.
Accounting Templates in Mass	Click Accounting Templates in Mass on the Asset Definitions Center page.	Access the Accounting Templates in Mass page to create one or multiple accounting entry templates for journal templates, cost types, trans codes, and retirement disposal codes in a single process.
ChartField Mapping Template	Click ChartField Mapping Template on the Asset Definition Center page.	Access the ChartField Mapping Template page to define ChartField mapping templates.
Book Code Distribution Group	Click Book Code Distribution Group on the Asset Definition Center page.	Access the Book Code Distribution Group page to define book code distribution groups for accounting entries.
Acct Template Book Code Update	Click Acct Template Book Code Update on the Asset Definition Center page.	Access the Acct Template Book Code Update page to update accounting template for book codes.
Depreciation Allocation	Click Depreciation Allocation on the Asset Definitions Center page.	Access the Depreciation Allocation folder to define allocation parameters.
Allocation Basis Definition	Click Allocation Basis Definition on the Asset Definitions Center page.	Access the Allocation Basis Definition page to define the allocation basis.
Joint Venture Allocation	Click Joint Venture Allocation on the Asset Definitions Center page.	Access the Joint Venture Allocation page to define the percentage of asset ownership allocated to each joint venture participant.
Transaction Groups	Click Transaction Groups on the Asset Definitions Center page.	Access the Transaction Groups page to set up transaction groups for purposes of allocating depreciation.
Maintenance Information	Click Maintenance Information on the Asset Definitions Center page.	Access the Maintenance Information folder to define asset maintenance controls and parameters.
Agencies	Click Agencies on the Asset Definitions Center page.	Create agency codes. Keep track of an asset’s registration and licenses by using the information set up in Agency tables.
Indexes	Click Indexes on the Asset Definitions Center page.	Access the Indexes page to set up an index, and subindex.
Insurance Type	Click Insurance Type on the Asset Definitions Center page.	Access the Insurance Type page to enter different types of insurance, such as liability for automobiles or property.
Maintenance Types	Click Maintenance Types on the Asset Definitions Center page.	Access the Maintenance Types page to define asset maintenance controls and parameters.
Equipment Parts List	Click Equipment Parts List on the Asset Definition Center page.	Access the Equipment Parts List page to define equipment parts lists to associate to assets.
Standard Warranties	Click Standard Warranties on the Asset Definition Center page.	Access the Standard Warranties page to define standard warranties to be associated to assets.
Warranty Template	Click Warranty Template on the Asset Definition Center page.	Access the Warranty Template page to define warranty templates to be associated with multiple assets at one time.
Meter Types	Click Meter Types on the Asset Definition Center page.	Access the Meter Types page to define meter types for asset meters.
Depreciation Methods	Click Depreciation Methods on the Asset Definitions Center page.	Access the Depreciation Methods folder to enter and maintain User Defined depreciation methods.
User Defined Variables	Click User Defined Variables on the Asset Definitions Center page.	Access the User Defined Variables page to define depreciation variables.
User Defined Methods	Click User Defined Methods on the Asset Definitions Center page.	Access the User Defined Methods page to define user-defined depreciation methods.
Rate-User Defined	Click Rate-User Defined on the Asset Definitions Center page.	Access the Rate-User Defined page to define depreciation rates.
User Defined Methods-Copy	Click User Defined Methods-Copy on the Asset Definitions Center page.	Access the User Defined Methods-Copy page to copy user defined depreciation methods.
Generate User Defined Methods	Click Generate User Defined Methods on the Asset Definitions Center page.	Access the Generate User Defined Methods to create a user defined depreciation method.

See Getting Started with PeopleSoft Enterprise Asset Lifecycle Management (ALM) Fundamentals, Establishing Asset Management Business Units, Establishing Asset Processing, Setting Up Depreciation Processing, Setting Up Accounting Entry and Financial Processing for Asset Management, Setting Up Tax Processing and Tax Reporting.