FIN: Local Configuration Guide - Asset Management

This document contains the Local configuration decisions made and values to be used in deployment of the Asset Management module of Oracle’s PeopleSoft Finance (FIN) 9.2 application specific to the Lower Columbia College implementation.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect.

Most of the Asset Management configurations apply to all ctcLink entities.  Refer to the Global Asset Management Configuration document to view these common configurations.  Local Asset Management configuration consists of the AM Business Unit and local Location definitions.

Asset Management Definition [Centrally Maintained Local Values]

Define Asset Management (AM) Business Unit(s). AM Business Units will be established for each district by the ctcLink Project Team and maintained by the SBCTC Customer Support team.  Each AM Business Unit consists of four pages that define the various configurations required. To request changes to this configuration please file a support ticket.

Asset Management Definition Page Example

Navigation: NavBar > Navigator > Set Up Financials/Supply Chain > Business Unit Related > Asset Management > Asset Management Definition

Security: ZD AM Central Config Inq
Menu: ESTABLISH_BUSINESS_UNITS
Component: BUS_UNIT_TBL_AM
Page: BU_DEFN
Action: A/UD/DA/C

Location Code [Centrally Maintained Local Values]

Set up common location codes, used by Asset Management, Purchasing (for Ship To) and by Billing/Accounts Receivable. Location codes will be configured individually by district by the ctcLink Project Team and are maintained by State Board Customer Service team. Colleges can file a support ticket to request changes. These values are used to define where fixed assets are physically located.  This information is used by Purchasing as well as being required for Asset Management Physical Inventory processing.

Location Page Example

Navigation: NavBar > Navigator > Set Up Financials/Supply Chain > Common Definitions > Location > Location

Security: ZD AM Local Configuration Inq
Menu: DEFINE_GENERAL_OPTIONS
Component: LOCATION_TBL
Page: LOCATION_TBL
Action: A/UD/DA/C

Location Definition [Centrally Maintained Local Values]

Use this page to identify the room and/or Geographic Information System (GIS) coordinates where an asset is located. AM Location Definitions will be included in the Common Location Code value conversion. Room numbers and GIS information is optional. These values are used strictly by the Asset Management module and are not leveraged by any other modules within FSCM. These values are initially configured by the ctcLink Project Team and maintained by the SBCTC Customer Support team. To request changes to this configuration please file a support ticket.

Location Definition Page Example

Navigation: NavBar > Navigator > Set Up Financials/Supply Chain > Product Related > Asset Management > Physical Definitions > Location Definition

Security: ZD AM Central Config Inq
Menu: ESTABLISH_ASSET_PROCESSING
Component: AM_LOCATION
Page: AM_LOCATION_TBL
Action: A/UD/DA/C