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PeopleSoft Financials 9.0 Upgrade

PeopleSoft Financials 9.0 Upgrade. Asset Management. Asset Management Module Assumptions. Pages changes include changes to fields, including names changes, placement, removal, etc.; additions

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PeopleSoft Financials 9.0 Upgrade

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  1. PeopleSoft Financials9.0 Upgrade

  2. Asset Management

  3. Asset Management Module Assumptions • Pages changes include changes to fields, including names changes, placement, removal, etc.; additions • Page and functionality changes documented in this document will only be in reference to current business process and will not reference functionality not currently used by the State of Georgia end users. • Asset Consolidation and Utilization have not changed in v9.0. Asset Consolidation continues to lose information such as purchase order, receipt and voucher information.

  4. Asset Management Module • The Asset Management main menu has a name change from Financial Management in v8.8 to Asset Transactions in v9.0

  5. Financial Management – v8.8 Navigation: Asset Management > Financial Management v8.8, The Asset Management main menu was Financial Management

  6. Asset Transactions – v9.0 Navigation: Asset Management >Asset Transactions >Owned Assets >Express Add v9.0, The Asset Management Main Menu will be Asset Transactions UPK Topics impacted by change: Lessons 4.1 AM Fundamentals, Lesson 4.3 Manage Assets and Lesson 4.4 Inquire on Assets, Topics 4.4.3-4.4.7

  7. Asset Management Module • New fields on the Asset Addition Information section of Express Add in v9.0 are Asset Type and Asset Subtype. • The Asset Subtype field is new to v9.0; however it is not currently used but may be in the future.

  8. Asset Additional Information – v8.8 Navigation: Asset Management >Asset Transactions >Owned Assets >Express Add

  9. Asset Additional Information – v9.0 Navigation: Asset Management >Asset Transactions >Owned Assets >Express Add v 9.0 In the Express Add menu: Asset Type and Asset Subtype have been added UPK Topics impacted by change: Lessons 4.2 Add Assets, Topics 4.2.1, 4.2.2, 4.2.3, 4.2.4, 4.2.6 and 4.3.1

  10. Asset Management Module • In the Basic Add menu, the first tab’s name has changed from Asset Information in v8.8 to General Information in v9.0.

  11. Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Asset Information Asset Information – v8.8 v 8.8, In Basic Add menu; the tab was Asset Information

  12. Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > General Information General Information – v9.0 v 9.0 In the Basic Add menu, the tab name has changed to General Information UPK Topics impacted by change: Lessons 4.2 Add Assets, Topics 4.2.3 and 4.2.4

  13. Asset Management Module In Basic Add on the General Tab there are new fields: Asset Type, Subtype, Placement Date, Fair Market Value, Region Code, and Composite Asset ID • Asset Type is required by v9.0 and populates based on Profile ID. • The new fields: Asset Subtype, Fair Market Value, Region Code and Composite Asset ID are not being utilized in v9.0 currently; but may be used in the future • Placement Date is the date placed into service. • Fair Market Value is greyed out. • Region Code may or may not be implemented • Composite Asset ID is for Investment Assets and is not required at this time.

  14. Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Asset Information Asset Information Tab – v8.8 v8.8, Asset Information tab contained these options

  15. Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > General Information General Information Tab v9.0 v9.0, General Information tab contains new fields: Asset Type, Subtype, Placement Date, Fair Market Value, Region Code, and Composite Asset ID v9.0, Asset Type, Subtype, Placement Date, Fair Market Value, Region Code and Composite Asset ID fields have been added UPK Topics impacted by change: Lessons 4.2 Add Assets, Topics 4.2.3, 4.2.4 and 4.2.6

  16. Asset Management Module • In Basic Add on the Location/Comments/Attributes tab in v9.0 there is a new field called Area ID. However, it is not currently being used, but may be in the future.

  17. Location/Comments/Attributes v8.8 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Location/Comments/Attributes tab v8.8, Location/Comments/Attributes tab contained these fields

  18. Locations/Comments/Attributes – v9.0 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Location/Comments/Attributes tab v9.0, Location/Comments/Attributes tab contains a new field called Area ID: UPK Topics impacted by change: Lesson 4.3 Manage Assets, Topic 4.3.1

  19. Asset Management Module • Also, in the Location section of the page, the Physical Attributes section in v8.8 is now called Physical and Custom Attributes in v9.0. It has new fields, such as Attribute, Attribute Name, Value and UOM. These are currently not being used but may be required in the future.

  20. Locations/Comments/Attributes v8.8 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Location/Comments/Attributes tab v8.8, Location/Comments/Attributes tab contained a section called Physical Attributes

  21. Locations/Comments/Attributes v9.0 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Location/Comments/Attributes tab v9.0, Location/Comments/Attributes tab contains a new section called Custom Attributes with Attribute, Attribute Name, Value and UOM added as new fields. UPK Topics impacted by change: Lesson 4.3 Manage Assets– Topic 4.3.1

  22. Asset Management Module • Located below Custom Attributes section is a new Detailed Description section where free form remarks may be added to give a description of the asset.

  23. Locations/Comments/Attributes – v9.0 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Location/Comments/Attributes tab v9.0, Location/Comments/Attributes tab contains a new section called Detailed Description UPK Topics impacted by change: Lesson 4.3 Manage Assets– Topic 4.3.1

  24. Asset Management Module • In Basic Add on Manufacture/License/Custodian tab there is a new field called Manufacturer ID that may be required in the future (e-procurement?) in v9.0, also there is a new VIN field for vehicles, and a Renewal Date field for licenses.

  25. Manufacture/License/Custodian – v8.8 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Manufacture/License/Custodian tab v8.8, Manufacture/License/Custodian tab contained these fields

  26. Manufacture/License/Custodian – v9.0 Navigation: Asset Management > Asset Transactions > Owned Assets > Basic Add > Manufacture/License/Custodian tab v9.0, Manufacture/License/Custodian tab contains new fields: Manufacture ID, VIN, and Renewal Date UPK Topics impacted by change: Lesson 4.3 Manage Assets – Topic 4.3.1

  27. Asset Management Module • In Copy Existing Asset menu there are several new fields on the Create Asset Copies page: Acquisition date, Asset Insurance Info, Asset Inspection Info, Asset Attribute Groups Info, Serial ID, and Physical Component Of. After selecting Create Assets button, the new Serial ID and Physical Component fields display for all created assets. • The Physical Component of: field is not currently being used in v9.0 but may be in the future.

  28. Copy Existing Asset – v8.8 Navigation: Asset Management > Asset Transactions > Owned Assets > Copy Existing Asset v8.8, Copy Existing Asset contained these fields

  29. Copy Existing Asset – v9.0 Navigation: Asset Management > Asset Transactions > Owned Assets > Copy Existing Asset v9.0, The Create Assets button allows the Serial ID and Physical Component to display for all created assets. v9.0, Copy Existing Asset contains these new fields: Acquisition Date, Asset Insurance Info, Asset Inspection Info, Asset Attribute Groups Info, Serial ID, and Physical Component of UPK Topics impacted by change: Lesson 4.2 Add Assets – Topic 4.2.2

  30. Copy Existing Asset – v9.0 continued… Navigation: Asset Management > Asset Transactions > Owned Assets > Copy Existing Asset v9.0, After clicking the Create Assets button the Serial ID and Physical Component displays for all created assets. UPK Topics impacted by change: Lesson 4.2 Add Assets – Topic 4.2.2

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