M 013021

Setting Up Additional Asset
Options
Student Guide
14777GC10
Production 1.0
September 2000
M013021
Copyright © Oracle Corporation, 2000. All rights reserved.
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Author
Gail D’Aloisio
Technical Contributors and Reviewers
John Hays, Gladys Leung, Steve Paradisis
This book was published using:
Oracle Tutor
Table of Contents
Setting Up Additional Asset Options....................................................................................1-1

Setting Up Additional Asset Options...................................................................................1-2
Objectives ............................................................................................................................1-3
Agenda.................................................................................................................................1-4
Setting Up Options ..............................................................................................................1-5
Agenda.................................................................................................................................1-6
Creating Distribution Sets....................................................................................................1-7
Agenda.................................................................................................................................1-8
Defining Leases ...................................................................................................................1-9
Leases ..................................................................................................................................1-10
Payment Schedules ..............................................................................................................1-11
Amortization Schedules.......................................................................................................1-12
Demonstration......................................................................................................................1-13
Practice 1 Overview.............................................................................................................1-14
Practice 1 Instructions with Solution ...................................................................................1-15
Agenda.................................................................................................................................1-17
Financial Options.................................................................................................................1-18
Suppliers ..............................................................................................................................1-19
Employees ...........................................................................................................................1-22
Agenda.................................................................................................................................1-23
Warranties............................................................................................................................1-24
Agenda.................................................................................................................................1-28
Descriptive Flexfields ..........................................................................................................1-29
Agenda.................................................................................................................................1-30
Maintain Asset Insurance Values.........................................................................................1-31
Insurance Information..........................................................................................................1-32
Calculation Methods............................................................................................................1-33
Swiss Assets ........................................................................................................................1-34
Agenda.................................................................................................................................1-38
Profile Options.....................................................................................................................1-39
Account Generator: Purge Runtime Data ............................................................................1-40
FA: Allow Swiss Special Assets..........................................................................................1-41
FA: Archive Table Sizing Factor.........................................................................................1-42
FA: Cache Sizing Factor......................................................................................................1-43
FA: Deprn Single.................................................................................................................1-44
FA: Generate Expense Account...........................................................................................1-45
FA: Large Rollback Segment Name ....................................................................................1-46
FA: Number Mass Addition Parallel Requests ....................................................................1-47
FA: Number of Parallel Requests ........................................................................................1-48
FA: Print Debug...................................................................................................................1-49
FA: Print Timing Diagnostics..............................................................................................1-50
FA: Security Profile.............................................................................................................1-51
Agenda.................................................................................................................................1-52
Cleaning Up Existing Data ..................................................................................................1-53
Cleaning Up Historical Data................................................................................................1-54
Setting Up Additional Asset Options Table of Contents

i
Using the Purge Security .....................................................................................................1-55
Responsibility Security ........................................................................................................1-56
Book Security ......................................................................................................................1-57
Status and Action Security...................................................................................................1-58
Purging Archived Data ........................................................................................................1-59
Restoring Archived Data .....................................................................................................1-60
Restoring Data .....................................................................................................................1-61
Demonstration......................................................................................................................1-62
Summary..............................................................................................................................1-63

ii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• Basic knowledge of Oracle Assets functionality
Prerequisites
• Overview of the Asset Management Process
How This Course Is Organized
Setting Up Additional Asset Options is an instructor-led course featuring lecture

and hands-on exercises. Online demonstrations and written practice sessions
reinforce the concepts and skills introduced.

iii
Related Publications
Oracle Publications
Title Part Number
Oracle Assets User Guide A81359-01
Oracle Assets Technical Reference Manual A81200-01
Additional Publications
• System release bulletins
• Installation and user’s guides
• read.me files
• Oracle Magazine

iv
Typographic Conventions
Typographic Conventions in Text
Convention Element Example

Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.

lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the
windows ORD block.
Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);

case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)

(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.

and phrases, For further information, see Oracle7 Server
titles of books and SQL Language Reference Manual.
courses, Enter user_id@us.oracle.com,
variables where user_id is the name of the user.
Quotation Interface elements Select “Include a reusable module component”
marks with long names and click Finish.
that have only
initial caps; This subject is covered in Unit II, Lesson 3,
lesson and chapter “Working with Objects.”
titles in cross-
references
Uppercase SQL column Use the SELECT command to view

names, commands, information stored in the LAST_NAME
functions, schemas, column of the EMP table.
table names

v
Arrow Menu paths Select File—> Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:

[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously:
[Ctrl]+[Alt]+[Del]
Typographic Conventions in Code

Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER
(‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Navigation Paths
This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.
2. (M) From the menu, select Query > Find.
3. (B) Click the Approve button.

vi
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a “navigation path” convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General
Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the
help system window.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.

vii
To display help for a current window:
1. Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames on

the left, and a frame that displays help documents on the right.
The document frame provides information on the window containing the

cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.
2. If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.
3. You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
Searching for Help
You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is

returned from your search in the right-hand document frame. Click on whichever
title seems to best answer your needs to display the complete document in this
frame. If the document doesn't fully answer your questions, use your browser's
Back button to return to the list of titles and try another.

viii
Setting Up Additional Asset
Options
Chapter 1
Setting Up Additional Asset Options

Chapter 1 - Page 1
Setting
Setting Up
Up Additional
Additional Asset Options
Oracle
Oracle Assets
Assets Release
Release 11i
11i
Copyright  Oracle Corporation, 2000. All rights reserved.

Chapter 1 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this module,
module, you
you should
should be
be able
able to
to
do the following:
do the following:
•• Create
Create distribution
distribution sets
sets
•• Define
Define leases
leases
•• Set
Set up
up financial
financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Set
Set up
up warranties
warranties
•• Set
Set up
up descriptive
descriptive flexfields
flexfields
•• Define
Define asset
asset insurance
insurance
•• Set
Set up
up profile
profile options
options
•• Archive,
Archive, purge,
purge, and
and restore
restore historical
historical data
data
®

Chapter 1 - Page 3
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
Descriptive flexfields
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 4
Setting Up Options
Setting
Setting Up
Up Options
Options
Set Up Options
Distribution Payment Financial

Leases
sets schedules options
Suppliers Warranties/ Profile

and descriptive options
employees flexfields

Chapter 1 - Page 5
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 6
Creating Distribution Sets
Creating
Creating Distribution
Distribution Sets
Sets
•• Use
Use distribution
distribution sets
sets to
to allocate
allocate percentages
percentages of of
asset
asset units
units to
to different
different depreciation
depreciation expense
expense
account,
account, locations,
locations, and
and employees.
employees.
•• You
You can define one or more distributions
can define one or more distributions in
in aa set.
set.
•• You
You can
can change
change the
the distribution
distribution information
information forfor aa
distribution
distribution set
set at
at any
any time.
time.
(Help) Oracle Financial Applications > Oracle Assets > System Setup >
Defining Distribution Sets

Chapter 1 - Page 7
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases andand payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 8
Defining Leases
Defining
Defining Leases
Leases
Oracle
Oracle Assets
Assets considers
considers aa leased
leased asset
asset to
to be
be
capitalized
capitalized ifif any
any one
one of
of the
the following
following criteria
criteria is
is
met:
met:
•• The
The ownership
ownership of of the
the asset
asset transfers
transfers to
to the
the lessee
lessee
at the end of the lease
at the end of the lease
•• AA bargain
bargain purchase
purchase option
option exists
exists
•• The
The term
term of
of the
the lease
lease isis more
more than
than 75%
75% of
of the
the
economic
economic life
life of
of the
the leased
leased asset
asset
•• The
The present
present value
value ofof the
the minimum
minimum lease
lease payments
payments
exceeds
exceeds 90% of the fair market value of the asset
90% of the fair market value of the asset
at
at lease
lease inception
inception
Entering Leases

Chapter 1 - Page 9
Leases
Leases
Leases
•• You
You can
can test
test aa lease
lease to
to determine
determine whether
whether to to
capitalize
capitalize and
and depreciate
depreciate assets
assets assigned
assigned to to it.
it.
•• You
You can
can assign
assign capitalized
capitalized assets
assets toto capitalized
capitalized
leases
leases and expense assets that are from
and expense assets that are from operating
operating
leases.
leases.
•• When
When you
you add
add leased
leased assets
assets using
using thethe Detail
Detail
Additions
Additions process,
process, youyou can
can attach
attach the
the assets
assets toto
leases
leases you
you have
have previously
previously defined.
defined.
•• You
You can
can assign
assign multiple
multiple assets
assets to
to the
the same
same lease.
lease.

Chapter 1 - Page 10
Payment Schedules
Payment
Payment Schedules
Schedules
•• You
You cancan use
use the
the Lease
Lease Payments
Payments window
window toto define
define
aa payment
payment schedule,
schedule, calculate
calculate the
the present
present value
value of
of
lease payments, or analyze alternative
lease payments, or analyze alternative leasing leasing
structures.
structures.
•• IfIf you
you have
have already
already defined
defined aa payment
payment schedule
schedule
for
for your
your lease,
lease, you
you can
can attach
attach itit to
to the
the lease
lease in
in the
the
Lease
Lease Details
Details window.
window.

Chapter 1 - Page 11
Amortization Schedules
Amortization
Amortization Schedules
Schedules
You
You create
create amortization
amortization schedules
schedules toto allocate
allocate capital
capital
lease
lease payments
payments between
between principal
principal and
and interest
interest based
based
on the effective interest rate implicit in the lease
on the effective interest rate implicit in the lease
contract.
contract.

Chapter 1 - Page 12
Demonstration
Demonstration
Demonstration
In
In Oracle
Oracle Assets
Assets we
we will
will demonstrate
demonstrate how
how to:
to:
•• Define
Define leases
leases
•• Define
Define payment
payment schedules
schedules
•• Create
Create amortization
amortization schedules
schedules
(N)
(N) Setup
Setup >> Asset
Asset System
System >> Leases
Leases

Chapter 1 - Page 13
Practice 1 Overview
Practice
Practice 11 Overview
Overview
This
This practice
practice tests
tests the
the following
following new
new skills:
skills:
•• Creating
Creating aa lease
lease payment
payment schedule
schedule
•• Creating
Creating an
an amortization
amortization schedule
schedule

Chapter 1 - Page 14
Practice 1 Instructions with Solution
Practice
Practice 11 Instructions
Instructions with
with Solution
Solution
In
In this
this practice,
practice, you
you will
will create
create aa lease
lease payment
payment
schedule and an amortization schedule.
schedule and an amortization schedule.
In this practice, you will create a lease payment schedule and an amortization schedule.
• Create a lease payment schedule in the Lease Payments window.
• Use the following parameters:
Payment Schedule = Marine lease
Lease Date = 01-MAR-1999
Interest Rate = 12%
Currency = USD
Compounding Frequency = Monthly
• Enter the following information in the payment lines:
Line Start Date Amount Number Payment Type End
Date
1 01-MAR-1999 5,700.00 1
2 01-APR-1999 1900.00 57 Annuity
Leave the end dates blank. Oracle Assets automatically displays an end date.
• Calculate the present value of the payment lines.
• From the lease payment schedule created, create an amortization schedule.
• Save your work.

Chapter 1 - Page 15
Practice 1 Solution
1. Navigate to the Lease Payments window.
(N) Setup—>Asset System—>Leases—>Lease Payments
2. Enter the following parameters:
Payment Schedule = Marine lease
Lease Date = 01-MAR-1999
Interest Rate = 12%
Currency = USD
Compounding Frequency = Monthly
3. Enter the following information in the payment lines:
Line Start Date Amount Number Payment Type End
Date
1 01-MAR-1999 5,700.00 1
2 01-APR-1999 1900.00 57 Annuity
Leave the end dates blank. Oracle Assets automatically displays an end date.
4. Click Calculate to calculate the present value of the payment lines.
5. Click View Amortization.
6. Select Save from the File menu to save your work.

Chapter 1 - Page 16
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 17
Financial Options
Financial
Financial Options
Options
Use
Use the
the Financial
Financial Options
Options window
window in
in Oracle
Oracle Payables
Payables
to
to specify:
specify:
•• Supplier
Supplier numbering
numbering schemes
schemes
•• Employee
Employee numbering
numbering schemes
schemes
(Help) Oracle Financial Applications > Oracle Payables > Setup > Financial
Options

Chapter 1 - Page 18
Suppliers
Suppliers
Suppliers
•• IfIf you
you do
do not
not install
install Oracle
Oracle Purchasing
Purchasing or
or Oracle
Oracle
Payables,
Payables, use use the
the Suppliers
Suppliers window
window in
in Oracle
Oracle
Assets
Assets to to define
define the
the suppliers.
suppliers.
•• Enter
Enter a supplier before entering
a supplier before entering assets
assets or
or
importing
importing mass additions purchased from
mass additions purchased from that
that
supplier.
supplier.
•• Oracle
Oracle Assets
Assets uses
uses the
the supplier
supplier name,
name, number,
number,
and
and inactive
inactive date
date only.
only.

Chapter 1 - Page 19
Practice 2 Overview
Practice
Overview
This
This practice
practice tests
tests the
the following
following new
new skills:
skills:
•• Creating
Creating locations
locations
•• Entering
Entering suppliers
suppliers

Chapter 1 - Page 20
Practice
Instructions with
with Solution
Solution
In
In this
this practice,
practice, you
you will
will create
create locations
locations and
and enter
enter
suppliers.
suppliers.
1. Set up locations.
Add the following new location:
- Store 1 (XX_CLASS) at headquarters in San Diego, California. XX is the number
assigned to you by your instructor.
2. Set up the suppliers.
Set up the following supplier in Oracle Assets:
- U PAY LESS XX. XX is the number assigned to you by your instructor.
Practice 2 Solution
1. Set up locations by navigating to the Locations window.
(N) Setup—>Asset System—>Locations
Add the following new location:
- Store 1 (XX_CLASS) at headquarters in San Diego, California.
2. Set up the suppliers by navigating first to the Suppliers Summary window.
(N) Setup—>Financials—>Suppliers
3. Click Open and enter the following supplier in the Suppliers window:
- U PAY LESS XX (where XXX is the number assigned to you by your instructor).
4. These suppliers are eventually displayed in the Suppliers Summary window.

Chapter 1 - Page 21
Employees
Employees
Employees
•• IfIf you
you do
do not
not install
install Oracle
Oracle Human
Human Resources,
Resources,
Oracle
Oracle Payroll,
Payroll, Oracle
Oracle Purchasing,
Purchasing, or
or Oracle
Oracle
Payables,
Payables, use the New Hire Entry window in
use the New Hire Entry window in Oracle
Oracle
Assets to define employees.
Assets to define employees.
•• Enter
Enter an an employee
employee before
before assigning
assigning an
an asset
asset to
to
the
the employee.
employee.
•• Oracle
Oracle Assets
Assets uses
uses the
the employee
employee name,
name, number,
number,
and
and termination
termination date
date only.
only.
(Help) Oracle HRMS Applications > Oracle HRMS >Oracle HRMS Global >
Employee Management > How To > Manage Personal Information > Enter a
New Person

Chapter 1 - Page 22
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 23
Warranties
Warranties
Warranties
•• You
You can can define
define and
and track
track descriptive
descriptive information
information
on
on manufacturer
manufacturer andand supplier
supplier warranties
warranties in in Oracle
Oracle
Assets.
Assets.
•• You
You can can assign
assign any
any number
number ofof assets
assets toto the
the same
same
warranty.
warranty.
•• IfIf aa warranty
warranty has
has assets
assets assigned
assigned to
to it,
it, you
you cannot
cannot
update
update or or delete
delete the
the warranty.
warranty.
Defining Asset Warranties

Chapter 1 - Page 24
Practice 3 Overview
Practice 3 Overview
This practice reinforces the ability to set up a

warranty.

Chapter 1 - Page 25
Practice
Instructions with
with Solution
Solution
In
In this
this practice,
practice, you
you will
will set
set up
up aa warranty.
warranty.
• Set up a warranty in the Asset Warranties window.
• Use the following parameters:
Warranty Number = classXX (XX is the number assigned by your instructor)
Description = Computer Maintenance
Start Date = 01-JUN-2000
End Date = 31-MAY-2003
Currency = USD
Cost = 150
Supplier Name = GE Capital
Supplier Number = 1001
Leave the employee name and number blank.
The warranty is not renewable.
• Save your work.
Practice 3 Solution
Setting Up a Warranty
1 Navigate to the Asset Warranties window.
(N )Setup—>Asset System—>Warranties
2 Enter the following parameters in the respective fields:

Chapter 1 - Page 26
Warranty Number = classXX
Description = Computer Maintenance
Start Date = 01-JUN-2000
End Date = 31-MAY-2003
Currency = USD
Cost = 150
Supplier Name = GE Capital
Supplier Number = 1001
3 Leave the Renewable check box blank.
4 Select Save from the Action menu to save your work.

Chapter 1 - Page 27
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 28
Descriptive Flexfields
Descriptive
Descriptive Flexfields
Flexfields
You
You set
set up
up descriptive
flexfields to
to track
track additional
additional
information,
information, for
for example:
example:
•• License
License numbers
numbers for
for cars
cars
•• Square
Square footage
footage for
for buildings
buildings

Chapter 1 - Page 29
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 30
Maintain Asset Insurance Values
Maintain
Maintain Asset
Asset Insurance
Insurance Values
Values
•• You
You can
can track
track asset
asset insurance
insurance values
values in
in Oracle
Oracle
Assets
Assets to
to file
file accurate
accurate and
and timely
timely insurance
insurance claims
claims
in the event of loss or damage.
in the event of loss or damage.
•• You
You can
can calculate
calculate insurance
insurance values
values by
by using
using one
one
of three methods:
of three methods:
–– Value
Value as
as New
New
–– Current
Current Market
Market Value
Value
–– Manual
Manual Value
Value
•• You
You can
can maintain
maintain other
other relevant
relevant insurance
insurance
information.
information.
Overview of Asset Insurance

Chapter 1 - Page 31
Insurance Information
Insurance
Insurance Information
Information
Asset
Asset insurance
insurance information
information includes:
includes:
•• Insurance
Insurance categories
categories (fire,
(fire, flood)
flood)
•• Insurance
Insurance policy
policy information
information
•• Current
Current insurance
insurance value
value
•• Optional
Optional updates
updates that
that affect
affect insurance
insurance value
value

Chapter 1 - Page 32
Calculation Methods
Calculation
Calculation Methods
Methods
•• Value
Value as
as New:
New: Calculates
Calculates thethe insurance
insurance value
value of
of
an
an asset
asset based
based on
on its
its acquisition
acquisition or or production
production
costs.
costs.
•• Market
Market Value:
Value: Calculates
Calculates thethe current
current market
market value
value
of
of an asset based on the net book value or
an asset based on the net book value or
acquisition
acquisition cost,
cost, less
less accumulated
accumulated depreciation.
depreciation.
•• Manual
Manual Value:
Value: Manually
Manually enter
enter oror update
update an
an
insurance
insurance value
value for
for an
an asset.
asset.

Chapter 1 - Page 33
Swiss Assets
Swiss
Swiss Assets
Assets
•• In
In Switzerland,
Switzerland, the the insurance
insurance value
value of
of certain
certain
types
types ofof assets,
assets, such
such asas buildings,
buildings, can
can be
be
occasionally reassessed by the insurance
occasionally reassessed by the insurance
company.
company.
•• Indexing
Indexing of of the
the insurance
insurance value
value can
can recommence
recommence
after
after the
the insurance
insurance value
value has
has been
been redefined.
redefined.
•• Select
Select the
the Special
Special Swiss
Swiss Assets
Assets check
check box
box to
to
manually
manually update
update the
the insurance
insurance value
value of
of an
an asset
asset
that
that uses
uses either
either the
the Value
Value asas New
New oror the
the Market
Market
Value calculation method.
Value calculation method.

Chapter 1 - Page 34
Practice 4 Overview
Practice
Overview
In
In this
this practice
practice you
you will
will learn
learn how
how to
to enter
enter insurance
insurance
information
information for
for assets
assets and
and view
view reports.
reports.

Chapter 1 - Page 35
Practice
Instructions with
with Solution
Solution
In
In this
this practice,
practice, you
you set
set up
up asset
asset insurance.
insurance.
In this practice, you will calculate the indexed insurance value of your Chevy Impala and
review the new current value insurance amount. This asset will be assigned by your
instructor.
Enter Asset Insurance Information
Your home office now wants to track indexed insurance valuation for all its assets. You
have received instructions to use a new index table on your Oracle Assets installation
called MARKET VALUE. HQ has also asked that you include additional insurance
information with each asset. For your Chevy Impala, you need to record the following
insurance information:
1. Find your asset (assigned by your instructor).
1. Enter XX_CLASS in the Policy Number field (XX is the number assigned by your
instructor).
2. Enter an insurance company listed in the list of values.
3. Enter a supplier site listed in the list of values.
You will also need to record the coverage provided by the policy. Coverage information
for your asset is included in the table below.
Line Insurance Category Hazard Class Comments
1 Accident Portable
2 Theft Portable

Chapter 1 - Page 36
Calculate Insurance Information
Review your new indexed current value after you calculate insurance information for
your asset.
Practice 4 Solution
Enter Asset Insurance Information
1. Navigate to the Fixed Asset Insurance window.
(N) Assets—>Insurance—>Insurance Policy Details
2. In the Find Assets window, enter OPS CORP for the depreciation book.
3. Enter the asset number of your asset and click Find.
4. Enter XX_CLASS in the Policy Number field.
5. Select an insurance company in the Insurance Company field.
6. Select a site in the Supplier Site field.
7. Select Market Value in the Calculation Method field.
8. Click the Lines button to enter additional insurance detail. Enter the following two
lines:
Line Insurance Category Hazard Class Comments
1 Accident Portable
2 Theft Portable
9. Save your work.
Calculate Insurance Information

1. Navigate to the Submit Request window to run the Insurance Calculation Routine
concurrent request.
(N) Assets—>Insurance—>Insurance Calculation Routine
2. Enter the following information for the indicated fields:
Asset Book: OPS CORP
Year: 2000
From Asset Number: Your asset number
To Asset Number: Your asset number
3. Click OK.
4. Select Submit in the Submit Request window.
5. Navigate to the Fixed Asset Insurance window to review the amount in the Current
Value field.
(N) Assets—>Insurance—>Insurance Policy Details
6. In the Find Assets window, enter the Asset Number of your Chevy Impala.
7. Review the revised current value.

Chapter 1 - Page 37
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 38
Profile Options
Profile
Profile Options
Options
•• Account
Account Generator:
Generator: •• FA:
FA: Large
Large Rollback
Rollback
Purge
Purge Runtime
Runtime Data
Data Segment
Segment Name
Name
•• FA:
FA: Allow Swiss Special
Allow Swiss Special •• FA:
FA: Number
Number Mass
Mass
Assets
Assets Addition
Addition Parallel
Parallel
•• FA: Requests
Requests
FA: Archive
Archive Table
Table Sizing
Sizing
Factor
Factor •• FA:
FA: Number
Number ofof Parallel
Parallel
•• FA: Requests
Requests
FA: Cache
Cache Sizing
Sizing Factor
Factor
•• FA:
FA: Deprn
Deprn Single
Single
•• FA:
FA: Print
Print Debug
Debug
•• FA:
FA: Generate
Generate Expense
Expense
•• FA:
FA: Print
Print Timing
Timing
Account Diagnostics
Diagnostics
Account
•• FA:
FA: Security
Security Profile
Profile

Chapter 1 - Page 39
Account Generator: Purge Runtime Data
Account
Account Generator:
Generator: Purge
Purge Runtime
Runtime Data
Data
•• Always
Always set set this
this profile
profile option
option to
to Yes
Yes toto ensure
ensure that
that
Oracle
Oracle Workflow
Workflow hashas finished
finished generating
generating
accounting
accounting flexfield
flexfield code
code combinations.
combinations.
•• Temporarily
Temporarily set this option to
set this option to No
No at
at the
the user
user level
level
ifif you are debugging the account generator.
you are debugging the account generator.
•• This
This profile
profile option
option is
is visible
visible and
and can
can be
be updated
updated atat
all
all levels.
levels.

Chapter 1 - Page 40
FA: Allow Swiss Special Assets
FA:
FA: Allow
Allow Swiss
Swiss Special
Special Assets
Assets
•• Controls
Controls whether
whether you
you can
can use
use the
the Swiss
Swiss insurance
insurance
calculation
calculation method.
method.
•• When
When this
this profile
profile option
option is
is set,
set, you
you can
can use
use the
the
Swiss
Swiss insurance calculation method when adding
insurance calculation method when adding
insurance
insurance information.
information.

Chapter 1 - Page 41
FA: Archive Table Sizing Factor
FA:
FA: Archive
Archive Table
Table Sizing
Sizing Factor
Factor
•• Controls
Controls the the space
space allotted
allotted forfor the
the temporary
temporary
tables
tables created
created when
when you
you archive
archive and
and purge
purge aa
book.
book.
•• The
The sizing
sizing factor
factor specifies
specifies howhow many
many storage
storage
kilobytes
kilobytes to reserve for the initial extent
to reserve for the initial extent (the
(the
default
default is is 100
100 kilobytes).
kilobytes).
•• Update
Update this this option
option if
if you
you areare archiving
archiving aa large
large
number
number of of records
records for
for aa fiscal
fiscal year.
year.
•• This
This profile
profile option
option is
is visible
visible toto the
the system
system
administrator,
administrator, and can be updated at
and can be updated at the
the
application and responsibility
application and responsibility levels. levels.
•• ItIt is
is visible
visible but
but cannot
cannot be be updated
updated byby the
the user.
user.
®

Chapter 1 - Page 42
FA: Cache Sizing Factor
FA:
FA: Cache
Cache Sizing
Sizing Factor
Factor
•• Controls
Controls the the database
database information
information retained
retained inin the
the
concurrent
concurrent programprogram for for performance
performance
improvement.
improvement.
•• The
The rangerange isis 00 to
to 5,
5, and
and the
the default
default value
value is
is 5.
5.
•• This
This profile
profile option
option is is visible
visible to
to the
the system
system
administrator
administrator and and can
can be be updated
updated atat the
the
application
application and and responsibility
responsibility levels.
levels.
•• ItIt is
is visible
visible but
but cannot
updated byby the
the user.
user.

Chapter 1 - Page 43
FA: Deprn Single
FA:
FA: Deprn
Deprn Single
Single
•• Controls
Controls the
the caching
caching buffer
buffer used
used when
when you
you run
run
depreciation.
depreciation.
•• Set
Set the
the buffer
buffer to
to either
either No
No (20)
(20) or
or Yes
Yes (1).
(1). The
The
default is No.
default is No.

Chapter 1 - Page 44
FA: Generate Expense Account
FA:
FA: Generate
Generate Expense
Expense Account
Account
•• Allows
Allows you
you to
to generate
generate aa depreciation
depreciation expense
expense
account
account based
based onon Workflow
Workflow rules.
rules.
•• When
When you
you set
set to
to Yes,
Yes, the
the account
account isis generated
generated
based on Workflow rules.
based on Workflow rules.
•• When
When you
you set
set to
to No,
No, the
the expense
expense account
account entered
entered
for
for the
the asset
asset is
is used.
used.

Chapter 1 - Page 45
FA: Large Rollback Segment Name
FA:
FA: Large
Large Rollback
Rollback Segment
Segment Name
Name
•• Indicates
Indicates the the rollback
rollback segment
segment namename that
that Oracle
Oracle
Assets
Assets uses uses for
for programs
programs requiring
requiring large
large rollback
rollback
space.
space.
•• IfIf you
you do
do not
not specify
specify aa large
large rollback
rollback segment,
segment,
Oracle
Oracle Assets uses the first available rollback
Assets uses the first available rollback
segment.
segment.
•• This
This profile
profile option
option isis visible
visible to
to the
the system
system
administrator
can bebe updated
updated atat the
the
application and responsibility
application and responsibility levels. levels.
•• ItIt is
is visible
visible but
but cannot
updated byby the
the user.
user.

Chapter 1 - Page 46
FA: Number Mass Addition Parallel Requests
FA:
FA: Number
Number Mass
Mass Addition
Addition Parallel
Parallel
Requests
Requests
•• Controls
Controls the the number
number of of requests
requests thethe Mass
Mass
Additions
Additions Post Post program
program will
will run
run in
in parallel.
parallel.
•• Enter
Enter aa number
number between
between 11 and
and 2020 to
to specify
specify the
the
maximum
maximum number of parallel requests allowed.
number of parallel requests allowed.
The
The default
default is
is 2.
2.
•• This
This profile
profile option
option isis visible
visible to
to the
the system
system
administrator
can bebe updated
updated at at the
the
application
levels.
•• ItIt is
is visible
visible but
but cannot
updated by by the
the user.
user.

Chapter 1 - Page 47
FA: Number of Parallel Requests
FA:
FA: Number
Number of
of Parallel
Parallel Requests
Requests
•• Controls
Controls the the number
number of of requests
requests that
that Oracle
Oracle
Assets
Assets programs
programs cancan run
run in
in parallel.
parallel.
•• Enter
Enter aa number
number between
between 11 and
and 2020 to
to specify
specify the
the
maximum
maximum number of parallel requests allowed.
number of parallel requests allowed.
•• This
This profile
profile option
option isis visible
visible to
to the
the system
system
administrator
can bebe updated
updated at at the
the
application
levels.
•• ItIt is
is visible
visible but
but cannot
updated by by the
the user.
user.

Chapter 1 - Page 48
FA: Print Debug
FA:
FA: Print
Print Debug
Debug
•• Indicates
Indicates whether
whether debug
debug tracing
tracing messages
messages are are
printed
printed in
in concurrent
concurrent program
program loglog files.
files.
•• This
This profile
profile option
option is
is visible
visible to
to the
the system
system
administrator
administrator and can be updated at
the
application,
application, user,
user, and
and responsibility
levels.

Chapter 1 - Page 49
FA: Print Timing Diagnostics
FA:
FA: Print
Print Timing
Timing Diagnostics
Diagnostics
•• Indicates
Indicates whether
whether timing
timing diagnostic
diagnostic messages
messages are
are
printed
printed in
in concurrent
concurrent program
program log
log files.
files.
•• This
This profile
profile option
option is
is visible
visible to
to the
the system
system
administrator
administrator and can be updated at
the
application,
application, user,
user, and
and responsibility
levels.

Chapter 1 - Page 50
FA: Security Profile
FA:
FA: Security
Security Profile
Profile
•• Restricts
Restricts access
access toto the
the organizations
organizations defined
defined inin
the
the security
security profile.
profile.
•• This
This option
option is
is seeded
seeded atat the
the site
site level
level with
with the
the
view-all
view-all security profile created for the Startup
security profile created for the Startup
Business
Business Group.
Group.

Chapter 1 - Page 51
Agenda
Agenda
Agenda
•• Distribution
Distribution sets
sets
•• Leases
Leases and
and payment
payment schedules
schedules
•• Financial
Financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Warranties
Warranties
•• Descriptive
flexfields
•• Asset
Asset insurance
insurance
•• Profile
Profile options
options
•• Historical
Historical data
data

Chapter 1 - Page 52
Cleaning Up Existing Data
Cleaning
Cleaning Up
Up Existing
Existing Data
Data
Purging
Purging historical
historical data
data from
from tables
tables
FA_ADJUSTMENTS
1988
FA_DEPRN_DETAIL FA_DEPRN_SUMMARY
1988 1988

Chapter 1 - Page 53
Cleaning Up Historical Data
Cleaning
Cleaning Up
Up Historical
Historical Data
Data
•• You
You can
can archive
archive and
and purge
purge historical
historical data
data from
from the
the
following
following Oracle
Oracle Assets
Assets tables
tables to
to manage
manage the
the
hardware
hardware resources:
resources:
–– FA_ADJUSTMENTS
FA_ADJUSTMENTS
–– FA_DEPRN_SUMMARY
FA_DEPRN_SUMMARY
–– FA_DEPRN_DETAIL
FA_DEPRN_DETAIL
•• Oracle
Oracle Assets
Assets does
does not
not purge
purge the
the most
most recent
recent
record of an asset.
record of an asset.
•• Purge
Purge by
by fiscal
fiscal year
year and
and asset
asset book.
book.

Chapter 1 - Page 54
Using the Purge Security
Using
Using the
the Purge
Purge Security
Security
Use
Use the
the Status
Status field
field in
in the
the Archive
Archive and
and Purge
Purge window
window
to
to control
control the
the archive.
archive.
Status Definition Possible Action

New New archive defined Archive
Archive completed
Archived successfully for book Purge
and fiscal year
Purge successful for
Purged Restore
fiscal year
Fiscal year successfully
Restored restored to tables Purge

Chapter 1 - Page 55
Responsibility Security
Responsibility
Responsibility Security
Security
•• Oracle
Oracle Assets
Assets provides
provides archive
archive and
and purge
purge
functionality
functionality under
under the
the Fixed
Fixed Assets
Assets Administrator
Administrator
responsibility only.
responsibility only.
•• Limit
Limit access
access to
to those
those who
who require
require it.
it.

Chapter 1 - Page 56
Book Security
Book
Book Security
Security
•• You
You allow
allow an
an asset
asset book
book to
to be
be purged
purged inin the
the Book
Book
Controls
Controls window.
window. To
To prevent
prevent accidental
accidental purging,
purging,
select
select Allow
Allow Purge
Purge only
only while
while actually
actually performing
performing
purge operations.
purge operations.
•• Oracle
Oracle Assets
Assets prohibits
prohibits purging
purging for
for the
the book’s
book’s
current
current fiscal
fiscal year.
year.

Chapter 1 - Page 57
Status and Action Security
Status
Status and
and Action
Action Security
Security
•• The
The status
status limits
limits the
the action.
action. Oracle
Oracle Assets
Assets allows
allows
purging
purging for
for archived
archived fiscal
fiscal years
years only.
only.
•• Also,
Also, when
when the
the status
status is
is archived,
archived, you
you can
can purge
purge
only fiscal years when the temporary archive
only fiscal years when the temporary archive
tables
tables exist.
exist.

Chapter 1 - Page 58
Purging Archived Data
Purging
Purging Archived
Archived Data
Data
FA_ADJUSTMENTS
FA_DEPRN_DETAIL
FA_DEPRN_SUMMARY
Purged data
Purged tables

Chapter 1 - Page 59
Restoring Archived Data
Restoring
Restoring Archived
Archived Data
Data
•• Importing
Importing Temporary
Temporary Tables
Tables (Database
(Database
Administrator)
Administrator)
–– Import
Import the
the temporary
temporary archive
archive tables
tables for
for the
the
fiscal
fiscal year
year and
and book.
book.
–– These
These tables
tables are
are the
the temporary
temporary archive
archive tables
tables
created
created byby the
the archive.
archive.
•• Restoring
Restoring Data
Data
–– Use
Use the
the archive
archive number
number to
to query
query the
the archive
archive
definition
definition in
in the
the Archive
Archive and
and Purge
Purge window.
window.
–– Select
Select Restore.
Restore.

Chapter 1 - Page 60
Restoring Data
Restoring
Restoring Data
Data
•• You
You can can only
only restore
restore the
the most
most recently
recently purged
purged
fiscal
fiscal year,
year, so
so you
you must
must restore
restore fiscal
fiscal years
years in
in
reverse chronological
reverse chronological order.order.
•• IfIf data
data are
are no
no longer
longer needed,
needed, purge
purge the
the restored
restored
data without archiving
data without archiving again.again.
•• The
The temporary
temporary archive
archive tables
tables need
need not
not exist
exist to
to
purge
purge withwith the
the status
status Restored.
Restored.

Chapter 1 - Page 61
Demonstration
Demonstration
Demonstration
In
In Oracle
Oracle Assets
Assets we
we will
will demonstrate
demonstrate how
how to:
to:
•• Archive
Archive data
data
•• Purge
Purge data
data
•• Restore
Restore archived
archived data
data
(N)
(N) Purge
Purge >> Depreciation
Depreciation

Chapter 1 - Page 62
Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
•• Create
Create distribution
distribution sets
sets
•• Define
Define leases
leases
•• Set
Set up
up financial
financial options,
options, suppliers,
suppliers, and
and employees
employees
•• Set
Set up
up warranties
warranties
•• Set
Set up
up descriptive
flexfields
•• Define
Define asset
asset insurance
insurance
•• Set
Set up
up profile
profile options
options
•• Archive,
Archive, purge,
purge, and
and restore
restore historical
historical data
data

Chapter 1 - Page 63
Practice 5 Overview
Practice
Overview
This
This practice
practice tests
tests the
the following
following new
new skills:
skills:
•• Identifying
Identifying the
the archive
archive tables
tables
•• Identifying
Identifying which
which responsibility
responsibility archives
archives and
and
purges
purges

Chapter 1 - Page 64
Practice
Instructions with
with Solution
Solution
In
In this
this practice,
practice, you
you will
will reinforce
reinforce your
your understanding
understanding
of
of identifying archive tables and identifying which
identifying archive tables and identifying which
responsibility
responsibility archives
archives and
and purges.
purges.
A colleague created a new archive definition for US CORP.
1. What tables will this archive?
_________________________________________________________
_________________________________________________________
_________________________________________________________
2. Can you restore the data fully so it is available for online inquiry?
_________________________________________________________
3. Which responsibility can perform the archiving and purging process in
Oracle Assets?
_________________________________________________________
4. What are the benefits to purging data periodically?
_________________________________________________________
5. How can you prevent accidental purging of data?
_________________________________________________________
Practice 5 Solution
A colleague created a new archive definition for US CORP.
1. What tables will this archive?
FA_ADJUSTMENTS
FA_DEPRN_SUMMARY

Chapter 1 - Page 65
FA_DEPRN_DETAIL
2. Can you restore the data fully so it is available for online inquiry?
Yes. Restore fiscal years in reverse chronological order.
3. Which responsibility can perform the archiving and purging process in
Oracle Assets?
Fixed assets administrator
4. What are the benefits to purging data periodically?
Purging data periodically reduces the size of the tables and manages the hardware
resources.
5. How can you prevent accidental purging of data?
To prevent accidental purge, limit access to the fixed assets administrator
responsibility, and select Allow Purge while actually performing purge operations
only.

Chapter 1 - Page 66

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Setting Up Additional Asset

Restricted Rights Legend

Technical Contributors and Reviewers

John Hays, Gladys Leung, Steve Paradisis

This book was published using:

Setting Up Additional Asset Options....................................................................................1-1

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Before You Begin This Course

• Basic knowledge of Oracle Assets functionality

• Overview of the Asset Management Process

How This Course Is Organized

Setting Up Additional Asset Options is an instructor-led course featuring lecture

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Title Part Number

Oracle Assets User Guide A81359-01

Oracle Assets Technical Reference Manual A81200-01

• System release bulletins

• Installation and user’s guides

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Typographic Conventions in Text

Convention Element Example

Caps and Buttons, Click the Executable button.

Courier new, Code output, Code output: debug.set (‘I”, 300);

Initial cap Graphics labels Customer address (but Oracle Payables)

Italic Emphasized words Do not save changes to the database.

Uppercase SQL column Use the SELECT command to view

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Commas Key sequences Press and release keys one at a time:

Typographic Conventions in Code

Convention Element Example

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Navigation Paths

This simplified path translates to the following:

2. (M) From the menu, select Query > Find.

3. (B) Click the Approve button.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Typographical Conventions in Help System Paths

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

Oracle Applications provides you with a complete online help facility.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

A web browser window appears, containing search and navigation frames on

The document frame provides information on the window containing the

Searching for Help

A list of titles, ranked by relevance and linked to the documents in question, is

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options Table of Contents

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Up Additional Asset Options

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.