Defining Asset Management User Preferences

Defining Asset Management User Preferences

Access the Asset Management page.

Date Default Values

Transaction Date / Displays the date on which you acquired a particular asset.
Note. The transaction date must always be less than or equal to the accounting date.
Accounting Date / Displays the date on which you want this transaction distributed to your general ledger. The accounting date is validated against the open periods that you establish for Asset Management in the FIN_OPEN_PERIOD table to determine to which period the system posts. The difference between the transaction date and the accounting date determine if any prior period depreciation must be calculated. For example, suppose that a computer was acquired and placed in service on March 15, 2000 but wasn't entered in Asset Management until August 1, 2000. All general ledger periods prior to August are closed. In this case, Asset Management automatically calculates depreciation starting in March and posts it to the general ledger in August.

Auto-Run Transaction Loader

Asset Management Integration / Select to add transactions from Maintenance Management to the transaction loader process (AMIF1000).
Impairment Process / Select this option to always run impairment processing when running the transaction loader process.

Edit Options for Interface Tables

Edit Financial Information / Select the editing options for this user to the asset management financial transaction tables. The available options are:
All: Select this option if this user ID is allowed to make edits to all financial transaction table entries.
Date: Select this option if this user ID is allowed to make edits to transaction and accounting dates on the financial transaction table.
None: Select this option if this user ID is not allowed to make any edits to any financial transaction table entries.
Edit Phy A Information / Select the editing options for this user to the asset management physical A tables. The available options are:
All: Select this option if this user ID is allowed to make edits to all physical A table entries.
None: Select this option if this user ID is not allowed to make any edits to any physical A table entries.
Edit Phy B Information / Select the editing options for this user to the asset management physical B tables. The available options are:
All: Select this option if this user ID is allowed to make edits to all physical B table entries.
None: Select this option if this user ID is not allowed to make any edits to any physical B table entries.

Note. When the interface status is in the status of Errored, On Hold, or Pending, the options to edit the transaction tables come into effect. Depending on the load type, some fields may not be editable even when the Alloption has been selected. For example, you cannot enter proceeds or removal costs in an FAD transaction since those fields are related to retirements.

Property Pagelets

Business Unit / Select the business unit. This user will then have access to property assets from within the selected business unit.
Space Unit of Measure / Select the unit of measure to be commonly used by default for this user ID when working with space allocations. The available options are:
Feet
Meters
Property Class / Select the property class to be commonly used by default for this user ID when working with property assets. The available options are:
Site
Building
Floor
Area
Space