PeopleSoft Financials 9'0 Upgrade

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PeopleSoft Financials9.0 Upgrade
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Asset Management
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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.

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Asset Management Module

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

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Financial Management v8.8
Navigation Asset Management gt Financial
Management
v8.8, The Asset Management main menu was
Financial Management
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Asset Transactions v9.0
Navigation Asset Management gtAsset Transactions
gtOwned Assets gtExpress 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
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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.

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Asset Additional Information v8.8
Navigation Asset Management gtAsset Transactions
gtOwned Assets gtExpress Add
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Asset Additional Information v9.0
Navigation Asset Management gtAsset Transactions
gtOwned Assets gtExpress 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
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Asset Management Module

• In the Basic Add menu, the first tabs name has
  changed from Asset Information in v8.8 to General
  Information in v9.0.

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Asset Information v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Asset Information
v 8.8, In Basic Add menu the tab was Asset
Information
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General Information v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt General Information
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
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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.

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Asset Information Tab v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Asset Information
v8.8, Asset Information tab contained these
options
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General Information Tab v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt General Information
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
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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.

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Location/Comments/Attributes v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Location/Comments/Att
ributes tab
v8.8, Location/Comments/Attributes tab contained
these fields
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Locations/Comments/Attributes v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Location/Comments/Att
ributes 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
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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.

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Locations/Comments/Attributes v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Location/Comments/Att
ributes tab
v8.8, Location/Comments/Attributes tab contained
a section called Physical Attributes
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Locations/Comments/Attributes v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Location/Comments/Att
ributes 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
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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.

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Locations/Comments/Attributes v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Location/Comments/Att
ributes 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
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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.

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Manufacture/License/Custodian v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Manufacture/License/C
ustodian tab
v8.8, Manufacture/License/Custodian tab contained
these fields
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Manufacture/License/Custodian v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Basic Add gt Manufacture/License/C
ustodian 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
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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.

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Copy Existing Asset v8.8
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt Copy Existing Asset
v8.8, Copy Existing Asset contained these fields
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Copy Existing Asset v9.0
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt 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
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Copy Existing Asset v9.0 continued
Navigation Asset Management gt Asset Transactions
gt Owned Assets gt 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