Extending Oracle Apps to Streamline Fixed Assets Processing

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Extending Oracle Apps to Streamline Fixed Assets
Processing

• Brett Ford, VMware Inc.
• NorCal OAUG Training Day
• January 24, 2006

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Introduction

• The standard Oracle FA Mass Additions process
  typically requires extra manual intervention and
  data entry. This presentation will demonstrate a
  few simple custom extensions which can be
  utilized to minimize manual intervention and
  streamline the FA Mass Additions process.

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Standard Mass Additions Process
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Prepare Mass Additions

• Location
• Asset Category
• Depreciation Expense Code Combination
• Asset Number
• Tag Number
• Manufacturer
• Model
• Serial Number
• Assigned To
• Queue Name
• Date Place in Service

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Additional Issues

• There can be a timing difference between when an
  asset is physically received and when the invoice
  is received and processed by Accts Payable. This
  often results in off-line asset tracking
  systems!

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Opportunities to Streamline

• Minimize manual intervention in FA Mass Additions
  by capturing asset information in the Receiving
  transaction
• Immediately record asset receipts into the Oracle
  Assets module by creating 0 mass additions from
  Receiving.

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More Opportunities to Streamline

• Streamline the Prepare Mass Additions process
• Automate required fields
• Facilitate easy merge
• Automate the Add to Asset function

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Solution Components

• Apps Config
• DFFs
• PO Item Category
• Receiving Transactions
• Asset Locations
• Value Sets
• Concurrent Programs Executables
• Customize Mass Additions Folder

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More Solution Components

• Custom view for uninterfaced Asset Receipts
  (track by rcv_trx_id)
• Custom SQL to interface Asset Receipts to
  fa_mass_additions (0 mass additions)
• Custom SQL to automate the Prepare Mass Additions
  process
• Custom SQL to add lines to existing asset

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Putting it all together
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Net Result

• Streamlined Fixed Assets process to facilitate
  faster, more accurate asset processing with
  minimal accounting resources
• Accomplished with no customizations of standard
  Oracle code!

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Receiving DFF
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Map Asset Categories to PO Item Categories
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Map Depreciation Expense Distributions to
Employee HR Assignment
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Custom Mass Additions folder to facilitate merging
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Additional Info

• References
• Streamlining Fixed Assets Mass Additions Mark
  Schwerdt, Oakton Solutions Pty Ltd OAUG Asia
  Pacific 2000 Conference
• For sample code or additional info
• E-mail bford_at_vmware.com