Oracle Fixed Assets Add Split Merge Assets

Business Process Diagram Oracle Champions
Start
You want to
process an Asset
Merge?
Perform Pre Demo

Steps
Perform Asset
Invoice to Mass
Additions (1)
N
D
Make sure asset to be

split is still selected
(18)
Re-query split assets
by going back into
Find Mass Additions
form (19)
Repeat for each
asset: (20)
Y
C
A
Add Asset via

Mass Additions
N
Pre Demo
Steps complete?
Log into Forms as:

(5)
(N) Mass Additions >
Prepare Mass
Additions (6)
Select Asset created
from previous script
(7)
Enter Category using
LOV (8)
Enter Assignments
info (9)
Prepare Asset for
posting (10)
Decide Mass
Addition process to
demonstrate
Add an asset? (2)
You want to
Add assets
directly?
Y
A
Decide Mass
Addition process to
demonstrate

Post Mass Additions
(21)
Verify Asset Is
Posted
(M) View > Requests
(22)
Post Asset From

Mass Addition
Table
D
C
Merge Asset from

Mass Additions
Table into a Single
Unit
Verify Asset Is
Posted
Split an asset? (3)
Log into Forms as:

(23)
Prepare Mass
Additions (24)
Select Asset that will
be used to merge all
other assets into (25)
Select merged asset
(26)
Enter Category using
LOV (27)
Enter Assignments
info (28)
Prepare Asset for
posting (29)
(M) View > Requests

(12)
D
You want to
process an Asset
Split?
Decide Mass
Addition process to
demonstrate
Merge an asset? (4)
Split Asset from

Mass Additions
Table into Multiple
Units
Post Asset From

Mass Addition
Table
Post Mass Additions
(30)
Verify Asset Is
Posted
(M) View > Requests
(31)
D
Post Asset From

Mass Addition
Table

Post Mass Additions
(11)
Split Asset from

Mass Additions
Table into Multiple
Units
Log into Forms as:

(13)
Prepare Mass
Additions (14)
Select Asset created
from previous script
(15)
(T) Asset Details (16)
(B) Assignments (17)
Fixed Assets How to Add, Split and Merge Assets

Page 1
Verify Asset Is
Posted
Done. (32)
End
Pre Demo Steps
Perform Pre Demo Steps

1.
Perform Asset Invoice to Mass Additions
To add an asset you need at least one asset line imported to the mass additions table
from payables to continue. Use the script noted in the Related Demo Scripts/Clicksheets
section above.
To split an asset you need at least one asset line imported to the mass additions table
section above.
To merge an asset you need at least two asset line imported to the mass additions table
section above.
If Pre Demo Steps complete, goto task #2. Otherwise, goto task #1.
Begin Demo
Decide the Mass Addition process to demonstrate

2.
Add an asset?
If you want to Add assets directly, goto task #5. Otherwise, goto task #3.
3.
Split an asset?
If you want to process an Asset Split, goto task #13. Otherwise, goto task #4.
4.
Merge an asset?
If you want to process an Asset Merge, goto task #23. Otherwise, goto task #32.

Page 2
Add Asset via Mass Additions

Add Asset via Mass Additions
** You need at least one asset line imported to the mass additions table from payables to
continue. Use the script noted in the Related Demo Scripts/Clicksheets section above. **
5.
Log into Forms as:

Field
6.
Common
Vision Operations
Username/password
operations/welcome
Responsibility
Assets, Vision Operations (USA)
(N) Mass Additions > Prepare Mass Additions

Find Mass Additions for opens
Enter:
Field
Common
Vision Operations
Book
OPS CORP
Queue
NEW
(B) Find
Mass Addition Summary form opens
7.
Select the Asset created from previous script
(B) Open
Mass Additions form opens
8.
Enter the Category using the LOV

Category Flexfield box appears.
Enter Major Category and Minor Category values:

Field
Common
Major Category
Any Major Category
Minor Category
Any Minor Category

Page 3

9.
(B) OK
Enter Assignments information

If there is only one unit, the expense account and location fields can be filled in on the Mass
Additions form without going into the Assignments form.
(B) Assignments
Assignments form opens.
Enter:
Field
Common
Expense Account
Any account
Location
Any location
The employee name and number are optional
(B) Done
Assignments form closes, and the Mass Additions form is displayed
10. Prepare Asset for posting
Change the Asset Queue to:

Field
Queue
Common
POST
Click (B) Done

Mass Additions form closes
At this point the asset is ready to be posted to the asset book.

Page 4
Post Asset from Mass Addition Table

Post Asset From Mass Addition Table
11. (N) Mass Additions > Post Mass Additions
Submit Request Set forms opens
Enter parameters for the two request sets:

Field
Common
Book
(B) Submit
(B) OK
Vision Operations
OPS CORP

Page 5
Verify Asset Is Posted

12. (M) View > Requests
Find Request form opens
(B) Find
Request form opens.
Select the report:

Field
Name
Common
Mass Additions Posting Report
(B) View Output

Browser window opens and displays the Mass Additions Posting Report.
Go to task #32.

Page 6
Split Asset from Mass Additions Table into Multiple Units

Split Asset from Mass Additions Table into Multiple Units
** You need at least one asset line imported to the mass additions table from payables to
13. Log into Forms as:
Field
Common
Vision Operations
Username/password
operations/welcome
Responsibility
14. (N) Mass Additions > Prepare Mass Additions

Enter:
Field
Common
Vision Operations
Book
OPS CORP
Queue
NEW
(B) Find
15. Select the Asset created from previous script
(B) Open
Enter the Category using the LOV
16. (T) Asset Details
Change unit number from 1 to 2:

Field
Units
Common
17. (B) Assignments

Page 7
Go to Distributions region
Change number of units from 1 to 2 and enter expense account and location:
Field
Common
Units
Expense Account
Any account
Location
Any location
The units can be assigned to the same or different expense accounts and/or locations.
(B) Done
Assignments form closes.
Assets queue is changed from New to On Hold.
(B) Done
Mass Additions form closes.
18. Make sure asset to be split is still selected
(B) Split
Caution Box opens with message Split this Mass Addition?
(B) OK in caution box

Note Box opens with message Mass Addition successfully split into 2 mass additions
(B) OK in note box

When you split a mass addition, the original line is put in the SPLIT queue as an audit
trail of the split. The resulting split mass additions appear with one unit each, and with
the same existing information from the source system. Each split child is now in the ON
HOLD queue. You can review each line to become a separate asset.
19. Re-query the split assets by going back into the Find Mass Additions form
(I) Find

Page 8
Enter:
Field
Common
Book
Vision Operations
OPS CORP
Queue
HOLD
20. Repeat for each asset:
Highlight the asset
Click (B) Open

Field
Queue
Common
POST
Click (B) Done

At this point the asset is ready to be posted to the asset book
Alternatively, to POST ALL assets: (M) Tools > POST ALL

Page 9


Field
Common
Book
(B) Submit
(B) OK
Vision Operations
OPS CORP

Page 10

(B) Find
Request form opens.
Select the report:

Field
Name
Common
(B) View Output

Goto task #32.

Page 11
Merge Asset from the Mass Additions Table into a Single Unit
Merge Asset from the Mass Additions Table into a Single Unit
** You need at least two asset line imported to the mass additions table from payables to
23. Log into Forms as:
Field
Common
Vision Operations
Username/password
operations/welcome
Responsibility
24. (N) Mass Additions > Prepare Mass Additions

Enter:
Field
Common
Vision Operations
Book
Queue
OPS CORP
NEW
(B) Find
25. Select the Asset that will be used to merge all other assets into
(B) Merge
Merge Mass Additions form opens
Check whether to sum the units or not.

Note: In the Merge Lines block, if you use the default query or blind query, only the
other lines in the same invoice are shown. Use Query - Run with a % in any field to
bring up all potential invoice lines for the same book.
Check each asset to be merged

Queue will change from New to Merged
Total Merged Cost will reflect merged asset cost

Page 12
(B) Done
.Form closes back to Mass Addition Summary form.
26. Select the merged asset
(B) Open
27. Enter the Category using the LOV

Category Flexfield box appears.
Enter Major Category and Minor Category values:

Field
Common
Major Category
Any Major Category
Minor Category
Any Minor Category
(B) OK
28. Enter Assignments information

If there is only one unit, the expense account and location fields can be filled in on the Mass
Additions form without going into the Assignments form.
(B) Assignments
Enter expense account and location:

Field
Common
Expense Account
Any account
Location
Any location
(B) Done
Assignments form closes, and the Mass Additions form is displayed.
Assets queue is changed from New to On Hold.

Page 13
29. Prepare Asset for posting

Field
Queue
Common
POST
(B) Done
Mass Additions form closes
At this point the asset is ready to be posted to the asset book.

Page 14


Field
Common
Book
(B) Submit
(B) OK
Vision Operations
OPS CORP

Page 15

(B) Find
Request form opens.
Select the report:

Field
Name
Common
(B) View Output

32. Done.

Page 16

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Business Process Diagram Oracle Champions

Perform Pre Demo

Make sure asset to be

Add Asset via

Log into Forms as:

(N) Mass Additions >

Post Asset From

Merge Asset from

Split an asset? (3)

Log into Forms as:

(M) View > Requests

Split Asset from

Post Asset From

Post Asset From

(N) Mass Additions >

Split Asset from

Log into Forms as:

Fixed Assets How to Add, Split and Merge Assets

Pre Demo Steps

Perform Pre Demo Steps

Perform Asset Invoice to Mass Additions

Decide the Mass Addition process to demonstrate

Fixed Assets How to Add, Split and Merge Assets

Add Asset via Mass Additions

Log into Forms as:

Assets, Vision Operations (USA)

(N) Mass Additions > Prepare Mass Additions

Select the Asset created from previous script

Enter the Category using the LOV

Enter Major Category and Minor Category values:

Any Major Category

Any Minor Category

Fixed Assets How to Add, Split and Merge Assets

Enter Assignments information

The employee name and number are optional

10. Prepare Asset for posting

Change the Asset Queue to:

Click (B) Done

Fixed Assets How to Add, Split and Merge Assets

Post Asset from Mass Addition Table

Enter parameters for the two request sets:

Fixed Assets How to Add, Split and Merge Assets

Verify Asset Is Posted

Select the report:

Mass Additions Posting Report

(B) View Output

Fixed Assets How to Add, Split and Merge Assets

Split Asset from Mass Additions Table into Multiple Units

Assets, Vision Operations (USA)

14. (N) Mass Additions > Prepare Mass Additions

15. Select the Asset created from previous script

Enter the Category using the LOV

16. (T) Asset Details

Change unit number from 1 to 2:

17. (B) Assignments

Fixed Assets How to Add, Split and Merge Assets

Assignments form opens.

18. Make sure asset to be split is still selected

(B) OK in caution box

(B) OK in note box

Fixed Assets How to Add, Split and Merge Assets

20. Repeat for each asset:

Highlight the asset

Click (B) Open