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TestCase:HowtoCompleteMandatorySetupsForOracleAssetTracking(DocID
1550972.1)
InthisDocument
Purpose
Scope
Details

TestCaseOverview

TestCasePrerequisites

TestCaseSteps

Step1:InstallRequiredOracleApplicationModules

Step2:SetupProfileOptions

Step3:ConfirmInventoryManagersStatus

Step4:ConfirmDepreciationPeriodStatus

Step5:ConfirmPeriodsStatus

Step6:ConfirmInstallParametersSettings

Step7:ConfirmSFMSetup

Step8:AssociateHRandHZLocationswithAssetLocations

Step9:ConfirmPurchasingOptionsSetup

FurtherReading

APPLIESTO:
OracleAssetTrackingVersion12.1.1andlater
OracleInstalledBaseVersion12.1.3to12.1.3[Release12.1]
Informationinthisdocumentappliestoanyplatform.

PURPOSE
ToprovideatestcaseexampleshowinghowtocompletemandatorysetupsinOracleAssetTrackingmodule.
*TestCaseOverview
*TestCasePrerequisites
*TestCaseSteps
*FurtherReading

SCOPE
ThisarticleisintendedforAssetTrackingimplementersand/orApplicationAdministratorsforR12.

DETAILS
TestCaseOverview
ThistestcasedocumentexplainsthemandatorysetupsdoneinavanillaVisionenvironmenttoensurethatOracle
AssetTrackingmoduleisworkingproperly.Itisadvisedtogothroughthecompletesetupchecklistmentionedin
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OracleAssetTrackingImplementationGuide(page22)andensurethatallneededsetupsaredone.

TestCasePrerequisites
None

TestCaseSteps
Instance:VISBDE07
Release:12.1.3
User:operations

Step1:InstallRequiredOracleApplicationModules
ThefollowingOracleapplicationmodulesmustbeinstalledandsetupbeforeOracleAssetTrackingcanbesetup:
OracleInventory
OracleProjects
OracleAssets
OraclePurchasing
OraclePayables
OracleGeneralLedger
OracleInstallBase
OracleAssetTracking
OracleServiceFulfillmentManager
Youmustalsoinstallthefollowingifyouareusinginternalsalesordersfornormalitems:
OracleOrderManagement
ThefollowingSQLcanbeusedtocheckinstallationstatusofInstallBase(CSI),AssetTracking(CSE),Number
Portability(XNP),Provisioning(XDP)modules:
SELECTfav.application_nameapp_name,

fav.application_short_nameapp_s_name,

DECODE(fpi.status,'I','Yes','S','Shared','N','No',fpi.status)inst_status,

fpi.product_version,

NVL(fpi.patch_level,'NotAvailable')patchset,

fav.application_idapp_id

FROMfnd_application_vlfav,

fnd_product_installationsfpi

WHEREfav.application_id=fpi.application_id

ANDfav.application_short_nameIN('CSI','CSE','XNP','XDP')

1.OutputoftheaboveSQLshouldshow'I'(installed)forCSI,CSE.XNPandXDPcanhaveeither'S'(Shared)
or'I'(Installed).
2.IfinstallationstatusforAssetTrackingisnot'I',thenInstanceAssetLinkwillnotbecreatedevenifthe
AssetiscreatedinFixedAsset.
3.OracleHumanResourceManagementSystem(HRMS)mustalsobeinstalledsothatuserscanhavethe
abilitytoapprovepurchaseorders.

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Step2:SetupProfileOptions
(R)SystemAdministrator
(N)SystemProfiles
ProfileOption

Level

Value

Comment

CSE:FABookTypeCode

Site

OPSCORP

Thisprofileoptionisused
tosettheappropriateFA
booktypecodeforcreating
assetsfromadepreciable
item.

CSE:UseAssetTracking
CostingHook

Site

Thisprofileoptionmustbe
settoYifOracleAsset
Trackingisused.

CSE:CreateAssetswhen
issuedtoFieldforExpense
Items

Site

Yes

Thisprofileoptioncontrols
whethertocreateassetfor
expenseitemswhenthey
areissuedtofieldlocation
frombothexpenseand
assetsubinventory.By
default,thisoptionissetto
'Yes'.Usingthisprofile
option,anasset(withzero
cost)wouldbecreated

CSE:DebugLogDirectory

Site

/usr/tmp

Thisprofileoptionsetsthe
fileanddirectoryofthe
debuglogfile.

CSE:DebugOption

Site

Thisprofileoptioncontrols
thedebuggingfunctionfor
themessagedequeuer.Set
thisprofileoptionto'Y'only
whiledebuggingissues,
thensetitbackto'N'to
avoidperformance
problems.

CSI:ContractsEnabled

Site

(YorN)

Thisprofileoptionenables
OracleInstallBase
integrationwithOracle
ServiceContracts.Setthis
profileoptionto'Y'only
whenIntegrationwith
OracleServiceContractsis
needed.

Step3:ConfirmInventoryManagersStatus
(R)Inventory,VisionOperations(USA)
(N)Setup>Transactions>InterfaceManagers
Select'M1SeattleManufacturing'intheorganizationswindowandconfirmstatusofthefollowingInventoryManagers:

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ManagerName

Status

CostManager

Active

LotMoveTransaction

Active

MaterialTransaction

Active

Movetransaction

Active

Ifanyofthesemanagersare'Inactive',thenclickonToolsandLaunchManager.Schedulemanagerstorunevery
5minutes.

Step4:ConfirmDepreciationPeriodStatus
(R)Assets,VisionOperations(USA)
(N)Setup>AssetSystem>BookControls
VerifyLastRunDateisinthecurrentopenperiodandStatus=CompletedforAssetBook='OPSCORP'
(N)Depreciation>RunDepreciation
SearchforAssetBook='OPSCORP',ensurethatcurrentdepreciationperiodisthecurrentmonth(e.g.May2013).
RunDepreciation(withclosePeriodischecked)iftheperiodisnotthesameasyourcurrentmonth.

Step5:ConfirmPeriodsStatus
ValidateInventoryperiod
(R)Inventory
(N)AccountingCloseCycle>InventoryAccountingPeriods
Searchtheperiodthatcorrespondstothecurrentmonth(e.g.May2013)
VerifytheperiodstatusisOpen
ChangeStatusifthestatusisnotopen
ValidatePurchasingperiod
(R)Purchasing
(N)Setup>Financials>Accounting>ControlPurchasingperiods
SearchthePOperiodthatcorrespondstothecurrentmonth(e.g.May2013)
VerifythePOperiodstatusisOpen
ChangeStatusifthestatusisnotopen
ValidateGeneralLedgerperiod
(R)GeneralLedger
(N)Setup>OpenandClose
Searchtheperiodthatcorrespondstothecurrentmonth(e.g.May2013)
VerifytheperiodstatusisOpen
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Click'OpenPeriod'buttonifthestatusisnotOpen
ValidateAccountPayablesperiod
(R)Payables
(N)Accounting>ControlPayablesPeriods
Searchtheperiodthatcorrespondstothecurrentmonth(e.g.May2013)
VerifytheperiodstatusisOpen
ChangestatustoOpenifstatusisNeverOpened
ValidateProjectsperiod
(R)Projects
(N)Setup>System>PAPeriods
SearchthePAperiodthatcorrespondstothecurrentmonth(e.g.May2013)
VerifytheperiodstatusisOpen
ChangestatustoOpenifstatusisNeverOpened

Step6:ConfirmInstallParametersSettings
(R)InstallBaseAdministrator
(N)Setups>InstallParameters
Parameter

Value

Comment

CreateUniqueAssetFor

'EachserializedInstance'or'Each
Item'

Foralltransactionsthatcreatean
asset,thisdeterminesifthereisa
separateassetforeachserialized
instanceoroneassetforall
serializedinstances.

SFMBypass

NotChecked

Ifthisparameterischecked,then
transactionswillbedirectlyupdated
toOracleAssetTracking.However,
OracleAssetTrackingdoesnot
recommendbypassingtheservice
fulfillmentqueue.Bypassingaqueue
maycauseslowerapplications
performance.Howeveryouhavea
choiceofusingthequeueor
bypassingit.

1)Profileoption'CSI:AllowInstallParameterUpdate'mustbesetto'Yes'tobeabletochangefieldvaluesin
'InstallParameters'.Whendone,theprofileoptionneedtobesetbackto'No'toavoidchangingInstallParameters
accidently.
2)Makesurethatthe'Freeze'checkboxisselectedinInstallParameterformbeforestartusingInstallBase/
OracleAssetTrackingmodules.
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3)ThereisnochangeinthestandardbusinessflowswhenbypassingSFMexceptfortheassetretirements.Ifyou
arebypassingtheservicefulfillmentqueue,thenafterassetretirementyouneedtoruntheOracleAssetTracking
concurrentprogramImportAssetRetirementReinstatementTransactionsReport.Thiswillupdatethe
CSI_I_ASSETStableinOracleInstallBase.Whenyouchoosethisoption,thenyoumaysetthe'TP:INVTransaction
ProcessingMode'profileoptiontooneoftheprocessingmodeasdescribedinOracleAssetTracking
ImplementationGuide.

Step7:ConfirmSFMSetup
InstallBaserequirestransactionstobeprocessedsequentially,multithreadingSFMcancausetransactionstobe
processedoutofsequence.IfSFMisused(i.e.notbypassed)andXDP_DQ_INIT_NUM_THREADSparameteris
greaterthanone(theseededdefaultvalueis2)SFMEventManagerQueueServiceprocessestransactionsinparallel,
whichintermittentlycausestransactionstobesenttoInstallBaseoutoforderleadingtounexpectedbehaviorand
manytypesoferrors.CompletethefollowingstepstoensurethattransactionsaresenttoSFMinsequence:
(R)SystemAdministrator
(N)Concurrent>Manager>Define
SearchfortheManager'SFMEventManagerQueueService'
MakesureActual=1,Target=1
ClickonWorkShiftsButton
Makesure"Processes"is1
Inthe"Parameter"field,checkthevalueofXDP_DQ_INIT_NUM_THREADS.Itshouldbe1
(XDP_DQ_INIT_NUM_THREADS=1),IfXDP_DQ_INIT_NUM_THREADS>1,changeitto1
Bounce'SFMEventManagerQueueService'
If'SFMInboundMessageQueueService'isupandrunning,theXDP_DQ_INIT_NUM_THREADSparametermust
besetto1usingsimilarstepsforthisservice.

Step8:AssociateHRandHZLocationswithAssetLocations
(R)InstallBasAdministrator
(N)Setups>AssetLocationSetup
OracleAssetTrackinghastheabilitytocorrelateHRlocationstoHZlocations.HRlocationsareinventorylocations
usedtoreceivematerial.HZlocationsareusedtodeployequipmentinthefield.Youneedtoestablishthelinkbetween
HRlocationsandHZlocationsinordertoperformautomaticfinancialupdateswhenmaterialmovementsoccur.After
youhavedefinedassetlocations,youmustdefineHZlocations.Then,assignHRandHZlocationstotheAssetlocation
usingAssetLocationSetup.DetailsstepsarementionedinOracleAssetTrackingImplementationGuide(page222)

Step9:ConfirmPurchasingOptionsSetup
IfyouwanttocreateProjectExpenditurescorrectly,youmustsetthePurchasingOptionsforReceiptAccountingand
use"AccrualatReceipt"inPurchaseOrderreceipts.
(R)Purchasing
(N)Setup>Organizations>PurchasingOptions
InReceiptAccountingregion,set'AccrueInventoryItems'&'AccrueExpenseItems'to'AtReceipt'.
ThereisanopenER5530062requestingtosupportReceiptAccountingotherthan'AtReceipt'.UntilthisERis
implemented,'AccrualatReceipt'istheonlysupportedoptioninAccrualBasedAccounting.
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FurtherReading
OracleAssetTrackingUser'sGuideRelease12.1PartNo.E1367205
OracleAssetTrackingImplementationGuideRelease12.1PartNo.E1369105
InformationCenter:OracleAssetLifecycleProductsInstallBase,AssetTracking,ServiceFulfillmentManager[ID
1275326.2]
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