OracleERP资产操作手册1课件

OracleERP资产操作手册2022/12/10OracleERP资产操作手册[1]OracleERP资产操作手册2022/12/10Oracl1AssetInquiryOracleERP资产操作手册[1]AssetInquiryOracleERP资产操作手册[12OracleERP资产操作手册[1]OracleERP资产操作手册[1]3QuickAdditionsUsetheQuickAdditionsprocesstoquicklyenterordinaryassetswhenyoumustenterthemmanually.YoucanenterminimalinformationintheQuickAdditionswindow,andtheremainingassetinformationdefaultsfromtheassetcategory,book,andthedateplacedinservice.DetailAdditionsUsetheDetailAdditionsprocesstomanuallyaddcomplexassetswhichtheQuickAdditionsprocessdoesnothandle:•Assetsthathaveasalvagevalue•Assetswithmorethanoneassignment•Assetswithmorethanonesourceline•Assetstowhichthecategorydefaultdepreciationrulesdonotapply•Subcomponentassets•LeasedassetsandleaseholdimprovementsMassAdditionsUsetheMassAdditionsprocesstoaddassetsautomaticallyfromanexternalsource.CreateassetsfromoneormoreinvoicedistributionlinesinOraclePayables,CIPassetlinesinOracleProjects,assetinformationfromanotherassetssystem,orinformationfromanyotherfeedersystemusingtheinterface.YoumustpreparethemassadditionstobecomeassetsbeforeyoupostthemtoOracleAssets.Youcanuseoneofthefollowingprocessestoenternewassets:OracleERP资产操作手册[1]QuickAdditionsYoucanuseone4AddinganAssetAcceptingDefaults(QuickAdditions)1.ChooseAssets>AssetWorkbenchfromtheNavigatorwindow.2.ChooseQuickAdditionsfromtheFindAssetswindow.12OracleERP资产操作手册[1]AddinganAssetAcceptingDefa53.EnteraDescriptionoftheasset.4.EntertheassetCategory.5.SelecttheAssetTypeoftheasset.6.SelectAssetKey7.AssignyourassettoacorporatedepreciationBook.8.EnterthecurrentCost.9.OptionallyupdatetheDatePlacedInService.10.AssigntheassettoanEmployeeName(optional),ageneralledgerdepreciationExpenseAccount,andaLocation.11.Saveyourwork.657891010341011OracleERP资产操作手册[1]3.EnteraDescriptionofthe6AddinganAssetSpecifyingDetails(DetailAdditions)1.ChooseNew.2.enteraDescriptionoftheasset.3.EntertheassetCategory.4.SelecttheAssetTypeoftheasset.5.EnterthenumberofUnits.6.SelecttheassetKey7.EntertheManufacturerandModelofyourasset.8.Choosewhethertoincludetheassetinphysicalinventorycomparisons.Bydefault,theInPhysicalInventorycheckboxissetaccordingtotheassetcategoryyouspecified,butyoucanoverridethatvaluehere.9.Enteradditionalinformation,suchasPropertyTypeandClass,andwhethertheassetisOwnedorLeasedandNeworUsed.10.OptionallychooseSourceLinestoenterpurchasinginformationsuchastheSupplierNameandPurchaseOrderNumberfortheasset.11.ChooseContinuetocontinueaddingyourasset.65789103411712OracleERP资产操作手册[1]AddinganAssetSpecifyingDet710SourceLinesOracleERP资产操作手册[1]10SourceLinesOracleERP资产操作手册[8EnteringFinancialInformation(DetailAdditionsContinued)1.AssignyourassettoacorporatedepreciationBook.2.EnterthecurrentCost3.EntertheSalvageValue.4.IndicatewhetheryouwanttoDepreciatetheasset.5.Specifythedateplacedinserviceoftheasset.6.Ifnecessary,overridetheDepreciationMethodandassociateddepreciationinformationdefaultedfromthecategory.7.SpecifytheBonusRule.312657411OracleERP资产操作手册[1]EnteringFinancialInformation9AssigninganAsset(DetailAdditionsContinued)1.OptionallyentertheEmployeeNameorNumberofthepersonresponsiblefortheasset.2.EnterthedefaultExpenseAccounttowhichyouwanttochargedepreciation.OracleAssetsdefaultsthenaturalaccountsegmentfromthecategoryandthebook.3.EnterthephysicalLocationoftheasset.4.ChooseDonetosaveyourwork.3412OracleERP资产操作手册[1]AssigninganAsset(DetailAdd10AddannewassetsuccessfullyOracleERP资产操作手册[1]AddannewassetsuccessfullyO11MassAdditionsProcess1.Create–EnterinvoicesinOraclePayables,orsourceinformationinanyotherfeedersystem.RunCreateMassAdditionsforOracleAssetsinOraclePayables,theInterfaceAssetsprocessinOracleProjects,orusetheinterfacetoconvertdatafromothersystems.2.Review–Reviewmassadditionstobecomeassets.Addmassadditionlinestoexistingassets.Split,merge,oradjustmassadditions.3.Post–PostyourmassadditionstoOracleAssets.4.Cleanup–Deleteunnecessaryandpostedmassadditions.PurgedeletedmassadditionlinesfromOracleAssets.OracleERP资产操作手册[1]MassAdditionsProcess1.Creat12Step1.EnterinvoicesinOraclePayablesOracleERP资产操作手册[1]Step1.EnterinvoicesinOracl13Step2.TransfertoGLOracleERP资产操作手册[1]Step2.TransfertoGLOracleERP14Step3.CreateMassAdditionsOracleERP资产操作手册[1]Step3.CreateMassAdditionsO15Step3.CreateMassAdditionsOracleERP资产操作手册[1]Step3.CreateMassAdditionsO16Step4.ReviewmassadditionstobecomeassetsOracleERP资产操作手册[1]Step4.Reviewmassadditionst17OracleERP资产操作手册[1]OracleERP资产操作手册[1]18POST31265746OracleERP资产操作手册[1]POST31265746OracleERP资产操作手册[1]19Step5.Post–PostyourmassadditionstoOracleAssetsOracleERP资产操作手册[1]Step5.Post–Postyourmassa20OracleERP资产操作手册[1]OracleERP资产操作手册[1]21ThanksOracleERP资产操作手册[1]ThanksOracleERP资产操作手册[1]22Results:OracleERP资产操作手册[1]Results:OracleERP资产操作手册[1]23QueueNameBeforePostEffectofPostMassAdditionsQueueNameAfterPostCreatesnewassetfrommassadditionlinePOSTEDCOSTADJUSTMENTAddsmassadditionlinetoexistingassetPOSTEDMERGEDMassAdditionlinealreadymergedPOSTEDSPLITMassAdditionlinealreadysplitpostdoesnotaffectSPLITNEWNewmassadditionline;postdoesnotaffectNEWONHOLDoruser–definedqueuenameMassadditionlineonhold;postdoesnotaffectONHOLDDELETEMassAdditionlineawaitingdeletion;postdoesnotaffectDELETEtheeffectofpostingoneachOracleAssetsmassadditionqueuename.OracleERP资产操作手册[1]QueueNametheeffectofpostin24RetirementsAboutRetirementsRetireanassetwhenitisnolongerinservice.Forexample,retireanassetthatwasstolen,lost,ordamaged,orthatyousoldorreturned.Youcanretireanentireassetoryoucanpartiallyretireanasset.1.ToFULLYretireanasset:1.ChooseAssets>AssetWorkbenchfromtheNavigatorwindow.2.Findtheassetyouwanttoretire.3.ChooseRetirements.312OracleERP资产操作手册[1]RetirementsAboutRetirements1.254.SelectthedepreciationBookfromwhichyouwanttoretiretheasset.5.Enterthedateoftheretirement.Itmustbeinthecurrentfiscalyear,andcannotbebeforeanyothertransactionontheasset.6.Tofullyretiretheasset,enteralltheunitsortheentirecost.7.Ifyouareretiringanassetbeforeitisfullyreserved,entertheRetirementConvention.8.EntertheRetirementType.9.Ifyouareretiringanassetwitha1250propertyclassinataxbook:SelecttheStraightLineMethodandlifeyouwantOracleAssetstousefortheForm4797–GainfromDispositionof1250PropertyReport.10.Saveyourwork.65891047OracleERP资产操作手册[1]4.SelectthedepreciationBoo26Results:OracleERP资产操作手册[1]Results:OracleERP资产操作手册[1]272.ToPARTIALLYretireanasset:Enterthenumberofunitsorcostyouwanttoretire.Attention:Ifyoupartiallyretirebyunits,youmustchooseContinuetospecifywhichunitstoretireintheAssignmentswindow.Ifyoupartiallyretireanassetbyenteringafractionofthecostastheretirementamount,thesalvagevalueisreducedproportionately.Thesalvagevaluewillbereducedbytheratio(RetiredCost)/Cost.OracleERP资产操作手册[1]2.ToPARTIALLYretireanasset28TransferringaSingleAssetChooseAsset>AssetWorkbenchfromtheNavigatorwindow.2.Findtheassetyouwanttotransferbetweenemployees,expenseaccounts,and/orlocations.3.ChooseAssignments.312OracleERP资产操作手册[1]TransferringaSingleAssetCho294.OptionallyupdatetheTransferDate.Note:Ifyoutransferanassetduringtheperiodinwhichitwasadded,theTransferDateautomaticallydefaultstotheasset’sdateplacedinserviceandyoucannotchangeit.5.IntheUnitsChangefield,enteranegativenumberfortheassignmentlinefromwhichyouwanttotransfertheasset.6.Createoneormorenewlines,enteringapositivenumberintheUnitsChangefieldfortheassignmentlinestowhichyouwanttotransfertheasset.7.EnterthenewEmployeeName,ExpenseAccount,and/orLocationforthenewdistribution.8.Saveyourchanges.65748OracleERP资产操作手册[1]4.OptionallyupdatetheTrans30InquiryTransactionHistoryOracleERP资产操作手册[1]InquiryTransactionHistoryOra31OracleERP资产操作手册[1]OracleERP资产操作手册[1]32RundepreciationDepreciation-->Rundepreciation-->Run-->View<Request-->Find-->Refreshdata-->ViewoutputDonotcloseperiodasthiswillpermanentlyclosethecurrentFAperiodOracleERP资产操作手册[1]RundepreciationDepreciation--33演讲完毕，谢谢听讲!再见，seeyouagain2022/12/10OracleERP资产操作手册[1]演讲完毕，谢谢听讲!再见，seeyouagain202234OracleERP资产操作手册2022/12/10OracleERP资产操作手册[1]OracleERP资产操作手册2022/12/10Oracl35AssetInquiryOracleERP资产操作手册[1]AssetInquiryOracleERP资产操作手册[136OracleERP资产操作手册[1]OracleERP资产操作手册[1]37QuickAdditionsUsetheQuickAdditionsprocesstoquicklyenterordinaryassetswhenyoumustenterthemmanually.YoucanenterminimalinformationintheQuickAdditionswindow,andtheremainingassetinformationdefaultsfromtheassetcategory,book,andthedateplacedinservice.DetailAdditionsUsetheDetailAdditionsprocesstomanuallyaddcomplexassetswhichtheQuickAdditionsprocessdoesnothandle:•Assetsthathaveasalvagevalue•Assetswithmorethanoneassignment•Assetswithmorethanonesourceline•Assetstowhichthecategorydefaultdepreciationrulesdonotapply•Subcomponentassets•LeasedassetsandleaseholdimprovementsMassAdditionsUsetheMassAdditionsprocesstoaddassetsautomaticallyfromanexternalsource.CreateassetsfromoneormoreinvoicedistributionlinesinOraclePayables,CIPassetlinesinOracleProjects,assetinformationfromanotherassetssystem,orinformationfromanyotherfeedersystemusingtheinterface.YoumustpreparethemassadditionstobecomeassetsbeforeyoupostthemtoOracleAssets.Youcanuseoneofthefollowingprocessestoenternewassets:OracleERP资产操作手册[1]QuickAdditionsYoucanuseone38AddinganAssetAcceptingDefaults(QuickAdditions)1.ChooseAssets>AssetWorkbenchfromtheNavigatorwindow.2.ChooseQuickAdditionsfromtheFindAssetswindow.12OracleERP资产操作手册[1]AddinganAssetAcceptingDefa393.EnteraDescriptionoftheasset.4.EntertheassetCategory.5.SelecttheAssetTypeoftheasset.6.SelectAssetKey7.AssignyourassettoacorporatedepreciationBook.8.EnterthecurrentCost.9.OptionallyupdatetheDatePlacedInService.10.AssigntheassettoanEmployeeName(optional),ageneralledgerdepreciationExpenseAccount,andaLocation.11.Saveyourwork.657891010341011OracleERP资产操作手册[1]3.EnteraDescriptionofthe40AddinganAssetSpecifyingDetails(DetailAdditions)1.ChooseNew.2.enteraDescriptionoftheasset.3.EntertheassetCategory.4.SelecttheAssetTypeoftheasset.5.EnterthenumberofUnits.6.SelecttheassetKey7.EntertheManufacturerandModelofyourasset.8.Choosewhethertoincludetheassetinphysicalinventorycomparisons.Bydefault,theInPhysicalInventorycheckboxissetaccordingtotheassetcategoryyouspecified,butyoucanoverridethatvaluehere.9.Enteradditionalinformation,suchasPropertyTypeandClass,andwhethertheassetisOwnedorLeasedandNeworUsed.10.OptionallychooseSourceLinestoenterpurchasinginformationsuchastheSupplierNameandPurchaseOrderNumberfortheasset.11.ChooseContinuetocontinueaddingyourasset.65789103411712OracleERP资产操作手册[1]AddinganAssetSpecifyingDet4110SourceLinesOracleERP资产操作手册[1]10SourceLinesOracleERP资产操作手册[42EnteringFinancialInformation(DetailAdditionsContinued)1.AssignyourassettoacorporatedepreciationBook.2.EnterthecurrentCost3.EntertheSalvageValue.4.IndicatewhetheryouwanttoDepreciatetheasset.5.Specifythedateplacedinserviceoftheasset.6.Ifnecessary,overridetheDepreciationMethodandassociateddepreciationinformationdefaultedfromthecategory.7.SpecifytheBonusRule.312657411OracleERP资产操作手册[1]EnteringFinancialInformation43AssigninganAsset(DetailAdditionsContinued)1.OptionallyentertheEmployeeNameorNumberofthepersonresponsiblefortheasset.2.EnterthedefaultExpenseAccounttowhichyouwanttochargedepreciation.OracleAssetsdefaultsthenaturalaccountsegmentfromthecategoryandthebook.3.EnterthephysicalLocationoftheasset.4.ChooseDonetosaveyourwork.3412OracleERP资产操作手册[1]AssigninganAsset(DetailAdd44AddannewassetsuccessfullyOracleERP资产操作手册[1]AddannewassetsuccessfullyO45MassAdditionsProcess1.Create–EnterinvoicesinOraclePayables,orsourceinformationinanyotherfeedersystem.RunCreateMassAdditionsforOracleAssetsinOraclePayables,theInterfaceAssetsprocessinOracleProjects,orusetheinterfacetoconvertdatafromothersystems.2.Review–Reviewmassadditionstobecomeassets.Addmassadditionlinestoexistingassets.Split,merge,oradjustmassadditions.3.Post–PostyourmassadditionstoOracleAssets.4.Cleanup–Deleteunnecessaryandpostedmassadditions.PurgedeletedmassadditionlinesfromOracleAssets.OracleERP资产操作手册[1]MassAdditionsProcess1.Creat46Step1.EnterinvoicesinOraclePayablesOracleERP资产操作手册[1]Step1.EnterinvoicesinOracl47Step2.TransfertoGLOracleERP资产操作手册[1]Step2.TransfertoGLOracleERP48Step3.CreateMassAdditionsOracleERP资产操作手册[1]Step3.CreateMassAdditionsO49Step3.CreateMassAdditionsOracleERP资产操作手册[1]Step3.CreateMassAdditionsO50Step4.ReviewmassadditionstobecomeassetsOracleERP资产操作手册[1]Step4.Reviewmassadditionst51OracleERP资产操作手册[1]OracleERP资产操作手册[1]52POST31265746OracleERP资产操作手册[1]POST31265746OracleERP资产操作手册[1]53Step5.Post–PostyourmassadditionstoOracleAssetsOracleERP资产操作手册[1]Step5.Post–Postyourmassa54OracleERP资产操作手册[1]OracleERP资产操作手册[1]55ThanksOracleERP资产操作手册[1]ThanksOracleERP资产操作手册[1]56Results:OracleERP资产操作手册[1]Results:OracleERP资产操作手册[1]57QueueNameBeforePostEffectofPostMassAdditionsQueueNameAfterPostCreatesnewassetfrommassadditionlinePOSTEDCOSTADJUSTMENTAddsmassadditionlinetoexistingassetPOSTEDMERGEDMassAdditionlinealreadymergedPOSTEDSPLITMassAdditionlinealreadysplitpostdoesnotaffectSPLITNEWNewmassadditionline;postdoesnotaffectNEWONHOLDoruser–definedqueuenameMassadditionlineonhold;postdoesnotaffectONHOLDDELETEMassAdditionlineawaitingdeletion;postdoesnotaffectDELETEtheeffectofpostingoneachOracleAssetsmassadditionqueuename.OracleERP资产操作手册[1]QueueNametheeffectofpostin58RetirementsAboutRetirementsRetireanassetwhenitisnolongerinservice.Forexample,retireanassetthatwasstolen,lost,ordamaged,orthatyousoldorreturned.Youcanretireanentireassetoryoucanpartiallyretireanasset.1.ToFULLYretireanasset:1.ChooseAssets>AssetWorkbenchfromtheNavigatorwindow.2.Findtheassetyouwanttoretire.3.ChooseRetirements.312OracleERP资产操作手册[1]RetirementsAboutRetirements1.594.SelectthedepreciationBookfromwhichyouwanttoretiretheasset.5.Enterthedateoftheretirement.Itmustbeinthecurrentfiscalyear,andcannotbebeforeanyothertransactionontheasset.6.Tofullyretiretheasset,enteralltheunitsortheentirecost.7.Ifyouareretiringanassetbeforeitisfullyreserved,entertheRetirementConvention.8.EntertheRetirementType.9.Ifyouareretiringanassetwitha1250propertyclassinataxbook:SelecttheStraightLineMethodandlifeyouwantOracleAssetstousefortheForm4797–GainfromDispositionof1250PropertyReport.10.Saveyourwork.65891047OracleERP资产操作手册[1]4.SelectthedepreciationBoo60Results:OracleERP资产操作手册[1]Results:Oracle