Importing Asset Data Using the Import Data via …Steps Required to Import Asset Data 1. Configure...

Importing Asset Data Using the Import Data via Spreadsheet Featre

Agenda

Feature Overview

Delivered Templates

Spreadsheet Creation Tips

Required Steps

Demo: Adding Assets with Accumulated Depreciation

Demo: Retiring Assets

Feature Overview

Add capitalized and non capitalized assets

Add capitalized assets with accumulated depreciation

Retire assets

Create asset retirement obligation (ARO) conversions

Create initial asset retirement obligation (ARO) measurements

Feature Benefits

Expedited asset creation and management

User friendly

Template-based

Delivered Templates

Input your asset data.

Upload asset data into Asset Management.

Delivered Templates (continued)

Adding capitalized assets

Adding non capitalized assets

Adding capitalized assets with accumulated depreciation

Retiring assets

Creating ARO conversions

Creating initial ARO measurements

Tips for Creating Your Spreadsheet File

‘Comma Separated Values’ Format

Steps Required to Import Asset Data

1. Configure spreadsheet template.

2. Populate the spreadsheet file.

3. Upload the data.

4. Review asset data.

5. (Optional) Run Transaction Loader Edit process.

6. Run Transaction Loader process.

Demo: Adding Assets with Accumulated Depreciation Using the Import Asset Data via Spreadsheet Feature

Demo: Retiring Assets Using the Import Asset Data via Spreadsheet Feature

Additional Resources

PeopleSoft Online Help - PeopleSoft Asset Management:

Importing Asset Transaction Data Using the Import Data via Spreadsheet Component

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