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Web ADI Template For Asset Retirements: Requirements

The document discusses setting up a template in the Web ADI (Ascent Custom Template) to retire multiple fixed assets in Oracle FA. The template would allow full and partial retirements of assets in the US and CA books by June 2020. It would include fields like asset number, date retired, cost retired, and calculate gain/loss. The template upload would automatically trigger programs to calculate gain/loss and post retirements, then email a report to the uploader.

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sudhakar
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657 views

Web ADI Template For Asset Retirements: Requirements

The document discusses setting up a template in the Web ADI (Ascent Custom Template) to retire multiple fixed assets in Oracle FA. The template would allow full and partial retirements of assets in the US and CA books by June 2020. It would include fields like asset number, date retired, cost retired, and calculate gain/loss. The template upload would automatically trigger programs to calculate gain/loss and post retirements, then email a report to the uploader.

Uploaded by

sudhakar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Web ADI Template for Asset Retirements

Requirements: Please create a comparable Ascent Custom Template as the attached to dispose of
multiple Fixed Assets within FA module. Assets need to be disposed by JUN-20.

Requested By: Erica Currier

Current Functionality:
Oracle has seeded functionality to perform the mass retirements. Users are aware the process of mass
retirements and they are not comfortable when they need to do specific retirement using the existing
mass retirement functionality.

Proposed functionality:
Using the Web ADI, the specific assets need to be retired for US and CA books.

Template Columns:
Upl BATCH NAME BOOK TYPE CODEREVIEW STATUS ASSET NUMBER DATE RETIRED COST RETIRED UNITS CALC_GAIN_LOSS_FLAG Messages
Only upto 30 charators
Impairment NA US CORP POST 160040 1-Jul-19 3,150.00 1 YES J
Impairment NA US CORP POST 160060 1-Jul-19 1,466.02 1 YES J

Responsibility:

FA Manager ECS US and FA Manager ECS CA

Type of Retirement:

Web ADI should support for full and partial retirements. Need to confirm by the development team.

Email the report: User who uploads the Web ADI Template should receive the email as report with
uploaded asset details.

Book Type: These book types - ARW US ECS CORP, ARW US ECS TAX, ARW CA ECS CORP, ARW CA ECS
TAX needs to consider for retirement.

Trigger the programs automatically after the Upload:

Along with the upload the 'Calculate gain or loss' & Run Post Mass Retirements/Post Mass Retirements
Execution Report should trigger it automatically.

Any change to the accounting: No Change to the existing accounting


Requirement Gathering discussion with users:

Points Requirements Clarification/Confirmatio Comments


n
ADI Template Any changes to the template for ECS. Is No changes to the ADI  
it required for US and CA? template columns and it
is same as provided in the
ticket. It is required for
both US and CA
Responsibility Which responsibilities required to FA Manager US & FA  
upload the ADI template Manager CA (Including
the local respond as well)
Trigger the Along with the upload the 'Calculate Trigger the both the  
program gain or loss' & Run Post Mass programs to process the
automatically Retirements/Post Mass Retirements records. Execution report
Execution Report should trigger or you should be sent to user
run it manually
Email the report It's depend on the above point and it Particular user only  
will be to the user or group
Type of Web ADI should support for full and Both I need to review
retirement partial retirements on the partial
retirements
Book Type ARW US ECS CORP, ARW US ECS TAX, All four for CA & US Need to review
ARW CA ECS CORP, ARW CA ECS TAX on Local tax
book
retirements
Same accounting No Change in the accounting Yes  
happens in ADI
or in Oracle
Assets

Proposed retirement process using the Web ADI Upload asset:

1) Upload retirement template using specific responsibilities


2) Web ADI should show the processed records
3) Trigger ‘Calculate Gain or Loss’ and Post Mass Retirements programs automatically
4) Post Mass Retirements Execution Report and send to user who uploads the template

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