This option provides you with the ability to CREATE Categories in Oracle for R12 users. The Wizard does not currently provide you with the ability to amend the GL Accounts however you can update defaulting rules to a category.
Prerequisite: This functionality uses an unsupported interface to create Category Set-up information. To use this functionality the Profile Option ‘More4Apps: AW Activate Category Mode’ must be set to ‘Yes’ which indicates your agreement to this.
To use these functions, follow these steps:
1.Select the ‘Category’ template from the ‘Select Template’ icon on the ribbon.
Create a new sheet using the ‘Create New’ button if needed with amending required fields for creating categories. Refer to section: Manage Template
2. You can download an existing Category to use as a template to create a new category, or you can use the form and subsequent list of values provided by the form.
a)Refer toDownload Asset Informationfor details on how to download an existing Category. The Wizard does not provide you with the ability to amend an existing Category at this stage.
b)Open the ‘Category’ form by either selecting the ‘Open Form’ button on the Asset Wizard ribbonor double clicking on a line where you want the new category entered alternatively select the form from the ‘Forms’ icon.
The ‘Category’ form will appear. Enter the appropriate details as required.
•If the combination of ‘Book’ and ‘Category’ exist, then the data will not be uploaded. Currently the Wizard does not facilitate updates of Categories GL Accounts.
•Account codes are validated based on the ‘Book’.
•Validation exists within the Wizard for the ‘Default Rules’.
3.Click the ‘Default View’ tab and enter data.
Use Defaults Action ‘Create’ or ‘Update’ to create or update defaults section respectively.
New or multiple Depreciation lines can be created.
As with the Oracle form, the dates applicable for each Default Rule (for the same Category) cannot overlap.
4.Once the Categories and required data has been entered into your worksheet, you can upload the transactions to Oracle Assets using the instructions in theUpload Transactionssection.
