Asset Wizard has different templates and you choose the mode depending on the type of transaction you are performing. These modes will limit the fields available, showing only the fields needed for that transaction. These transaction types are Asset Workbench (for Addition, Adjustment and Transfer), Capitalize, Category, Mass Additions, Revaluation, Retirements, Source Line Transfer and Periodic Production.
The ‘Category’ option is only available for R12 and will be enabled when profile option ‘More4Apps: AW Category Control’ is set to ‘Yes’. It will only appear after you have logged into your instance of Oracle. The Category option will not appear on the list of values for 11i instances.
Before entering data into your worksheet, you first need to set up your worksheet with the appropriate columns required for your transaction. For details on this please refer to the Customize Logo section.
After you have established your worksheet, there are three ways to populate information into the worksheet:
a) Import a file, type or paste data directly into the cells provided. Validation is performed when you run the upload or open the data-entry forms.
b) Use the data-entry forms to enter the data into the worksheet. Information is validated and lists of values are available.
c) Download existing information by using one of the following options:
(i) Download Form.
(ii) Download using sheet data (from criteria entered directly into the worksheet).
(iii) Custom Query Ribbon to run pre-defined queries.
You can then use one of the methods above to update information prior to loading into Oracle.
Important Note:
By default a mode may show a minimal amount of columns. These can be changed through the Manage Templates process. Refer to section: Manage Templates
Column names are stored in row 9. These are fixed and cannot be changed. DO NOT insert or delete rows before row 11 (Defaults Values row 10). The case of the column names is not important but spelling is. If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned. You can move the columns anywhere you like, hide, or even delete them if they are not required. Whenever you open a form or run the upload, the program determines the positions of all the ‘named’ columns. If you duplicate a column header, the first one will prevail (the program searches from right to left).
Create a Worksheet for the required Mode
Create a worksheet for the required mode by clicking the ‘Select Template’ icon on the Asset Wizard ribbon:
The ‘Generate template’ form will open to select the required Mode:
If you have not already logged in, the Login screen will come up first asking you to Login. Refer to section: Logging In and Out
Create a new sheet, by clicking the ‘Create New’ button on the ‘Generate template’ form and this will open a new worksheet.
In the new worksheet double-click on a row you wish to enter data and this will open the form, or alternatively click the ‘Forms’ icon on the ribbon and select the required Form from the LOVs.
The following sections explain each Mode in detail.
Refer to section:
