Wednesday, July 8, 2015

Month End Closing - Oracle Fixed Assets

Oracle Fixed Assets

Oracle Fixed Assets Month End closing 


Complete the entire pending asset to be added in the asset book through mass addition or manual.

Complete All Transactions for the Period Being Closed

You need to ensure that all transactions have been entered for the period being closed. Once a depreciation period in Oracle Assets has been closed, it cannot be re-opened. Check that no-one is entering transactions as Oracle Assets prevents transaction data entry while the Depreciation Run Process is running. You need to complete all transactions for Oracle Assets:
Prepare and Post Mass Additions
Complete Manual Additions
Complete Adjustments
Complete Retirements
Complete Transfers


Then if you required, you need to assign distribution lines to all assets.

If an asset has not been assigned to a distribution line, the period end Depreciation Process will not complete, and will not close the period. Take the advantage of running "Assets Not Assigned to Any Cost Centers Listing” report to determine which assets have not been assigned to a distribution line.
3. Run Calculate Gains and Losses

This is optional, the Calculate Gains and Losses program for retirements can be submitted prior to running depreciation. The Calculate Gains and Losses process is performed independently for each depreciation book.

4. Run the depreciation
Run depreciation, you have two option you can run depreciation without closing Period and run depreciation with Period closed.
Note: Once FA period closed it can’t be open.
5. Create accounting

Run Create Accounting program and transfer journal entries to GL.


A - Create Accounting and Transfer to GL:

·         Run The Depreciation (Draft)

Run the depreciation (Draft) after adding the assets into asset book. Calculate Gains and Losses concurrent request automatically run with the depreciation and Journal Entry Reserve Ledger Report.
Analyze the Gain and Loss report and Journal Entry Reserve Ledger Report.

·         Run The Depreciation (Period Close)

Run the depreciation (Period Close) after Running and analyzing the draft depreciation.

·         Create Accounting – Assets

After the period close and run the final depreciation run create accounting program to create accounting for fixed assets.

·         Transfer to GL Report

For transfer entries to GL run this report.

B – Reconciliation with GL:

·         Subledger Period Close Exceptions Report

Run Subledger period close report to see the exceptions in the module during the period. Due to that accounting is not created or transactions still not transfer to GL.
Reconciliation reports:

·         Account Analysis Report – Sub ledger

·         Trail Balance

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