Implementation steps for Lease Administration

When working with any module in PeopleSoft the basic step is to configure the module which then allows the end users to create the transactions. So when we talk about Lease Administration, the first thing is about configuring the module.

Below are the list of steps that are required for creating the Lease transactions:

• Setup Categories

Navigation: Setup Financials/Supply Chain--> Product Related-->Asset Management-->Financials-->Categories

• Setup Business Unit for Lease

Navigation: Setup Financials/Supply Chain--> Business Unit Related--> Assets-->Asset Management Definition

• Setup Asset Profiles

Navigation: Setup Financials/Supply Chain--> Product Related-->Asset Management--> Profiles--> Asset Profiles

• Setup Transaction Code

Navigation: Setup Financials/Supply Chain--> Product Related--> Asset Management--> Financials--> Transaction Code

• Setup Journal Source

Navigation: Main Menu--> Setup Financials/Supply Chain--> Common Definitions--> Journals--> Source

• Setup Journal Generator Templates

Navigation: General Ledger--> Journals-->Subsystem Journals--> Journal Generator Template

• Cost Types

Navigation: Setup Financials/Supply Chain Management --> Product Related--> Asset Management--> Financials--> Cost Types

• Setup Accounting Entry Templates

Navigation: Setup Financials/Supply Chain Management --> Product Related--> Asset Management--> Financials--> Accounting Entry Template

• Lease Transaction Routing Codes

Navigation: Main Menu--> Set Up Financials/Supply Chain-->Product Related-->Lease Administration--> Financials Terms-->Transaction Routing Codes

• Lease Schedules
• Calendar Setup
• Navigation: Main Menu-->Set Up Financials/Supply Chain --> Common Definitions --> Calendars/Schedules --> Calendar Builder
• Schedules
• Navigation: Main Menu-->Set Up Financials/Supply Chain --> Common Definitions --> Calendars/Schedules --> Schedules
• Lease Amendments

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Product Related-->Lease Administration--> General Definitions--> Amendment Types

• Lease Business Unit

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Business Unit Related-->Lease Administration

• Lease Roles

• Role Types

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Product Related-->Lease Administration--> User Roles--> Role Types

• Lease Administration Roles

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Product Related-->Lease Administration--> User Roles--> Lease Administration Roles

• Setting Up Roles and Permission Lists
• Lease Types

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Product Related-->Lease Administration--> General Definitions--> Lease Types

• Rent Types

Navigation: Setup Financials-->Product related-->Lease Administration-->Financial Terms-->Miscellaneous Rent Types

• Region Codes

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Common Definitions-->Location--> Region Codes

• Enable IFRS16 standards 
• Once the IFRS16 related checkbox is enabled, this cannot be reverted. 

Navigation: Main Menu-->Set Up Financials/Supply Chain-->Install-->Installation Options