SECTIONS
To configure SCM and FAM to use the Capital Expenditure (CapEx) integration, you must complete the steps in this topic. This includes enabling features in the Feature Console. The Feature Console simplifies the setup tasks for some Certinia features.
For more information about using the Feature Console, see Feature Console and Enabling and Disabling Features.
Ensure Fixed Asset Management to Accounting Integration Is Enabled
To use the SCM to FAM Capital Expenditure integration, you must first configure the Fixed Asset Management to Accounting integration. This integration enables you to share asset information to Accounting.
For more information about the Fixed Asset Management to Accounting integration, see Setting up Fixed Asset Management to Accounting Journals.
Check or Update General Ledger Mappings
You must ensure that SCM and FAM both use the same general ledger account in Certinia Accounting for capital equipment purchases so that they are properly accounted for.
Verify that the following account fields contain the same general ledger account. To update the account fields, you require permissions to edit the listed objects.
|
Product |
Object |
Account Field |
Description |
|---|---|---|---|
| SCM | Product Group | Purchase Analysis Account for Product |
This account is debited when the purchase invoice is posted. |
| FAM | Asset Group, Asset Sub-Group, or Fixed Asset | Payment GL Account |
This account is credited when the asset is acquired. |
Enable the SCM Capital Expenditure Integration Feature
To configure SCM, follow the SCM Capital Expenditure Integration feature steps on the Feature Console tab.
The SCM Capital Expenditure Integration feature enables you to:
- Register SCM with Foundations and, if already registered, update the registration
- Create and enable the required publications and subscriptions
- Add the Asset Group and Asset Sub-Group fields to the Product Group page layout
- Add the Accounting Date field to the AP Voucher Matched page layout
- Add the Capital Equipment and Is Capital Equipment fields to AP Voucher Line page layout
- Add the Is Capital Equipment field to the AP Voucher Line field set
Enable the FAM Capital Expenditure Integration Feature
To configure FAM, follow the FAM Capital Expenditure Integration feature steps on the Feature Console tab.
The FAM Capital Expenditure Integration feature enables you to:
- Register FAM with Foundations and, if already registered, update the registration
- Create and enable the required publications and subscriptions
When the feature is enabled, asset groups and asset sub-groups are synchronized with SCM.
For more information about the SCM to FAM Capital Expenditure integration, see Supply Chain Management to Fixed Asset Management for Capital Expenditure.