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    Using Rxi To Build A Fixed Assets Report

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    Mohammad Adnan Qolaghassi
    This case study describes how to build a fixed assets report in Oracle Financials using the Report eXchange Designer (RXi) tool. The requirement was for a report that displays the cost, accumulated depreciation, and net book value for each asset grouped by major and minor category. The standard asset register report was not suitable. The steps taken were: 1) Create a new attribute set by copying the default set and modifying it to include only the required columns and rearrange them; 2) Add totals to columns; 3) Adjust column widths and headings. The final report generated with the new attribute set met the reporting requirements.

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    Using Rxi To Build A Fixed Assets Report

    Uploaded by

    Mohammad Adnan Qolaghassi
    119 views17 pages
    This case study describes how to build a fixed assets report in Oracle Financials using the Report eXchange Designer (RXi) tool. The requirement was for a report that displays the cost, accumulated depreciation, and net book value for each asset grouped by major and minor category. The standard asset register report was not suitable. The steps taken were: 1) Create a new attribute set by copying the default set and modifying it to include only the required columns and rearrange them; 2) Add totals to columns; 3) Adjust column widths and headings. The final report generated with the new attribute set met the reporting requirements.

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    Using Rxi to Build a Fixed Assets Report

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    Using Rxi to Build a Fixed Assets Report

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    This case study describes how to build a fixed assets report in Oracle Financials using the Report eXchange Designer (RXi) tool. The requirement was for a report that displays the cost, accumulated depreciation, and net book value for each asset grouped by major and minor category. The standard asset register report was not suitable. The steps taken were: 1) Create a new attribute set by copying the default set and modifying it to include only the required columns and rearrange them; 2) Add totals to columns; 3) Adjust column widths and headings. The final report generated with the new attribute set met the reporting requirements.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    119 views17 pages

    Using Rxi To Build A Fixed Assets Report

    Uploaded by

    Mohammad Adnan Qolaghassi
    This case study describes how to build a fixed assets report in Oracle Financials using the Report eXchange Designer (RXi) tool. The requirement was for a report that displays the cost, accumulated depreciation, and net book value for each asset grouped by major and minor category. The standard asset register report was not suitable. The steps taken were: 1) Create a new attribute set by copying the default set and modifying it to include only the required columns and rearrange them; 2) Add totals to columns; 3) Adjust column widths and headings. The final report generated with the new attribute set met the reporting requirements.

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    of 17

    Case Study: Using Oracle Financials Rxi Reports Administration Tool

    to Build a Fixed Assets Report

    Author: Mohamed Nazih


    Oracle Financials Senior Consultant
    Olympic Group, Egypt
    m.nazih@gmail.com

    Case Study Abstract


    This Case study is intended to explain how to use Rxi to build a report that display Cost of assets,
    accumulated depreciation, and NBV

    Case Study Details


    The requirement is to provide a report that display the cost, accumulated depreciation, and Net Book
    Value for every asset grouped by Major and Minor categories.
    Oracle Assets has Asset Register Report which displays all data related to assets:

    Figure 1

    It was not acceptable to display a page for every asset while the information needed is in a line of three
    amounts.

    Page 1 of 17

    Approach
    Modifying the attribute set of RXi report to display nothing than required information and using this
    attribute set upon running the standard request.

    Steps
    1- Go to Report eXchange Designer Responsibility:

    Figure 2

    (N) Setup RXi

    Page 2 of 17

    Figure 3

    From LoV, select RX-only: Fixed Assets Book

    Figure 4

    Page 3 of 17

    Figure 5

    This report has Default attribute set. If used, the result will be as follows:

    Figure 6

    Page 4 of 17

    2- Modifying the Default Attribute Set


    (B) Copy Attribute Set (From the default to a new one with unique name)

    Figure 7

    Page 5 of 17

    Start eliminating unwanted columns, adding the preferred ones, and rearrange columns

    Figure 8

    Page 6 of 17

    Figure 9

    Page 7 of 17

    Figure 10

    Page 8 of 17

    Figure 11

    Page 9 of 17

    3- Test the new attribute set by running the request

    Figure 12

    Figure 13

    Page 10 of 17

    Note that Life-To-Date Depreciation amounts have no total


    4- Adjust the report be adding a total
    Select the column name

    Figure 14

    (B) Column Details

    Page 11 of 17

    Figure 15

    Check [Sum] check box


    (B) Sum Detail

    Figure 16

    Page 12 of 17

    5- Test the new attribute set by running the request

    Figure 17

    Total for category but not for account (Rxi has not this total as shown in figure 16).

    Page 13 of 17

    6- More enhancement:
    Adjust column width
    Remove the heading of Functional Currency

    Figure 18

    (B) Column Details

    Page 14 of 17

    Figure 19

    Increase the length of Asset Category column from 17 to 20 and decrease the length of Asset
    Number column from 14 to 11

    Page 15 of 17

    Figure 20

    Page 16 of 17

    (T) Page Setup on Attribute Set window (figure 18)


    Uncheck (CB) Functional Currency

    Figure 21

    7- Run the report with last Attribute Set

    Figure 22

    Page 17 of 17

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