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Questionnaire for Oracle Fixed Assets

Q Questions Type Feedback Revisit Y/N


No.

1 How do you maintain your Fixed Asset Accounting data? Process


2 How do you audit your Fixed Asset Accounting data? Process
3 Which operations/processes do you want to streamline for Fixed Asset Accounting? Process
4 Which operations/processes do you want to eliminate for Fixed Asset Accounting? Process
5 Are there any time-intensive Fixed Asset Accounting operations/processes that need to be Process
6 How do you close an accounting period for Fixed Asset Accounting? Process
7 Is the schedule to close an accounting period for Fixed Asset Accounting documented? Process
8 How long does it take to close an accounting period for Fixed Asset Accounting? Process
9 How long should it take to close an accounting period for Fixed Asset Accounting? Process
10 Is closing an accounting period for Fixed Asset Accounting a hard close or a soft close? Process
11 How are adjustments to closed periods for Fixed Asset Accounting handled? Process
12 How do you open an accounting period for Fixed Asset Accounting? Process
13 Is the schedule to open an accounting period for Fixed Asset Accounting documented? Process
14 How long does it take to open an accounting period for Fixed Asset Accounting? Process
15 Who performs the tasks associated with opening an accounting period for Fixed Asset Process
Accounting?
16 Who performs the tasks associated with closing an accounting period for Fixed Asset Process
Accounting?
17 Where in your accounting cycle do you run standard reports and statements for Fixed Asset Process
Accounting?
18 What business performance statistics do you monitor for Fixed Asset Accounting? Process
19 What are your Fixed Asset Accounting reporting requirements with respect to functional vs. Setup, Process
foreign currencies?
20 What are your Fixed Asset Accounting reporting requirements with respect to summary or detail Setup, Process
formats? Obtain report listing.
21 What reports do you currently generate to meet your Fixed Asset Accounting reporting Setup,Process
requirements? Provide examples of each. Include source (could be manual), user, frequency, or
number of copies.
22 Is there any Fixed Asset Accounting reporting requirement that your current set of reports does Setup
not meet?

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23 Are Fixed Asset Accounting reports standard across multiple Sets of Books, for example, Setup
subsidiaries?
24 Are Fixed Asset Accounting reports standard across multiple levels within a Set of Books, for Setup
example, divisions?
25 What account codes and/or descriptions are required on Fixed Asset Accounting reports? Setup

26 Do you provide a "key" of content/information somewhere on the Fixed Asset Accounting report? Setup

27 What Fixed Asset Accounting reports are grouped together on a regular basis and printed in one Setup,Process
print run?
28 Who receives a copy of the Fixed Asset Accounting reports? Process
29 What is the criteria for determining who should receive a copy of any Fixed Asset Accounting Process
report?
30 How do you update a Fixed Asset Accounting report’s distribution list? Process
31 Is the process to update a Fixed Asset Accounting report’s distribution list documented? Process
32 How long does it take to update a Fixed Asset Accounting report’s distribution list? Process
33 How long should it take to update a Fixed Asset Accounting report’s distribution list? Process
34 Who performs the tasks associated with updating a Fixed Asset Accounting report’s distribution Process
list?
35 Is there any requirement for online (softcopy) distribution and/or remote location printing for Setup,Process
Fixed Asset Accounting reports?
36 Do some of these Fixed Asset Accounting reports belong in report sets? Always being run Setup
together?
37 Do the separate business units run their own Fixed Asset Accounting reports? Process,Performance

38 What type of printers do you run Fixed Asset Accounting reports (including checks, purchase Setup,Performance
orders, and so on) on? Where are they located?
39 Do you run Fixed Asset Accounting reports for different companies or cost centers? Process
40 Do you have security requirements on who can enter data for Fixed Asset Accounting? (for Process
example, by company? by cost center?)
41 Do you have security reports on who can run Fixed Asset Accounting reports? (by company, by Setup,Process
cost center, and so on)
42 Will there need to be terminal security for Fixed Asset Accounting? Setup
43 Do you run security reports on a regular basis for Fixed Asset Accounting? Process
44 Do you have documentation on your current system security requirements for Fixed Asset Process
Accounting?

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45 Map each GL user to a menu structure. Will any new ones need to be created for Fixed Asset Setup,Process
Accounting?
46 Do you review requirements for validation rules, allowing certain Fixed Asset Accounting Setup
accounts to be valid with only certain other values.
47 Do you have any category aliases? Setup, Process
48 Do you have any location aliases? Setup, Process
49 Do you have any accounting aliases (if not done in GL)? Setup, Process
50 How do you categorize your fixed assets now? Process
51 Are your asset categories unique for each combination of asset cost account in your general Setup, Process
ledger, depreciation method, useful life and prorate convention?
52 Are fixed assets which use the same asset account in your general ledger, ever split into more than Setup, Process
one group for accounting or tax depreciation purposes?
53 Do you group fixed assets which use different asset accounts for reporting purposes? Setup, Process
54 Do you have a special name (alias) for each category? Process
55 Data Conversion (note: refer to sizing questions previously asked)
56 How is your corporate and tax information stored now? Process
57 Do you have your vendor information in electronic form? Process
58 Do you have your employee information in electronic form? Process
59 Do you have your location information in electronic form? Process
60 What systems are you using to store asset, vendor, employee and location information now? Process
61 What is the current accuracy of your asset information? Process
62 What are your prorate conventions? Process
63 Do you have any depreciation ceilings? For luxury items? Process
64 What are your Investment Tax Credit rates, recapture rates and ceiling rates? Process
65 Identify price indexes. Process
66 What are your depreciation methods? Process
67 What are your useful lives? Process
68 How do you account for prior period additions, retirements or other transactions in your general Process
69 Do you use ITC for any fixed assets still in service? Process
70 Do you depreciate leased items, or leasehold improvements? Process
71 Does any department or departments receive the depreciation expense for assets used by another Process
department? If so, do these expenses eventually get redistributed to asset users?
72 Explain how your cost centers or departments are organized? Process
73 How many fixed assets does your company own? How are they numbered? Process, Metric
74 Do you need to track fixed assets that are not depreciated? Process
75 Do you track different information for different types of fixed assets? Process, Setup
76 What basic information about each asset do you store? Process

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77 Are your fixed assets located in several countries? Process
78 How do you number your fixed assets? Process
79 Do you have physical tags on your fixed assets? Setup, Process
80 Do you track leased assets using Oracle Assets? Process
81 What is your oldest date placed in service for your fixed assets? Process
82 Do you have standard depreciation for your fixed assets? Process
83 Do you associate your fixed assets with vendors? Process
84 Do you use multiple currencies when purchasing, depreciating, reporting or posting financial Process, Setup
information about you fixed assets?
85 What system do you use presently to do your fixed asset accounting? Process
86 What systems do you use to track and inventory your fixed assets? Process
87 Does your current system track asset possession by employee, department, or cost center? Process
88 What property types do you use (Personal 1245, Real 1250, and so on) Process
89 What are your monthly reporting requirements? Process
90 Where are your fixed assets located? Process
91 How do you report property values for tax purposes? Process
92 Do you have special names for each location (aliases)? Process
93 Do you assign fixed assets to employees? Process
94 Do you have security requirements on who can enter data? Process
95 Who can enter data in different companies/cost centers? Process
96 Do you have documentation on your current system security requirements? Process
97 Do they run security reports on a regular basis? Process
98 What security measures do you require for your asset information? Process
99 How many different companies in your organization own fixed assets? Process
100 In what countries are your fixed assets located? Process
101 Who tracks financial and tax information in each country? Process
102 Explain the accounting structure and reporting methods used to consolidate your asset cost and Process
depreciation expenses?
103 Do you post your asset financial information in summary or detail to your general ledger? Process
104 How many corporate depreciation books do you maintain? If more than one, why? Process
105 How many different tax depreciation books do you maintain in each of your companies? How are Process
they used?
106 Do you adjust depreciation in your tax books? Process
107 Do you maintain any other types of depreciation or asset valuation books? Process
108 What are your capital budgeting requirements? Process
109 How often do you calculate depreciation for corporate accounting, tax, and capital budgeting Process
purposes?

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110 Transactions (note: refer to sizing questions previously asked)
111 How many fixed assets do you purchase each accounting period? Metric
112 How often do you transfer large numbers of fixed assets from one person, cost center, or location Metric
to another?
113 How often, and for what reasons, do you change fixed asset depreciation method or life for a Metric
single asset?
114 How often do you change the useful life, depreciation method, or prorate convention of all fixed Metric
assets in a category?
115 How many retirements do you do per period? Metric
116 Do you amortize adjustments made in the prior period over the remaining useful life of the asset Process
or do you expense the catch- up depreciation in the current period?
117 Do you want your fixed assets automatically added from your feeder Accounts Payable system? Process

118 What Accounts Payable system do you use? Process


119 Do you ever retire fixed assets in the same period they were purchased? Process
120 How often do you perform physical inventories of your fixed assets? Process
121 Do you cycle count your assets? Process

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