Get Capitalizing Composite Members Into Composite Assets

This guide provides a clear and comprehensive overview of how to fill out the Capitalizing Composite Members Into Composite Assets form online. We will walk you through each step, ensuring that you have a thorough understanding of the process.

Follow the steps to complete the form accurately.

1. Begin by obtaining the form. Click the ‘Get Form’ button to access the document and open it in your preferred editor.
2. Navigate to the Description page and utilize the vertical scrollbar to review the content.
3. Select the Asset Management link to continue with the mass change process.
4. Click on the Define Criteria link to set the parameters for the mass change.
5. Select the Add a New Value tab and enter the desired information into the Mass Change Definition field, such as 'mass1'.
6. Press the Add button to save your new mass change definition.
7. Return to the Description page to add or modify your mass change definition as needed.
8. In the Mass Change Template field, identify an existing template relevant to your process and enter a valid value, like 'CC-Capitalize Into Composite'.
9. Click in the Description field to enter a description for the template if needed.
10. Once you populate the Mass Change Template field, it becomes read-only, and the page auto-populates with template data.
11. Switch to the Criteria and Defaults tab to specify the criteria for the mass change.
12. On the Criteria and Defaults page, set the parameters for selecting rows and identifying the columns and values to be changed.
13. Use the Composite Asset ID list to assign a value to this field. Click the list to view available IDs.
14. Choose the Equal To list item to proceed.
15. Enter the desired value in the Field Value field to define your composite asset, such as '000000000108'.
16. Click the Next Row button to continue to the next field.
17. Access the Business Unit list to assign a value to the field. Click the list to see options.
18. Select the Equal To list item once again.
19. Input the business unit information in the Field Value field, for instance, 'US001'.
20. Continue by selecting composite asset members to capitalize using the Next Row button.
21. Open the Composite Member ID list to identify the member.
22. Select the Equal To list item for the member identification.
23. Enter the value in the Field Value field to specify the composite member to capitalize, such as '000000000109'.
24. Utilize the Add Row button if additional composite members need to be included.
25. Transition to the AM Specific Fields tab to enter further parameters for the mass change.
26. For this step, you may accept the default values presented.
27. Proceed by clicking the Generate SQL tab to create the SQL statement for the mass change request.
28. On the Generate SQL page, click the Generate button to create the SQL statement.
29. Observe that the SQL statement has now been generated successfully.
30. Hit the Save button to store your defined mass change criteria.
31. To execute the request, click the Run Request link.
32. You may choose to search for an existing Run Control ID or create a new one. Click the Add a New Value tab if creating a new ID.
33. Input a valid value in the Run Control ID field, such as 'COMPDEP'.
34. Click the Add button to submit the new Run Control ID.
35. Use the Run Mass Change page to enter your request parameters which will define how the process should execute.
36. Select a mass change run type from the Mass Change Run Type section, accepting the default value if preferred.
37. In the Mass Change Definition field, identify the definition created earlier by entering the proper value, such as 'mass1'.
38. Finally, click the Run button to initiate the mass change process.
39. On the Process Scheduler Request page, update the necessary parameters, including server name and output format.
40. Select the appropriate Server Name from the list, for example, PSNT.
41. Determine the output type for the job, choosing from File, Printer, Email, or Web.
42. Specify the output format for your report, with PDF as the default.
43. Complete this step by clicking the OK button.
44. Notice that the Process Instance number appears, allowing you to track the process.
45. Click the Process Monitor link to view the status of your submitted processing requests.
46. On the Process List page, monitor the current status, which may display as Processing until completed.
47. Continue selecting the Refresh button until the status indicates Success.
48. You have successfully capitalized composite members into composite assets. For further guidance on processing, refer to the Loading Composite Asset Transactions topic.

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