FA Asset Upload  Help

FA Asset Upload creates, updates and retires Oracle Assets fixed assets in a depreciation book, from Excel, through the standard Fixed Assets APIs. A Record Type on each row chooses Addition (create or update an asset) or Retirement. It is the spreadsheet alternative to entering assets one at a time in the Assets forms.

When to use it

• Mass-load newly acquired or migrated fixed assets into a corporate book.
• Bulk-update asset descriptions, tags, serial numbers and flexfield attributes.
• Reclassify assets to new categories in bulk.
• Make bulk financial adjustments – cost, life, method, prorate convention, salvage.
• Retire assets in bulk – in full, by cost, or by units.
• Seed accumulated depreciation when bringing assets in from a legacy system.

Before you start

• Blitz Report is installed and you are signed in to an Oracle Assets responsibility with access to the target depreciation book.
• The asset category is set up and assigned to the book, and the expense account and location are valid for the book’s ledger.
• An FA depreciation period is open.
• After uploading retirements, run the standard Calculate Gains and Losses program to finalize them.

Step 1 – Choose a mode, set the parameters and download

In Blitz Report, open FA Asset Upload, choose an Upload Mode (Create for an empty template, or Create, Update to download existing assets), and set the parameters:

Run the upload to download and open the Excel file.

Step 2 – Add or update assets

For an addition, set Record Type to Addition and enter the asset’s Description, Category, Asset Type and Units, the financial details (Cost, Depreciation Method, Life, Date Placed In Service, Prorate Convention), and the assignment (Book, Expense Account, Location, Employee). Leave Asset Number blank to let Assets generate it when automatic numbering is enabled. On an existing asset, only the values that change are applied.

Step 3 – Retire assets

For a retirement, set Record Type to Retirement and enter the Date Retired and Retirement Type, plus Cost Retired or Units Retired for a partial retirement. After uploading, run the standard Calculate Gains and Losses program to finalize the retirements and post the gain or loss.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.

Step 5 – Upload and view the result

Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates, updates and retires the assets through the Fixed Assets APIs. When it finishes, a result report opens showing each row as success or error.

What’s produced

• Created, updated and retired assets in the chosen depreciation book.
• A result report listing every row with a status (success or error) and a message.

Common questions

Do I need to run Mass Additions or Post Mass Additions after the upload?
No. This upload calls the Fixed Assets APIs directly and creates the asset immediately – it does not use the Mass Additions interface.

How do I retire an asset?
Set Record Type to Retirement and fill the retirement columns (at least Date Retired and Retirement Type, plus Cost Retired or Units Retired). Then run the standard Calculate Gains and Losses program to finalize the retirement.

Can I leave Asset Number blank for new assets?
Yes, if automatic asset numbering is enabled for the book – Assets will assign the number.

Why are fully retired assets missing from my download?
They are excluded by default. Set Include Retired Assets to Yes to include them.

Do I have to enter the full expense account or location string?
No. You can enter the full account or location, use the alias columns, or fill the individual segment columns.

Troubleshooting