a whitepaper that demonstrates a practical case of using Report eXchange Designer to develop Oracle Assets report.
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Page 1 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 [email protected]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.
Transcript
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Case Study: Using Oracle Financials Rxi Reports Administration Tool to Build a Fixed Assets Report
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.
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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
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Figure 3
From LoV, select “RX-only: Fixed Assets Book”
Figure 4
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Figure 5
This report has Default attribute set. If used, the result will be as follows:
Figure 6
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2- Modifying the Default Attribute Set
(B) Copy Attribute Set (From the default to a new one with unique name)
Figure 7
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Start eliminating unwanted columns, adding the preferred ones, and rearrange columns
Figure 8
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Figure 9
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Figure 10
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Figure 11
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3- Test the new attribute set by running the request
Figure 12
Figure 13
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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
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Figure 15
Check [Sum] check box
(B) Sum Detail
Figure 16
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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).
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6- More enhancement: • Adjust column width • Remove the heading of Functional Currency
Figure 18
(B) Column Details
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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
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Figure 20
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(T) Page Setup on Attribute Set window (figure 18) Uncheck (CB) Functional Currency
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