(JPN) Set up depreciation and depreciation methods

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

To depreciate a fixed asset in Microsoft Dynamics AX, you can set up parameters, depreciation methods, and allowable limits for depreciation. You can specify the allowable limit for accumulated depreciation, which is the maximum amount of accumulated depreciation that can be deducted from the acquisition value of a fixed asset for its useful life.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category	Prerequisite
Version	Microsoft Dynamics AX 2012 with cumulative update 6 or later
Country/region	The primary address for the legal entity must be in the following countries/regions: Japan
Related setup tasks	Ensure that you have set up basic fixed asset parameters, such as a default value model, reason codes, and number sequences, by using the Fixed assets parameters form. For more information, see Configuración de parámetros de activos fijos. Define a fixed asset group by using the Fixed asset groups form. For more information, see Grupos de activos fijos (formulario). Ensure that you have created a fixed asset record. For more information, see Crear un activo fijo.
Depreciation setup task	Set up a depreciation book by using the Depreciation books form. For more information, see Libros de amortización (formulario).

1. Set up fixed asset parameters for calculating depreciation

Use the Fixed assets parameters form to enable the catch-up rule for depreciation, and to allow a manual change to the depreciation method that is applied to a fixed asset.

To set up the fixed asset parameters that are required for calculating depreciation, follow these steps:

1. Click Fixed assets > Setup > Fixed assets parameters.

2. In the Fixed assets parameters form, in the Set up fixed asset information area, on the Depreciation FastTab, select the Allow catch-up rule for depreciation and Allow the depreciation method to be manually changed check boxes.

2. Assign the fiscal calendar to a value model

Use the Value models form to assign the fiscal calendar to the value model of the fixed asset. The calendar period must cover the useful life of the fixed asset.

To assign the fiscal calendar to the value model, follow these steps:

1. Click Fixed assets > Setup > Value models.

2. On the Calendar FastTab, click New.

   Nota

   The Calendar FastTab is available only if you select a value model with a depreciation profile that is specifically used to depreciate fixed assets in Japan.

3. In the From date field, select the starting date of the period to calculate depreciation for.

4. In the Calendar field, select the identification code of the fiscal year.

3. Set up the depreciation rate schedule

Use the Depreciation rates for fixed assets form to set up a depreciation rate schedule that is based on the useful life and the depreciation profile of the fixed asset. When you depreciate a fixed asset, Microsoft Dynamics AX uses this depreciation rate schedule to calculate depreciation amounts for the asset. You can import a Microsoft Excel file that contains the depreciation rates to apply to fixed assets. The depreciation rates in the depreciation rate schedule are categorized based on the depreciation method that is assigned to each asset.

To set up the depreciation rate schedule, follow these steps:

1. Click Fixed assets > Setup > Schedules > Depreciation rate schedule.

2. In the Depreciation rates for fixed assets form, click New to create a record.

3. In the Name and Description fields, enter a name and a description for the depreciation rate schedule.

4. On the Overview FastTab, click New.

5. In the Method field, select the depreciation method to import a depreciation rate schedule for.

6. Click Import the depreciation rate from a Microsoft Excel file to open the Excel file that contains the depreciation rates for fixed assets. You must publish the Excel file to Microsoft Dynamics AX to import the depreciation rates into the Depreciation rates for fixed assets form.

   Nota

   If necessary, you can customize the depreciation rate schedule by manually changing the depreciation rates in the Excel file.

7. Close the Excel file to return to the Depreciation rates for fixed assets form. On the Overview FastTab, the depreciation rates are listed based on the type of depreciation that is applied to the fixed asset, as shown in the following table.

Field	Description
Method	The depreciation method that the depreciation rate schedule is imported for. The imported depreciation rates are applied to fixed assets that use this depreciation method.
Service life	The number of years that the fixed asset will be in service.
Depreciation rate	The depreciation rate that is applied to the fixed asset.
Revised depreciation rate	The depreciation rate that is used if the guaranteed minimum amount of depreciation is larger than the original depreciation amount.
Guaranteed depreciation rate	The guaranteed minimum depreciation rate.

4. Set up rounding parameters for fixed asset depreciation

Use the Currencies form to specify parameters to round down fractional depreciation amounts.

To set up the rounding parameters for fixed asset depreciation, follow these steps:

1. Click General ledger > Setup > Currency > Currencies.

2. In the Currencies form, create or select a record for the Japanese yen (JPY). For more information, see Crear un código de divisa.

3. On the Rounding rules FastTab, in the Fixed asset depreciation field group, in the Rounding rule field, enter 1.

4. In the Rounding method field, select Downward.

By specifying this rounding parameter, you ensure that fractional depreciation amounts are rounded down to the nearest whole currency unit.

5. Set up a depreciation profile

Use the Depreciation profiles form to specify the depreciation methods, value models, and depreciation books to use to depreciate a fixed asset.

To set up the depreciation profile, follow these steps:

1. Click Fixed assets > Setup > Depreciation > Depreciation profiles.

2. In the Depreciation profiles form, create a depreciation profile. For more information, see Configurar perfiles de depreciación.

3. On the General FastTab, in the Method field, select one of the following options:

   • Old straight line – For assets that were placed into service prior to April 1, 2007

   • New straight line – For assets that were placed into service on or after April 1, 2007

   • Old declining balance – For assets that were placed into service prior to April 1, 2007

   • 250% new declining balance – For assets that were placed into service prior to April 1, 2012

   • 200% new declining balance – For assets that were placed into service on or after April 1, 2012

   • Equally divided – For assets for which the depreciation amounts are equally divided among all of the fiscal periods within the useful life of the fixed asset. The amounts are depreciated based on the period length that you specify in the Number of years to equally divide depreciation amounts field for the depreciation profile.

     This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

   Nota

   When you select one of these options, the Depreciation year field displays Fiscal by default.

4. In the Period frequency field, select a period that determines how often ledger accruals occur during the fiscal year.

5. In the Depreciation rate schedule field, select the name of the depreciation rate schedule that you created for the depreciation profile.

   Nota

   In AX 2012 R3: This field is not available if you select Equally divided in the Method field.

6. In the Number of years to equally divide depreciation amounts field, enter the number of years to equally divide depreciation amounts for fixed assets that were placed into service before April 1, 2007.

   Nota

   This field is available only if you select Equally divided, Old straight line, or Old declining balance in the Method field.

7. For the Equally split the depreciation amount (95% of acquisition cost) field, mark the field if you want to equally split the depreciation amount for the last year, when the accumulated depreciation reaches 95% of the acquisition cost.

   Nota

   This field is available only if you select Old straight line or Old declining balance in the Method field.

After you set up the depreciation profile, you can create a value model by using the Value models form, and assign the depreciation profile to the value model. For more information, see Configuración de los modelos de valor and Modelos de valor (formulario).

You can also assign the depreciation profile to a depreciation book by using the Depreciation books form. For more information, see Libros de amortización (formulario).

6. Set up allowable limits for accumulated depreciation

The allowable limit for accumulated depreciation is the maximum amount of depreciation that can be deducted per tax book from the acquisition value of a fixed asset for its entire useful life. The allowable limit is based on the depreciation method that you apply to the fixed asset, and whether the fixed asset is tangible or intangible.

To set up allowable limits for accumulated depreciation, follow these steps:

1. Click Fixed assets > Setup > Fixed asset groups.

2. Select the fixed asset group for the fixed asset that you want to depreciate, and then click Value models.

3. In the Fixed asset group/value model form, select the value model for the fixed asset.

4. In the Allowable limit for accumulated depreciation field, select 95% * Acquisition cost, and then close the form.

5. Click Fixed assets > Setup > Depreciation > Depreciation books.

6. Select the depreciation book for the fixed asset, and then click Fixed asset groups.

7. In the Fixed asset group/depreciation book form, select the fixed asset group that the fixed asset belongs to.

8. In the Allowable limit for accumulated depreciation field, select 95% * Acquisition cost, and then close the form.

9. Click Fixed assets > Setup > Value models.

10. On the Depreciation tab, in the Allowable limit for accumulated depreciation field, select 95% * Acquisition cost.

Next step

(JPN) Configure and calculate fixed asset depreciation

Related tasks

Tipos de transacción de activos fijos

Configuración básica de Activos fijos

Consultas de activos fijos

Registro y diarios de activos fijos

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category	Prerequisite
Configuration keys	Ensure that the Asset configuration key is available under the Data Dictionary > Configuration Keys node in the Application Object Tree.
Security roles and duties	To set up depreciation and depreciation methods, you must be a member of a security role that includes the duties that are described in the following table: Duty Name Procedure Enable fixed assets process AssetFixedAssetsProcessEnable Enable the fixed asset process Inquire into fixed asset policies AssetFixedAssetPoliciesInquire Set up a depreciation profile
Security roles and privileges	To set up depreciation and depreciation methods, you must be a member of a security role that includes the privileges that are described in the following table: Privilege Name Procedure Maintain fixed assets depreciation profiles AssetDepreciationProfile Maintain fixed assets depreciation profiles View fixed assets depreciation profiles AssetDepreciationProfileView View fixed assets depreciation profiles