About options for entering fixed asset transactions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can set up Fixed assets for integration with Accounts payable, Accounts receivable, Procurement and sourcing, and General ledger. You can also transfer items in Inventory management to Fixed assets if you want to use those items internally.
Accounts payable
You can enter Fixed assets transactions in the Journal voucher form. This form can be opened from the Invoice journal form. (Click Accounts payable > Journals > Invoices > Invoice journal. Click Lines.)
You can also open the Journal voucher form from the Invoice approval journal form. (Click Accounts payable > Journals > Invoices > Invoice approval journal. Click Lines).
In the Offset account type field, select Fixed assets. Then, in the Offset account field, select a fixed asset number. On the Fixed assets tab, enter values in the Transaction type and Value model fields.
Accounts receivable
You can enter Fixed assets transactions in the Free text invoice form. (Click Accounts receivable > Common > Free text invoices > All free text invoices. Select a free text invoice, and then, on the Action Pane, click Edit.) In the Free text invoice form, in the Invoice lines grid, select a line item. Click the Line details FastTab. Enter the fixed asset number and value model for the disposal transaction. For free text invoices, the fixed asset transaction type is always Disposal - sale.
Procurement and sourcing
You can enter Fixed assets transactions in the Purchase order form. (Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, click Purchase order.) Enter the required information to create a purchase order, and then click OK. In the Purchase order form, click the Line details FastTab. Then, on the Fixed assets tab, enter information about the fixed asset group.
To post an acquisition transaction for an existing fixed asset, specify the fixed asset number, value model, and transaction type. The fixed asset cannot be posted if any of this information is missing. To post an acquisition transaction for a new fixed asset, select the New fixed asset? check box, and then select the fixed asset group to assign the new asset to. However, no fixed asset fields are available for a line if the item is in an inventory model group that uses a standard cost inventory model. Additionally, the options that are defined in the Fixed assets parameters form determine whether you can post acquisition transactions from the purchasing modules.
When a purchase order or the Inventory to fixed assets journal is used to acquire fixed assets, the inventory value is affected.
General ledger
Any fixed asset transaction type can be posted in the General journal form. (Click General ledger > Journals > General journal.)
You can also use journals in Fixed assets to post fixed asset transactions.
Options for entering fixed asset transaction types
Transaction type |
Module |
Options |
|---|---|---|
Acquisition, Acquisition adjustment |
Fixed assets |
Fixed assets Inventory to fixed assets |
General ledger |
General journal |
|
Accounts payable |
Invoice journal Invoice approval journal |
|
Procurement and sourcing |
Purchase order |
|
Depreciation |
Fixed assets |
Fixed assets |
General ledger |
General journal |
|
Disposal |
Fixed assets |
Fixed assets |
General ledger |
General journal |
|
Accounts receivable |
Free text invoice |
Note
If a transaction is entered incorrectly, you can reverse it. For more information, see Reverse a transaction.