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Microsoft

Configure and manage fixed assets and Asset leasing in Dynamics 365 Finance

Microsoft via Microsoft Learn

Overview

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  • Module 1: The way in which fixed assets are handled must correspond with both international accounting standards and the accounting legislation in each country or region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write-downs of fixed assets. The fixed assets functionality in Dynamics 365 Finance incorporates many of these standards and rules.
  • In this module, you will learn how to:

    • Configure fixed assets components.
    • Configure fixed assets parameters.
    • Enable fixed assets integration with purchasing.
    • Create fixed assets.
  • Module 2: You can set up and enter acquisition information for fixed assets, and then manage them by depreciating them and setting a capitalization threshold to determine depreciation. Additionally, you can calculate adjustments to the fixed assets and dispose of them. When you use general ledger together with fixed assets, you can view the current value of all fixed assets.
  • In this module, you will learn how to:

    • Perform fixed asset acquisition
    • Perform fixed asset depreciation
    • Perform fixed asset disposal
  • Module 3: Asset leasing captures and processes information about leases and helps you generate journal entries throughout the life cycle of the lease, from initial recognition, monthly journal entries, to impairment and termination of the lease.
  • In this module, you will:

    • Learn about the Asset leasing capability.
    • Create an asset lease and view information for those leases.
    • Associate fixed assets with leases.
    • Create payment invoices as they relate to Asset leasing.
    • Import lease information.
    • Discover the Asset leasing reporting options in Microsoft Dynamics 365 Finance.

Syllabus

  • Module 1: Configure fixed assets management in Dynamics 365 Finance
    • Introduction
    • Fixed assets and current assets
    • Accounting for fixed assets
    • Relationships between fixed assets components
    • Configure fixed assets components
    • Derived books
    • Enable fixed asset integration
    • Fixed asset transaction options
    • Demonstration - Create a fixed asset
    • Lab - Work with fixed assets
    • Check your knowledge
    • Summary
  • Module 2: Manage fixed assets in Dynamics 365 Finance
    • Overview
    • Scenario - customer requirements for fixed assets
    • Set up and create fixed assets
    • Set up acquisitions
    • Acquire assets through procurement
    • Manual and automatic methods to create fixed assets
    • Transfer a fixed asset
    • Set up fixed asset groups
    • Split a fixed asset
    • Update fixed asset information
    • Fixed assets roll forward report
    • Depreciation
    • Dispose and lend fixed assets
    • Asset budgeting
    • Lab - Manage fixed assets
    • Check your knowledge
    • Summary
  • Module 3: Work with Asset leasing in Dynamics 365 Finance
    • Introduction
    • Leasing elements
    • Lease transactions
    • Set up Asset leasing
    • Set up lease books
    • Lease groups
    • Create a lease
    • Create a lease schedule
    • Associate fixed assets with leases
    • Copy a lease
    • Adjust a lease
    • Asset leasing journal
    • Create payment invoices
    • Import lease information
    • Impair a right-of-use asset
    • Asset leasing reporting
    • Exercise - Create an asset lease
    • Exercise - Create a lease payment schedule
    • Check your knowledge
    • Summary

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