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Microsoft

Manage fixed assets

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn how to configure and create fixed assets to comply with international accounting standards.

    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: Discover how to efficiently manage fixed assets in Dynamics 365 Finance with step-by-step instructions for setup, acquisition, and recording.

    This module explains the following concepts:

    • Set up and create fixed assets.
    • Set up and record acquisitions.
    • Acquire assets through procurement.
    • Estimate and eliminate a project to a fixed asset.
    • Create a fixed asset by using manual and automatic methods.
  • Module 3: Discover how to set up asset budgeting and transfer fixed assets in Dynamics 365 Finance.

    This module explains the following concepts:

    • Set up asset budgeting.
    • Transfer a fixed asset.
    • Set up a fixed asset group.
    • Update fixed asset information.
    • Review fixed asset rollover reports.
  • Module 4: Learn how to manage fixed assets by tracking depreciation, disposal, and valuation for financial transparency in Dynamics 365 Finance.

    This module explains the following concepts:

    • Components of lending and disposing fixed assets
    • Transaction types for posting depreciations
    • How to sell a fixed asset by using free text invoice
    • How to dispose of a fixed asset as scrap

Syllabus

  • Module 1: 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: Module 2: Set up and acquire fixed assets in Dynamics 365 Finance
    • Introduction
    • Life cycle of a fixed asset
    • Fixed asset management workspace
    • Fixed assets page
    • Set up fixed assets
    • Create a fixed asset
    • Activate a stock item
    • Set up acquisitions
    • Proposals
    • Acquire assets through procurement
    • Estimate and eliminate a project to a fixed asset
    • Manual and automatic methods to create fixed assets
    • Lab - Acquire a new asset
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Manage fixed assets in Dynamics 365 Finance
    • Introduction
    • Asset budgeting
    • Transfer a fixed asset
    • Set up fixed asset groups
    • Split a fixed asset
    • Update fixed asset information
    • Recalculate replacement costs and insured values for fixed asset groups
    • Fixed assets roll forward report
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Work with fixed asset deprecation and disposal in Dynamics 365 Finance
    • Introduction
    • Depreciation
    • Dispose of and lend fixed assets
    • Sell a fixed asset by using a free text invoice
    • Dispose of fixed assets as scrap
    • Exercise - Create a depreciation proposal
    • Check your knowledge
    • Summary

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