- 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
Overview
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