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Set up fixed assets management in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Asset Classes Courses

Course Description

Overview

  • Module 1: Do you want to learn about the fixed assets master data that you can work with in Business Central? This module provides an overview of fixed assets and insurances and prepares you to set up fixed assets in Business Central.

    • In this module, you will:

    • Learn about fixed assets and insurance in Business Central.
    • Open a fixed assets list and a fixed assets card.
    • Open an insurances list and an insurance card.
  • Module 2: Do you want to know how to categorize fixed assets in Business Central? This module explains how you can set up fixed asset classes, subclasses, and locations.

    • In this module, you will:

    • Learn when to use fixed asset classes and subclasses.
    • Set up fixed asset classes and subclasses to categorize fixed assets.
    • Set up fixed asset locations.
  • Module 3: Do you need to set up fixed assets in Business Central? Take this module to learn the details about how to configure depreciation books for assets.

    • In this module, you will:

    • Learn why depreciation books are used.
    • Create a new depreciation book.
    • Identify when to use multiple depreciation books.
    • Copy a depreciation book.
    • Configure the FA Posting Type Setup page.
    • Configure the FA Journal Setup page.
  • Module 4: Do you need to prepare Business Central to post depreciations, disposals, and appreciations? In this module, you can learn how to set up fixed asset journals.

    • In this module, you will:

    • Learn the difference between the various types of fixed asset journals.
    • Create fixed asset journal templates.
    • Create fixed asset reclassification journal templates.
    • Create insurance journal templates.
  • Module 5: Do you need to set up the mapping between fixed assets and the chart of accounts? This module demonstrates how to set up fixed asset posting groups with G/L accounts for acquisitions and depreciations.

    • In this module, you will:

    • Set up a new fixed asset posting group.
    • Configure allocation keys for fixed asset transactions.
  • Module 6: Do you plan on setting up and using fixed assets functionality in Business Central? This module explains how to configure the Fixed Assets Setup page with the default depreciation book and use other key setup fields.

    • In this module, you will:

    • Configure the default settings for fixed assets setup.
    • Assign number series for fixed assets and insurances.

Syllabus

  • Module 1: Work with fixed assets master data in Dynamics 365 Business Central
    • Introduction to fixed assets management
    • Explore a fixed asset
    • Explore insurances
    • Check your knowledge
    • Summary
  • Module 2: Create fixed asset classes, subclasses, and locations in Dynamics 365 Business Central
    • Introduction to create fixed asset classes, subclasses, and locations
    • Create fixed asset subclasses
    • Create fixed asset locations
    • Exercise - Create a new fixed asset subclass
    • Check your knowledge
    • Summary
  • Module 3: Configure depreciation books in Dynamics 365 Business Central
    • Introduction to setting up a depreciation book
    • Configure the fixed asset posting type setup
    • Configure the fixed asset journal setup
    • Copy a depreciation book
    • Exercise - Set up a new depreciation book
    • Check your knowledge
    • Summary
  • Module 4: Create journals for fixed assets in Dynamics 365 Business Central
    • Introduction to creating fixed asset general ledger journal templates
    • Create fixed asset journal templates
    • Create fixed asset reclassification journal templates
    • Create insurance journal templates
    • Check your knowledge
    • Summary
  • Module 5: Set up fixed asset posting groups in Dynamics 365 Business Central
    • Introduction to setting up a fixed asset posting group
    • Configure allocation keys for fixed asset transactions
    • Exercise - Set up a new fixed asset posting group
    • Check your knowledge
    • Summary
  • Module 6: Configure fixed assets setup pages in Dynamics 365 Business Central
    • Introduction to configuring the default depreciation book
    • Assign number series for fixed assets and insurances
    • Check your knowledge
    • Summary

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