Built-in fixed assets analytics tools

Path: Business functionality > Fixed assets > Fixed assets analytics > Built-in fixed assets analytics tools · tier official · system fixed-assets · narrative reviewed (checked by Opus)

Overview

This section groups five task-focused pages on managing fixed assets over their life. Each page describes one process and the journals, registrations or reports that support it. There are no subtopics.

Dispose or retire FA and Reclassify fixed assets deal with changing an asset’s status or allocation. They use the Fixed Asset G/L Journal and the Fixed Asset Reclassification Journal. Insure fixed assets and Maintain fixed assets cover ongoing upkeep and risk: policies, coverage checks, maintenance costs and service scheduling. Manage FA Budgets covers planning, including budgeted acquisitions and disposals and projected depreciation.

Start with the page that matches the task. For the asset lifecycle, read the budget page first, then maintenance and insurance, then reclassification and disposal.

Key points

• Disposal or retirement is posted through the Fixed Asset G/L Journal. It records gains or losses, supports partial disposal, and tracks CO2e emissions when applicable.
• Insurance pages cover creating policies, assigning fixed assets, tracking coverage, updating values with index insurance, and automatic insurance posting.
• Reports monitor over-insurance and under-insurance.
• Maintenance costs are recorded with maintenance registrations, journals and invoices. The page also covers service scheduling, maintenance reports and indexation.
• FA budgets cover budgeted assets, acquisition and disposal budgeting, projected disposal values, and depreciation and gain/loss forecasting.
• The Fixed Asset Reclassification Journal transfers, splits or combines assets across departments.
• Reclassification redistributes acquisition cost, depreciation and emissions.

Learn pages

• Dispose or retire FA: Post the disposal value when selling or retiring a fixed asset to calculate and record any gain or loss.
• Insure fixed assets: Assign one or more fixed assets to an insurance policy by posting to the insurance coverage ledger using the Insurance Journal page.
• Maintain fixed assets: Track and document repairs and maintenance for fixed assets to maintain their condition and value.
• Manage FA Budgets: Set up details for future investments, disposals, and depreciation of fixed assets to support budget planning and forecasting.
• Reclassify fixed assets: Reclassify a fixed asset to move it to another department, split acquisition cost and depreciation among multiple assets, or combine assets into one.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 5610 “Depreciation Book Card” · on Table 5611 “Depreciation Book”
• Page 5611 “Depreciation Book List” · captioned “Depreciation Books” · on Table 5611 “Depreciation Book”
• Page 5625 “Maintenance Registration” · on Table 5616 “Maintenance Registration”
• Page 5628 “Fixed Asset G/L Journal” · captioned “Fixed Asset G/L Journals” · on Table 81 “Gen. Journal Line”
• Page 5629 “Fixed Asset Journal” · captioned “Fixed Asset Journals” · on Table 5621 “FA Journal Line”
• Page 5633 “FA Journal Batches” · on Table 5620 “FA Journal Batch”
• Page 5636 “FA Reclass. Journal” · captioned “Fixed Asset Reclassification Journals” · on Table 5624 “FA Reclass. Journal Line”
• Page 5637 “FA Reclass. Journal Templates” · captioned “Fixed Asset Reclassification Journal Templates” · on Table 5622 “FA Reclass. Journal Template”
• Page 5638 “FA Reclass. Jnl. Template List” · on Table 5622 “FA Reclass. Journal Template”
• Page 5640 “FA Reclass. Journal Batches” · on Table 5623 “FA Reclass. Journal Batch”
• Page 5642 “Maintenance” · on Table 5626 “Maintenance”
• Page 5644 “Insurance Card” · on Table 5628 “Insurance”
• Page 5645 “Insurance List” · captioned “Insurance Policies” · on Table 5628 “Insurance”
• Page 5646 “Insurance Statistics” · on Table 5628 “Insurance”
• Page 5647 “Ins. Coverage Ledger Entries” · captioned “Insurance Coverage Ledger Entries” · on Table 5629 “Ins. Coverage Ledger Entry”
• Page 5648 “Insurance Types” · on Table 5630 “Insurance Type”
• Page 5651 “Insurance Journal” · captioned “Fixed Asset Insurance Journals” · on Table 5635 “Insurance Journal Line”
• Page 5652 “Insurance Journal Templates” · on Table 5633 “Insurance Journal Template”
• Page 5653 “Insurance Jnl. Template List” · on Table 5633 “Insurance Journal Template”
• Page 5655 “Insurance Journal Batches” · on Table 5634 “Insurance Journal Batch”
• Page 5656 “Insurance Registers” · on Table 5636 “Insurance Register”
• Page 9275 “T. Value Insured per FA Matrix” · on Table 5600 “Fixed Asset”
• Report 5606 “Fixed Asset - Book Value 02” · captioned “Fixed Asset Book Value 02”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.