81202. Fixed Assets in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Description

This course reviews the general concepts related to the setup, depreciation setup, management, transactions and depreciation handling of fixed assets in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

This course helps prepare you for assessment Financial Management in Microsoft Dynamics 365 for Finance and Operations.

What are the goals for this course?

• Complete fixed asset setup for journal names and parameters
• Create fixed asset books
• Create fixed asset groups
• Set up posting profiles and reason codes
• Set up fixed asset calendars
• Create assets
• Set up Capitalization Thresholds and Determination Rules
• Complete fixed asset depreciation setup for depreciation methods
• Set up depreciation profiles
• Create depreciation conventions
• Set up provision types and bonus depreciation
• Complete a mass update of depreciation conventions
• Review Lending Assets
• Demonstrate Assigning Bar Codes to Assets
• Copy Fixed Assets and Changing Fixed Assets Groups
• Review Fixed Assets Additions
• Review Fixed Assets Inquiries and Reports
• Demonstrate Fixed Assets Replacement Cost and Insured Value Update
• Review and demonstrate fixed asset transactions
• Create fixed assets from purchase orders
• Review the integration with the projects module
• Manually depreciate a fixed asset
• Use depreciation proposal to depreciate a fixed asset
• General knowledge of Microsoft Windows
• Have a basic understanding of finance and accounting processes
• Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
• The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
• General knowledge of basic navigation within Microsoft Dynamics 365 for Finance and Operations
• Have a basic understanding of Fixed Asset processes

What are the prerequisites to consume this course?

Module 01: Fixed Assets Setup

• Structure
• Integration With Other Modules
• Journal Names
• Parameters
• Main Accounts
• Books
• Fixed Asset Groups
• Posting Profiles
• Reason Codes
• Fixed Asset Calendars
• Set Up Assets
• Set Up Assets — Continued
• Set Up Assets — Completed
• Capitalization Threshold
• Determination Rules
• Determination Rules — Continued

Module 02: Depreciation Setup

• Depreciation Methods
• Depreciation Profiles
• Depreciation Profiles — Continued
• Depreciation Conventions
• Provision Types and Bonus Depreciation
• Mass Update of Depreciation Conventions

Module 03: Management

• Lending Assets
• Bar Codes
• Copying Fixed Assets and Changing Groups
• Fixed Asset Additions
• Replacement Cost and Insured Value
• Inquiries and Reports

Module 04: Transactions

• Fixed Asset Transaction Types
• Acquisitions
• Recording Acquisitions
• Acquisition Proposal
• Inventory Fixed Asset Journal
• Value Adjustments
• Recording Disposals
• Transaction Reversals
• Create and Acquire Fixed Assets From Purchasing
• Create and Acquire Fixed Assets From Purchasing — Continued
• Project Module Integration

Module 05: Depreciation

• Recording Depreciation
• Depreciation Proposals