Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Kathy Kim]

You can only add groups of like assets if using Purchase Order.  I would like the ability when creating the Fixed Asset in the Fixed Asset module.  Please vote.  This is an old submission, but hoping to revive it.

https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/2535047

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Kathy Kim
Director of Finance
Donor Network of Arizona
Phoenix AZ
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[Jen Kuntz]

Voted! Good suggestion, but for clarity’s sake, I wanted to confirm something.  Your note about what the current functionality is seems at odds with the actual functionality (or I may have misread/misunderstood it).

• If purchasing FA through POP, you can mark multiple purchases to create 1 asset in FA.
• There is no POP to FA functionality to do the opposite, i.e. create multiple assets “automatically” from 1 purchase.
• It can be done however it’s a bit tedious. If you purchased something on one receipt or PM transaction, you can split that into multiple assets (i.e. one FA card per item) by adjusting the acquisition cost as you add each asset and keep going back to the Purchases window until you’ve added all of the $ waiting to be converted to FA cards. The Qty is irrelevant, it’s the Acq Cost field that controls this behavior, so this workaround works with PM and POP, not just POP.

What I infer that you would like to see is one of these pieces of functionality, correct? I’m just spelling it out further in terms of all of the design decisions that would have to go along with this kind of suggestion. So, if we have opinions on the best way, suggesting them helps I think… 

1. Copy Asset function

• I can see this working 2 ways so think about what your preference would be and consider updating your suggestion with more info?
  • Copy To New Asset – choose an existing asset and click a Copy or Duplicate button to copy to a new asset.
  • Copy From Existing Asset – start typing in a new Asset ID and click a Copy button to select an existing asset to copy from.
• I would love to see this functionality mirror the Copy Inventory Item feature (which would be “Copy From Existing Asset”) where you type in an Item Number and select an existing Item and then can mark which attributes you want copied. There are so many options for fields in FA that I wouldn’t want things hard coded to copy specific fields only.
  • General – default options perhaps Class ID, Acquisition Date, Acquisition Cost, Qty, Type and Property Type (aka the required fields) with the other fields on General left to the discretion of the user
  • Book – yes or no to copy book info or assume book defaults normally from “auto add book info” settings
  • Other windows like lease, insurance, account, user data?

2. Create Multiple Assets function

• This is harder to design in my opinion unless you still want to base it on PM or POP Purchases window. I could see functionality there, where you can choose to mark a purchase an “Split” or “Spread Across” multiple assets? 
  • I.E. mark 1 or more items in the Purchases window in FA General, choose an option to “Split” which gives you an option to break that into “X” assets using the same Asset ID you selected with sequential Suffixes starting at 1. It would break that up into “X” equal assets with rounding being applied to the first or last in the set if it’s not evenly divisible. The purchase history would remain for linkage back to PM on each card. The challenge would be how to properly fill in the rest of the cards with required fields AND use the same on each subsequent card. That’s likely the stumbling block.
• The other thought would be net-new functionality, something like “Mass Add Assets”:
  • a new window, perhaps tied to the Purchases, perhaps not?
  • Enter in information you want to split across assets (the lump sum?) – Acq Cost total, Acq Date, Type, Property Type, Description, Asset ID (without suffix), Qty (to split across?). Maybe optional fields would be the other fields in case people don’t want Account Group, Structure, Custodian etc. for all of them to be the same. Mark what you want to be the same, leave blank what you don’t?’
  • If it’s related to a purchase, you could perhaps mark which purchase this is from (one or more), and those purchase properties get populated on each asset card too.
    • Perhaps a button at this point to “Calculate” and it populates a grid at the bottom of a window showing the proposed Asset IDs, and Costs on each where you can then edit the grid to populate the unique things for each – choose a custodian for each, structure for each etc.
    • Then, finally a “Create Assets” button where it will create what you have marked
• In your example, you could mark the purchase(s) your multiple computers were on, or just type in the amounts, and it could be staging how to split it then you click GO and it does it’s thing.

Is that something like what you envision? We may be dreaming but I love this stuff… I can totally picture it! 🙂

Jen

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Jen Kuntz, CPA, CGA
Microsoft MVP, Business Solutions
Kuntz Consulting Inc.
Cambridge, ON, Canada
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[Kathy Kim]

Jen – yes – you spelled this out so much better than I.  That’s what happens when I just throw something out there before I forget about it.  Yes, particularly the copy asset part!

For the most part – we are adding the assets directly in Fixed Assets, not from POP.  (A couple reasons for this, although someday we may change to adding from POP not that I have a GP Admin (that’s not ME!) who will have time to redo these things.

Our biggest issue is with laptops and computers.  We usually purchase in bulk, so we capitalize the like assets.  However, we like to enter a serial number and a custodian for each.  If we could enter one and copy or else “split” the invoice and copy all attributes, we could then just enter/change the serial number and custodian for each one.

Dreaming big!

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Kathy Kim
Director of Finance
Donor Network of Arizona
Phoenix AZ
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