(CHN) Transfer fixed assets to a new location [AX 2012]

Updated: December 5, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

When you transfer fixed assets to a new location within your company, you can track the transfer and record the details about the transfer in an XML file. You can export the XML file by using the GB/T 24589-2010 form. Click General ledger > Periodic > China > GB/T 24589 Export.

You can complete this task only If you are using Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Company information

Ensure that you have created a company record for your organization. For more information, see Create or modify a legal entity.

Accounting

Create ledger accounts to post the depreciation costs for the operation units to. For more information, see About main accounts for fixed assets.

You can use the Fixed assets form to transfer the ownership of fixed assets from one location to another.

To transfer a fixed asset to a new location, follow these steps:

  1. Click Fixed assets > Common > Fixed assets > Fixed assets.

  2. Double-click the fixed asset to transfer.

  3. On the Action Pane, click Transfer to location.

  4. In the Transfer the selected fixed asset form, in the Transfer location field, select the location that you want to transfer the fixed asset to.

  5. In the Transfer comments field, you can enter comments that are related to the transfer of the fixed asset. For example, enter the reason for the transfer of the fixed asset.

  6. Click Update, and then in the Fixed asset location transfer confirmation form, click Transfer to transfer the fixed asset and close the form.

NoteNote

Click Review transfer history to open the Fixed asset transfer history form, where you can view the details of this transfer and previous transfers.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

  1. Click System administration > Setup > Licensing > License configuration.

  2. Select the Fixed assets and Fixed asset depreciation books configuration keys.

Security roles

Accounting supervisors, accounting managers, accountants, accounts payable managers, budget managers, and chief financial officers


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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