Business rules for fixed asset determination (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Procurement and sourcing > Setup > Fixed assets > Business rules for fixed assets determination.
Use this form to create rules so that certain purchases must be treated as fixed assets if the purchase price of the item exceeds a monetary threshold. The monetary threshold for a legal entity can differ from the monetary threshold for your organization.
Your category manager must create procurement categories before you can assign a fixed asset rule to them. For more information about procurement categories, see About category hierarchies.
You must create organization-wide fixed asset identifiers, and then map them to the fixed asset groups for each legal entity before you can create organization-wide business rules for fixed assets. For more information about organization-wide fixed asset identifiers, see Organization-wide fixed asset identifiers (form).
Tasks that use this form
Key tasks: Set up business rules for fixed asset determination
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Procurement categories |
Click New to create a new rule. Select one or more procurement categories to which this rule applies. The rule automatically applies to all the subcategories of the selected procurement category. You can define a rule for a subcategory that overrides the rule from the parent category. Caution A procurement category can be associated with only one organization-wide fixed asset rule. |
Organization-wide rule |
Create or view fixed asset rules for your whole organization. |
Legal entity-specific rule |
Create a legal entity-specific rule if the threshold or fixed asset groups for a legal entity differ from an organization-wide rule. |
Fields
Field |
Description |
|---|---|
Procurement category |
Click Add to select a procurement category to assign the rule to. |
Description |
The description of the procurement category. |
Parent procurement category |
The name of the procurement category to which the selected category is subordinate. |
Capitalization threshold |
Click Add threshold, and then enter the minimum purchase price of a fixed asset in this category. |
Currency |
Select a currency for the threshold amount. |
Effective |
Select the starting date for the rule. |
Expiration |
Select the expiration date for the rule. |
Fixed asset group |
Select the fixed asset group to associate with the threshold. |
Has qualifiers? |
Select the check box if you want to create questions to help classify a purchase into the appropriate fixed asset group. For more information about qualifiers, see Key tasks: Set up business rules for fixed asset determination. |
Description |
Enter a qualifier question for the selected fixed asset group. The question appears when a requester selects a category item on a purchase requisition, and the item qualifies as a fixed asset under the rules for the category. |
Name |
The name of the qualifier. |
Description |
Enter the answer to the qualifier that applies to a specific fixed asset group. |
Fixed asset group |
Select the fixed asset group that corresponds to this qualifier. |
See also
About fixed asset determination rules
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).