Business rules for fixed asset determination (form) [AX 2012]

Updated: April 22, 2011

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).

The following tables provide descriptions for the controls in this form.

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 noteCaution

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.

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.


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

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