(RUS) Create a sales order or free text invoice for a fixed asset [AX 2012]

Updated: February 5, 2014

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

NoteNote

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

You can record the sale of fixed assets in Fixed assets, or you can create a sales order or a free text invoice in Accounts receivable. When you sell a fixed asset, you must calculate its depreciation during that period.

If the fixed asset to be sold is registered in the Inventory management items list, you must create a sales order. However, you can record the sale of a non-inventoried item in Fixed assets, or you can create a free text invoice. The status of an asset that is sold under a sales order or free text invoice is Sold (waiting for posting), until the transaction is posted. After posting, the status of the asset is Written off (sale).

NoteNote

You must set up posting profiles before you can create transactions for the sale of fixed assets. For more information, see (RUS) Set up fixed asset posting profiles.

If the invoice expenses are included in the sales order header when you sell a fixed asset or inventory asset, the sum of these miscellaneous charges is not included in the profit or loss from the sale.

However, if the invoice expenses are included in the order line that corresponds to the asset, the charges are considered when the profit or loss is calculated from the sale.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Press CTRL+N to create a new sales order.

  3. Enter information about the sales order.

    NoteNote

    For more information, see “Create a sales order" in the Applications and Business Processes Help.

  4. In the lower pane, press CTRL+N to create new line items.

  5. In the Item number field, select a fixed asset inventory item.

  6. In the Quantity field, enter the quantity of fixed assets.

  7. In the Unit field, enter the measurement unit for fixed assets, such as pieces.

  8. In the Unit price field, enter the sale value of the fixed asset.

  9. Click the General tab.

  10. In the FA number field, select the fixed asset number.

  11. Click the Dimension tab and select the warehouse dimensions.

    NoteNote

    Click Inventory management > Setup > Inventory > Item model groups. If the Physical negative inventory check box is selected, then you can sell an item that is a fixed asset type without entering an inventory item. If not, you can sell an inventory asset that has a Purchased status.

  12. Click Posting > Facture to post the sales order.

  13. Click OK to post the sales invoice.

    NoteNote

    An invoice, facture, ledger, and fixed asset transactions are created, and the Status of the sales invoice changes to Shipped. The status of fixed asset, changes to Written off (sale). The Disposal (sale) and Gain/Loss fields are updated in the FA balances form. The Disposal date and Disposal cost fields are updated in the FA Value models form.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. Press CTRL+N to create a new invoice.

    NoteNote

    For more information, see “Create a free text invoice" in the Applications and Business Processes Help.

  3. In the Customer account field, select a customer account.

  4. In the Date field, enter an invoice date.

  5. In the Currency field, select an invoice currency.

  6. Press CTRL+N in the lower pane, to create a new invoice line.

  7. In the Ledger account field, select the ledger account for posting the revenue to the current invoice line.

  8. In the Sales tax group field, select the sales tax group.

  9. In the Item sales tax group field, select the item sales tax group.

  10. In the Quantity field, enter the quantity of fixed assets sold.

  11. In the Unit price field, enter the sale value of the fixed asset unit.

  12. In the Measurement unit field, select the unit of measurement unit for the fixed asset.

  13. Click the General tab.

  14. In the FA number field, select the fixed asset number.

    NoteNote

    When including references to the fixed asset in an invoice line, its status changes to Sold (waiting for posting).

  15. Click Posting > Update facture to open the Post facture form.

  16. Click OK to post the facture.

    NoteNote

    An invoice, facture, and ledger and fixed asset transactions are created, and the status changes to Shipped. The status of the asset is Written off (sale).

  17. Click Fixed assets (Russia) > Common > Fixed assets. to open FA Value Models form. The disposal date and cost of the fixed asset are displayed in the Disposal date and Disposal cost fields.

  18. Click Balance to open the FA balances form. The details are displayed in the Leaving (sale) and Gain/Loss fields.

  19. Press CTRL+S or close the form.


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

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