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(RUS) Create a fixed asset lease and a return from lease transaction

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

You can register the lease of an asset and the subsequent return of the leased asset to record the transactions for historical purposes.

Note

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

Lease a fixed asset

  1. Click Fixed assets (Russia) > Common > Fixed assets.

  2. On the Overview tab, select the fixed asset to be leased, and then click History > Lease to open the FA leased form.

  3. Press CTRL+N to create a new line.

  4. In the Date of lease field, select the date that the asset was leased out.

  5. In the Expected return date field, select the planned return date.

  6. In the Leaseholder field, enter the name of the lessee.

  7. In the Location field, select the location of the leased fixed asset.

  8. Close the form.

  9. Click Fixed assets (Russia) > Journals > FA journal.

  10. Press CTRL+N to create a new journal.

  11. In the Name field, select a journal name.

  12. In the Description field, view or modify the description of the journal.

  13. Click Lines to open the Journal voucher form to create fixed asset transactions.

  14. Press CTRL+N to open the Add to journal form.

  15. In the Transaction date field, select the date of the transaction. You must specify a date that is the same as or later than the date specified on the FA on loan form.

  16. In the Transaction type field, select Lease.

  17. In the FA number field, select the leased fixed asset number.

  18. In the Value model field, select a fixed asset value model.

  19. In the Reason code field, select a reason code.

  20. In the Reason comment field, view or modify the reason for the lease of the fixed asset.

  21. Click OK. The lines for the leased asset are displayed in the journal.

    Note

    You can also click Group operations > Lending to create transactions for several fixed assets.

  22. Click Validate > Validate to validate the transaction.

  23. Click Post > Post to post the journal. Fixed asset and ledger transactions are created.

    Note

    The status of the fixed asset changes from Exploitation to Lending in the Fixed assets form.

  24. Press CTRL+S or close the form.

Register the return of a leased fixed asset

You can register the return of a leased fixed asset in the same way that you registered the lease. Create a Return from lease transaction in the FA journal form, and then verify the return from lease dates in the FA on loan and Journal transactions forms.

  1. Click Fixed assets (Russia) > Common > Fixed assets.

  2. On the Overview tab, select the leased fixed asset to be returned, and then click History > Lease to open the FA leased form.

  3. Press CTRL+N to create a new line.

  4. In the Actual return date field, view or modify the date.

  5. Repeat steps 9 through 22 in the Lease a fixed asset topic.

    Note

    You must select Return from lease in the Transaction type field to create a Return from lease transaction.

  6. Click Validate > Validate to validate the transaction.

  7. Click Post > Post to post the journal. Fixed asset and ledger transactions are created.

    Note

    The status of the fixed asset changes from Lending to Exploitation in the Fixed assets form.

  8. Press CTRL+S or close the form

    Note

    Lease and return from lease transactions are reversed in the same manner as acquisition transactions.