Fixed asset management workspace
The Fixed asset management workspace shows information that's related to fixed assets that someone enters in the system. This workspace includes a Summary view and an Analytics view. The My work tab shows summary tiles, fixed asset details, and related information about fixed assets in the current company. Additionally, you can add analytics to the Power BI analytics section directly in the workspace. The Analytics - all companies tab uses capabilities of Microsoft Power BI to show visuals that are related to fixed assets in all companies.
Summary section
The tiles in the Summary section provide an overview of your fixed assets. The information includes metrics about assets that aren't yet acquired, assets that have been acquired during the current year, and assets that have been disposed of during the current year. The Summary section also has quick navigation to the Fixed asset list page, batch depreciation proposal, and Fixed asset journal.
Fixed assets > Fixed asset management workspace
Find fixed assets section
In the Find fixed assets section, you can quickly search for assets by providing the fixed asset number, group, name, location, or person who's responsible. All assets that match the search criteria appear in the list.
Fixed assets > Fixed asset management workspace
From the list, you can view the following pages:
Details page for the fixed asset
Books page for all books that are associated with the fixed asset
Fixed asset valuations page
Fixed asset valuations page
On the Fixed asset valuations page, you can view the most important information about a fixed asset and details for all books that are associated with the fixed asset. The Balances option in the upper left of the page shows the current valuation for each book that's associated with the fixed asset. You can drill back from the values to view the detailed transactions that make up the summary value.
Fixed assets > Fixed assets > Fixed assets > Valuations menu option
The Profile option in the upper left of the page shows the depreciation schedule for each book that's associated with the fixed asset. On this page, you can view the amounts based on accounting or reporting currencies.
You can access the Fixed asset valuations page from the Fixed asset management workspace or the Fixed asset list page.
Related information section
You can go directly to the Books setup page, Fixed asset transactions inquiry page, and several reports by using the links in the Related information section of the workspace.
Analytics - all companies
The Analytics page provides important metrics about fixed assets in all legal entities in the system. Access to this tab is controlled by the View fixed asset analytics for all company's security privileges parameter.