Transaction page · Fixed assets
Fixed assets journal
A journal where you enter and post fixed asset transactions such as acquisitions, depreciation, value adjustments and disposals.
- Used by
- Accounts payable clerk, Accounts payable manager, Budget manager and 11 more roles
- Business process
- —
- Menu item
LedgerJournalTableAssets- Main table
LedgerJournalTable- Data entity
ExpenseJournalHeaderEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A journal where you enter and post fixed asset transactions such as acquisitions, depreciation, value adjustments and disposals. |
|---|---|
| What you do here | Used to record fixed asset transactions by hand or to have proposals suggest the lines, then review and post them. |
| Example | For example, at month end an accountant can run an acquisition proposal in the journal and compare it with the Accounts payable records to check that every new computer was acquired correctly. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Fixed assets › Journal entries › Fixed assets journal |
| Set up first | Journal names Microsoft Learn ↗Fixed asset posting profiles Microsoft Learn ↗Fixed assets Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Create depreciation proposal Microsoft Learn ↗Fixed asset budget journal Microsoft Learn ↗Fixed assets workflows Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Fixed assets > Journal entries > Fixed assets journal.
- Select New.
- In the Name field, select a journal name.
- On the Action Pane, select Lines.
- Select Proposals, and then select Acquisition proposal.
- Select Filter, select Reset to clear earlier values, and enter the criteria for the assets to acquire.
- Select OK twice and check that the lines were created.
- Select the Books tab, and then select Post.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Debit in reporting currency | Shows and lets you change the reporting currency amount of depreciation lines; a matching Credit in reporting currency column sits next to it.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | Each voucher can hold transactions for only one fixed asset, even when the journal name uses one voucher number only. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | LedgerJournalTableAssets Checked in Dynamics 365 |
|---|---|
| Form | LedgerJournalTable Checked in Dynamics 365 |
| Table | LedgerJournalTableShown as “Ledger journal table” in Record infoKey field: JournalNumChecked in Dynamics 365 |
| Data entities | ExpenseJournalHeaderEntityProject expense journal header Microsoft data model ↗VendInvoiceJournalHeaderEntityVendor invoice journal header Microsoft data model ↗VendInvoiceRegisterHeaderEntityVendor invoice register header Microsoft data model ↗VendorPaymentJournalHeaderEntityVendor payment journal header Microsoft data model ↗CustInvoiceJournalHeaderEntityCustomer invoice journal header Microsoft data model ↗CustomerPaymentJournalHeaderEntityCustomer payment journal header Microsoft data model ↗BankJournalHeaderEntityBank journal header Microsoft data model ↗AssetJournalEntityFixed asset journal Microsoft data model ↗AssetJournalHeaderEntityFixed asset journal table Microsoft data model ↗AssetJournalV2EntityFixed asset journal V2 entity Microsoft data model ↗LedgerJournalEntityGeneral journal Microsoft data model ↗LedgerJournalHeaderEntityLedger journal table Microsoft data model ↗LedgerReportingCurrencyAdjustmentJournalHeaderEntityReporting currency adjustment journal header Microsoft data model ↗SlipJournalEntitySlip journal Microsoft data model ↗RAssetJournalHeaderEntityFixed asset journal header (Russia) Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain fixed asset journal transactions LedgerJournalTableAssetsMaintainView fixed asset journal transactions LedgerJournalTableAssetsViewDutiesMaintain fixed asset transactions AssetFixedAssetTransactionsMaintainInquire into fixed asset transaction status AssetFixedAssetTransactionStatusInquire14 security rolesBudget managerBudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable centralized payments clerk PaymAccountsPayableCentralPaymClerkAccounts payable payments clerk PaymAccountsPayablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, Edit, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerJournalTableAssets |
|---|---|
| Integrate with | ExpenseJournalHeaderEntity data entity Microsoft data model ↗ |
| Table definition | LedgerJournalTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/set-up-acquire-fixed-assets-finance/set-up-acquisitions
- learn.microsoft.com/dynamics365/finance/fixed-assets/tasks/propose-fixed-asset-acquisitions
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/worksheetheader/ledgerjournaltable
- learn.microsoft.com/dynamics365/finance/fixed-assets/enter-fixed-asset-transactions
- learn.microsoft.com/dynamics365/finance/general-ledger/dual-currency
- learn.microsoft.com/dynamics365/finance/fixed-assets/set-up-fixed-assets
- learn.microsoft.com/dynamics365/finance/fixed-assets/post-fixed-asset-transactions-posting-layers
- learn.microsoft.com/dynamics365/finance/fixed-assets/tasks/create-depreciation-proposal
- learn.microsoft.com/training/modules/manage-fixed-assets-finance/asset-budgeting
- learn.microsoft.com/previous-versions/dynamicsax-2012/appuser-itpro/set-up-fixed-assets-workflows
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.