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Job page · Fixed assets

Mass update

A periodic job that changes the depreciation convention for a group of assets in the same book.

Used by
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Business process
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Menu item
action:AssetBookUpdateDepConvention
Main table
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Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA periodic job that changes the depreciation convention for a group of assets in the same book.
What you do hereUsed to switch many assets to a new depreciation convention at once, for example when tax rules require it.
ExampleFor example, a US company that places more than 40 percent of its assets in service in the fourth quarter must use the mid-quarter convention, and uses a mass update to change those assets.
Mass update page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathFixed assets › Periodic tasks › Mass update
Set up firstFixed asset mid-quarter applicability Microsoft Learn ↗
Used next byCreate depreciation proposal Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Fixed assets > Periodic tasks > Mass update.
  2. In the Depreciation book field, select the book.
  3. Enter the Placed in service start and Placed in service end dates.
  4. In the Current depreciation convention field, select the convention to change.
  5. In the New depreciation convention field, select the new convention.
  6. Expand Records to include, select Filter, and choose the Fixed asset group in the Criteria field.
  7. Select OK, then OK again, and review the results on the Mass update report.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Placed in service startWith Placed in service end, limits the update to assets placed in service between these dates.Microsoft Learn ↗——
Current depreciation conventionOnly assets with this convention are updated.Microsoft Learn ↗——
New depreciation conventionThe convention the assets change to.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it laterUpdating the convention deletes all existing depreciation, depreciation adjustment, bonus and extraordinary depreciation transactions for those assets; disposed assets need their disposal transactions deleted first. Microsoft Learn ↗

Technical architect

6Technical

Menu itemaction:AssetBookUpdateDepConvention Checked in Dynamics 365
FormSysOperationTemplateForm Checked in Dynamics 365
Table—
Data entities—
Who can open it—
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Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=action:AssetBookUpdateDepConvention
Integrate with—
Table definition—

Everyone

8Sources and checks