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Job page · Fixed assets

Reclassification

A periodic task that reclassifies a fixed asset by moving it to a new fixed asset group or giving it a new number in the same group.

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Menu item
action:AssetReclassification
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Show what matters for

Everyone

1What it is and why

What it isA periodic task that reclassifies a fixed asset by moving it to a new fixed asset group or giving it a new number in the same group.
What you do hereUsed to move an asset to the right group when posting requirements change, carrying its books and transactions over to the new asset.
ExampleFor example, a company that tracks cars and semi-trucks in one VEHICLES group can create a TRUCKS group with its own ledger postings and reclassify the trucks into it.
Reclassification 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 › Reclassification
Set up firstFixed asset groups Microsoft Learn ↗
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End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Fixed assets > Periodic tasks > Reclassification.
  2. In the Fixed asset group field, select the group to reclassify.
  3. In the Fixed asset number field, select the asset.
  4. In the New fixed asset group field, select the new group.
  5. Check or enter the New fixed asset number.
  6. In the Reclassification date field, enter a date.
  7. In the Voucher series field, select a value.
  8. Select OK.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
New fixed asset groupThe group the asset moves to.Microsoft Learn ↗——
New fixed asset numberFilled from the new group's number sequence, or from the parameters; otherwise you enter it.Microsoft Learn ↗——
Reclassification dateThe date of the reclassification; it becomes the acquisition date on the new books.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 laterThe original asset's books are closed, and its transactions are cancelled and recreated on the new asset. Microsoft Learn ↗

Technical architect

6Technical

Menu itemaction:AssetReclassification Checked in Dynamics 365
FormAssetReclassification Checked in Dynamics 365
Table—
Data entities—
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Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=action:AssetReclassification
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Everyone

8Sources and checks