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Setup page · Fixed assets

Major types

A setup page where you define major types, high-level asset groups such as equipment, buildings, land, infrastructure and utilities.

Used by
Accountant, Accounting manager, Accounting supervisor and 2 more roles
Business process
Classify fixed assets in Dynamics 365 Finance
Menu item
AssetMajorType
Main table
AssetMajorType
Data entity
AssetMajorTypeEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you define major types, high-level asset groups such as equipment, buildings, land, infrastructure and utilities.
What you do hereUsed to set up reporting categories that you assign to fixed assets or fixed asset groups.
Example—
Major types 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 processDefine asset strategy › Classify assets › Classify fixed assets in Dynamics 365 Finance
Menu pathFixed assets › Setup › Fixed asset attributes › Major types
Set up first—
Used next byFixed assets Microsoft Learn ↗
Related pagesAsset activity codes Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Major types1 screen

Used to set up reporting categories that you assign to fixed assets or fixed asset groups.

  1. Screen 1

    Add the major type

    Go to Fixed assets > Setup > Fixed asset attributes > Major types

    1. Select New
    2. Enter the Major type and Description
    3. Select Save
    1Major typeBEAT-EQUIP
    DescriptionAtlas demo office equipment
    Add the major type (zoomed on the outlined fields)
    Show the full screenAdd the major type
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Major type—BEAT-EQUIPMajorType
Description—Atlas demo office equipmentDescription

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Major types——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterA major type can only be deleted when no fixed asset or fixed asset group uses it. Microsoft Learn ↗

Technical architect

6Technical

Menu itemAssetMajorType Checked in Dynamics 365
FormAssetMajorType Checked in Dynamics 365
TableAssetMajorTypeShown as “Fixed asset major type” in Record infoKey field: MajorTypeChecked in Dynamics 365
Data entitiesAssetMajorTypeEntityFixed asset major type Microsoft data model ↗
Who can open itPrivilegesMaintain fixed assets major types AssetMajorTypeMaintainView fixed assets major types AssetMajorTypeViewDutiesInquire into fixed asset reference data AssetFixedAssetReferenceDataInquireEnable fixed assets process AssetFixedAssetsProcessEnable
5 security rolesAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorRental manager RentalManagerRental purchasing manager RentalPurchasingManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=AssetMajorType
Integrate withAssetMajorTypeEntity data entity Microsoft data model ↗
Table definitionAssetMajorType columns and relations Microsoft data model ↗

Everyone

8Sources and checks