Fixed asset sorting field

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Posted on by Agnes Lee

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Hi there, we are in D365 F&O, product version 10.0.8. We are just able to start using the Fixed Asset module. Each asset can have up to 3 Sort fields set up in the asset master. Just want to know how is the Sorting field(s) set up in each asset is being used ? I cannot find any microsoft doco in explaining that.

Thanks in advance

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Ludwig Reinhard Microsoft Employee on at

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Hi Agnes Lee,

As far as I remember they are used in some of the 'old' SSRS reports related to the fixed assets.

There is not really an operational function for that other than using them as report sorting function and this are things that are 'inherited' from older AX2009/AX4 system versions.

I regularly ignore them because most of the time I don't have a use for those fields.

Best regards,

Ludwig

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JacksNZ on at

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I found them useful for a client where they had many business units within the company that were looked after by different finance teams.

so, each business unit did not have to worry about FA transactions of the other-so, using sort field, each financial accountant only ran the proposal for his business unit (using them as sort code). Thus it helped them.

In this case, we created three values against sort code 1- say A, B and C. Each asset was assigned the relevant value depending upon whether it belonged to unit A, B or C

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MATTGUO 22,349 Moderator on at

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Hi JacksNZ,

The fields can be used as ranges and for sorting inquiries and reports. Following is the Doc: docs.microsoft.com/.../fixed-asset-sorting-form

1. Create Identification for these fields in the path Fixed assets > Setup > Fixed asset attributes > Sorting.

2. Select values in the Report sorting FastTab in the Fixed assets.

3. When querying a report, you can use these fields.

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JacksNZ on at

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Thanks, I was only clarifying and offering how we used the sort field feature. In our case, we used this to filter assets belonging to a particular division of the company for depreciation and acquisition proposals. I am not denying that these could be used in reports

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Ludwig Reinhard Microsoft Employee on at

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Hello JackNZ,

I find this solution quite nice even though it might not fit for other systems/environments.

Other than that, I don't see a 'big value' added through those fields even though some reports allow filtering on them.

Especially in D365FO where we have electronic reporting functionalities, the sort fields appear to me getting less and less 'value'.

Best regards,

Ludwig

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JacksNZ on at

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True, you are correct.; with reporting done mostly outside of the system these days with Power BI, you are correct, relevance of sort field as such is not great-that is why I mentioned, how we found it useful for filtering records (and not for reporting ).

thanks

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Rahul Mohta 21,032 on at

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while reporting would benefit with sort field

even process of depreciation, splitting could benefit using them

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