Transfer fixed assets - tax book

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Posted on by Magno Pereira

2,435 Moderator

Hi all,

I'm facing the following issue with the fixed asset transfer feature.

Background
My fixed asset has two books, one Corporate with GL integration and one for Tax without GL integration. The tax book is automatically created because it's a derived book from the corporate.

Issue
When I transferred the fixed asset only the corporate book was picked/transferred. So, my tax book remains with the old financial dimensions.

Transfer a fixed asset - Finance | Dynamics 365 | Microsoft Learn

Do you know why this is happening?

Even when I go to the fixed asset acquire the list, and I select the fixed asset with the tax group, and then click on transfer fixed asset, the book that appears on the upper page is corporate.

Thank you,

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Magno Pereira 2,435 Moderator on at

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RE: Transfer fixed assets - tax book

Thanks Mika

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Magno Pereira 2,435 Moderator on at

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RE: Transfer fixed assets - tax book

Hi Magno,

You cannot transfer books that don't post to general ledger, as these would not have any financial impact. You cannot even input financial dimensions to these assets in the first place.

When you try to create a transfer, the system automatically filters out the "None" posting layer, as transfers cannot be posted for these books:

If the book was set to post to GL, you would need to have the FA transfer transaction type set in the derived book for the transfer to post automatically.

Best regards,

Mika

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