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Fixed Asset from Purchase Order with a Project ID

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Posted on by Community Member Microsoft Employee

I'm currently trying to process fixed assets so that the asset is tagged with a project ID at the creation stage. I assumed the best way to do this would be to aquire assets from a PO and check the 'create fixed assets' checkbox as required. This works fine as a standard PO. However, as soon as you add a project Id to the PO the checkbox becomes grayed out. 

Is there any additional setup required on the Project side of things which would enable this to work or does this functionality not exist?

This has been covered previously in the link below but no answers were given. 

community.dynamics.com/.../186123

Categories:
Purchasing
Administration and Setup
  • phyllispang Profile Picture
    phyllispang 265 on at
    RE: Fixed Asset from Purchase Order with a Project ID

    Hi Bruce,

    I also face the same problem as you....we would like to process the Purchase Order with Project ID input for the Fixed asset

    would you please advise how to solve the issue....

    what do you mean of "changing one of the fields we were not using AssetTable.Reference to ProjectID" ?  

    Please give me more detail information, thanks

    Regards,

    Phyllis

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Fixed Asset from Purchase Order with a Project ID

    Thanks for this Andre.

    I got round the problem by changing one of the fields we were not using AssetTable.Reference to ProjectID. This can then be manually input when creating the asset, a work around which we're okay with, then when reporting from the GL the relationship between the asset and the GL can be used to bring through the 'Project ID'.

    Thanks again,

    Bruce

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,107 Super User 2024 Season 2 on at
    RE: Fixed Asset from Purchase Order with a Project ID

    Hi Bruce,

    Your requirement is not supported out of the box. If you use a project ID, the costs will be posted to a project, not to the fixed asset, so this is the reason why it is greyed out. If you use an investment project you can capitalize costs and later move it as acquisition value to a fixed asset.

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