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Finance | Project Operations, Human Resources, ...
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Purchasing Asset with Purchase Requisition in Dynamics 2012

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Good Day, I am having trouble purchasing an asset with a PR. I have setup die fixed asset group, and setup the posting profile for my fixed asset group, but after selecting the *** on the purchase requisition line details and closing the item, the fixed asset group gets removed and the account to which it should post does as well. Here is my process:
1. Setup *** in my fixed assets module
pastedimage1622466374210v1.png
pastedimage1622466390574v2.png

2. Setup posting profile for acquisitions of assets in fixed assets module:
pastedimage1622466474375v3.png

3. Setup posting for purchase requisition by going to Stock and warehouse management/Setup/Posting/Posting

pastedimage1622466575705v4.png

4. Setup Organisation wide fixed asset identifiers by going to Procurement and sourcing/Fixed assets/Organisation wide fixed asset identifiers for the company in which I am purchasing the asset.

5. Setup Procurement Category for the fixed asset

pastedimage1622467019012v5.png

5. Create purchase requisition with correct procurement category for the applicable fixed asset. 

pastedimage1622467462956v6.png

pastedimage1622467531890v7.png

Now see it is selected:
pastedimage1622467553663v8.png

Now if I close the line details and reopen it:
pastedimage1622467664736v9.png

Can somebody please assist on the issue. I would like to use this functionality of purchasing assets but starting the process in a purchase requisition

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Purchasing Asset with Purchase Requisition in Dynamics 2012

    Hi gmaasz,

    Thanks for that.

    How is the business rule for your fixed asset determination configured?

    Can you share that information as well?

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    on at
    RE: Purchasing Asset with Purchase Requisition in Dynamics 2012

    Hi ludwig, in my nr 4, the fixed asset identifiers are listed as follows:
    pastedimage1622526937512v1.png

    The line item with the CE fixed asset group listed is the same entity in which the rest of the steps' details have been discussed.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Purchasing Asset with Purchase Requisition in Dynamics 2012

    Hi,

    Can you share how no 4 is setup?

    Many thanks,

    Ludwig

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