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How to set automatic Fixed asset to be inactive after disposal?

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Posted on by 370

Hello,

we are using Business Central 21.4 (SaaS) , and are using Fixed Assets.

We use Purchase Invoice for Fixed Asset acquisition, and after some time / depreciation, we use Sales Invoice for Fixed Asset disposal.

Is it possible somehow to automatically set Fixed Asset, field "Inactive" to true, after it has been disposed (sold) ?

via web user interface or some settings.

Without extensions / AL coding.

Thank you

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: How to set automatic Fixed asset to be inactive after disposal?

    There's also a "blocked" field available which is a separate field from "Inactive" on FA

    No one one this community will disagree with a business situation you've raised, it is just that if you want to get that done, get a developer on board to get an extension built for you. It's hardly a day's worth of work, maybe at maximum 2. Look at that customization with the value it adds to your processes. I have known organizations build custom approval workflows on Fixed Assets card, just because Microsoft does not provide an OOTB one does not mean it can't be built with proper use-cases & due diligence. Your intention may be to understand Microsoft's explanation on why this feature is not OOTB, getting it built is much faster than doing that.

    Other community experts may also comment

    You can log an idea under "Financial Management". While you're there, check if a similar ideas exists already

    Thanks!

  • Hrvoje Kusulja Profile Picture
    Hrvoje Kusulja 370 on at
    RE: How to set automatic Fixed asset to be inactive after disposal?

    Yes, but now we have complete oposite situation, we have lot of Fixed Assets that are sold and disposed (and will not be reused :) ), but are still visible in lot of reports (to CPA and others, without need), and is not easy sto pull out report with "only active assets", so manual intervention on "inactive" field is needed, which is hard to track and easy to make mistake

    Also, it is strange, since on Customer,Vendor or Item, field is called "Blocked" true/false, and you want to say sthat on Fixed Asset is the same functionality / purpose, but is called "inactive" true/false? :)

    I am not sure, under Ideas page, which are to submit, since there are is no category area for fixed assets.

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: How to set automatic Fixed asset to be inactive after disposal?

    I know PA/ALA is not easy. Avoiding AL code or PA/ALA may not give you your desired result

    Consider a building that you have purchased as a FA and recorded an acquisition already, but you can't really start depreciating it unless you are granted complete possession of the property, this field can be used to flag the system that depreciation or any transactions on this FA should be kept away, unless advised

    The description/tooltip mentioned on the field gives a definition and an example which gives a context around this field's usage. Marking this field as TRUE means that for the foreseeable future, unless this is marked FALSE, if a user takes this FA in a transaction, the system will throw an error, which will prevent an erroneous entry into an out-of-service item. You are free to mark this as FALSE, when this FA can be used again in normal FA transactions.

    Consider making a FA inactive equivalent to putting it to "sleep"/DND mode, you can still wake the FA up when it's time! - simplest possible description

    Why is it not automated / have a configuration? Well a FA cannot be deemed "Inactive" just because it has been completely disposed off as making it inactive will filter the FA "out" of many OOTB reports. You wouldn't want your CPA to not see the completely disposed off FA in the previous FY in the FA list report generated out of BC

    Why does it not have an option? I have seldom come around a requirement which states a FA should be deemed inactive just because it has been disposed off. However, you are free to raise this as a product Idea on Microsoft's Ideas blog and if you secure enough votes, MS will develop that feature in for you https://experience.dynamics.com/ideas/categories/?forum=e288ef32-82ed-e611-8101-5065f38b21f1&forumName=Dynamics%20365%20Business%20Central 

    Hope that helps you.

    Thanks!

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    **Do click on "YES" if my response helped you in any way**

  • hkusulja Profile Picture
    hkusulja 50 on at
    RE: How to set automatic Fixed asset to be inactive after disposal?

    Thank you for your fast response.

    Requirement is not to set inactive=true in case book value is zero. Only in case if new FA ledger entry of posting type "disposal" is posted.

    I understand that extension with AL code can be done, but trying to avoid it.

    To use Power Automate / Azure Logic App, is also not simple to have such a trigger value.

    Any reason why is this not automated nor have option? What is the detailed purpose of this "inactive" field? / Missing proper documentation.

    Thank you

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: How to set automatic Fixed asset to be inactive after disposal?

    As far my knowledge goes : Microsoft does not provision any configuration/setting for users to have such an option to disable FA after they have been disposed off. I think there are certain valid use-cases in not giving such a setting/configuration, however I believe for you these use cases may be of no particular use so let's not go into discussing those

    You can do a customization via AL code, for which if you express desire, ideas can be posted here or you can also try using Power Automate/Azure Logic Apps for the same:

    1. Have some build PA/ALA for you which is only triggered from BC when a Sales Invoice with a FA line is posted.

    2. If the disposal value of the FA zeroes out the Book value of the asset, this PA/ALA can navigate to FA Card and turn on that button for you

    I would however not recommend going with this customization/modification, it may create problems.

    For a much safer alternative: Have a PA/ALA built which checks the FA ledger entries on a fixed interval (maybe weekly), if the book value is zero and the asset has been acquired, an email can be triggered to a user, which will then open the relevant FA card in BC/NAV and take a decision if the asset needs to be inactive or not)

    **Mark "YES" if you feel I have assisted you in some way getting closer to an answer**

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