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Finance | Project Operations, Human Resources, ...
Unanswered

Mass transfer of fixed assets from a main account to another

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Posted on by

Hello everyone ;

I would ask your help about the fixed assed transfer from a main account to another, I followed the following steps and it still doesn't work ;

- Select the fixed asset and use transfer fixed asset ;

pastedimage1674748798891v1.png

- I have selected the old main account and the one for which I want to transfer the balance of the asset ;

pastedimage1674749049922v2.png

knowing that the only financial dimension I have is the main account.

I have consulted the document number and there is no transfer and the balances of the main accounts still the same !

pastedimage1674749518660v3.png

pastedimage1674749555986v4.png

pastedimage1674749593562v5.png

Thank you in advance for your advice, it's a very critical point for my customer !

Kind regards

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at

    I tested this in Contoso and it appears you can't transfer between main accounts.  Even the MSFT learn page says the transfer function is to transfer between financial dimension sets.  Transfer a fixed asset - Finance | Dynamics 365 | Microsoft Learn

    I'm not sure why the Main account is even on that form.  Could be for future feature.

  • NAVAX Hipfinger B Profile Picture
    10 on at

    I am facing the same issue, if this is not the correct way to do it:

    What is the process to change the Main account of an asset record?

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