The Fixed Assets asset page lists every asset record in Fixed Assets. Each row represents one asset, and columns display asset details such as Name, Status, and Category. Columns on the grid can be shown, hidden, sorted, and filtered, and grid data can be exported.
From this page:
Open an Asset Record to view or edit asset details.
Create a new asset record.
Show, hide, sort, and filter grid columns, and export grid data.
Security
Users must have the following permission(s) to view the Fixed Assets asset grid:
Fixed Assets →Assets → View Fixed Assets
Full Permissions List
Fixed Assets
Asset Categories
View Asset Categories
Edit Asset Categories
Create Asset Categories
Delete Asset Categories
Asset Classes
View Asset Classes
Edit Asset Classes
Create Asset Classes
Delete Asset Classes
Assets
View Assets
View and Modify Potential Assets
Edit Assests
Create Assets
Delete Assets
Depreciation
Post Asset Depreciation
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Accounting from the left navigation rail.
Select Fixed assets.
Select Assets.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Page Buttons and Fields
Assets Grid
Button/Field | Description | |
|---|---|---|
1 | Create | Opens a new, blank asset record. |
2 | View Selector | Displays the saved view currently shown. Use the selector to open other saved views. |
3 | Show/Hide Columns | Opens a checklist to control which columns display on the grid. |
4 | Save View | Saves the current column, sort, and filter configuration as a named view. |
5 | Clear Filter | Clears all filters currently applied to the grid. |
6 | Clear Sort | Clears all column sorting currently applied to the grid. |
7 | Set Default | Sets the current view as the default view for the grid. |
8 | Edit Selected | Opens a menu of bulk edit options for the selected rows. A row is selected when the checkbox for the row is checked. Bulk edit options for this grid include: Asset Tag Printout, Place In Service, and Delete. |
9 | Export and Refresh | Exports the list as a CSV file and refreshes the grid data. |
10 | Assets List | List of each asset record and its details. See the column details for more information. |
Column Details
Each column includes an inline filter field in the header row, enabled by clicking the filter icon, that filters the grid to matching values in that column. Rearrange columns by dragging and dropping them into new positions.
Column | Description |
|---|---|
Name | The name of the asset as it will be displayed throughout R365. This name is also used for the Asset Tag Printout. |
Number | Auto-generated number for the asset. The value can be user defined. The Asset Number is used on the Asset Tag Printout. |
Status | Indicates the current status of the asset (Draft, CIP, Active, Active Fully Depreciated, Retired). |
Class | Sets the asset class, which is used for reporting and classification. Asset classes are user defined. |
Asset Category | Sets the category or categories for the asset. Multiple categories can be selected on each asset. Sortable, filterable, and exportable like other columns on the grid. |
Acquisition Date | The date the asset was acquired. This value is used to set the initial Placed in Service Date on the internal book. After the asset is placed in service, updates to this field do not update the internal book’s Placed in Service Date. Sortable, filterable, and exportable like other columns on the grid. |
Placed in Service Date | The date the asset was placed in service. This date is used to calculate depreciation. |
Acquisition Cost | The cost of the asset at the time of acquisition. This value is used in calculating asset depreciation. |
Effective Life | The effective life of the asset in years and months. This value is pulled from the asset class but can be updated. |
Salvage Value | The salvage value of the asset. Used in depreciation calculations depending on the depreciation method. |
Location | The location associated with the asset. This location is used on all financial transactions related to the asset. |
Legal Entity | The legal entity associated with the asset, based on the asset’s assigned Location. |
Employee | The employee associated with the asset, if any. This field is not required and is informational only. |
Asset Account | The account used to record the asset at acquisition. |
Potential Asset Trigger | The account that can trigger an asset record when activity is posted. |
Convention | The convention for the book. The value is set automatically based on the selected asset class. |
Depreciation Method | The depreciation method for the book. The value is set automatically based on the selected asset class. |
LTD (Life to date depreciation) | Life to date depreciation. The total depreciation recorded to date. Editable while the asset is in Draft or CIP status, and while an Active asset is being edited. |
Depreciated to Date | The date through which depreciation has been posted for the asset. Set using the Depreciate action on the asset record. |
Created By | The user who created the asset record. |
Created On | The date and time the asset record was created. |
Modified By | The user who last modified the asset record. |
Modified On | The date and time the asset record was last modified. |