R365's Fixed Asset Activity - Disposal and Retirement report provides information regarding the disposal and retirement of fixed assets within a business. This report helps users track the lifecycle of fixed assets. By effectively managing the end-of-life processes for fixed assets, users ensure that they maintain accurate and compliant financial records and make informed decisions regarding asset management and replacement strategies.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description |
|---|---|
Legal Entity | Filters the report to show data for the selected legal entity. |
Location | Filters the report to show data for one or more selected locations. |
Class | Filters the report to show data for one or more selected fixed asset classes. |
Asset | Filters the report to show data for one or more selected fixed assets |
Year | Year for which to run the report. |
Category | Filters the report to show data for one or more selected fixed asset categories. |
Sort By | Determines whether the report is sorted by Location or Asset Number. |
Show Periods | If set to Yes, data in the report is broken down by quarter and by periods in each quarter. |
Assets Without Activity | If set to Yes, the report shows all assets, including assets with no activities posted in the specified year. |
View options | This section provides options to select, save, edit, or delete a report view. |
Run | Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report. |
Report Columns
Column | Description |
|---|---|
Location Number | Number used to identify the location responsible for the asset. |
Location Name | Name of the location responsible for the asset. |
Asset ID | Number used to identify the asset. |
Asset name | Common name of the asset. |
Status | Current status of the asset. For more information, see Asset Record. |
Acct Number | Number used to identify the main account associated with the asset. |
Acct Name | Name of the main account for the asset. |
Beg Bal | Value of the asset at the start of the year. |
Timeline | Shows how the asset's value has changed over the course of the year, by quarter or by period. |
Net Change | Amount by which the value of the asset has changed over the course of the year. |
Capitalized Cost | Cost of the asset, including depreciation and amortization. |
Grand Total | This row displays combined totals for all assets shown in the report. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
