Setup

Setup required for working with asset transfer

Introduction

When you create assets in Asset management, they are related to the company (legal entity) in D365FO that the Asset management module is part of. This means that in standard Asset management, you can only work with those assets within the legal entity.

We have added functionality that allows you to transfer assets, parent assets and child assets, from one legal entity to another.

Prerequisites

You have set up more than one legal entity in D365FO.

You have set up Asset management in more than one legal entity.

You have created assets in Asset management in at least one legal entity.

Audience
Sysadmin, Maintenance Manager

License configuration

The Transfer assets functionality in Asset management requires specific setup regarding license configuration.

  1. Select System administration > Setup > License configuration.
  2. Select Advanced Asset Management.
  3. Ensure that the Transfer Assets check box is selected.

Security configuration

Data entities for transfer assets have been extended in the D365FO Data management framework.

In D365FO, the Maintenance manager role must include the following setup.

  1. Select System administration > Security > Security configuration.
  2. Select role: Maintenance manager.
  3. Select duty: Maintain asset master.
  4. The privilege Transfer asset must be added.

Refer to Microsoft documentation to learn more about security configuration in D365FO: Security architecture.

Asset management parameters

Assets that are transferred between legal entities require a specific asset lifecycle state and functional location.

Asset lifecycle state and functional location parameters must be different for incoming and outgoing transfers in the same legal entity. This setup allows assets to be transferred back to the source legal entity (their original legal entity), if required.

There is no requirement for filling out both Incoming and Outgoing parameter groups in one legal entity. You can set up a source legal entity for outgoing only and a target legal entity for incoming only, if required.

  1. Select Asset management > Setup > Asset management parameters.
  2. Select the Assets link.
  3. In the Transfer asset section > Incoming group > Lifecycle state field, select the asset lifecycle state that a transferred asset gets when it has been transferred to the target legal entity.
    1. In order to complete asset transfer, the lifecycle model selected on the asset type must include this lifecycle state.
  4. In the Transfer asset section > Incoming group > Functional location field, select the functional location the transferred asset is installed on, in the target legal entity.
    1. The functional location must be active and allow asset installation.
  5. In the Transfer asset section > Outgoing group > select the Allow selecting sub-assets toggle button to show "Yes" if you want to allow transfer of child assets independently of parent assets.
    1. If the toggle button is set to "No", only parent assets can be selected for asset transfer.
  6. In the Transfer asset section > Outgoing group > Lifecycle state field, select the asset lifecycle state that a transferred asset gets in the source legal entity after transfer is completed.
    1. In order to complete asset transfer, the lifecycle model selected on the asset type must include this lifecycle state.
  7. In the Transfer asset section > Outgoing group > Functional location field, select the functional location the asset is installed on, in the source legal entity, when you start the transfer process.
    1. The functional location must be active and allow asset installation.

Refer to Microsoft documentation for more information about standard setup in D365FO Asset management:

Set up asset lifecycle states
Set up functional locations
Set up asset types

The screenshots below show examples of parameter and lifecycle state setup for asset transfer.

Example: Setup with incoming and outgoing parameters selected
Example: Setup with incoming and outgoing parameters selected
Example: Lifecycle state setup for incoming
Example: Lifecycle state setup for incoming
Example: Lifecycle state setup for outgoing
Example: Lifecycle state setup for outgoing
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