Mapping Maintenance Assets to Fixed Assets is useful if you want to manage your Maintenance Assets as Fixed Assets. Several Maintenance Assets can be mapped to one Fixed Asset.
Fixed Asset Integration requires a separate EAM-BC license. The license fee is included in a paid license plan for EAM-BC.
Fixed Asset setup is completed in D365BC.
Asset setup is completed in EAM-BC.
In standard D365BC, you can set up and manage Fixed Assets to track maintenance costs and other costs on those Assets and ensure correct depreciation, according to legislation and internal company regulations.
Refer to Microsoft documentation to learn how to Manage Fixed Assets in D365BC.
In EAM-BC, you can map a Fixed Asset to an EAM Asset. This is useful to ensure that all costs registered on an EAM Asset are related to the Fixed Asset.
Multiple Fixed Assets in D365BC can be related to one EAM Asset in EAM-BC. Example: The EAM Asset is replaced after five years of service because it is worn down. The function of the EAM Asset is still the same, but a newer version of the same machinery has been purchased. In that case, your company may choose to keep using the same EAM Asset record in EAM-BC, but a new Fixed Asset is registered for the machine in D365BC (and a specific Start Date is selected when you created the relation between the Fixed Asset and the EAM Asset), to keep separate records for depreciation and cost registrations on the new version of the equipment.
Multiple EAM Assets can be related to one Fixed Asset in D365BC. Example: An Asset hierarchy (parent and child Assets) is related to one Fixed Asset.
If a parent EAM Asset is related to a Fixed Asset in D365BC, then all costs registered on the parent Asset as well as related child Assets are automatically registered on the Fixed Asset.
Working with Fixed Asset Integration includes
In EAM-BC, a separate license is required for working with Fixed Asset Integration.Top
Asset Managers, who should be able to create Fixed Assets and Fixed Asset Templates in D365BC, require the following Permission Set on their User Card:
|D365 FA, EDIT||Dyn. 365 Create Fixed Assets|
Asset Managers, who should be able to map Fixed Assets to EAM Assets require the following Permission Set on their User Card:
|D365 FA, VIEW||Dynamics 365 View Fixed Assets|
Refer to the User Management section to learn more about Roles, Users, and Permissions in EAM-BC.Top
Before you start to create Fixed Assets from the EAM Asset Card, you must first create at least one Fixed Asset Template to be used for Fixed Assets.
A Fixed Asset Template saves time when you create many Fixed Assets. The template allows you to use identical setup, for example, regarding depreciation books, for your Fixed Assets. Based on the template setup, one or more fields on a Fixed Asset Card are automatically filled out.
If you create one Fixed Asset Template, new Fixed Assets automatically use that template.
If you create several Templates, a template list is shown when you start to create a Fixed Asset, and you select the relevant template.
If you are creating a Fixed Asset that does not apply to a particular template, select a template, then edit the predefined fields as you require.
Fixed Assets are part of standard D365BC. Refer to Microsoft documentation to learn more about how to Create and Manage Fixed Assets.
If you create an EAM Asset from a Fixed Asset Card, at least one Asset Template must be available in EAM-BC.
The screenshot below shows an example of a Fixed Asset.Top
When you have created Fixed Assets in D365BC and EAM Assets in EAM-BC, you can creating a mapping between a Fixed Asset and an EAM Asset. The mapping can be done either from the Asset Card or from the Fixed Asset Card.
If you are creating an EAM Asset from a Fixed Asset Card (by selecting Actions > Create Maintenance Asset), or you are creating a Fixed Asset from an EAM Asset Card (by selecting Process > Create Fixed Asset), a relation between an existing Asset/Fixed Asset and created Fixed Asset/Asset is created automatically. That relation cannot be deleted.
Refer to the two test cases below for instructions on how to map EAM Assets to Fixed Assets, from the Asset Card or from the Fixed Asset Card.
You can also refer to this video to see how to: Map an EAM Asset to a Fixed Asset (from the Asset Card).Top
On the Asset Card > General FastTab, ensure that the field Fixed Asset No. is visible. If it is not visible, select the Show more link on the General FastTab.
Select the link in the Fixed Asset No. field (shown as "_" or an Asset No., if a link was already added).
A new line is added, and the Asset No. and Asset Description fields are automatically filled out.
Select the Fixed Asset No. field in the same row.
Select the Fixed Asset you want to create a mapping for.
The Fixed Asset No. and Fixed Asset Description fields are automatically filled out.
If the mapping relation requires a specific start date, select that date in the Start Date field.
Select Close when you have added all relevant mapping information.
The No. of the Fixed Asset is shown as a link in the Fixed Asset No. field on the Asset Card.
From an Asset Card, the user can create a mapping for an EAM Asset to a Fixed Asset.Top
On your role center, search for and select Fixed Assets.
In the Fixed Assets list, select a Fixed Asset from a list by clicking on its No.
On the Fixed Asset Card, select Related > Maintenance Assets.
On the Maintenance Fixed Asset Relation screen, select New.
In the drop-down in the Asset No. field, select the EAM Asset you want to map the Fixed Asset to.
Note: Select a parent Asset if you want all child Assets to also relate to the Fixed Asset.
From a Fixed Asset Card, the user can create a mapping for a Fixed Asset to an EAM Asset.Top
If a Maintenance Asset is related to a Fixed Asset, you can see the relation on the Asset Card.
On the Fixed Asset Card, select Related > Maintenance Assets to see a list of related Assets and create new Asset relations.
On the Fixed Asset Card, select Related > Work Order Ledger Entries to see a list of the entries related to the Fixed Asset.
You can add a column in the Work Order Ledger Entries list to show Fixed Asset relations.
This is useful if you want to get an overview of which work orders have Fixed Asset relations. You can also open a Fixed Asset Card from Work Order Ledger Entries to see Fixed Asset details.
When you have mapped an EAM Asset to a Fixed Asset, and you have posted consumption registrations on Work Orders in EAM-BC, you can get an overview of those registrations and related costs from the Fixed Asset Card.
Note regarding the Fixed Asset Card: The Maintenance FastTab is part of standard D365BC. That is not integrated with EAM-BC. If required, you can fill out vendor information on the Maintenance FastTab, and you can create Maintenance Registration lines on a Fixed Asset Card (by seleting Process > Maintenance Registration), which is also standard D365BC and not related to EAM-BC.
On the Fixed Asset Card, you have access to different views and reports, showing EAM-BC Asset relations as well as maintenance registrations and related costs from Work Orders created for mapped EAM Assets.
The sections below use Fixed Asset "FA000150" with its EAM-BC Asset mapping as an example.
On a Fixed Asset Card, select Related > Maintenance Assets to see a list of the EAM Assets that are mapped to the Fixed Asset. Refer to the article Map an EAM Asset to a Fixed Asset to learn how to set up mapping, which can be done from a Fixed Asset Card or from an Asset Card.
The screenshot "Screen-01: Fixed Asset Relations" below shows an example of two EAM Assets A000178 and A000187 mapped to Fixed Asset FA000150.
The screenshot "Screen-02: Assets Tree" below shows that Asset A000178 is a parent Asset with two child Assets: A000199 and A000200.
The screenshot "Screen-03: Consumption on Work Orders Report" below shows an example of the Consumption on Work Orders report with hour registrations from Work orders, which are created for child Assets A000199 and A000200. For overview purposes, pages 1-2 in the report are shown in one screenshot.