This two-day instructor-led course provides students with the knowledge and skills to use the Fixed Assets functions in Microsoft Dynamics AX 2009. The course focuses on the various setup requirements for Fixed Assets, transactions, and reports and inquiries.

Course Outline

Module 1: Introduction
This module explains the basic Fixed Assets concepts and components. It also describes the integration between Fixed Assets and the General Ledger, Accounts Payable, Accounts Receivable, and Inventory Management modules.
Lessons

• Fixed Assets Overview
• Functionality That Is Required for Fixed Asset Accounting
• Structure and Integration With Other Modules

 
Module 2: Setup Procedures
This module explains how to perform the necessary setup of the system and the Fixed Assets module. It also describes some country specific setup requirements.
Lessons

• System Setup for Fixed Assets
• Fixed Assets Module Setup- Depreciation Profiles, Asset Calendars and Depreciation Books
• Fixed Assets Module Setup- Value Models, Asset Groups, Disposal and Posting Profiles
• Fixed Assets Module Setup- Parameters
• Capitalization Threshold- Fixed Assets
• Parameters- Purchase Orders Field Group
• Reason Codes in Fixed Assets
• Depreciation Methods
• Depreciation Conventions
• Depreciation Books Overview
• Extended Functionality Features - Provision Types and Bonus Depreciation
• Mass Update Depreciation Conventions for a Depreciation Book
• Country and Region Specific Features

Lab : Set Up Journal Names

• This lab provides experience in setting up the Journal names for the journals used by Fixed assets.

Lab : Set Up Ledger Accounts

• This lab provides experience in creating the ledger accounts necessary to create and post fixed asset transactions.

Lab : Set Up a Number Sequence

• In this lab, the number sequences necessary for the Fixed asset module will be set up.

Lab : Set Up a Depreciation Profile

• A Depreciation profile will be set up in a practice environment.

Lab : Set Up Value Models

• This lab provides experience in creating Value models.

Lab : Set Up a Fixed Asset Group

• Fixed asset groups are an important component of the fixed asset setup. This lab provides experience in setting up those groups.

Lab : Set Up a Posting Profile

• A Posting profile will be set up in a practice environment. 

Module 3: Setup of Assets
This module explains how to set up the company’s fixed assets in the application. It also covers lending assets, assigning bar codes to assets, and budgeting with assets. Project module integration will also be discussed.
Lessons

• Fixed Asset Form
• Setting Up Assets in the Fixed Asset Module
• Inquiries In The Fixed Assets Form
• Inquiries In The Depreciation Book Form
• Lending Assets
• Assigning Bar Codes to Assets
• Asset Budgeting
• Project Module Integration to Fixed Assets

Lab : Set Up a Fixed Asset

• Comprehensive practice in creating and setting up a fixed asset will be provided in this lab.

Module 4: Asset Transactions
This module explains how to use and record different Fixed Assets transaction types. It covers acquisition, depreciation, value adjustments, and disposal. Procedures for creating and acquiring fixed assets using Accounts payable Purchase orders are also discussed. Maintenance of asset transactions is explained, such as transaction reversal, updating replacement costs and insured values, copying fixed assets and changing groups, and fixed asset additions.
Lessons

• Typical Fixed Asset Transaction Types
• Recording Asset Transactions - Acquisitions
• Creating and Acquiring Fixed Assets From Purchase Orders in Accounts Payable
• Recording Asset Transactions - Depreciation
• Recording Asset Transactions - Value Adjustments
• Recording Asset Transactions - Disposals
• Other Asset Transactions
• Transaction Reversals - Fixed Assets
• Replacement Cost and Insured Value Update
• Copying Fixed Assets and Changing Fixed Asset Groups
• Fixed Asset Additions

Lab : Acquiring an Asset Using the Fixed Assets Journal

• In this lab, practice will be provided in acquiring a fixed asset using the Fixed assets journal.

Lab : Acquiring an Asset Using the Inventory to Fixed Assets Journal

• Companies often build fixed assets from inventory items. This lab provides practice in creating and posting the necessary journal.

Lab : Depreciating an Asset Using a Proposal

• For efficiency, Microsoft Dynamics AX 2009 provides proposal functionality in the asset journals, which aids in the decision and selection of which asset transactions to post. This lab provides practice in working with those proposals.

Lab : Dispose of an Asset Using the Fixed Assets Journal

• Companies often sell or scrap fixed assets, especially at the end of their useful lives. Practice will be provided in this lab for disposal of assets.

Module 5: Inquiries and Reports
This chapter explains how to create and view the inquiries and reports available in the Fixed Assets module.
Lessons

• Inquiries
• Reports

Trajanje: 2 dni
Lokacija: Housing, Vodovodna 100, Ljubljana
Cena: 820 EUR + DDV

Prijava in informacije: trzenje@housing.si

Prijava na tečaje je možna samo za registrirane uporabnike.

O predavatelju:

Pieter Thijsse Claase
Microsoft Certified Business Management Solutions Professional (Master) since 2004.
Microsoft Certified Trainer since 2004.

Certified on: Dynamics AX Finance, Trade&Logistics, Projects, HRM, CRM, Questionnaire.
Worked recently with customers in the retail, financial services and construction industry.
Working with Dynamics AX since 2001.
Worked with Dynamics NAV in 2004 and 2005.

Created course 80016, Dynamics AX 2009 Finance Localized Dutch Functionality published by Microsoft and created course 8752, Dynamics AX 40 Finance Localized Dutch Functionality published by Microsoft.
Created and rolled out the what's new training of Dynamics AX 2009, AX 4.0 and NAV 4.0 in The Netherlands and Belgium
Pieter Thijsse Claase’s Specialties:
Highly experienced on Dynamics AX.
Highly experienced in knowledge transfer.
Good teammanaging skills.
Optimizing business processes in companies working with Dynamics AX

Audience Profile
This course is intended for individuals on the implementation team, administrating or using the Fixed Assets and Financial management modules in Microsoft Dynamics AX 2009. This audience typically includes individuals who are tasked with assessing a customer’s business needs and advising them on the use, configuration and customization of the application. Additionally, individuals responsible for training or supporting Microsoft Dynamics AX 2009 benefit from this course.

At Course Completion
After completing this course, students will be able to:
•Set up the Fixed asset system, including Parameters and Number sequences.
•Set up the necessary components for Fixed assets, including but not limited to Value models, Fixed asset groups, Depreciation methods, Depreciation profiles, and Depreciation conventions.
•Create and maintain Fixed asset records.
•Create and update Fixed asset transactions, including acquisitions, depreciation, disposal and adjustment transactions.
•Inquire into and run reports on Fixed asset transactions