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Michał Bednarski Sales Lead

Michał Bednarski

Joined: 3/3/2022

  • Fixed Assets - FA periodical stocktaking

    Thu, 03 Mar 2022 09:29:39 GMT – Dynamics 365 Finance – New 

    Request:

    We hear from more and more Customers their requests regarding the process in FA management:

    1. Perform the periodic stocktaking of Fixed Assets (preferably with the barcode/RFID usage).
    2. System should allow running partial stocktaking (ie. chosen group of FA).
    3. Automatic generation of documents for stocktaking settlement, such as: stocktaking sheet, differences list, stocktaking summary.
    4. System should allow an automatic posting of this transaction after a simple, easy to configure approval workflow.


    Reasons:

    1. Speed up the obligatory periodic process of Fixed Assets stacktaking, in case there is a huge volume of FA (>1 000 000 active FA's).
    2. Keep the list of FA's in D365 being the exact projection of the real situation with the all the FA's used in the Organization.