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Dynamics 365 Fixed Asset: 3-Day Implementation

Stoneridge Software LLC

The Stoneridge Software team will configure, set up, and implement Fixed Assets in Microsoft Dynamics 365 Business Central for medical device manufacturers.

This implementation will provide end users with remote training on how to set up a Fixed Assets book, how to leverage RapidStart to load assets, and how to run the depreciation functions and book journal entries in Dynamics 365 Business Central.

Agenda

Day 1

Collect sample Fixed Assets and select client fixed asset depreciation method (8 options available: https://docs.microsoft.com/en-us/dynamics365/business-central/fa-depreciation-methods)

Set-up, configure, and implement Fixed Assets, the one-time setup will include:

  • Fixed Assets Setup
  • Fixed Assets Posting Groups
  • Fixed Assets Class Codes
  • Fixed Assets Subclass Codes
  • Fixed Assets Location Codes
  • Fixed Assets Depreciation Book

End user training on the Fixed Assets Book and one depreciation method

Day 2

RapidStart training for end users on how to extract, import, and update existing data in Dynamics 365 Business Central

Support from the Stoneridge team on initial data loads using RapidStart

  • Create RapidStart configuration package to load assets
  • Training on RapidStart data validation

Continued Fixed Assets Set-up:

  • Fixed Assets Journal Templates
  • Fixed Assets Journal Batches

Day 3

Support for straight-line depreciation runs to get to asset values at the beginning of the year (current fiscal year) and the value at go-live

Training on how to run depreciation function and create journal entries to acquire/retire Fixed Assets

Fixed Asset go-live in Dynamics 365 Business Central

Deliverables

  • One Fixed Assets Depreciation Book in Dynamics 365 Business Central
  • End-user training on setting up Fixed Assets set up and configuration
  • RapidStart training for 2-3 subject matter experts (group session)
  • RapidStart configuration package for Fixed Assets data load
  • Documentation on Fixed Assets set up, RapidStart utilization, how to run depreciation function, and how to create journal entries to acquire or retire Fixed Assets in Dynamics 365 Business Central
https://gallery.azure.com/artifact/20151001/stoneridge-software.ssi_d365bcfixedasset3dayimplementation.1.0.0/Artifacts/SampleImage/9ebe88e9-7166-4979-b25b-155893d60e64.png
https://gallery.azure.com/artifact/20151001/stoneridge-software.ssi_d365bcfixedasset3dayimplementation.1.0.0/Artifacts/SampleImage/9ebe88e9-7166-4979-b25b-155893d60e64.png
https://gallery.azure.com/artifact/20151001/stoneridge-software.ssi_d365bcfixedasset3dayimplementation.1.0.0/Artifacts/SampleImage/36eab3d9-86a4-4c9b-95b6-b074d472a765.png