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Asset Pro for Microsoft Dynamics 365 Business Central

Track any asset, any industry, your way - with AI-powered setup, unlimited classification flexibility, automatic document integration, and comprehensive audit trail.

Asset Pro is a universal asset management extension for Microsoft Dynamics 365 Business Central, designed for organizations that need to track physical assets, equipment, and machinery with complete flexibility and control.

What Makes Asset Pro Different​

AI-Powered Quick Start​

Get your system configured in 5 minutes with the AI Setup Wizard:

  • Describe your business in natural language

  • AI generates complete industry structure automatically

  • Classifications, attributes, and number series created instantly

  • Skip weeks of manual configuration

Universal Industry Support​

One solution for any industry:

  • Fleet Management (vessels, vehicles, equipment)

  • Medical Equipment (MRI, CT, X-ray, ultrasound)

  • IT Assets (computers, servers, network devices)

  • Construction Equipment (excavators, cranes, machinery)

  • Manufacturing Assets (production lines, machinery)

  • Custom Industries (configure your terminology)

Automatic Document Integration​

Asset custody changes automatically when you post documents:

  • Purchase documents: Vendor → Location transfers

  • Sales documents: Location → Customer transfers

  • Transfer documents: Location → Location moves

  • Item journals: Component installations tracked

  • No manual asset journals needed

Three-Layer Asset Structure​

Layer 1: Classification (What IS it?)

  • Flexible hierarchy: Type → Category → Model

  • Example: Commercial Fleet → Cargo Ship → Panamax Bulk Carrier

  • Custom terminology per industry

Layer 2: Physical Hierarchy (What's INSIDE it?)

  • Parent-child relationships: Ship → Engine → Turbocharger

  • Complete attach/detach audit trail

  • Automatic transfer propagation

Layer 3: Components (What PARTS does it use?)

  • Link to BC Items: Filters, Parts, Consumables

  • Installation/removal tracking

  • Component ledger for maintenance history

Core Features​

🤖 AI Features​

  • AI Setup Wizard: Automated industry configuration from business description

  • AI Name Suggester: Generate professional asset names from properties

📋 Asset Management​

  • Unlimited assets: Scale from 100 to 100,000+ assets

  • Flexible classification: Up to 50 levels per industry

  • Custom attributes: Industry-specific fields without coding

  • Asset tree view: Visualize hierarchical structures

  • Asset references: Document cross-referencing and traceability

👥 Holder Tracking​

  • Multiple holder types: Location, Customer, Vendor, Employee

  • Current location visibility: Always know where assets are

  • Transfer history: Complete custody audit trail

  • Automatic transfers: Via document posting

  • Manual transfers: Asset Journal or Transfer Orders

📄 Document Integration​

  • Purchase Integration: Track assets with vendors

    • Receive assets from vendor custody

    • Return assets to vendors (repair, etc.)

    • Holder changes automatic on posting

  • Sales Integration: Sell and ship assets to customers

    • Assets transfer to customer automatically

    • Return handling

    • Component tracking via item journal

  • Transfer Integration: Move assets between locations

    • In-transit tracking

    • Shipment and receipt workflow

    • Location-to-location transfers

🔄 Transfer Methods​

Choose the right method for each situation:

1. Asset Journal (Manual, batch processing)

  • Move multiple assets at once

  • Quick corrections and adjustments

  • Posting date validation

  • Ideal for: Internal moves, corrections

2. Asset Transfer Orders (Formal workflow)

  • Open → Released → Posted workflow

  • Shipment and receipt steps

  • Permanent archive

  • Ideal for: Formal transfers, approvals

3. Document Integration (Automatic)

  • Transfers happen during document posting

  • Purchase/Sales/Transfer documents

  • No manual journal needed

  • Ideal for: Business process integration

4. Manual Holder Change (Optional)

  • Direct field edit on Asset Card

  • Can be blocked in setup

  • Auto-registered with "MAN-" prefix

  • Ideal for: Quick updates (if allowed)

🧩 Component Management​

  • Component Ledger: Install/remove/replace tracking

  • Component Journal: Manual component operations

  • Item Journal Integration: Automatic component entries

  • Sales document integration: Automatic component entries

  • Complete history: Who, when, what, where

📊 Role Center & Navigation​

  • Asset Manager Role Center: Dedicated dashboard

  • Activity Cues: Real-time metrics (total assets, in-transit, transfers)

  • Quick Actions: New asset, transfer orders, journals

  • Structured Navigation: Organized by feature area

🔍 Reporting & Analysis​

  • Holder Entries: Complete custody history

  • Relationship Entries: Attach/detach events

  • Asset References: Document linkage

  • Excel Export: All lists exportable

  • Filtering: Advanced filtering on all pages

Key Capabilities by Business Need​

For Fleet Management​

  • Classifications: Fleet Type → Vessel Category → Vessel Model

  • Custom Attributes: Cargo Capacity (TEU), IMO Number, Flag Country, Vessel Condition

  • Holder Tracking: Track vessels at ports, customers, repair facilities

  • Components: Engines, propellers, navigation equipment

  • Document Integration: Delivery and return via sales/purchase docs

For Medical Equipment​

  • Classifications: Department → Equipment Category → Device Model

  • Custom Attributes: Field Strength (Tesla), Certification Date, Maintenance Contract

  • Holder Tracking: Track equipment across departments and facilities

  • Components: Coils, parts, consumables

  • Maintenance History: Complete component replacement audit trail

For IT Asset Management​

  • Classifications: Department → Device Type → Model

  • Custom Attributes: Processor, RAM, Storage, Warranty Expiration

  • Holder Tracking: Track devices assigned to users, locations, vendors

  • Components: Hard drives, memory, peripherals

  • Lifecycle Management: From procurement to disposal

For Construction Equipment​

  • Classifications: Division → Equipment Type → Manufacturer → Model

  • Custom Attributes: Engine Hours, Load Capacity, Certification

  • Holder Tracking: Track equipment across job sites, customers, repair shops

  • Components: Hydraulic parts, filters, major assemblies

  • Transfer Orders: Formal job site to job site movements

Complete Audit Trail​

Holder History​

Every asset movement creates Holder Entries:

  • Transfer Out/Transfer In paired entries

  • Point-in-time queries: "Who had this asset on specific date?"

  • Transaction linking: Group related transfers

  • Document references: Link to posted documents (receipts, shipments, transfers)

  • Chronological integrity: Cannot backdate before last entry

Relationship History​

Track component installations with Relationship Entries:

  • Attach events: When component added to parent

  • Detach events: When component removed

  • Audit fields: Who, when, where, why

  • Maintenance tracking: Installation dates, replacement cycles

Asset References​

Document linkage with Asset References:

  • Automatic references: Created from document posting

  • Manual references: Custom tracking (service orders, warranties)

  • Complete traceability: Purchase → Usage → Sale lifecycle

  • Warranty tracking: Link purchase docs for warranty claims

Data Integrity & Validation​

Posting Date Validation​

  • Cannot backdate transfers before asset's last holder entry

  • Recursive validation for all child assets

  • Respects User Setup date ranges

  • Ensures chronological audit trail consistency

Hierarchy Integrity​

  • Prevents circular references (Asset A → Asset B → Asset A)

  • Maximum depth limit (100 levels)

  • Cannot delete parent with attached children

  • Sub-asset protection (children move with parent)

  • Cannot directly transfer sub-asset (must transfer parent)

Holder Validation​

  • Asset must be at expected holder before transfer

  • Purchase receipts: Asset must be held by vendor

  • Purchase returns: Asset must be at location

  • Sales shipments: Asset must be at location

  • Transfer shipments: Asset must be at from-location

Who Should Use Asset Pro?​

By Organization Size​

  • Small businesses (100-1,000 assets): Easy setup, flexible tracking

  • Medium businesses (1,000-10,000 assets): Department-specific configurations

  • Large enterprises (10,000+ assets): Multi-industry, multi-location tracking

By Industry​

  • Marine & Fleet: Vessels, boats, maritime equipment

  • Healthcare: Medical equipment, diagnostic devices

  • Construction: Heavy machinery, equipment, tools

  • Manufacturing: Production equipment, machinery

  • IT Services: Computers, servers, network equipment

  • Rental Companies: Any rentable equipment

  • Facilities Management: Building equipment, fixtures

  • Custom Industries: Configure to your needs

By Use Case​

  • Asset-intensive operations: Need comprehensive tracking

  • Multi-location businesses: Track assets across sites

  • Customer-facing assets: Track what's at customer locations

  • Vendor-managed assets: Track assets held by vendors

  • Compliance requirements: Need complete audit trail

  • Maintenance tracking: Component-level history needed

Getting Started​

🚀 Quick Start (5 Minutes)​

Option 1: AI Setup Wizard (Recommended)

  1. Open Asset Pro AI Setup Wizard from Assisted Setup

  2. Describe your business (e.g., "I manage a fleet of cargo vessels...")

  3. AI generates complete configuration automatically

  4. Review and accept generated structure

  5. Configure number series (or use defaults)

  6. Done! Start creating assets

Option 2: Demo Data Import

  1. Import evaluation configuration package

  2. Explore pre-configured industries (FLEET, IT, MEDICAL)

  3. Test with 20-30 sample assets

  4. Learn the system hands-on

Option 3: Manual Configuration

  1. Configure number series in Asset Setup

  2. Create industries manually

  3. Define classifications and attributes

  4. Create your first assets

📖 Learning Path​

Week 1: Basics

  1. Run Setup Wizard or import demo data

  2. Explore Asset Manager Role Center

  3. Create a few test assets

  4. Try holder changes (Asset Journal)

  5. View Holder Entries

Week 2: Documents

  1. Create purchase order with asset lines

  2. Post receipt and see automatic holder change

  3. Create transfer order between locations

  4. Create sales order and ship assets

Week 3: Advanced

  1. Build parent-child hierarchies

  2. Install components using Component Journal

  3. Set up custom attributes

  4. Create asset references

Week 4: Optimization

  1. Configure classification structure

  2. Establish naming conventions (use AI Name Suggester)

  3. Set up transfer workflows

  4. Train users

Documentation Structure​

This documentation is organized into 7 logical groups following your learning journey:

📂 GROUP 1: Getting Started​

  • Role Center & Navigation

  • Setup & Configuration

  • AI Setup Wizard

  • Demo Data Import

  • Asset Pro Basics

📂 GROUP 2: Configuration​

  • Industries

  • Classifications

  • Custom Attributes

📂 GROUP 3: Core Asset Management​

  • Asset Management

  • AI Name Suggester

  • Holder Management

  • Parent-Child Relationships

📂 GROUP 4: Transfers & Movement​

  • Asset Journal

  • Asset Transfer Orders

📂 GROUP 5: Document Integration​

  • Sales Documents

  • Purchase Documents

  • Transfer Documents

📂 GROUP 6: Component Management​

  • Component Ledger

  • Component Journal

📂 GROUP 7: References & Reporting​

  • Asset References

  • Reporting & Analysis

Key Terminology​

Asset: A physical item you want to track (equipment, machinery, vehicle, device)

Holder: Who currently has custody of the asset (Location, Customer, Vendor, Employee)

Industry: Top-level organizational container (FLEET, MEDICAL, IT, etc.)

Classification: Hierarchical categorization (Type → Category → Model)

Attribute: Custom field specific to industry or classification level

Parent-Child: Physical relationship (Engine inside Ship)

Component: Standard BC Item installed in asset (Filter in Engine)

Holder Entry: Audit record of custody change

Transfer Order: Formal document for asset movement

Asset Journal: Batch tool for manual holder changes

Asset Reference: Link between asset and document

Ready to start? Choose your path above and begin tracking your assets with Asset Pro!