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Setup

After installation of Asset Pro extension into Microsoft Business Central, perform these setup tasks to configure the system for your organization.

Asset Pro Setup Page​

  1. Choose the 🔎 icon, enter Asset Setup, and then choose the related link.

  2. This will open the Asset Pro Setup page with configuration options.

On the General FastTab​

Asset Numbering​

Asset Nos.

  • Select the number series to use for automatic asset numbering

  • Create a new number series if needed (e.g., "ASSET", starting from ASSET-0001)

  • This field is required before creating assets

Default Values​

Default Industry Code

  • Optionally select a default industry that will be pre-filled when creating new assets

  • Leave blank if your organization uses multiple industries equally

  • You can change the industry on each asset individually

On the Features FastTab​

Asset Pro has two optional features that can be enabled or disabled based on your needs:

Enable Attributes

  • Purpose: Allows you to define custom fields per industry/classification level

  • When to Enable: If you need industry-specific data fields (e.g., "Vessel Flag Country" for ships, "MRI Field Strength" for medical equipment)

  • When to Disable: If you only need standard fields, disabling improves performance

  • Default: Enabled

Enable Holder History

  • Purpose: Tracks complete audit trail of asset location/custody changes

  • When to Enable: If you need to know who held an asset and when (compliance, billing, audit trail)

  • When to Disable: If you track holder information externally

  • Default: Enabled

Core Features Always Available

Classification and Parent-Child Relationships are core architectural features that define Asset Pro. They are always available - simply leave fields blank if you don't need them for specific assets.

Setup Workflow​

After configuring the Asset Pro Setup page, follow these steps:

Step 1: Create Number Series (if needed)​

If you don't have an asset number series yet:

  1. Choose the 🔎 icon, enter No. Series, and choose the related link

  2. Click New to create a new number series

  3. Fill in:

    • Code: ASSET

    • Description: Asset Numbers

    • Starting No.: ASSET-0001

    • Ending No.: ASSET-99999

    • Increment-by No.: 1

    • Default Nos.: ✅ (checked)

  4. Click OK to save

Step 2: Configure Industries​

See Industry Configuration for detailed instructions on setting up your first industry.

Step 3: Set Up Classification Structure​

See Classification Setup for instructions on creating your organizational taxonomy.

Step 4: Configure Attributes (Optional)​

If Enable Attributes is turned on, see Attributes Configuration for instructions on adding custom fields.

Quick Start Checklist​

Before you can create your first asset, ensure:

  • [ ] Asset number series selected in Asset Nos. field

  • [ ] At least one Industry created

  • [ ] At least one Classification Level defined for that industry

  • [ ] At least one Classification Value created at Level 1

Want to get started quickly? Create a simple industry with just 2 levels:

  • Industry: EQUIPMENT

  • Level 1: Category (Values: Office, Production, Vehicles)

  • Level 2: Type (Values: Computer, Printer, Copier under Office, etc.)

This gives you a working system in minutes!