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Setup

After installation of Asset Pro extension into Microsoft Dynamics 365 Business Central, perform these setup tasks to configure the system for your organization.

Asset Pro Setup Page​

  1. Choose the πŸ”Ž 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

Holder Change Control​

Block Manual Holder Change

  • Controls whether users can change the Current Holder directly on the Asset Card

  • ☐ Disabled (default): Users can change Current Holder on Asset Card (changes are auto-registered with "MAN-" document prefix)

  • β˜‘οΈ Enabled: Users cannot change Current Holder directly, must use Asset Journal or Transfer Order

When to Enable:

  • Strict audit requirements - Need formal documentation for all holder changes

  • Multiple users with different authorization levels

  • Compliance regulations require approval workflow

  • Want centralized control over all asset movements

When to Disable (Default):

  • Small organization with trusted users

  • Need flexibility for quick corrections

  • Manual holder changes are infrequent

  • Users understand when to use appropriate transfer method

Manual Holder Change Auto-Registration
When Block Manual Holder Change is disabled, users can change Current Holder on Asset Card. The system automatically:

  • Creates holder entries via journal pattern

  • Documents with "MAN-" prefix (e.g., MAN-ASSET-0001-1)

  • Applies all validation rules (posting date, children propagation)

  • Maintains full audit trail

This provides flexibility while maintaining data integrity.

On the Numbering FastTab​

Asset Pro uses number series for automatic document numbering.

Transfer Order Nos.

  • Number series for Asset Transfer Orders

  • Example: "TRANS" starting from TRANS-0001

  • Required for creating transfer orders

  • Separate from asset numbers to distinguish document types

Posted Transfer Nos.

  • Number series for Posted Asset Transfers (archived documents)

  • Example: "PTRANS" starting from PTRANS-0001

  • Typically uses different prefix to distinguish posted from open documents

  • Required for posting transfer orders

Setup Example:

Transfer Order Nos.: TRANS (TRANS-0001, TRANS-0002, ...)
Posted Transfer Nos.: PTRANS (PTRANS-0001, PTRANS-0002, ...)

Creating Number Series:

If you don't have these number series yet:

  1. Choose the πŸ”Ž icon, enter No. Series, and choose the related link

  2. Click New to create new number series

  3. For Transfer Orders:

    • Code: TRANS

    • Description: Asset Transfer Orders

    • Starting No.: TRANS-0001

    • Ending No.: TRANS-99999

    • Increment-by No.: 1

    • Default Nos.: βœ… (checked)

  4. For Posted Transfers:

    • Code: PTRANS

    • Description: Posted Asset Transfers

    • Starting No.: PTRANS-0001

    • Ending No.: PTRANS-99999

    • Increment-by No.: 1

    • Default Nos.: βœ… (checked)

  5. Return to Asset Setup and select these number series

Number Series Best Practices
Use different prefixes for different document types:

  • ASSET- for assets

  • TRANS- for open transfer orders

  • PTRANS- for posted transfer orders

This makes document types immediately recognizable in lists and reports.

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

  • Creates: Holder Entries ledger with Transfer Out/Transfer In records

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.

Asset Journal and Asset Transfer Orders are always available for holder transfers.

Relationship Tracking (attach/detach audit trail) is always available for parent-child relationships.

Setup Workflow​

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

Step 1: Create Number Series (if needed)​

If you don't have number series yet:

Asset Number Series:

  1. Choose the πŸ”Ž 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.: βœ… (checked)

  4. Click OK to save

Transfer Order Number Series:

Repeat above steps for:

  • Transfer Order Nos.: Code "TRANS", Starting No. "TRANS-0001"

  • Posted Transfer Nos.: Code "PTRANS", Starting No. "PTRANS-0001"

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.

Step 5: Configure Holder Change Control (Optional)​

Decide whether to enable Block Manual Holder Change:

  • Leave disabled (default) for flexible, auto-registered manual changes

  • Enable for strict audit control requiring Asset Journal or Transfer Orders

Quick Start Checklist​

Before you can create your first asset and use transfer features, ensure:

Required Setup:

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

  • [ ] Transfer Order Nos. series selected (for transfer orders)

  • [ ] Posted Transfer Nos. series selected (for posting transfers)

  • [ ] At least one Industry created

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

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

Optional Configuration:

  • [ ] Enable Attributes - ON if you need custom fields

  • [ ] Enable Holder History - ON for audit trail (recommended)

  • [ ] Block Manual Holder Change - ON for strict audit control

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!

Transfer Methods Available​

After setup, you have multiple methods to transfer assets between holders:

Method 1: Manual Holder Change (if not blocked)​

  • Change Current Holder directly on Asset Card

  • Auto-registered with "MAN-" document prefix

  • Fastest for single assets

  • See holder-management

Method 2: Asset Journal​

  • Batch-based transfers

  • Multiple assets at once

  • Enhanced validation (posting date control)

  • See asset-journal

Method 3: Asset Transfer Orders​

  • Document-based transfers

  • Release/approval workflow

  • Permanent posted document archive

  • See asset-transfer-orders

What's Next?​

After completing setup:

  1. Create your first assets - See Asset Management

  2. Build asset hierarchies - See Parent-Child Relationships

  3. Track holder movements - See Holder Management

  4. Use transfer features:

    • Asset Journal for batch transfers

    • Transfer Orders for documented transfers

  5. Configure custom attributes - See Attributes Configuration (if enabled)

  6. Link component BOMs - See Component BOM

  7. Generate reports - See Reporting and Analysis