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Fixed Asset Settings and Dashboard

Backlog fieldValue
Story IDAP-FA-009
EpicFixed Assets
Story typeMaster data / configuration
Review statusDraft - business analyst and business owner review required
Source evidenceAppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review2026-07-10

User story

As asset managers, I want to configure asset policies and monitor asset activity so that period processing and exceptions are visible.

Acceptance criteria

  1. Only authorized users can view or execute the feature's actions.
  2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
  3. Invalid requests return actionable validation errors without applying a partial change.
  4. Search, list, view, print, and export operations use the same authorized business scope.
  5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
  6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Enabled asset workflows require default groups/accounts, depreciation policy, P/L fallback, sequences, and current period readiness.

Optional or conditional

Dashboard range and unused defaults are optional.

Action behavior

Settings affect future asset transactions/calculations; dashboard is read-only.

Blocking rule or downstream effect

Missing Assets Sales P/L fallback blocks sale/disposal when neither asset nor group supplies it.

Internal Documentation — Microtec