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Fixed Asset Settings and Dashboard
| Backlog field | Value |
|---|---|
| Story ID | AP-FA-009 |
| Epic | Fixed Assets |
| Story type | Master data / configuration |
| Review status | Draft - business analyst and business owner review required |
| Source evidence | AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available |
| Last source review | 2026-07-10 |
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
- Only authorized users can view or execute the feature's actions.
- Required business data, active dependencies, tenant/branch scope, and current document state are validated.
- Invalid requests return actionable validation errors without applying a partial change.
- Search, list, view, print, and export operations use the same authorized business scope.
- Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
- 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.