MODULE 5: INQUIRIES AND REPORTS

Module Overview
This course focuses on how to run inquiries and reports in Microsoft Dynamics®
AX 2012. Many inquiries and reports are available throughout the system.

Objectives

The objectives are:

 Demonstrate the use of data inquiries available in Fixed assets.

 Demonstrate how to run reports.

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Fixed Assets in Microsoft Dynamics® AX 2012

Inquiries
Four inquiries are available from the Fixed assets table:

 Inquiry on transactions
 Inquiry on balances
 Inquiry on future transactions
 Inquiry on Change history

In addition, Microsoft Dynamics AX 2012 offers the following inquiry options

directly from the Navigation Pane:

 Fixed asset transactions

 Fixed assets budget register entries
 Depreciation book transactions

Fixed Asset Transactions

To view all asset value model entries, use the Fixed asset transactions form.

Figure 1: Fixed Asset Transactions Form

To access the Fixed asset transactions form, use one of the two methods below.

Method Number One

1. Click Fixed assets, click Inquiries, and then click Fixed asset
transactions.

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Method Number Two

1. Click Fixed assets, Common, Fixed assets, and then click Fixed
assets.
2. Select an asset in the Fixed asset list, and then click the Value
models button.
3. Click the Transactions button in the Value models form.

On the Fixed asset transactions form, Overview tab, all asset transactions are
listed for the value model if the transaction is made in:

 Fixed Assets
 General Ledger
 Accounts Payable
 Vendor Invoice
 Accounts Receivable

On the General tab, view the details about each transaction.

Figure 2: Fixed Asset Transactions Form, General Tab

On the Financial dimensions tab, view the financial dimensions associated with
the transaction.

The History tab shows whether a transaction is reversed.

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Fixed Assets in Microsoft Dynamics® AX 2012

The following buttons are available on the form:

 Voucher: Use this button to trace each transaction to the general

ledger or to view the original document.
 Reverse transaction: Use this button to reverse a transaction.
 Reversed tracing: Use this button to trace transactions, using the
Reversed tracing form. This button is active only when the
transaction that is reversed, or the reversing transaction, is selected.

Additional Reading: For more information about the Reverse transaction

and Reversed tracing buttons, view the “Asset Transactions” course.

Balances and Profile

Inquiry options are available from the Value models form. To access the Value
models form, follow these steps:

1. Click Fixed assets, click Common, click Fixed assets, and then click
Fixed assets.
2. Select an asset.
3. Click the Value models button.

Inquiry on Balances

To view fixed asset balances from the Value models form, click the Inquiry
button, and then click Balances.

On the Fixed asset balances form, balances are summarized for various types of
transactions recorded for the asset/value model.

In the Reporting year field, click the field to select from:

 All years
 This year
 Prior years

In the Budget model field, select a budget to compare to the actual balances.

Inquiry on Profile (Future Transactions)

To view future transactions from the Value models form, click the Inquiry
button, and then click Profile.

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 Module 5: Inquiries and Reports

On the Profile form, on the Data tab, view the depreciation expected according
to the setup of the asset's value model.
The display is similar to a forecast instead of a budget because it is based on the
expected actual transactions, according to the date of inquiry, according to the
setup.

The Graphics tab shows a graphical overview of depreciation for each period,
accumulated depreciation, and the expected net book value.

Note: The Inquiry on Profile calculates future depreciation if adjustments are

not posted. This is useful for checking the setup when new assets are created - the
calculated depreciation can be compared to the expected depreciation to verify
setup.

Change History

To view the change history for an asset, you can use either of the following two
methods:

Method Number One

1. Click Fixed assets, click Common, click Fixed assets, and then click
Fixed assets.
2. Select an asset, and then click the Value models button.
3. Click the Inquiry button, and then click Change history.

Method Number Two

1. Click Fixed assets, click Common, click Fixed assets, and then click
Fixed assets.
2. Select an asset, and then click the Depreciation books button.
3. Click the Inquiry button, and then click Change history.

Use the Fixed asset changes history form to view changes made to the service
life, depreciation periods, expected scrap value, and sales value for the asset in
the Value models or Depreciation books forms. If you are in the Fixed assets
parameters form and the Require reasons for asset changes check box is
selected, these records are available.

You can also view which user made the change, the previous field value, the new
field value, the date of the change, and other information.

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Fixed Assets in Microsoft Dynamics® AX 2012

Fixed Assets Budget Register Entries

To access an inquiry on the Fixed assets budget register entries, click Fixed
assets, click Inquiries, and then click Fixed assets budget register entries.

The Fixed assets budget register entries form shows details for previously
made fixed assets budget register entries.

To view the budget register entries for a fixed asset budget, click the Budget
register entries button. For this button to be available, the following conditions
must be met:

 At the time the Fixed asset budget journal is posted, the Transfer
to fixed asset and ledger budget posting option is selected.
 The line is later transferred to the ledger budget using the Transfer
button in the Fixed asset budget transactions inquiry form.

To transfer fixed asset budget register entries to the ledger budget, follow these
steps.

1. In the Fixed assets budget register entries form, in the Amount in

transaction currency field, edit the amount, if it is necessary.
2. Click the Transfer button. The Transfer to ledger budget form
displays.
3. In the Delete existing budget transactions field, select the check
box to delete the original budget entry or entries or clear the check
box to retain the original entry in addition to the new transaction(s).
4. Click the Select button to select specific criteria for the transactions
to be transferred. If criteria are not set, all displayed transactions are
transferred.
5. Click OK.

Depreciation Book Transactions

To access the inquiry on Depreciation book transactions, click Fixed assets, click
Inquiries, and then click Depreciation book transactions. The Overview tab of
this form shows the details for the depreciation book entries previously made.

The General tab displays information about the selected depreciation book
transaction.

The History tab displays reversal history of the selected transaction.

The following buttons are available on the form:

 Show: Use this button to view the original document.

 Reverse transaction: Use this button to reverse a transaction.

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 Module 5: Inquiries and Reports

 Reversed tracing: Use this button to trace transactions, using the

Reversed tracing form. This button is active only when the
transaction that is reversed, or the reversing transaction, is selected.

Additional Reading: For more information about the Reverse transaction

and Reversed tracing buttons, view the “Asset Transactions” course.

Test Your Knowledge

1. Which of the following is not an inquiry that is available for each value model
on a Fixed asset?
( ) Inquiry on Transactions
( ) Inquiry on Status
( ) Inquiry on Balances
( ) Inquiry on Profile

2. The following steps are necessary to view the original document for a fixed
asset transaction. Put the following steps in order by numbering each to
indicate the correct order.
Steps
Click the Voucher button.
From the Navigation Pane, click Fixed assets, click Inquiries, and then
click Fixed asset transactions.
Click the Original document button.
Locate the transaction.

3. The following steps are taken to modify the budget amount posted to the
Ledger for a fixed asset transaction. Put the following steps in order by
numbering each to indicate the correct order.
Steps
Click the Transfer button.
In the Delete existing budget transactions field, select or clear the
check box to delete or retain the existing entry.
From the Navigation Pane, click Fixed assets, click Inquiries, and then
click Fixed assets budget register entries.
In the Amount in transaction currency field, edit the amount.
Click OK.
Locate the transaction.

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Fixed Assets in Microsoft Dynamics® AX 2012

4. When using the Show button from the Depreciation book transactions
form, what displays?

Reports
Microsoft Dynamics AX 2012 offers many reports for Fixed assets. The reports are
available from the various selections within the Reports section of the Navigation
Pane.

Note: Depending on the country/region Configuration keys enabled in the

system, country or region specific reports in addition to those that are described in
this section could be available.

Procedure: Run Fixed Asset Reports

To run the fixed asset reports, follow these generic steps.

1. Select the report from the Navigation Pane. Microsoft Dynamics AX

2012 displays a form or dialog box specific to the report. In some
cases, specific selections can be or must be made within these forms.
Examples include required dates or depreciation books.
2. To select additional criteria, click the Select button.
3. In the Criteria field on the Range tab, click the arrow to select
criteria for the report.
4. Click the Sorting tab to define sorting options.
5. Click OK to accept the criteria and other selections made.
6. Click the Destinations button to select the output and printing
options for the report. Click OK to close the form.
7. Click the OK button to generate the report.

Additional Reading: The reports available for Fixed assets, the path used to
access the report, and a brief description of each report can be found in the
appendix.

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Module Review
Understanding how to extract information entered into Microsoft Dynamics AX
2012, whether through inquiries or reports, is required to gain the full benefits of
the Fixed asset module.

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Fixed Assets in Microsoft Dynamics® AX 2012

Test Your Knowledge Solutions

Inquiries

1. Which of the following is not an inquiry that is available for each value model
on a Fixed asset?
( ) Inquiry on Transactions
(√) Inquiry on Status
( ) Inquiry on Balances
( ) Inquiry on Profile

2. The following steps are necessary to view the original document for a fixed
asset transaction. Put the following steps in order by numbering each to
indicate the correct order.
Steps
3 Click the Voucher button.
1 From the Navigation Pane, click Fixed assets, click Inquiries, and then
click Fixed asset transactions.
4 Click the Original document button.
2 Locate the transaction.

3. The following steps are taken to modify the budget amount posted to the
Ledger for a fixed asset transaction. Put the following steps in order by
numbering each to indicate the correct order.
Steps
4 Click the Transfer button.
5 In the Delete existing budget transactions field, select or clear the
check box to delete or retain the existing entry.
1 From the Navigation Pane, click Fixed assets, click Inquiries, and then
click Fixed assets budget register entries.
3 In the Amount in transaction currency field, edit the amount.
6 Click OK.
2 Locate the transaction.

4. When using the Show button from the Depreciation book transactions
form, what displays?

MODEL ANSWER:

Using the Show button from the Depreciation book transactions form
displays the original document.

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