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Copy fixed asset transactions to a G/L budget

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In Microsoft Dynamics 365 Business Central, you can use the Copy FA Entries to G/L Budget batch job to copy posted or projected fixed asset transactions to the G/L budget.

To copy posted FA ledger entries that include FA ledger entries that were posted to budgeted assets, follow these steps:

1. Select the Search for page icon in the upper-right corner of the page, enter depreciation books, and then select the related link.

2. Open the depreciation book card from which you want to copy entries.

3. Select Actions > Functions > Copy FA Entries to G/L Budget.

4. On the Options FastTab, fill in the fields as follows:

   • Copy Depr. Book - Enter the depreciation book from which to copy entries.

   • Copy to G/L Budget Name - Enter the name of the budget to which you want to copy. Select the field to select the budget.

   • Starting Date - Enter the starting date from which you want to copy entries. The program uses the FA posting date of entries.

   • Ending Date - Enter the ending date until which you want to copy entries. The program uses the FA posting date of entries.

   • Posting Description - Enter a description if one is necessary.

   • Insert Bal. Account - Turn on this option to copy the balancing entry to the G/L budget.

   • Copy - Select the type(s) of entries to copy.

On the Fixed Asset FastTab, you can set filters for the assets from which to copy the FA ledger entries.

When you run the batch job, any entries that are posted for the selected assets are copied automatically to the G/L budget. The date of the G/L budget entries and dimensions for the budget entries are the same as the FA posting date and the dimensions that are posted to the FA ledger entry.

You can copy projected fixed asset transactions to the G/L budget by selecting the budget to copy to in the Copy to G/L Budget Name field in the FA - Projected Value report.

When you preview or print the report, both posted and projected transactions are copied to the selected G/L budget. Each budget entry is automatically assigned a description of the fixed asset number and transaction type that was copied to the budget.

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