R365's Fixed Asset Activity - Disposal and Retirement report provides information regarding the disposal and retirement of fixed assets within a business. This report helps users track the lifecycle of fixed assets. By effectively managing the end-of-life processes for fixed assets, users ensure that they maintain accurate and compliant financial records and make informed decisions regarding asset management and replacement strategies.
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Financial.
The screen generates a list of reports in alphabetical order. - Locate the Fixed Asset Activity - Disposal and Retirement report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
| 1 | Legal Entity | Filters the report to show data for the selected legal entity. |
| 2 | Location | Filters the report to show data for one or more selected locations. |
| 3 | Class | Filters the report to show data for one or more selected fixed asset classes. |
| 4 | Asset | Filters the report to show data for one or more selected fixed assets. |
| 5 | Year | Year for which to run the report. |
| 6 | Category | Filters the report to show data for one or more selected fixed asset categories. |
| 7 | Sort By | Determines whether the report is sorted by Location or Asset Number. |
| 8 | Show Periods | If set to Yes, data in the report is broken down by quarter and by periods in each quarter. If set to No, the report shows data by quarter. |
| 9 | Assets Without Activity | If set to Yes, the report shows all assets, including assets with no activities posted in the specified year. If set to No, the report only shows assets with activities posted in the specified year. |
| 10 | View options | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 11 | Run | Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report.  |
Report Columns
| Column | Description |
| Location Number | Number used to identify the location responsible for the asset. |
| Location Name | Name of the location responsible for the asset. |
| Asset ID | Number used to identify the asset. |
| Asset name | Common name of the asset. |
| Status | Current status of the asset. For more information, see Asset Record. |
| Acct Number | Number used to identify the main account associated with the asset. |
| Acct Name | Name of the main account for the asset. |
| Beg Bal | Value of the asset at the start of the year. |
| Timeline | Shows how the asset's value has changed over the course of the year, by quarter or by period. |
| Net Change | Amount by which the value of the asset has changed over the course of the year. |
| Capitalized Cost | Cost of the asset, including depreciation and amortization. |
| Grand Total | This row displays combined totals for all assets shown in the report. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.