Dashboards

Some users accessing FSM in Infor OS Portal can perform tasks by accessing dashboards. The dashboard is a menu structure that improves the navigation within the Asset Accounting application.

To toggle new features, see the Infor FSM Feature Toggle Administration Guide.

This table contains the tasks that you can perform from the dashboards in Asset Accounting

Dashboard Description Process Steps
Assets Create, verify, and manage all assets. All Assets See Assets.
Monthly Processing Manage adjustments, transfers, disposals, and the transfer of assets from one company to another. Release Assets See Releasing assets.
Calculate Depreciation See Calculation of depreciation when an asset is added.
Close Period See Period and year end close.

See Closing an asset period.

Close Year See Period and year end close.

See Closing a year end.

Recalculating Depreciation See Recalculating depreciation.
Short Year Close See Closing an asset short year.
Update Year End Balance See Updating current year end balance.
Depreciation Distribute depreciation to multiple dimensions using depreciation allocation. Calculate Depreciation See Calculation of depreciation when an asset is added.
Recalculate Depreciation See Recalculating depreciation.
Insurance See Calculating insurance or replacement values.
Projections See Asset depreciation projection.
Mass Updates Adjust or update multiple assets at a time. Adjust See Mass asset adjustments.
Transfer See Asset transfer and update.
Dispose See Asset disposal.
Revalue See Mass asset revalue.
Interfaces View assets that have been interfaced from non-Infor systems or assets that are manually created in the Asset Interface file. Templates See Creating assets using an asset template.
Capitalization See Project capitalization.
Asset Interface See Combining asset interface records.
Import See Importing asset item adjustments.
Reporting List the transaction amount, book amount, and account balances for each asset transaction and asset book transaction. Transaction and Balances See Reinstating disposed assets.
Transfers See Transferring assets
Disposal See Disposing of assets.
Leased Assets Lease Accounting and Asset Accounting interaction.
Administration For the setup and maintenance of asset companies, books, and custom groups. Companies See Creating assets.
Books See Creating asset books.
Asset Groups See "Creating Asset Groups" in the Financials Setup and Administration Guide.