Asset with Operating Units

This module links assets to operating units, the business segments used to separate accounting data. On each asset you get a new Operating Unit field, shown next to the company on the asset form and available as an optional column in the asset list. New assets default to the operating unit of the logged-in user.

When depreciation entries are generated for an asset, the operating unit of the asset is copied onto the resulting journal entry, so the accounting stays aligned with the right unit. The same happens when an asset is removed: the removal entry inherits the asset's operating unit. If an asset is created from an invoice line, the operating unit of that line is carried over to the asset.

Users can group and filter assets by operating unit in the asset search view. The Financial Assets report wizard also has an Operating Unit field, and the Excel asset report includes an Operating Unit column; choosing a unit in the wizard limits the report to assets of that unit.

A security rule restricts which assets users can see: they only see assets with no operating unit or assets belonging to the operating units assigned to them. The field is only visible to users who have the multi operating unit group.