New Features and Enhancements in Fixed Asset Management Winter 2024

The following new features have been introduced in the Winter 2024 release of Fixed Asset Management.

If you are upgrading from a previous version, see Upgrading to Fixed Asset Management Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Dependencies on other Certinia Packages

Fixed Asset Management Winter 2024 requires the Accounting Winter 2024 package to be installed. You must install this package before installing or upgrading to Fixed Asset Management Winter 2024.

Migrating Fixed Asset Management to Lightning

To provide a modern user experience and help you process your fixed assets more efficiently, we have migrated existing actions to Lightning and introduced new Lightning mass actions.

Mass Actions

We have added the following Lightning mass actions to the Fixed Asset page, which enable you to process your fixed assets more efficiently:

Delete
Dispose
Submit Assets for Approval

Deleting Fixed Assets

You can now delete multiple fixed assets in one go. It is no longer necessary to delete individual fixed assets separately and the process automatically skips any assets with a status other than "New", "Rejected", or "Recalled".

Note that even if you create a fixed asset record in error, we recommend disposing of it instead of deleting it. If an asset has been approved or is active, you cannot delete it and must dispose of it instead. For more information, see Deleting an Asset.

Disposing of Fixed Assets

You can now dispose of multiple fixed assets in one go. It is no longer necessary to dispose of individual fixed assets separately and the process automatically skips any assets with a status other than "New", "Approved", or "Active". For more information, see Disposing of an Asset.

Submitting Assets for Approval

We have migrated the existing mass action Submit Assets for Approval to Lightning to provide a modern user experience. For more information, see Submitting Assets for Approval.

Depreciation Book Actions

We have added the following Lightning actions to the depreciation book detail page, which enable you to process your depreciation books more efficiently:

Generate Depreciation Schedules
Push to Assets

Generating Depreciation Schedules

We have migrated the existing action for generating depreciation schedules for a depreciation book to Lightning to provide a modern user experience. The new action, Generate Depreciation Schedules, replaces the existing action Generate Depreciation Schedule. For more information, see Generating Depreciation Schedules for a Depreciation Book.

Pushing Depreciation Books to Fixed Assets

We have migrated the existing action Push to Assets to Lightning to provide a modern user experience. This action is available on group and sub-group level depreciation books. You can use it to push a new depreciation book to the related assets, or apply changes to an existing depreciation book. For more information, see Grouping Assets.

Fixed Asset Process Management Improvements

We have made the following improvements to the Fixed Asset Process Management feature.

Depreciation Schedules

To improve the user experience while working with depreciation schedules, we have added new windows where you can specify any missing depreciation schedule details when using the following buttons on a fixed asset process detail page:

Generate Depreciation Schedules
Generate Depreciation Schedules and Journals

Previously, to use these buttons to generate depreciation schedules, or generate depreciation schedules and journals, you had to first specify all the required depreciation schedule details for the associated fixed asset process. If any of the details were missing when clicking these buttons, an error message displayed, and you had to return to the Details tab to specify the missing details before trying to generate depreciation schedules, or generate depreciation schedules and journals again. Now, if this happens, you can specify the missing details in the new windows that display directly after clicking the Generate Depreciation Schedules or Generate Depreciation Schedules and Journals buttons.

For more information, see:

Adding Fixed Assets to a Process

We have improved the way of adding fixed assets to fixed asset processes by introducing:

The filters panel that you can use to narrow down the assets listed in the grid. The filter contains the following filter options: Company, Fixed Asset Status, Fixed Asset Group, Fixed Asset Sub-Group, In Service From, and In Service To.
New messages that display when reaching or exceeding the maximum number of assets that a single fixed asset process can include.

This helps you select the assets you want more easily and avoid exceeding the Salesforce limit of 10,000 records per process.

For more information, see Creating Fixed Asset Processes.

Certinia Help Is Now Available from help.certinia.com

You can now access the Certinia Help and Technical Reference from help.certinia.com.

We have updated all the Help links included in Fixed Asset Management Winter 2024. For more information, see Certinia Help URL.

Release Content

We want to help you find all of the information and help that you need to be productive with our products.

Certinia Trailhead

If you want to learn more about the new features in this release, see the ERP Cloud - Summer 2023 Release Highlights Trailhead module. This module will guide you through the new features in ERP Cloud.

We've also launched the Certinia Release Readiness module. In this module, you'll learn how to keep your org current and benefit from the latest innovations from Certinia.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Fixed Asset Management, see the relevant section of the Known Issues page.