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Fixed assets transfer from 8.82 to 9.2

Dear Experts,

We are using SAP B1 9.2 PL04. The issue that we are facing is the following: We have upgraded customer for 8.82 PL05 to 9.2 PL04. In the version 8.82 he was using the Fixed Assets add-on.
Could you provide us any link or documentation in order to proceed to the transfer of Fixed assets to the standard SAP B1 module?

In a test db, we have active the Fixed module in 9.2 but the previous assets haven't transferred automatically.

Kind Regards,
Alexandros Karadimitropoulos

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2 Answers

  • Oct 17, 2018 at 02:41 AM

    Hi Alexandros,

    Please make sure you have run fiscal year change from previous fiscal year to current fiscal year with Fixed assets add-on before upgrade.

    1. After upgrading to 9.x version, enable Fixed Assets from Administration→ System Initialization→ Company Details → Basic Initialization.
    2. Go to Administration → Utilities → Fixed Assets Migration Wizard, run Migration wizard for current fiscal year

    With the fixed asset data migration wizard, you can migrate the following data from the Fixed Assets add-on to SAP Business One:

    • Account determination
    • Depreciation areas
    • Depreciation types
    • Asset classes
    • Asset master data

    The system can only copy the accumulated asset values at the beginning of a fiscal year from the add-on to SAP Business One.

    If asset transactions take place during the fiscal year, you must manually create these transactions in SAP Business One as the transactions cannot be imported.

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  • Oct 21, 2018 at 06:57 PM

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    With the fixed asset data migration wizard, you can migrate the following data from the Fixed Assets add-on to SAP Business One:

    • Account determination
    • Depreciation areas
    • Depreciation types
    • Asset classes
    • Asset master data

    When importing the asset master data, the system can only copy the asset values at the beginning of a fiscal year from the add-on to SAP Business One. Usually, this is the year to which the last fiscal year change is carried out in the add-on. If asset transactions take place during the fiscal year, you must manually create these transactions in SAP Business One as the transactions cannot be imported.

    For example, in the Fixed Assets add-on, asset X has a net book value of 5000 USD on January 1st, 2012. On October 1st, 2012, the asset retires completely and becomes inactive.

    In November, you import the asset-related data from the add-on into SAP Business One. After the import is completed, you can find asset X in SAP Business One with a net book value of 5,000 USD at the beginning of fiscal year 2012. There is no record of its retirement and the asset is still in active status. In this case, you must create the asset retirement transactions in SAP Business One all over again.

    Prerequisites

    • The Fixed Assets add-on must be version 8.8 or later.
    • You have backed up the company database.
    • You are the only user that is logged on to the company database.

    Procedure

    1. From the SAP Business One Main Menu, choose AdministrationUtilitiesFixed Assets Data Migration Wizard.
    2. In the first step, select the Start a New Migration Run option.
    3. In the second step, specify the migration run name and migration options, and choose Execute.
    4. In the third step, view the summary report of the migration.

    To see the details of the migrated data, return to step 1 in the wizard and select the Load Executed Migration Runs option.

    In the second and third steps, you can then view the migration parameters and a list of migrated data.

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