IFSAPP V10 - Fixed asset - when active object, i don't want add new investment on this FA object

Hi @Sophie Lesur 

Please see my comments below.

• FA Control Types
  You can set up control types in IFS to manage how fixed assets are processed during transactions. For example, you can configure rules based on specific conditions like the asset’s status, guiding how the system handles assets when you're entering manual vouchers. This helps ensure that transactions are applied only when the fixed asset meets predefined conditions. (In your case when an active object, i don't want add new investment on this FA object)

• Using Custom Events or Permissions
  In IFS, you can set up custom events or permissions to prevent certain actions on fixed assets that have an "active" status. For instance, you could create a business rule to block new investments, such as voucher entries or supplier invoices, for assets that are already active. By configuring a condition in the custom event, the system can check the asset's status before allowing any new postings to go through.

• Using Posting Control
  Posting control can also help manage how fixed asset-related transactions are posted. You can set up rules that restrict specific transaction types based on the asset's status. For example, a posting control rule might block any entries that don’t meet the criteria, ensuring that only valid transactions get posted against the asset.

Further, I don’t think the depreciation method alone doesn’t block new investments, you can combine it with the fixed asset status and use the system to generate alerts or create workflow approvals when attempting to modify an active asset. This isn’t an automatic block, but it introduces oversight and control.

I'm happy to share my advice on this. If you found the answer helpful, please mark it as the correct answer. This will allow us to close the thread and make it easier for other community users to find and benefit from in the future.

Regards,

Chanuka
 

Hello @Sophie Lesur 

External Add Investment transactions are posted with FAP0 posting type. Therefore you cannot control this with a posting control setting. The only way could be a custom event.

Hope this helps

Hi @Sophie Lesur 
 

Do you think my advice would help you? If you found the answer helpful, could you please mark it as the correct answer? This will allow us to close the thread and make it easier for other community users to find and benefit from in the future.

Regards 
Chanuka