Fixed Asset Management Profile
This page explains how to switch to the Fixed Asset Management profile and introduces the default menu layout. The profile determines which menus, queries, and dashboards you see, so you need to be in the correct profile before using any of the features described in this guide.
Prerequisites
- You must have a user account with access to the Fixed Asset Management profile. Your administrator assigns profile access through user group settings.
- If you do not see "Fixed Asset Management" as an available profile, contact your administrator.
Switching to the Fixed Asset Management Profile
The current profile name is shown in the header bar at the top of the screen:
If a different profile is active, switch profiles by following these steps:
- Click the profile name in the header bar.
- In the change profile dialog, select Fixed Asset Management.
- Click OK.
After selecting Fixed Asset Management, the dashboard loads with financial summary charts and key metrics:
Tip: If you work primarily with fixed assets, ask your administrator to set Fixed Asset Management as your default profile so it loads automatically when you log in.
Default Menus
The Fixed Asset Management profile provides several menus. Although these are fully configurable by an administrator, the default layout includes:
| Menu | Purpose |
|---|---|
| Asset Register | Browse and search assets by category, location, custodian, or supplier |
| Procure | Purchase requests, purchase orders, and commitment reports |
| Receive | Receive assets into the register |
| Disposal | Dispose of assets and review obsolescence |
| Classification | Manage reference data — categories, cost centres, locations, custodians, suppliers |
| Financial | Depreciation setup, asset accounting, period-end processing, and financial reports |
The Financial Menu
The Financial menu is the primary menu for fixed asset accounting. It provides access to depreciation setup, asset accounting, period-end processing, and financial reports:
The Classification Menu
The Classification menu is used for asset classification data including Cost Centres, Departments, Locations, Custodians, Suppliers, and Categories:
Creating and managing classification data (Cost Centres, Locations, Custodians, etc.) is covered in the main user guide. The Classification Menu page in this guide highlights the items most relevant to fixed asset management.
Next Steps
Once you are in the Fixed Asset Management profile:
- If you are setting up for the first time, start with Section 3 — Financial Setup to configure books, depreciation types, and accounting periods.
- If your system is already configured, use the Asset Register to browse your assets, or the Financial Menu to run period-end processing.
Related Articles
- Fixed Asset Management Introduction — Introduction to the fixed asset management module
- Asset Register — Viewing and managing the asset register
- Classification Menu — The classification menu and category structure
- Profiles — Configuring profiles for different functional areas
- Financial Asset Information — Financial data stored against assets