A reusable, category-level template for how a class of assets should be depreciated — method, rate, useful life, frequency and currency — which assets adopt through Asset.DepreciationPolicyId. Per the fixed-assets configuration manual it documents intended treatment only; the schedule that actually executes depreciation is RecurringDepreciation in the finance module, and generating one from a policy is not yet implemented. Its own AssetId is an optional pin to a single asset, which is separate from the set of assets that reference the policy.
Fields
| Field | Label | Type | Required | What it does |
|---|
AssetCategory | Asset Category | PickList | | Values: IT, Furniture, Office Equipment, Electronics, Machines. |
AssetId | Asset | Lookup → Asset | | An optional pin to one specific asset, per the fixed-assets configuration manual. It is separate from and should not be confused with the set of assets that adopt this policy through Asset.DepreciationPolicyId. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Currency | Currency | PickList | | |
DepreciationRate | Depreciation Rate | Percent | | The per-period rate for a written-down-value policy, held as a percentage-typed field. It is only meaningful when Method is WDV; a straight-line policy is described by UsefulLife instead. |
Frequency | Frequency | PickList | | How often the policy intends depreciation to be charged, seeded with Monthly and Yearly. It records intent only — no scheduler reads this entity. Values: Monthly, Yearly. |
Id | Id | Guid | Yes | |
Label | Label | Text | | |
Method | Method | PickList | | The depreciation basis the policy prescribes, seeded as 'Straight Line' or 'WDV'. Note this field is named Method here while the equivalent on Asset and Depreciation is named DepreciationMethod. Values: Straight Line, WDV. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SubCategory | Sub Category | PickList | | The asset sub-class the policy applies to, and the one of the two identically labelled sub-category fields that actually carries seeded values (Laptop, Desktop, Server, Printer, Air Conditioner, CNC Machines and similar). Values: Laptop, Desktop, Server, Printer, Scanner, Router, Switch, Office Chair, Table, Workstation, Cabinet, Conference Table, Air Conditioner, Biometric Machine, CNC Machines. |
Subcategory1 | Sub Category | PickList | | The two cannot be told apart by label, and the fixed-assets manual lists both without distinguishing them — use SubCategory unless a tenant has explicitly populated this one. |
SubscriptionKey | Subscription Key | Guid, hidden | Yes | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
UsefulLife | Useful Life (in years) | Number | | The expected life in years for assets in this category, labelled 'Useful Life (in years)'. The platform ships indicative Companies Act Schedule II lives as reference data that a tenant can override here. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteListHeader | Delete | Delete | DeleteListHeader |
DeleteRow | Delete | Delete | DeleteRow |
Edit | Edit | EditInline | Edit |
EditEntity | Edit | Edit | EditEntity |
EditRow | Edit | Edit | Edit |
New | New | New | New |
- Asset — looks up via
AssetId - Asset — referenced by via
DepreciationPolicyId
