Recurring Depreciation — entity reference

A depreciation schedule for one asset or pool that posts one period's charge to the ledger per run: a fixed straight-line Period Amount, or Rate Per Period times Current WDV for written down value, never going below Residual Value. Each run posts a balanced Depreciation journal (debit the expense account, credit accumulated depreciation), lowers Current WDV, raises Accumulated Depreciation, sets Last Run Date and moves Next Run Date forward by the Frequency. A background job runs Active schedules whose Next Run Date has arrived (Finance product only), and Post Recurring Depreciation runs the next period on demand. The schedule completes itself at the residual value or past End Date, and a refused scheduled run sets it to Paused. It is not linked to the Asset record and never updates it; reversing a run's journal does not change the schedule.

Fields

Field	Label	Type	Required	What it does
`AccumulatedDepreciation`	Accumulated Depreciation	Currency		Total depreciation charged by this schedule, raised by every run. It is not used to calculate the next charge, and reversing a journal does not reduce it. Not on the create form; set it on the record page when bringing in a part-depreciated asset.
`AccumulatedDepreciationGLAccountId`	Accumulated Depreciation GL Account	Lookup → GLAccount		The accumulated depreciation (contra-asset) account credited by every run. Required in the same way as the expense account.
`AssetName`	Asset Name	Text		Free-text name of the asset or pool being depreciated. Used in the label and narration of every depreciation journal the schedule posts. It is not a link to the Asset register, which the schedule never reads or updates.
`BranchId`	Branch	Lookup → Branch		The branch each depreciation journal and both of its lines post under. Hidden for single-location organisations.
`Cost`	Cost	Currency		The asset's cost. A run uses it as the starting book value only when Current WDV is empty.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`CurrentWdv`	Current WDV	Currency		The book value now. Each run applies the written-down-value rate to it and reduces it by the charge; when it reaches the residual value the schedule completes. Empty means the first run starts from Cost. Not on the create form: set it on the record page for an asset that is already part depreciated.
`DepreciationExpenseGLAccountId`	Depreciation Expense GL Account	Lookup → GLAccount		The expense account debited by every run. Required: a run without it is refused, and a scheduled run that is refused pauses the schedule.
`EndDate`	End Date	DateAndTime		Optional last date for runs. The background job skips the schedule when Next Run Date is after it, and a run completes the schedule when the new Next Run Date passes it. The on-demand button does not check it before posting.
`Frequency`	Frequency	PickList		How far Next Run Date moves after each run. The list offers Monthly (default) and Yearly. Runs also understand Quarterly and HalfYearly if an administrator adds those values; any other value is treated as Monthly. Monthly dates on the 29th to 31st settle on the last day of February and keep that day afterwards. Values: Monthly, Yearly.
`Id`	Id	Guid	Yes
`LastRunDate`	Last Run Date	DateAndTime		The date of the most recent run, set by each run.
`Method`	Method	Text		How each run's charge is calculated: StraightLine charges Period Amount; WrittenDownValue (the default) charges Current WDV times Rate Per Period. Any value other than StraightLine is treated as written down value.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text	Yes	The schedule's number, set on save from the Recurring Depreciation Settings document name setting (series RD).
`NextRunDate`	Next Run Date	DateAndTime		The date of the next run, and the journal date of that run. The background job runs an Active schedule once this date has arrived and moves it forward by the Frequency, so a repeated job for the same date is skipped. Not on the create form: set it on the record page, or nothing runs automatically. The Post Recurring Depreciation button runs the next period even when this date is in the future.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company that owns the asset. Copied to each depreciation journal; the run date must fall in an open fiscal period of this company. Hidden for single-company organisations.
`PeriodAmount`	Period Amount	Currency		The fixed charge per run for a straight-line schedule. The last run charges only what is left above the residual value. Ignored for written down value.
`RatePerPeriod`	Rate Per Period	Percent		The written-down-value rate applied on every run, as a fraction of one (0.0125 means 1.25%), although the form shows a % sign. Typing a percentage such as 10 writes the whole asset down to its residual value in one run. A monthly schedule needs a monthly rate. Ignored for straight line.
`RecordTypeId`	Record Type	Guid, hidden
`ResualValue`	Residual Value	Currency		Not stored. The standard record page shows this field as Residual Value, but what is typed there is not saved and runs never read it. The residual value runs use is the Residual Value on the create form, changed with Edit.
`StartDate`	Start Date	DateAndTime		When the schedule starts, for your records. Runs follow Next Run Date, not Start Date.
`Status`	Status	Text		Active, Paused or Completed. New schedules are Active. Runs set Completed at the residual value or past End Date; a refused scheduled run sets Paused, and nothing runs again until someone sets Active. Only Active schedules run. Not on the standard forms, so an administrator adds it to see or change it.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteEntity`	Delete	Delete	DeleteEntity
`DeleteRow`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditEntity`	Edit	Edit	Entity
`EditInLine`	EditInLine	EditInline	EditInLine
`New`	New	New	New
`PostRecurringDepreciation`	Post Recurring Depreciation	ServerAction (`PostRecurringDepreciation`)	Runs the next period now: posts the Depreciation journal dated on Next Run Date (today when it is empty) and updates Current WDV, Accumulated Depreciation, Last Run Date and Next Run Date. It does not check that Next Run Date has arrived or that End Date has not passed, so each select posts another period. Refused when the schedule is not Active, a GL account is missing, or the charge works out to zero. When nothing is left to depreciate it posts nothing and completes the schedule.

Account — looks up via PartnerAccountId
GLAccount — looks up via DepreciationExpenseGLAccountId
UserAccount — looks up via CreatedById
UserAccount — looks up via ModifiedById
UserAccount — looks up via OwnerId
Branch — looks up via BranchId
GLAccount — looks up via AccumulatedDepreciationGLAccountId
Journal — referenced by via SourceRecordId

Recurring Depreciation — entity reference

Fields

Actions

Related entities

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