Stock-to-Fleet
A wizard for converting standard Business Central stock items into rental fleet assets, with the inventory and Fixed Asset entries posted as a single, guided process.
How it fits in
When a piece of equipment moves from "stock you sell" to "fleet you rent", several things have to happen at once: the inventory needs to come off the books, a Rental Item record needs to be created, and (if you treat fleet as a balance-sheet asset) a Fixed Asset record needs acquisition cost posted against it. The Stock-to-Fleet wizard does all of that in one guided flow rather than asking you to remember every step.
The wizard takes a stock Item as its starting point and produces:
An Item Journal entry to remove the chosen quantity from inventory.
A Rental Item record in the rental fleet, linked to a Rental Item Type and an Output Location.
A Fixed Asset G/L Journal entry to record the acquisition cost against the new Fixed Asset (when Fixed Asset integration is configured).
After the wizard finishes, you get notifications offering to open the relevant Journal so you can review the postings before they're committed.
Where to launch the wizard
The wizard is available from two places, both of which start with a stock Item record:
Item card: open the Item you want to convert, then use the Stock to Fleet action on the ribbon.
Items list: select the Item in the list, then use the Stock to Fleet action on the list ribbon.
Walkthrough: running the wizard
An introductory page describing what the wizard does. Click Next to proceed.
Confirm the Item being converted and supply transfer details:
Item No. and Item Description: read-only, copied from the source Item.
Inventory: read-only, shows the current on-hand balance so you know how much is available to move.
Item Quantity: how many units to move from stock into fleet.
Item Serial No.: visible only if the Item has Item Tracking with serials. Pick the specific serial being moved.
Location: the location the stock is being drawn from.
Bin: the specific bin within that location.
Set the rental-side classification and destination:
Rental Item Type: which Rental Item Type the new Rental Item should be classified under. Drives default Price Term, dimension assignments, and reservations behaviour.
Output Location: where the resulting Rental Item ends up in the fleet (often the same as the source Location, but it can differ if the equipment is moving depots as part of becoming fleet).
Click Finish. The wizard creates the Item Journal entry, the Rental Item record, and (if configured) the Fixed Asset G/L Journal entry. Notifications appear offering to open the Item Journal and the Fixed Asset G/L Journal so you can review before posting.
After the wizard finishes
The wizard creates the journal entries but does not post them. This is deliberate: it lets you review the entries (especially the acquisition cost on the FA journal) before they hit the ledgers.
Two notifications appear after a successful run:
Open Item Journal: opens the Item Journal Batch where the stock-removal entry was created. Confirm the quantity, dimensions, and any other fields, then post the journal as you would any other Item Journal.
Open Fixed Asset G/L Journal: opens the Fixed Asset General Journal Batch where the acquisition entry was created (only appears when the Fixed Asset integration produced an entry). Review the acquisition cost, posting accounts, and depreciation start date, then post.
Until you post these journals, the conversion isn't financially complete: stock is still on the books in the source location, and the Fixed Asset doesn't yet show acquisition cost. The Rental Item record itself, however, is already in the fleet master and will appear on the Rental Items list.
Configuration that affects the wizard
A few fields on Rental Setup shape how Stock-to-Fleet behaves:
If any of these are blank when the wizard runs, the corresponding behaviour is skipped or falls back to a manual selection during the wizard. The Setup Wizard's "Default Stock to Fleet" option pre-fills these for you on a fresh tenant.
Related pages
- Rental Setup: Fixed Asset Integration FastTab + No. Series control how the wizard posts.
- Rental Items (coming soon): the master-data page where the resulting Rental Item lands.
- Rental Item Types (coming soon): the classification picked in Step 3.