en:asset
Differences
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en:asset [2022/05/04 11:38] triinp [2.3. Data fields] |
en:asset [2022/07/04 10:36] triinp [4.1. Confirmation setting] |
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| ======Fixed assets====== | ======Fixed assets====== | ||
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| + | The Fixed Assets card is intended for managing fixed assets and real estate. | ||
| + | The Fixed Assets card works with the following documents | ||
| + | * The Fixed Asset change | ||
| + | * The Fixed Asset recalculation | ||
| + | * The Asset write-off | ||
| + | * The Asset inventory | ||
| + | |||
| + | The Asset Card and the Fixed Asset Card can not be used at the same time, the data does not move correctly and Directo does not correct errors due to incorrect use. | ||
| + | |||
| + | |||
| ===== Settings ===== | ===== Settings ===== | ||
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| * **Master**: if the fixed asset is a part of another fixed asset, reports can be taken with the master asset. | * **Master**: if the fixed asset is a part of another fixed asset, reports can be taken with the master asset. | ||
| * **Comment**: specifying field of the fixed asset name | * **Comment**: specifying field of the fixed asset name | ||
| - | * **Type**: tangible asset/intangible asset | + | * **Type**: tangible assets TA/intangible assets ITA |
| * **Calculation method**: straight line, diminishing balance, units of production | * **Calculation method**: straight line, diminishing balance, units of production | ||
| * **Auto**: allows to select this asset for the calculation of the vehicle's fringe benefit. Opens Vehicle's fringe benefit taxation data on asset card. | * **Auto**: allows to select this asset for the calculation of the vehicle's fringe benefit. Opens Vehicle's fringe benefit taxation data on asset card. | ||
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| ==== 2.3. Data fields ==== | ==== 2.3. Data fields ==== | ||
| - | Data fields can be used to add parameters that are not described on the Low Value Asset card and later use in reports. Data fields to be described [[et:datatyyp|]]. | + | Data fields can be used to add parameters that are not described on the Low Value Asset card and later use in reports. Data fields to be described [[en:datatyyp|Datafield types]]. |
| * **Type**: selection of additional fields described on the fixed asset card | * **Type**: selection of additional fields described on the fixed asset card | ||
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| - | * **Type**: fixed asset type in the Personnel module. Selection from the drop-down menu. Settings: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Vara ja personali vahendite seos]] | + | * **Type**: fixed asset type in the Personnel module. Selection from the drop-down menu. Settings: [[en:asset#setup_and_usage_options|Relation between assets and personnel assets]] |
| * **User**: selection from users tab, the code is placed | * **User**: selection from users tab, the code is placed | ||
| * **User name**: user name is displayed (after saving), cannot be changed | * **User name**: user name is displayed (after saving), cannot be changed | ||
| Line 225: | Line 236: | ||
| * **Transaction**: transaction number | * **Transaction**: transaction number | ||
| * **Document**: related document number | * **Document**: related document number | ||
| + | * **Comment**: related document comment field information | ||
| ===== 3. Creating a new fixed asset card ===== | ===== 3. Creating a new fixed asset card ===== | ||
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| * do not change the asset browser | * do not change the asset browser | ||
| - | ===== 4. Asset card confirmation ===== | + | |
| + | ===== 4. The asset card is editable ===== | ||
| + | |||
| + | System settings – ''Asset settings -> Asset card is editable'' – NO/YES. By default the setting is YES \\ | ||
| + | |||
| + | **YES** - all changes can be made directly on the asset card, but reports for an earlier period cannot be taken later - who was in charge etc. | ||
| + | \\ | ||
| + | **NO** - changes can only be made on the additional documents. Changes are saved and they can be reported in the past. Option **NO** allows to make changes in fixed assets and low value assets fields, which are not closed on asset card. | ||
| + | |||
| + | If System setting ''Asset card is editable -> NO'' the fields below on the asset card will be locked, after depreciation has been calculated for the first time or another document has been issued (Change, Inventory). | ||
| + | |||
| + | Following fields are locked on the **Fixed asset card**: | ||
| + | |||
| + | * Code | ||
| + | * Class | ||
| + | * Type | ||
| + | * Calculation method | ||
| + | * Fiscal data (all the fiscal data on asset card) | ||
| + | * Accounts (all the accounts on asset card) | ||
| + | * Department | ||
| + | * User | ||
| + | * In charge | ||
| + | * Object | ||
| + | * Customer | ||
| + | * Project | ||
| + | * Proportion | ||
| + | * Cost object | ||
| + | * Cost project | ||
| + | |||
| + | |||
| + | Following fields are locked on the **Low value asset card**: | ||
| + | |||
| + | * Code | ||
| + | * Type | ||
| + | * Value correction | ||
| + | * Purchase price total | ||
| + | * Start date | ||
| + | * Purchase price | ||
| + | * End date | ||
| + | * Purchased | ||
| + | * Quantity | ||
| + | * Location | ||
| + | * Department | ||
| + | * User | ||
| + | * In charge | ||
| + | * Object | ||
| + | * Customer | ||
| + | * Project | ||
| + | |||
| + | |||
| + | ===== 5. Asset card confirmation ===== | ||
| Directo can be configured so that tangible and intangible asset type asset card must be confirmed if needed. Its purpose is to provide a more flexible process configuration option in situations, where is a time lag between the asset purchase and registration for an example and it is desired to be precise at the time of the transaction. Or someone has to validate it before registering the asset e.t.c. \\ | Directo can be configured so that tangible and intangible asset type asset card must be confirmed if needed. Its purpose is to provide a more flexible process configuration option in situations, where is a time lag between the asset purchase and registration for an example and it is desired to be precise at the time of the transaction. Or someone has to validate it before registering the asset e.t.c. \\ | ||
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| :!: Unconfirmed fixed asset cards are included in the Asset Depreciation and Asset List report. | :!: Unconfirmed fixed asset cards are included in the Asset Depreciation and Asset List report. | ||
| - | === 4.1. Confirmation setting === | + | === 5.1. Confirmation setting === |
| ''Settings > System Settings >Asset Settings '' are the following settings that affect asset confirmation | ''Settings > System Settings >Asset Settings '' are the following settings that affect asset confirmation | ||
