en:asset
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en:asset [2022/07/04 10:43] triinp [5.5. Proportional write-off] |
en:asset [2022/07/04 11:33] triinp [8.2.1.3. System setting: Asset and personnel relation] |
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| - | == 6.2.4.1. Periodized amortization== | + | === 6.2.4.1. Periodized amortization === |
| ''System setting ->Asset amortization will be periodized -> yes'' \\ | ''System setting ->Asset amortization will be periodized -> yes'' \\ | ||
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| {{:et:triinp20220408-085603.png}} | {{:et:triinp20220408-085603.png}} | ||
| - | == 6.2.4.2. Non - periodized amortization== | + | === 6.2.4.2. Non - periodized amortization === |
| ''System setting →Asset amortization will be periodized → No''\\ | ''System setting →Asset amortization will be periodized → No''\\ | ||
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| If write-off is wanted to transfer without calculating the proportion or to other objects, a CHANGE document is need to be done before, on which the proportional calculation is terminated and only after that the write-off is made. | If write-off is wanted to transfer without calculating the proportion or to other objects, a CHANGE document is need to be done before, on which the proportional calculation is terminated and only after that the write-off is made. | ||
| - | ==== 5.6. System setting - Asset history preview feature ==== | + | ==== 6.6. System setting - Asset history preview feature ==== |
| If the system setting "Asset history preview feature" is enabled, is possible to create s.c. simulation transactions (only visible in the asset module) for depreciation calculation. | If the system setting "Asset history preview feature" is enabled, is possible to create s.c. simulation transactions (only visible in the asset module) for depreciation calculation. | ||
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| - | === 5.6.1.Diminishing balance method- depreciation calculated in advance=== | + | === 6.6.1.Diminishing balance method- depreciation calculated in advance=== |
| {{:et:triinp20220408-102734.png}} | {{:et:triinp20220408-102734.png}} | ||
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| {{:et:triinp20220408-103820.png}} | {{:et:triinp20220408-103820.png}} | ||
| - | === 5.6.2. Straight line method - depreciation calculated in advance === | + | === 6.6.2. Straight line method - depreciation calculated in advance === |
| {{:et:triinp20220408-104421.png}} | {{:et:triinp20220408-104421.png}} | ||
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| {{:et:triinp20220408-105202.png}} | {{:et:triinp20220408-105202.png}} | ||
| - | === 5.6.3. Example - fixed asset history is generated 2 months ahead === | + | === 6.6.3. Example - fixed asset history is generated 2 months ahead === |
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| \\ | \\ | ||
| \\ | \\ | ||
| - | =====6. Address on fixed asset and low value asset card===== | + | ===== 7. Address on fixed asset and low value asset card ===== |
| - | ====6.1. Setting the addresses==== | + | ==== 7.1. Setting the addresses ==== |
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| - | ====6.2. Entering addresses location codes==== | + | ==== 7.2. Entering addresses location codes ==== |
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| - | ====6.3. Use of address location codes==== | + | ==== 7.3. Use of address location codes ==== |
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| - | ==== 6.4. Display location fields on the Fixed Asset and Low Value Asset card ==== | + | ==== 7.4. Display location fields on the Fixed Asset and Low Value Asset card ==== |
| The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - ''Asset location additional info fields''. | The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - ''Asset location additional info fields''. | ||
| - | ===== 7. User management ===== | + | ===== 8. User management ===== |
| Fixed assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | Fixed assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | ||
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| {{:et:triinp20220404-155914.png}} | {{:et:triinp20220404-155914.png}} | ||
| - | ==== 7.1 Simple user management ==== | + | ==== 8.1 Simple user management ==== |
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| - | ==== 7.2 Detailed user management ==== | + | ==== 8.2 Detailed user management ==== |
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| {{:et:triinp20220408-125539.png}} | {{:et:triinp20220408-125539.png}} | ||
| - | === 7.2.1 Setup and usage options === | + | ==== 8.3. Setup and usage options ==== |
| - | === Relation between assets and personnel assets === | + | === 8.3.1. Relation between assets and personnel assets === |
| It is necessary to set the assets **Types**, in order to save assets lines to **Assets** tab in Employee card. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | It is necessary to set the assets **Types**, in order to save assets lines to **Assets** tab in Employee card. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | ||
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| - | === Setting: Asset has one active in charge user === | + | === 8.3.2. Setting: Asset has one active in charge user === |
| ''Settings->System settings->Asset settings->Asset has one active in charge user'': | ''Settings->System settings->Asset settings->Asset has one active in charge user'': | ||
| specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no: | specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no: | ||
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| {{:et:triinp20220408-140330.png}} | {{:et:triinp20220408-140330.png}} | ||
| - | === System setting: Asset and personnel relation === | + | === 8.3.3 System setting: Asset and personnel relation === |
| Option **user** and **in charge** is intended for use, when the system setting ''Asset has one active in charge user=**Yes**'' is selected.\\ | Option **user** and **in charge** is intended for use, when the system setting ''Asset has one active in charge user=**Yes**'' is selected.\\ | ||
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| - | ==== 7.3. Reports ==== | + | ==== 8.3. Reports ==== |
| ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
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| {{:et:triinp20220408-141445.png}} | {{:et:triinp20220408-141445.png}} | ||
| - | ===== 8. Asset actions ===== | + | ===== 9. Asset actions ===== |
| [[en:inv_tegevus|]] codes are created to monitor different fixed assets actions. \\ | [[en:inv_tegevus|]] codes are created to monitor different fixed assets actions. \\ | ||
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| - | ===== 9. Fixed Assets register ===== | + | ===== 10. Fixed Assets register ===== |
| [[et:t_list|]] allows to sort fixed asset cards, etc. | [[et:t_list|]] allows to sort fixed asset cards, etc. | ||
| - | ==== Buttons==== | + | **Buttons** |
| ***Add new** - opens new empty fixed asset card. | ***Add new** - opens new empty fixed asset card. | ||
| ***Browse** - entering the fixed asset code in the Open code box, opens the fixed asset card. | ***Browse** - entering the fixed asset code in the Open code box, opens the fixed asset card. | ||
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| :!: Asset history report still shows future periods depreciation, if ** Update history ** is prepared for a future period. Press ** Delete history ** in order for the Asset History report to show only the actual depreciation. | :!: Asset history report still shows future periods depreciation, if ** Update history ** is prepared for a future period. Press ** Delete history ** in order for the Asset History report to show only the actual depreciation. | ||
| - | ===== 10. Frequently Asked Questions ===== | + | ===== 11. Frequently Asked Questions ===== |
| - | ====10.1. How do I get rid of a draft?==== | + | ==== 11.1. How do I get rid of a draft? ==== |
| * If a draft is left from document, cannot be saved and reports an error, then the error message can be removed by closing the asset card, reopening it and pressing **Discard**. | * If a draft is left from document, cannot be saved and reports an error, then the error message can be removed by closing the asset card, reopening it and pressing **Discard**. | ||
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| - | ====10.2. Why can't the draft be saved?==== | + | ==== 11.2. Why can't the draft be saved? ==== |
| * If the document does not have an active save button, may some fields contain code, that does not exist in Directos. | * If the document does not have an active save button, may some fields contain code, that does not exist in Directos. | ||
