en:asset
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en:asset [2022/07/04 10:43] triinp [5.5. Proportional write-off] |
en:asset [2022/07/04 11:43] triinp [6.2.1.Estimated depreciation end time and last transaction] |
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| :!: If the asset module has already been used and the assets have been depreciated, should be contacted with Directo Customer Support, if the asset confirmation feature is intended to take into use. Customer Support helps to mark assets in use as confirmed. Old cards independent confirmation creates also registration transactions, which would damage or clutter existing accounting. | :!: If the asset module has already been used and the assets have been depreciated, should be contacted with Directo Customer Support, if the asset confirmation feature is intended to take into use. Customer Support helps to mark assets in use as confirmed. Old cards independent confirmation creates also registration transactions, which would damage or clutter existing accounting. | ||
| - | === 5.2 Confirmation use === | + | === 5.2. Confirmation use === |
| == 5.2.1. Fixed asset is purchased with purchase invoice == | == 5.2.1. Fixed asset is purchased with purchase invoice == | ||
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| - | === 6.2.1.Estimated depreciation end time and last transaction === | + | === 6.2.1. Estimated depreciation end time and last transaction === |
| The FISCAL DATA tab on the fixed asset card shows the expected end of depreciation, the last depreciation date and transaction number. The depreciation transaction link opens in the fixed asset header. | The FISCAL DATA tab on the fixed asset card shows the expected end of depreciation, the last depreciation date and transaction number. The depreciation transaction link opens in the fixed asset header. | ||
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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 ==== | + | ==== 8.4. 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. | ||
