en:asset
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en:asset [2022/07/04 10:46] – [7.2 Detailed user management] triinp | en:asset [2022/12/20 10:27] – [8.4. Reports] triinp | ||
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* The Asset inventory | * 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. | + | :!: 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. |
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- | ==== 3.3 Creating a fixed asset card from the stock depreciation document ==== | + | ==== 3.3. Creating a fixed asset card from the stock depreciation document ==== |
After confirming the stock depreciation, | After confirming the stock depreciation, | ||
+ | |||
+ | :!: Necessary fine-tuning on the stock depreciation document **Asset creation** - Yes | ||
==== 3.4. Creating a fixed asset card from register==== | ==== 3.4. Creating a fixed asset card from register==== | ||
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- | ===== 4. The asset card is editable ===== | + | ==== 3.7. Fixed asset code numbering ==== |
+ | |||
+ | One or multiple fixed asset code ranges can be used for fixed assets. | ||
+ | * One range is used for all fixed assets | ||
+ | |||
+ | If one range is in use, when creating the next fixed asset card, the next range code is taken as the fixed asset code (For example, FA1 - when creating the next card, the fixed asset code is set to FA2). | ||
+ | |||
+ | * Multiple ranges are used for all fixed assets | ||
+ | |||
+ | If multiple ranges are in use, when creating the next fixed asset card, double-click on the code and select the range that is used. | ||
+ | |||
+ | :!: If you want to use numbers in ranges - for example FA00001, a number must be added before the number part of the code - for example FA10001. Using the code FA00001, the program offers FA2 as the next code. If the code is FA10001, the program will offer FA10002 as the next code. | ||
+ | ===== 4. The fixed asset card is editable ===== | ||
System settings – '' | System settings – '' | ||
- | **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. | + | **YES** - all changes can be made directly on the fixed 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. | + | **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 fixed asset card. |
- | If System setting '' | + | If System setting '' |
Following fields are locked on the **Fixed asset card**: | Following fields are locked on the **Fixed asset card**: | ||
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* Type | * Type | ||
* Calculation method | * Calculation method | ||
- | * Fiscal data (all the fiscal data on asset card) | + | * Fiscal data (all the fiscal data on fixed asset card) |
- | * Accounts (all the accounts on asset card) | + | * Accounts (all the accounts on fixed asset card) |
* Department | * Department | ||
* User | * User | ||
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* Cost project | * 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 ===== | ===== 5. Asset card confirmation ===== | ||
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:!: If the asset module has already been used and the assets have been depreciated, | :!: If the asset module has already been used and the assets have been depreciated, | ||
- | === 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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* **Range**- transaction range in which the transaction must be made (usually comes automatically); | * **Range**- transaction range in which the transaction must be made (usually comes automatically); | ||
* **Asset**- | * **Asset**- | ||
- | * **Class** - depreciation can be calculated by class; | + | * **Class** - depreciation can be calculated by class; it is possible to add classes as a comma-separated list; |
* **Object** - depreciation can be calculated by objects or by object combinations class; | * **Object** - depreciation can be calculated by objects or by object combinations class; | ||
* **Project** - depreciation can be calculated by projects; | * **Project** - depreciation can be calculated by projects; | ||
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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 FISCAL DATA tab on the fixed asset card shows the expected end of depreciation, | ||
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- | == 6.2.4.1. Periodized amortization== | + | === 6.2.4.1. Periodized amortization |
'' | '' | ||
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{{: | {{: | ||
- | == 6.2.4.2. Non - periodized amortization== | + | === 6.2.4.2. Non - periodized amortization |
'' | '' | ||
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Allows to share depreciation cost between multiple object and/or projects at the same time over a given period. | Allows to share depreciation cost between multiple object and/or projects at the same time over a given period. | ||
- | === 6.4.1.Setting the first proportion === | + | === 6.4.1. Setting the first proportion === |
* **Proportion**: | * **Proportion**: | ||
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- | === 6.6.1.Diminishing balance method- depreciation calculated in advance=== | + | === 6.6.1. Diminishing balance method- depreciation calculated in advance=== |
{{: | {{: | ||
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{{: | {{: | ||
- | ==== 8.1 Simple user management ==== | + | ==== 8.1. Simple user management ==== |
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- | ==== 8.2 Detailed user management ==== | + | ==== 8.2. Detailed user management ==== |
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{{: | {{: | ||
- | === 7.2.1 Setup and usage options === | + | ==== 8.3. Setup and usage options |
- | === Relation between assets and personnel assets === | + | === 8.3.1. |
- | 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 '' | + | 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 '' |
{{: | {{: | ||
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- | === Setting: | + | === 8.3.2. |
- | '' | + | |
+ | '' | ||
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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{{: | {{: | ||
- | === System setting: Asset and personnel | + | === 8.3.3. |
- | Option **user** and **in charge** is intended for use, when the system setting '' | + | Option **user** and **in charge** is intended for use, when the system setting '' |
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- | Option ** No relation ** is intended for use, when the system setting '' | + | Option ** No relation ** is intended for use, when the system setting '' |
+ | ==== 8.4. Reports ==== | ||
- | ==== 7.3. Reports ==== | ||
ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
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- | Therefore, it is reasonable to turn on the system settings ** Asset and Personnel | + | Therefore, it is reasonable to turn on the system settings ** Asset and Employee |
{{: | {{: | ||
- | ===== 8. Asset actions ===== | + | ===== 9. Asset actions ===== |
[[en: | [[en: | ||
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- | ===== 9. Fixed Assets register ===== | + | ===== 10. Fixed Assets register ===== |
| | ||
- | ==== 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, | :!: Asset history report still shows future periods 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. |
en/asset.txt · Last modified: 2023/05/23 09:38 by triinp