en:asset
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en:asset [2022/07/04 11:32] triinp [8.2.1.1. Relation between assets and personnel assets] |
en:asset [2023/02/06 14:29] triinp [2.4. Value corrections] |
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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. |
| Line 85: | Line 85: | ||
| ====2.2.1. Fiscal data==== | ====2.2.1. Fiscal data==== | ||
| - | * **Start date**: date from which the depreciation is calculated. Usually fixed asset purchase date. Related to the date of purchase. The start of the calculation can be in the same month in the past compared to the date of purchase. Future can be used. | + | * **Start date**: date from which the depreciation is calculated. Usually fixed asset purchase date. Related to the date of purchase. The start of the calculation can be in the same month in the past compared to the date of purchase. Can be in the past until to the purchase invoice op. date. Future can be used. |
| * **Purchase price**: fixed asset original purchase price (the purchase price may also be negative) | * **Purchase price**: fixed asset original purchase price (the purchase price may also be negative) | ||
| * **Value corrections**: total cost of fixed assets additional amounts | * **Value corrections**: total cost of fixed assets additional amounts | ||
| Line 181: | Line 181: | ||
| ==== 2.4. Value corrections ==== | ==== 2.4. Value corrections ==== | ||
| - | * **Date**: date - start of calculation | + | * **Date**: date - start of calculation. Can be in the past until to the purchase invoice op. date. |
| * **Value correction**: adding an amount | * **Value correction**: adding an amount | ||
| * **Object**: object or list of objects with commas | * **Object**: object or list of objects with commas | ||
| Line 275: | Line 275: | ||
| - | ==== 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, a ''New FA'' button will appear in the end of the rows. By pressing the button, a new fixed asset card opens with pre-filled information that can be queried from the stock depreciation and which remains directly related to that stock depreciation. | After confirming the stock depreciation, a ''New FA'' button will appear in the end of the rows. By pressing the button, a new fixed asset card opens with pre-filled information that can be queried from the stock depreciation and which remains directly related to that 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==== | ||
| Line 338: | Line 340: | ||
| - | ===== 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 – ''Asset settings -> Asset card is editable'' – NO/YES. By default the setting is YES \\ | 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. | + | **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 ''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). | + | If System setting ''Asset card is editable -> NO'' the fields 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**: | Following fields are locked on the **Fixed asset card**: | ||
| Line 354: | Line 368: | ||
| * 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 | ||
| Line 366: | Line 380: | ||
| * 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 ===== | ||
| Line 413: | Line 407: | ||
| :!: 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 == | ||
| Line 530: | Line 524: | ||
| * **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**- fixed asset code to which depreciation is calculated. Must be filled in if want to depreciate only one fixed asset. Must be left blank, if want to depreciate all fixed assets at the same time; | * **Asset**- fixed asset code to which depreciation is calculated. Must be filled in if want to depreciate only one fixed asset. Must be left blank, if want to depreciate all fixed assets at the same time; | ||
| - | * **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; | ||
| Line 560: | Line 554: | ||
| - | === 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. | ||
| Line 651: | Line 645: | ||
| 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**: number field | * **Proportion**: number field | ||
| Line 696: | Line 690: | ||
| - | === 6.6.1.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}} | ||
| Line 783: | Line 777: | ||
| {{:et:triinp20220404-155914.png}} | {{:et:triinp20220404-155914.png}} | ||
| - | ==== 8.1 Simple user management ==== | + | ==== 8.1. Simple user management ==== |
| Line 792: | Line 786: | ||
| - | ==== 8.2 Detailed user management ==== | + | ==== 8.2. Detailed user management ==== |
| Line 820: | Line 814: | ||
| === 8.3.1. 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'': |
| {{:et:triinp20220405-103429.png}} | {{:et:triinp20220405-103429.png}} | ||
| Line 835: | Line 829: | ||
| - | === 8.2.1.2. Setting: Asset has one active in charge user === | + | === 8.3.2. Setting: An asset can have one active In charge user or User at the same time === |
| - | ''Settings->System settings->Asset settings->Asset has one active in charge user'': | + | |
| + | ''Settings -> System settings -> Asset settings -> An asset can have one active In charge user or User at the same time'': | ||
| 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: | ||
| Line 850: | Line 845: | ||
| {{:et:triinp20220408-140330.png}} | {{:et:triinp20220408-140330.png}} | ||
| - | === 8.2.1.3. System setting: Asset and personnel relation === | + | === 8.3.3. System setting: Asset and Employee 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 ''An asset can have one active In charge user or User at the same time = **Yes**'' is selected.\\ |
| Line 858: | Line 853: | ||
| - | Option ** No relation ** is intended for use, when the system setting ''Asset has one active in charge user=**No**'' is selected, then the fields User and In charge can be changed freely. | + | Option ** No relation ** is intended for use, when the system setting ''An asset can have one active In charge user or User at the same time = **No**'' is selected, then the fields User and In charge can be changed freely. |
| + | ==== 8.4. Reports ==== | ||
| - | ==== 8.3. Reports ==== | ||
| ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
| Line 868: | Line 864: | ||
| - | Therefore, it is reasonable to turn on the system settings ** Asset and Personnel Relation ** so that the Users tab active user is also a valid user or a in charge user on the main page. | + | Therefore, it is reasonable to turn on the system settings ** Asset and Employee Relation ** so that the Users tab active user is also a valid user or a in charge user on the main page. |
| {{:et:triinp20220408-141445.png}} | {{:et:triinp20220408-141445.png}} | ||
