en:asset
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
|
en:asset [2022/07/04 11:34] triinp [8.2 Detailed user management] |
en:asset [2022/08/17 09:12] triinp [4. The asset card is editable] |
||
|---|---|---|---|
| Line 9: | Line 9: | ||
| * 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 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. | ||
| Line 338: | Line 338: | ||
| - | ===== 4. The asset card is editable ===== | + | ===== 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 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). | ||
| Line 354: | Line 354: | ||
| * 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 413: | Line 413: | ||
| :!: 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 560: | Line 560: | ||
| - | === 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 651: | ||
| 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 696: | ||
| - | === 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 851: | Line 851: | ||
| {{:et:triinp20220408-140330.png}} | {{:et:triinp20220408-140330.png}} | ||
| - | === 8.3.3 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.\\ | ||
