en:asset
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:asset [2022/10/11 09:13] – [3.7. Fixed assets codes numbering] triinp | en:asset [2023/05/22 14:35] – [7.2. Effect of value correction entry dates on depreciation] triinp | ||
---|---|---|---|
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**: | * **Value corrections**: | ||
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**: | * **Value correction**: | ||
* **Object**: object or list of objects with commas | * **Object**: object or list of objects with commas | ||
Line 278: | Line 278: | ||
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==== | ||
Line 338: | Line 340: | ||
- | ==== 3.7. Fixed assets codes numbering ==== | + | ==== 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. | ||
- | One or multiple fixed asset codes series can be used for a fixed assets. | + | :!: If you want to use numbers in ranges - for example FA00001, |
- | * One series | + | |
===== 4. The fixed asset card is editable ===== | ===== 4. The fixed asset card is editable ===== | ||
Line 708: | Line 718: | ||
\\ | \\ | ||
\\ | \\ | ||
- | ===== 7. Address on fixed asset and low value asset card ===== | ||
- | ==== 7.1. Setting the addresses ==== | + | |
+ | ===== 7. Value corrections ===== | ||
+ | |||
+ | |||
+ | ==== 7.1. Influence of value corrections to depreciation ==== | ||
+ | |||
+ | * Value corrections is used when the fixed asset needs to be revalued (for example, an extra was purchased or there is significant maintenance work that must increase the current price of the fixed asset and must also depreciate). Similar to the creation of a fixed asset card, the additional amount can be added either through a related purchase invoice or directly to the fixed asset card. | ||
+ | |||
+ | * From the date of value correction depreciation is calculated on the increased amount. | ||
+ | |||
+ | * Entering value corrections does not change previously made depreciation transactions, | ||
+ | |||
+ | * If a value correction has been indicated on the fixed asset, and **depreciation has been calculated on this amount, this value correction can no longer be deleted** (row is locked). If the depreciation transactions are deleted, it is possible to delete the value correction. | ||
+ | |||
+ | * A negative value correction can also be entered. For negative amounts, enter the amount with a minus sign. This lowers the current price and the monthly amortization amount decreases. Cannot enter a minus sum that exceeds the current price - the system informs **" | ||
+ | |||
+ | * If the value correction needs to be entered in the past, but depreciation has already been calculated for that period, the system warns **"The asset has later changes" | ||
+ | |||
+ | |||
+ | ==== 7.2. Influence of value correction entry dates on depreciation ==== | ||
+ | |||
+ | * If the monthly depreciation transaction has been made (eg March 2023) and the value correction is added with the last date of the given month (e.g. 31.3.2023), then value correction goes into the depreciation calculation starting from the next month, i.e. April. If the value correction is added up to the date of the last month (e.g. with a date between 1-30.3.2023), | ||
+ | |||
+ | * If the current price of the fixed asset is 0 and a value correction is added to the fixed asset, then in order for depreciation to be calculated from the same month, the beginning of the calculation must be set to the 1st day of the month. If you want to start calculating depreciation from the next month, put the last date of the month. | ||
+ | |||
+ | * If the current price of the fixed asset is above 0 and a value correction is added to the fixed asset on any date of the month, it will be included in the depreciation calculation for the same month. | ||
+ | |||
+ | |||
+ | ==== 7.3. Examples of entering value corrections ==== | ||
+ | |||
+ | **Example 1**: if the residual value of the fixed asset is 0 and a value corrections is added to the fixed asset, then a new depreciation % must be calculated so that the added value correction is amortized for the required time. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Example 2**: if the residual value of the fixed asset is 0 and a value correction is added to the fixed asset in the case of fixed assets depreciated using the Units of Production method, then a new usage limit must be calculated so that the added value correction is amortized by the end of the new usage limit. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Example 3**: if the calculation end date is changed on the fixed asset card (a new date is entered in the "End date" field), the data in the Amort % field is not automatically updated. To do this, you need to press the button " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | ===== 8. Address on fixed asset and low value asset card ===== | ||
+ | |||
+ | ==== 8.1. Setting the addresses ==== | ||
Line 725: | Line 782: | ||
- | ==== 7.2. Entering addresses location codes ==== | + | ==== 8.2. Entering addresses location codes ==== |
Line 745: | Line 802: | ||
- | ==== 7.3. Use of address location codes ==== | + | ==== 8.3. Use of address location codes ==== |
Line 756: | Line 813: | ||
- | ==== 7.4. Display location fields on the Fixed Asset and Low Value Asset card ==== | + | ==== 8.4. 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 - '' | 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 - '' | ||
- | ===== 8. User management ===== | + | ===== 9. 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 **: | ||
Line 767: | Line 824: | ||
{{: | {{: | ||
- | ==== 8.1. Simple user management ==== | + | ==== 9.1. Simple user management ==== |
Line 776: | Line 833: | ||
- | ==== 8.2. Detailed user management ==== | + | ==== 9.2. Detailed user management ==== |
Line 800: | Line 857: | ||
{{: | {{: | ||
- | ==== 8.3. Setup and usage options ==== | ||
- | === 8.3.1. Relation between assets | + | ==== 9.3. Setup and usage options ==== |
- | 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 '' | + | === 9.3.1. 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 '' | ||
{{: | {{: | ||
Line 819: | Line 877: | ||
- | === 8.3.2. Setting: | + | === 9.3.2. Setting: |
- | '' | + | '' |
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 835: | Line 893: | ||
{{: | {{: | ||
- | === 8.3.3. System setting: Asset and personnel | + | === 9.3.3. System setting: Asset and Employee |
- | 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 '' |
Line 843: | Line 901: | ||
- | 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 ==== | + | ==== 9.4. Reports ==== |
ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
Line 854: | Line 912: | ||
- | 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 |
{{: | {{: | ||
- | ===== 9. Asset actions ===== | + | |
+ | ===== 10. Asset actions ===== | ||
[[en: | [[en: | ||
Line 865: | Line 924: | ||
- | ===== 10. Fixed Assets register ===== | + | ===== 11. Fixed Assets register ===== |
| | ||
Line 886: | Line 945: | ||
:!: Asset history report still shows future periods depreciation, | :!: Asset history report still shows future periods depreciation, | ||
- | ===== 11. Frequently Asked Questions ===== | + | ===== 12. Frequently Asked Questions ===== |
- | ==== 11.1. How do I get rid of a draft? ==== | + | ==== 12.1. 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**. | ||
Line 902: | Line 961: | ||
- | ==== 11.2. Why can't the draft be saved? ==== | + | ==== 12.2. 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