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en:asset [2023/05/22 14:26] triinp [6.6.3. Example - fixed asset history is generated 2 months ahead] |
en:asset [2023/05/22 14:28] triinp |
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- | ===== 7. Address on fixed asset and low value asset card ===== | + | ===== 8. Address on fixed asset and low value asset card ===== |
- | ==== 7.1. Setting the addresses ==== | + | ==== 8.1. Setting the addresses ==== |
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- | ==== 7.2. Entering addresses location codes ==== | + | ==== 8.2. Entering addresses location codes ==== |
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- | ==== 7.3. Use of address location codes ==== | + | ==== 8.3. Use of address location codes ==== |
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- | ==== 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 - ''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''. | ||
- | ===== 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 **: | ||
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{{:et:triinp20220404-155914.png}} | {{:et:triinp20220404-155914.png}} | ||
- | ==== 8.1. Simple user management ==== | + | ==== 9.1. Simple user management ==== |
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- | ==== 8.2. Detailed user management ==== | + | ==== 9.2. Detailed user management ==== |
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{{:et:triinp20220408-125539.png}} | {{:et:triinp20220408-125539.png}} | ||
- | ==== 8.3. Setup and usage options ==== | ||
- | === 8.3.1. Relation between assets and personnel assets === | + | ==== 9.3. Setup and usage options ==== |
+ | |||
+ | === 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 ''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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- | === 8.3.2. Setting: An asset can have one active In charge user or User at the same time === | + | === 9.3.2. Setting: An asset can have one active In charge user or User at the same time === |
''Settings -> System settings -> Asset settings -> An asset can have one active In charge user or User at the same time'': | ''Settings -> System settings -> Asset settings -> An asset can have one active In charge user or User at the same time'': | ||
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{{:et:triinp20220408-140330.png}} | {{:et:triinp20220408-140330.png}} | ||
- | === 8.3.3. System setting: Asset and Employee relation === | + | === 9.3.3. System setting: Asset and Employee relation === |
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.\\ | 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.\\ | ||
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- | ==== 8.4. Reports ==== | + | ==== 9.4. Reports ==== |
ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
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{{:et:triinp20220408-141445.png}} | {{:et:triinp20220408-141445.png}} | ||
- | ===== 9. Asset actions ===== | + | |
+ | ===== 10. 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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- | ===== 10. Fixed Assets register ===== | + | ===== 11. Fixed Assets register ===== |
[[et:t_list|]] allows to sort fixed asset cards, etc. | [[et:t_list|]] allows to sort fixed asset cards, etc. | ||
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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. | ||
- | ===== 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**. | ||
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- | ==== 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. |