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POOLELI - kasutamiseks alates 21.04.2022 !!!
The following settings should be completed before creating fixed asset cards:
If asset classes are filled in, accounts are placed from classes.
Make sure that the start date of the calculation is not earlier than the date of purchase. If it is necessary to start accounting earlier, write the date of purchase earlier on the property card.
Fiscal data - The start of the calculation cannot be later than the start date of the car's fringe benefit tax.
Data fields can be used to add parameters that are not described on the Low Value Asset card and later use in reports. Data fields to be described Lisaväljad. LINK TULEB ÄRA MUUTA
Type- asset type in Personnel module. Selection from the drop-down menu. Setup: Põhivara ja personali vahendite seos;
User- selection from users tab. Code is placed;
User name- user name is displayed (after saving), cannot be changed;
Start date- date of issue the fixed asset to the user;
End date- asset return date or termination of liability;
Comment- explanatory text. Not required;
Close out- selection from users tab. Code is placed;
Close out name- name is displayed (after saving), cannot be changed
Contract- the document on the basis of which the fixed asset was issued to the user. Text field. Not required;
If user is added to the fixed asset card through Users tab, then it is immediately in the Assets tab on personnel card:
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
:
A list of asset groups is created to this table as we want to systematize them in the Personnel module. This list does not have to match to the asset classes list directly.
Rows without an asset type cannot be saved under Employee card assets.
Read more in the Personnel Module Guide.
For Asset class is selected to, which personnel module asset type the given class corresponds to:
The fixed asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the fixed asset types on The Employee card.
Settings→System settings→Asset settings→Asset has one active in charge user
:
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:
Yes- When a new user is added to the table, the previous user's row is “closed” and its end date is automatically set to one day less than the new user's start date: adding a new user to the table, the previous user's row is “closed” and its end date is automatically set to one day less than the new user's start date:
Only the last line can be edited and deleted (previous users lines are locked). If you delete the last line, the previous one becomes the active line and can be changed. Also the end date is removed from it.
No- all lines are freely editable. Except for required fields that must be filled (Type, User, Start date). This means that the asset has multiple concurrent users and the asset is on a several employee card.
Option user and in charge is intended for use, when the system setting Asset has one active in charge user=Yes
is selected.
Specifies which field (user or in charge) on the fixed assets tab is updated automatically, when a new user is added to the users tab (the field is locked and cannot be changed manually). This means that the selected field (user or in charge) always has the currently active user or in charge user.
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.
ON TÄIENDAMISEL !!
The reports Asset list and Asset history can be taken by a valid user or in charge user. It means the reports take into account the user / in charge user that are on the asset main page.
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.
Asset actions codes are created to monitor different fixed assets actions.
For example, in the case of a purchase, the default code is “purchase”, the code can be changed before the first depreciation calculation or follow-up documentation is made.
Actions can be used in reports.
Some activities appear on the asset card only through additional documents - Fixed Asset change, Low value Asset change, Fixed Asset recalculation, Asset write-off, Asset inventory.
Register allows to sort fixed asset cards, etc.
Buttons Update history and Delete history appear, when the asset system settings have been filled:
If Update history is created with a future period date, then future period depreciation transactions are previewed on Asset history report, although no depreciation has been calculated.
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.
All the changes, that have not been saved, will be deleted by pressing Discard.