en:asset
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en:asset [2022/12/20 10:27] triinp [8.4. Reports] |
en:asset [2023/05/23 09:38] (current) triinp [9.3.3. System setting: Asset and Employee relation] |
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| ====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 | ||
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| ==== 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 | ||
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| \\ | \\ | ||
| \\ | \\ | ||
| - | ===== 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, value corrections will be effective from the date indicated and will only affect new 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 **"Remianing value is greater than current price"** and does not allow saving. | ||
| + | |||
| + | * 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"** and does not allow to save. If necessary, these depreciation transactions can be deleted along with the history, and then the value correction can be entered into the past. | ||
| + | |||
| + | |||
| + | ==== 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), then the system does not allow it and gives an error "The asset has later changes". If the depreciation transactions for March 2023 are deleted, it is possible to add a value correction to March 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. | ||
| + | |||
| + | {{:et:triinp20230522-134855.png}} | ||
| + | |||
| + | **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. | ||
| + | |||
| + | {{:et:triinp20230522-140111.png}} | ||
| + | |||
| + | **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 "Calculate amortization %" or if data bulk import is used, the new Amort % must be calculated and bulk imported as well. Calculation method to find the new amort %. | ||
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| + | {{:et:triinp20230522-142500.png}} | ||
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| + | {{:et:triinp20230522-141251.png}} | ||
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| + | ===== 8. Address on fixed asset and low value asset card ===== | ||
| + | |||
| + | ==== 8.1. Setting the addresses ==== | ||
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| - | ==== 7.2. Entering addresses location codes ==== | + | ==== 8.2. Entering addresses location codes ==== |
| Line 755: | Line 802: | ||
| - | ==== 7.3. Use of address location codes ==== | + | ==== 8.3. Use of address location codes ==== |
| Line 766: | 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 - ''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 ==== | + | **Column names of the Users tab table** |
| + | |||
| + | The name of the user column in the table depends on the system setting "Asset and Employee relation". | ||
| + | |||
| + | |||
| + | If "User" is selected in the setting or if the setting is empty, then "User" is displayed as the name of the User column. | ||
| + | |||
| + | {{:et:triinp20230523-092811.png}} | ||
| + | |||
| + | |||
| + | If "In charge" is selected in the setting, then the column name will be displayed as "In charge". | ||
| + | |||
| + | {{:et:triinp20230523-093832.png}} | ||
| + | ==== 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. | ||
| Line 896: | Line 958: | ||
| :!: 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**. | ||
| Line 912: | Line 974: | ||
| - | ==== 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. | ||
