en:asset_inventory
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en:asset_inventory [2022/04/04 16:39] evelint [ASSET INVENTORY] |
en:asset_inventory [2023/03/02 15:44] triinp [ASSET INVENTORY] |
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| - | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
| ====== ASSET INVENTORY ====== | ====== ASSET INVENTORY ====== | ||
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| + | :!: The document cannot be opened from the confirmation! \\ | ||
| + | :!: The asset inventory document can be used if the documents - Fixed Assets and Low value Assets are in use. The Asset Card and the Asset Inventory document can not be used at the same time, the data does not move correctly and Directo does not correct errors due to incorrect use.\\ | ||
| A document for assets inventory, which purpose is to verify the status of assets as of selected date. | A document for assets inventory, which purpose is to verify the status of assets as of selected date. | ||
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| ====1.2. Row buttons==== | ====1.2. Row buttons==== | ||
| - | * {{:et:evelint20220209-153320.png}} - different asset fields can be added from here to be used as filters to add all assets that meet the given conditions at the same time. | + | * {{:et:evelint20220209-153320.png}} - different asset fields can be added from here to be used as filters to add all assets that meet the given conditions at the same time. Must take into account that exact match is searched when using filters. If filter "Name" is selected, a word car is typed and button "Fill in the document" is pressed, then all assets whose name contains the word car, will be added to the document (for example car, car 1, yellow car etc.). |
| * {{:et:evelint20220209-153406.png}} - starts the placement from the first empty line based on the previous filters. At least one filter must be filled for the button to work. | * {{:et:evelint20220209-153406.png}} - starts the placement from the first empty line based on the previous filters. At least one filter must be filled for the button to work. | ||
| {{:et:evelint20220209-153246.png}} | {{:et:evelint20220209-153246.png}} | ||
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| * **Basis** - text field, is placed on transaction. | * **Basis** - text field, is placed on transaction. | ||
| * **Comment** - text field, is placed on transaction. | * **Comment** - text field, is placed on transaction. | ||
| + | * **Document fillment** - the document fillment fields are optional, based on the document type and user. Different combinations of fields can be saved and displayed. The document issuer allows you to place many fixed assets or low value assets at once, for example department ADMIN all fixed assets or low value assets or user MALLE all fixed assets or low value assets. :!: Only an exact match is placed! | ||
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| {{:et:triinp20220325-132057.png}} | {{:et:triinp20220325-132057.png}} | ||
| - | * **Quantity** - total amount of all assets on the lines (regardless of the type of asset). Quantity numbers are taken from the Quantity column; | + | * **Quantity** - total quantity of all assets on the lines (regardless of the type of asset). Quantity numbers are taken from the Quantity column; |
| - | * **Counted** - total amount of all counted assets on the lines (regardless of the type of asset); | + | * **Counted** - total quantity of all counted assets on the lines (regardless of the type of asset); |
| * **Purchase price total** - total amount of assets purchase price (regardless of the type of asset); | * **Purchase price total** - total amount of assets purchase price (regardless of the type of asset); | ||
| - | * **Fixed asset quantity** - total amount of all fixed assets on the lines; | + | * **Fixed asset quantity** - total quantity of all fixed assets on the lines; |
| - | * **Fixed asset counted** - total amount of all counted fixed assets on the lines; | + | * **Fixed asset counted** - total quantity of all counted fixed assets on the lines; |
| * **Fixed in purchase price** - total amount of fixed assets purchase price; | * **Fixed in purchase price** - total amount of fixed assets purchase price; | ||
| - | * **Low value asset quantity** - total amount of all low value assets on the lines; | + | * **Low value asset quantity** - total quantity of all low value assets on the lines; |
| - | * **Low value asset counted** - total amount of all counted low value assets on the lines; | + | * **Low value asset counted** - total quantity of all counted low value assets on the lines; |
| * **Low value assets purchase price** - total amount of low value assets purchase price. | * **Low value assets purchase price** - total amount of low value assets purchase price. | ||
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| * **Code** - asset name | * **Code** - asset name | ||
| * **LV ID** - low value asset ID. If line contains fixed asset, this cell is left blank; | * **LV ID** - low value asset ID. If line contains fixed asset, this cell is left blank; | ||
| - | * **Counted** - counting result entered by user. If the field is empty, if it is counted and cannot be found, is written 0. Cannot be bigger than Quantity. | + | * **Counted** - counting result entered by user. The field is empty if not countet, if it is counted and cannot be found, 0 is written. Cannot be bigger than Quantity. |
| * **Corrected depr. months** - to be fulfilled if it is desired to change the length of the depreciation period, number field (integer); | * **Corrected depr. months** - to be fulfilled if it is desired to change the length of the depreciation period, number field (integer); | ||
| * **Comment** - text field | * **Comment** - text field | ||
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| =====4. PROCEEDING===== | =====4. PROCEEDING===== | ||
| - | * Persons who make the inventory and their rolls are filled in Proceeding (also the inventory commission list). | + | * Persons who make the inventory and their roles are filled in Proceeding (also the inventory commission list). |
| - | * Rolls, Controller, Chairman of the commission and Member of the commission are equal to the Signatory. \\ | + | * All the roles: Controller, Chairman of the commission and Member of the commission are equal to the Signatory. \\ |
| - | More about the procedure: https://wiki.directo.ee/et/menetlus | + | More about the proceeding in general: https://wiki.directo.ee/et/menetlus |
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| 4. Only existing assets can be placed on the document (assets that have not already been written off). | 4. Only existing assets can be placed on the document (assets that have not already been written off). | ||
| - | 5. If the asset is available on other inventory page, quantity 1 and confirmed, the asset can be selected to the next inventory document with the same date. | + | 5. If the asset is on another inventory page with quantity 1 and confirmed, it can be selected to the next inventory document with the same date. |
| 6. Asset inventory can be proceeded; | 6. Asset inventory can be proceeded; | ||
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| 12. Fixed Asset inventory card shows the last confirmed inventory of the asset. The information of all inventories is stored in the history and the information is available from the reports. | 12. Fixed Asset inventory card shows the last confirmed inventory of the asset. The information of all inventories is stored in the history and the information is available from the reports. | ||
| + | |||
| + | ===== 6. Frequently Asked Questions ===== | ||
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| + | |||
| + | ==== 6.1. How can I place all the LV IDs at once? ==== | ||
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| + | If there are more than one low value assets on one low value asset card and it is necessary to place all low value assets at once: | ||
| + | * select CODE from DOCUMENT FILLMENT filters | ||
| + | * place CODE to low value asset cell | ||
| + | * press **Fill document**. | ||
| + | This will place all LVIDs on the document that are not currently written off. | ||
| + | |||
| + | {{:et:triinp20220620-083717.png}} | ||
