en:asset_inventory
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en:asset_inventory [2022/04/04 16:39] – [ASSET INVENTORY] evelint | en:asset_inventory [2023/03/02 15:46] – triinp | ||
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- | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
====== ASSET INVENTORY ====== | ====== ASSET INVENTORY ====== | ||
+ | |||
+ | :!: 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 taken into use. The Asset document 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==== | ||
- | * {{: | + | * {{: |
* {{: | * {{: | ||
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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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{{: | {{: | ||
- | * **Quantity** - total amount | + | * **Quantity** - total quantity |
- | * **Counted** - total amount | + | * **Counted** - total quantity |
* **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 | + | * **Fixed asset quantity** - total quantity |
- | * **Fixed asset counted** - total amount | + | * **Fixed asset counted** - total quantity |
* **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 | + | * **Low value asset quantity** - total quantity |
- | * **Low value asset counted** - total amount | + | * **Low value asset counted** - total quantity |
* **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 | + | * **Counted** - counting result entered by user. The field is empty if not countet, if it is counted and cannot be found, |
* **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, | + | * All the roles: |
- | More about the procedure: https:// | + | More about the proceeding in general: https:// |
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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 | + | 5. If the asset is on another |
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 ===== | ||
+ | |||
+ | |||
+ | ==== 6.1. How can I place all the LV IDs at once? ==== | ||
+ | |||
+ | 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. | ||
+ | |||
+ | {{: |
en/asset_inventory.txt · Last modified: 2024/06/26 13:36 by kellylytom