en:asset_inventory
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en:asset_inventory [2022/06/20 08:37] triinp [6.1. How can I place all the LV IDs at once?] |
en:asset_inventory [2024/06/26 13:36] (current) kellylytom [6.1. How can I place all the LV IDs at once?] |
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| :!: The document cannot be opened from the confirmation! \\ | :!: The document cannot be opened from the confirmation! \\ | ||
| - | :!: 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.\\ | + | :!: 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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| * Asset inventory is **confirmed**. | * Asset inventory is **confirmed**. | ||
| * Date of inventory is verified under changes in fixed assets. | * Date of inventory is verified under changes in fixed assets. | ||
| + | * The inventory document can also be created later, if the fixed asset data has been changed (calculated depreciation of the next period, moved fixed assets between departments, etc. or additional amounts added in the future). | ||
| + | * If the fixed assets have been written off, the inventory cannot be created in an earlier period. | ||
| * Asset write-off, Fixed asset change, Low Value Asset change or Fixed Asset recalculation document can be initiated from the confirmed document, to adjust asset quantities, residual value or characteristics of assets (in charge users, users). | * Asset write-off, Fixed asset change, Low Value Asset change or Fixed Asset recalculation document can be initiated from the confirmed document, to adjust asset quantities, residual value or characteristics of assets (in charge users, users). | ||
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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}} | ||
| Line 59: | Line 61: | ||
| * **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:triinp20220620-083717.png}} | {{:et:triinp20220620-083717.png}} | ||
| + | |||
| + | ==== 6.2. How can I mark quantity 1 for all assets on the inventory page ==== | ||
| + | * Transfer the assets in the list to excel | ||
| + | {{:et:kellylytom20240626-114946.png}} | ||
| + | * Fill in the quantities | ||
| + | * With the bulk insert, place the excel table back with the **Fill empty** option and from row no. 1, the filled cells will be placed in the empty fields. | ||
| + | {{:et:kellylytom20240626-115101.png}} | ||
| + | |||
| + | ==== 6.3. How can I add comment for several assets at once on the inventory page or change Depr months ==== | ||
| + | * Transfer the assets in the list to excel | ||
| + | {{:et:kellylytom20240626-115131.png}} | ||
| + | * Fill in either the **Comment** field and/or the **Corrected depr months** field for all or selected assets | ||
| + | * Place the excel table back with the bulk insert with the option **Fill empty** and from row no. 1, then the filled cells will be placed in the empty fields. | ||
| + | {{:et:kellylytom20240626-115144.png}} | ||
| + | |||
| + | |||
| + | ==== 6.4. Some fixed asset cards are missing quantity and inventory is missing quantity ==== | ||
| + | |||
| + | When new fixed asset documents are introduced and some fixed assets are missing quantities | ||
| + | * Export asset cards with quantity field | ||
| + | {{:et:kellylytom20240626-121302.png}} | ||
| + | * Check the quantity information on the fixed asset cards and write the correct quantity | ||
| + | * Import quantity back | ||
| + | {{:et:kellylytom20240626-121621.png}} | ||
| + | * If necessary, you can correct other fields of fixed asset cards or add information with bulk import | ||
| + | |||
| + | |||
| + | ===== 7. Examples ===== | ||
| + | |||
| + | ==== 7.1. During inventory, it is found that the useful life of a Fixed asset is shorter ==== | ||
| + | |||
| + | If the inventory of fixed assets reveals that the useful life is shorter, it is possible to revalue the fixed assets downward, leaving the depreciation rate the same. To do this, we estimate the number of remaining depreciation months and write it in the column **Corrected depr months**. | ||
| + | |||
| + | {{:et:kellylytom20240626-132904.png}} | ||
| + | |||
| + | By creating a fixed asset recalculation document from the asset inventory document, the recalculation amount is calculated immediately. The recalculation amount = Corrected depr months* Month depreciation | ||
| + | |||
| + | {{:et:kellylytom20240626-133033.png}} | ||
| + | |||
