en:asset_inventory
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en:asset_inventory [2022/04/04 16:53] evelint [4. PROCEEDING] |
en:asset_inventory [2023/03/02 15:51] (current) 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 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}} | ||
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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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| * Persons who make the inventory and their roles 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). | ||
| * All the roles: 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}} | ||
