en:asset_inventory
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en:asset_inventory [2022/06/20 08:35] triinp [6. Frequently Asked Questions] |
en:asset_inventory [2023/03/02 15:51] (current) triinp [ASSET INVENTORY] |
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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}} | ||
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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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| This will place all LVIDs on the document that are not currently written off. | This will place all LVIDs on the document that are not currently written off. | ||
| - | {{:et:triinp20220620-081902.png}} | + | {{:et:triinp20220620-083717.png}} |
