Differences

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--- en:capital_asset_change [2022/03/31 14:42] – [2.2.3. Editable fields - with the rights inventory (asset) confirm] evelint
+++ en:capital_asset_change [2024/06/27 09:06] (current) – kellylytom
@@ Line 1: / Line 1: @@
-:!: POOLELI - kasutamiseks alates 21.04.2022 !!!
 ====== FIXED ASSET CHANGE ======
+:!: The document cannot be opened from the confirmation! \\
+:!: The Asset Card and the Fixed Asset Change 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.\\
 Document for changing information in the fixed asset fields.
@@ Line 59: / Line 61: @@
   * **Date** - the effect time of the document and the time the transaction is created with.
   * **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 at once, for example department ADMIN all fixed assets or user MALLE all fixed assets.
+  * **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 at once, for example department ADMIN all fixed assets or user MALLE all fixed assets. :!: Only an exact match is placed!
 ====2.2. Row fields====
@@ Line 99: / Line 101: @@
-=== 2.2.3. Editable fields - with the rights to confirm inventory (asset) ===
+=== 2.2.3. Editable fields - with Fixed assets confirming rights ===
-''Settings -> Common settings -> User groups''. Setting up confirming rights for inventar_pv module for SUPER group:
+''Settings -> Common settings -> User groups''. Setting up inventar_pv module confirming rights for SUPER group:
 \\
 \\
@@ Line 108: / Line 110: @@
 Adding confirming rights, allows to change the following fields in the Fixed Asset Change document:
-  ***Class** - fixed asset class code, Fixed Asset class and all the class accounts are placed.
+  ***Class** - fixed asset class code, Fixed Asset class and all the accounts from that class are placed.
   ***Accounts - asset type** - an asset account with the acquisition cost of fixed assets.
   ***Accounts - depreciation** - asset account, for example, “Depreciation of accumulated fixed assets“.
@@ Line 143: / Line 145: @@
 . Document is **generated** from register, fixed asset card or from asset inventory document.
   * Add new button from fixed asset register generates empty document;
-  * Editable fix asset field is filled with fixed asset code when document is generated from fixed asset card;
+  * Editable fixed asset field is filled with fixed asset code when document is generated from fixed asset card;
   * One or several fixed asset data is editable when document is generated from asset inventory document (location, in charge etc);
   * Only non written-off (> 0 active rows) fixed assets can be placed on the document;
@@ Line 156: / Line 158: @@
 . **As a result of confirming:**
-  * New valid features are created in the table (the whole set, including those that were not changed). Previous features remain in the table, but are marked closed.
+  * New valid features are created in the table (the whole set, including those that were not changed). Previous features remain in the table, but are marked as closed.
   * Transaction is formed, entry type = INV_CHANGE.
@@ Line 167: / Line 169: @@
 {{:et:triinp20220328-154922.png}}
+==== 5.2. The % of depreciation and the proportion of depreciation were changed ====
+=== Steps on the fixed asset change document: ===
+  * Fill in the fields and confirm the document
+{{:et:kellylytom20240626-152459.png}}
+  * Since only fields that do not shift fixed assets between accounts, objects, and projects in the balance sheet were changed, the resulting financial transaction is empty, and this is correct
+{{:et:kellylytom20240626-152643.png}}
+=== Changes can be seen on the fixed assets card: ===
+  * Information appears in the Proportions tab
+{{:et:kellylytom20240626-152822.png}}
+  * Information appears in the Actions tab
+ {{:et:kellylytom20240626-152946.png}}
+====5.3. Object and department are assigned from the employee card====
+Often, a department and/or object is indicated on the employee card. The following rules must be followed on the fixed asset change document.
+In the case of different options (user, in charge, no relation) of the system setting **Asset and Employee relation**, the department and the object are placed differently on the employee card.
+=== 5.3.1.  Asset and Employee relation = user ===
+  * When changing the **user**, the department and object fields are placed from the employee's card.
+  * When changing the **user**, if some other values are indicated in the department and object fields on the change document, they are overwritten with the employee's card data.
+  * When changing the **in charge**, the department and object fields are not overwritten.
+=== 5.3.2.  Asset and Employee relation = in charge ===
+  * When changing the **user**, the department and object are not overwritten with the employee's card data.
+  * When changing the **in charge**, the department and object are not overwritten with the employee's card data.
+=== 5.3.3.  Asset and Employee relation = no relation ===
+  * When changing the **user**, the department and object are not overwritten with the employee's card data.
+  * When changing the **in charge**, the department and object are not overwritten with the employee's card data.
+  * Under the Assets tab on the employee card, no history of changes is created.