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en:low_value_asset [2022/04/07 13:36] triinp [3.1. Creating a low value asset card from the purchase invoice document] |
en:low_value_asset [2022/04/07 14:25] triinp [7.2.1 Setup and usage options] |
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- | ==== 3.2. Creating a low value asset card from the purchase expense document ==== | + | ==== 3.2. Creating a low value asset card from the expense document ==== |
After confirming the expense, a ''New LVA'' button will appear below the third dot at the top of the lines. | After confirming the expense, a ''New LVA'' button will appear below the third dot at the top of the lines. | ||
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==== 3.4. Creating a low value asset card from register==== | ==== 3.4. Creating a low value asset card from register==== | ||
- | The Low Value Assets card can be created from the Low Value Assets register or from the Low Value Assets card. | + | The Low Value Asset card can be created from the Low Value Asset register or from the Low Value Asset card. |
''Finance > Low Value Assets > Add new'' | ''Finance > Low Value Assets > Add new'' | ||
- | There is no pre-filled data on the manually created low value assets card. | + | There is no pre-filled data on the manually created low value asset card. |
+ | |||
+ | ==== 3.5. Creating a low value asset card from bulk import module ==== | ||
+ | |||
+ | For large data amounts, it is convenient to use the bulk import module. Provides the ability to import a pre-formatted Excel spreadsheet with low value asset cards information into Directo and as a result, a corresponding number of low value asset cards are created in Directo. Large data updates are also possible through the same module. | ||
+ | |||
+ | Importing large data amounts, it is important to know that the type of asset must be given as a number in the prepared data table: | ||
+ | |||
+ | 0 - low value asset | ||
+ | 1 - tangible asset | ||
+ | 2 - intangible asset | ||
+ | 3 - written-off asset | ||
+ | |||
+ | |||
+ | ===== 4. Asset card confirmation ===== | ||
+ | |||
+ | |||
+ | The low value asset card is not confirmed.\\ | ||
+ | ''System settings-> Asset settings->Asset card must be confirmed (no/yes)''applies only to fixed asset cards. | ||
+ | |||
+ | |||
+ | ===== 5. Low value asset quantity ===== | ||
+ | |||
+ | If more than one similar low value assets are purchased at the same time, is possible to make a separate card for each low value assets or mark the purchased quantity to the quantity cell on one card. | ||
+ | |||
+ | There is a field to track the data for each individual piece **LV ID** and the data is shown on low value asset card tab **id**. | ||
+ | |||
+ | {{:et:jane20220320-092000.png}} | ||
+ | |||
+ | |||
+ | Separate data can be added to each LV ID | ||
+ | |||
+ | {{:et:jane20220320-092340.png}} | ||
+ | |||
+ | |||
+ | =====6. Address on fixed asset and low value asset card===== | ||
+ | |||
+ | ====6.1. Setting the addresses==== | ||
+ | |||
+ | |||
+ | Addresses can be configured ''Settings -> Personnel Settings -> Departments''. | ||
+ | Every address can have its own code. The address code ** location ** is placed on the fixed assets and small assets card. Enter the accuracy of the locations as needed. | ||
+ | Use additional fields for location codes as desired. | ||
+ | | ||
+ | **Examples** : Company has departments in Tallinn, Tartu, Võru. | ||
+ | |||
+ | * Location codes by city - TALLINN, TARTU,VORU | ||
+ | * Location codes by address - MOISA_4 | ||
+ | * Location codes by floor - MOISA_4_7k, MOISA_4_9k | ||
+ | * Location codes by rooms (room numbers or names) - 01_ROOM, 02_ROOM | ||
+ | |||
+ | |||
+ | ====6.2. Entering addresses location codes==== | ||
+ | |||
+ | |||
+ | Address settings ''Settings > Personnel Settings > Departments'' | ||
+ | Add location addresses on departments card at the bottom of the page. Enter asset location addresses to address rows. | ||
+ | |||
+ | {{:et:triinp20220404-152156.png}} | ||
+ | |||
+ | * **Code**: location code, can be entered manually | ||
+ | * **Street**: text field | ||
+ | * **House**: text field | ||
+ | * **Apartment**: text field | ||
+ | * **Place name**: text field | ||
+ | * **Zip**: text field | ||
+ | * **City/Parish**: text field | ||
+ | * **County**: text field | ||
+ | * Entering the location code for the first time, fill in all the address fields | ||
+ | * The same location code can be entered under the next department. In this case, enter the location code and the address fields will be filled automatically. | ||
+ | |||
+ | |||
+ | ====6.3. Use of address location codes==== | ||
+ | |||
+ | |||
+ | If departments are not in use, create a GENERAL department under which to enter all the desired location codes | ||
+ | |||
+ | * If a department is marked on the Fixed Asset and Low Value Asset card, you can select the locations marked under that department | ||
+ | * If a department is not marked on the Fixed Asset and Low Value Asset card, you can select all the locations | ||
+ | * Locations cannot be associated with objects or projects | ||
+ | |||
+ | |||
+ | ==== 6.4. Display location fields on the Fixed Asset and Low Value Asset card ==== | ||
+ | |||
+ | The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - ''Asset location additional info fields''. | ||
+ | |||
+ | |||
+ | ===== 7. User management ===== | ||
+ | |||
+ | Low value assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | ||
+ | |||
+ | {{:et:triinp20220404-155914.png}} | ||
+ | |||
+ | |||
+ | ==== 7.1 Simple user management ==== | ||
+ | |||
+ | |||
+ | Simple user management can be organized using the ** User ** and ** In charge ** fields. | ||
+ | Persons from the Directo personnel register can be placed in these fields, who then will use or be in charge for the asset. | ||
+ | |||
+ | :!: You can change the person codes on the low value asset card with simple user management, but the data history will not remain and the reports will not be viewable. | ||
+ | |||
+ | |||
+ | ==== 7.2 Detailed user management ==== | ||
+ | |||
+ | |||
+ | More detailed user management can be done using the ** Users ** tab of the assets and the **Assets** tab of Personnel Card.\\ | ||
+ | |||
+ | On Low Value Asset card ** Users ** tab can edit and add rows to the ** Resources ** tab in Personnel card. | ||
+ | |||
+ | If the system setting ''The asset card is editable=NO'' is used, the user data can only be changed through an additional document [[en/capital_asset_change|Fixed Asset change ]] | ||
+ | |||
+ | {{:et:jane20220401-112023.png}} | ||
+ | |||
+ | **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Põhivara ja personali vahendite seos]];\\ | ||
+ | **User**- selection from users tab. Code is placed;\\ | ||
+ | **User name**- user name is displayed (after saving), cannot be changed;\\ | ||
+ | **Start date**- date of issue the low value asset to the user;\\ | ||
+ | **End date**- asset return date or termination of liability;\\ | ||
+ | **Comment**- explanatory text. Not required;\\ | ||
+ | **Close out**- selection from users tab. Code is placed;\\ | ||
+ | **Close out name**- name is displayed (after saving), cannot be changed\\ | ||
+ | **Contract**- the document on the basis of which the low value asset was issued to the user. Text field. Not required;\\ | ||
+ | |||
+ | If user is added to the low value asset card through Users tab, then it is immediately in the Assets tab on personnel card: | ||
+ | |||
+ | {{:et:jane20220401-112153.png}} | ||
+ | |||
+ | === 7.2.1 Setup and usage options === | ||
+ | |||
+ | === Relation between assets and personnel assets === | ||
+ | |||
+ | It is necessary to set the assets **Types**, in order to save assets lines to personnel card tab **Assets**. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | ||
+ | |||
+ | {{:et:triinp20220405-103429.png}} | ||
+ | |||
+ | This table creates a list of asset groups as we want to systematize them in the Personnel module. This list does not have to directly match with the list of asset classes.\\ | ||
+ | :!: Rows without an asset type cannot be saved under personnel card assets. | ||
+ | Read more in the Personnel Module Guide. | ||
+ | |||
+ | For **Asset class** is selected to, which personnel module asset type the given class corresponds to: | ||
+ | {{:et:jane20220214-141738.png}} | ||
+ | |||
+ | :!: The fixed asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the fixed asset types on the personnel card. |