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--- en:low_value_asset [2022/04/07 13:38]
triinp [3.2. Creating a low value asset card from the purchase expense document]
+++ en:low_value_asset [2022/04/07 14:22]
triinp [7. User management]
@@ Line 215: / Line 215: @@
 ==== 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''
-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:
+- low value asset
+- tangible asset
+- intangible asset
+- 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.

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