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--- en:low_value_asset [2022/04/07 14:24]
triinp [7.2 Detailed user management]
+++ en:low_value_asset [2022/04/13 16:10]
triinp [11.1.2. Changing Users and Departments through a Low Value Asset Change Document]
@@ Line 136: / Line 136: @@
 ==== 2.5. Users ====
-  * **Type**: low value asset type in the Personnel module. Selection of the drop-down menu. Settings: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Inventari ja personali vahendite seos]] **LINK TULEB ÄRA MUUTA**
+  * **Type**: low value asset type in the Personnel module. Selection of the drop-down menu. Settings: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Vara ja personali vahendite seos]]
   * **LV ID**: a code is placed on each unit according to the quantity
   * **User**: option of the user tab, the code is placed
@@ Line 234: / Line 234: @@
-===== 4. Asset card confirmation =====
+===== 4. Low value asset card confirmation =====
@@ Line 247: / Line 247: @@
 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}}
+{{:et:triinp20220413-151138.png}}
 Separate data can be added to each LV ID
-{{:et:jane20220320-092340.png}}
+{{:et:triinp20220413-152116.png}}
 =====6. Address on fixed asset and low value asset card=====
@@ Line 311: / Line 310: @@
 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}}
+:!: If the quantity of low value assets is bigger than 1 and different users have the low value assets, the users can be marked in tab **ID** and in tab **Users**.
+{{:et:triinp20220413-152447.png}}
 ==== 7.1 Simple user management ====
@@ Line 328: / Line 328: @@
 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.
+On Low Value Asset card ** Users ** tab can edit and add rows to the Personnel card tab ** Resources **.
-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 ]]
+If the system setting ''The asset card is editable=NO'' is used, the user data can only be changed through an additional document [[en/inventory_asset_change|Low Value Asset change ]]
-{{:et:jane20220401-112023.png}}
+{{:et:triinp20220408-125357.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]];\\
@@ Line 344: / Line 344: @@
 **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:
+If user is added to the low value asset card through Users tab, then it is immediately in the Assets tab of the corresponding person's personal card:
-{{:et:jane20220401-112153.png}}
+{{:et:triinp20220408-125539.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 to the asset class list.\\
+:!: 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:triinp20220408-132356.png}}
+:!: The low value asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the low value asset types on the personnel card.
+=== Setting: Asset has one active in charge user ===
+''Settings->System settings->Asset settings->Asset has one active in charge user'':
+specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no:
+**Yes**- When a new user is added to the table, the previous user's row is "closed" and its end date is automatically set to one day less than the new user's start date:
+{{:et:triinp20220408-133042.png}}
+Only the last line can be edited and deleted (previous users lines are locked). If you delete the last line, the previous one becomes the active line and can be changed.
+Also the end date is removed from it.
+**No**- all lines are freely editable. Except required fields that must be filled (Type, User, Start date). This means that the asset has multiple concurrent users and the asset is on a several personnel card.
+{{:et:triinp20220408-140330.png}}
+\\
+\\
+\\
+=== System setting: Asset and personnel relation ===
+Option **user** and **in charge** is intended for use, when the system setting ''Asset has one active in charge user=**Yes**'' is selected.\\
+Specifies which field (user or in charge) on the low value assets tab is updated automatically, when a new user is added to the users tab (the field is locked and cannot be changed manually). This means that the selected field (user or in charge) always has the currently active user or in charge user.\\
+Option ** No relation ** is intended for use, when the system setting ''Asset has one active in charge user=**No**'' is selected, then the fields User and In charge can be changed freely.
+==== 7.3. Reports ====
+ON TÄIENDAMISEL !!\\
+The reports ** Asset list ** and ** Asset history ** can be taken by a valid user or in charge user. It means the reports take into account the user / in charge user that are on the asset main page.
+Therefore, it is reasonable to turn on the system settings ** Asset and Personnel Relation ** so that the Users tab active user is also a valid user or a in charge user on the main page.
+{{:et:triinp20220408-141445.png}}
+===== 8. Asset actions =====
+[[en:inv_tegevus|]] codes are created to monitor different assets actions. \\
+For example, in the case of a purchase, the default code is "purchase", the code can be changed before the first depreciation calculation or follow-up documentation is made. \\
+Actions can  be used in reports.
+Some activities appear on the asset card only through additional documents - Fixed Asset change, Low value Asset change, Fixed Asset recalculation, Asset write-off, Asset inventory.
+===== 9. Low Value Asset register =====
+ [[et:t_list|]] allows to sort, filter low value asset cards, etc.
+==== Buttons====
+  ***Add new** - opens new empty low value asset card.
+  ***Browse** - entering the low value asset code in the Open code box, opens the low value asset card.
+  ***Open code** - when filling in the column filters, can click the View button to filter the selection.
+===== 10. Frequently Asked Questions =====
+====10.1. How do I get rid of a draft?====
+  * If a draft is left from document, cannot be saved and reports an error, then the error message can be removed by closing the asset card, reopening it and pressing **Discard**.
+{{:et:triinp20220408-144207.png}}
+  * In the Fixed Assets and Low Value Assets browser can display column **Draft** with button **Choose Columns** and filter the assets by draft.
+  * If there is a draft from document that you do not want to save, press ** Discard **
+{{:et:triinp20220408-142117.png}}
+:!: All the changes, that have not been saved, will be deleted by pressing **Discard**.
+====10.2. Why can't the draft be saved?====
+  * If the document does not have an active save button, may some fields contain code, that does not exist in Directo.
+  * If an error message is displayed when filling in the document, the document with such errors cannot be saved until the errors have been corrected.
+{{:et:triinp20220408-142944.png}}
+===== 11. Examples =====
+==== 11.1. Low value asset with quantity of 3 ====
+===11.1.1. Creating the low value asset card===
+A low value asset purchased with a purchase invoice, a user and an item filled in on a purchase invoice.
+{{:et:triinp20220413-154827.png}}
+The data is generated immediately to the ** ID ** tab
+{{:et:triinp20220413-155411.png}}
+Tab **Users** is empty
+{{:et:triinp20220413-155656.png}}
+===11.1.2. Changing Users and Departments through a Low Value Asset Change Document ===
+{{:et:triinp20220413-160238.png}}
+\\
+\\
+  * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually
+{{:et:triinp20220413-160557.png}}
+\\
+  * After selecting LVA ID, activate the fields you want to change
+{{:et:triinp20220413-161030.png}}
+  * Fill in the fields and confirm the document
+{{:et:jane20220403-104709.png}}
+  * The confirmed document will have the field columns that were changed
+{{:et:jane20220403-104857.png}}
+=== 11.1.3.The low value asset card change ===
+The Users tab shows the changes made by date
+Changes are visible when the user is changed
+{{:et:jane20220403-105654.png}}
+ID tab shows the last changes
+{{:et:jane20220403-105331.png}}
+Activities tab shows the change information
+{{:et:jane20220403-105910.png}}

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