en:low_value_asset
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en:low_value_asset [2022/04/07 14:48] triinp [7. User management] |
en:low_value_asset [2022/04/07 15:34] triinp [8. Asset actions] |
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| More detailed user management can be done using the ** Users ** tab of the assets and the **Assets** tab of Personnel Card.\\ | 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:jane20220401-112023.png}} | ||
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| **Contract**- the document on the basis of which the low value asset was issued to the user. Text field. Not required;\\ | **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:jane20220401-112153.png}} | ||
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| {{:et:triinp20220405-103429.png}} | {{: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.\\ | + | 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. | :!: Rows without an asset type cannot be saved under personnel card assets. | ||
| Read more in the Personnel Module Guide. | Read more in the Personnel Module Guide. | ||
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| {{:et:jane20220214-141738.png}} | {{: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. | + | :!: 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 === | === Setting: Asset has one active in charge user === | ||
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| 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: | 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: adding a new user 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: | + | **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:jane20220401-114411.png}} | {{:et:jane20220401-114411.png}} | ||
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| Also the end date is removed from it. | Also the end date is removed from it. | ||
| - | **No**- all lines are freely editable. Except for 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. | + | **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:jane20220401-114102.png}} | {{:et:jane20220401-114102.png}} | ||
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| \\ | \\ | ||
| \\ | \\ | ||
| + | === 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:jane20220401-124537.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. | ||
