en:low_value_asset
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en:low_value_asset [2022/04/07 14:51] – [7.2 Detailed user management] triinp | en:low_value_asset [2022/06/16 14:49] – [Low Value Assets] triinp | ||
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- | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
======Low Value Assets====== | ======Low Value Assets====== | ||
+ | |||
+ | The Low Value Assets card is intended for managing low value assets. | ||
+ | |||
+ | The Low Value Assets card works with the following documents | ||
+ | * The Low Value Asset change | ||
+ | * The Asset write-off | ||
+ | * The Asset inventory | ||
+ | |||
+ | The Asset Card and the Low Value Asset Card can not be used at the same time, the data does not move correctly and Directo does not correct errors due to incorrect use. | ||
+ | |||
+ | We recommend to start using the new Fixed Asset and Low Value Asset documents | ||
===== Settings ===== | ===== Settings ===== | ||
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====== Low value asset card ====== | ====== Low value asset card ====== | ||
- | {{:et:triinp20220317-140345.png}} | + | {{:et:triinp20220420-155202.png}} |
- | + | ||
=====1. Document buttons===== | =====1. Document buttons===== | ||
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* **Change LVA** - allows to make changes to the low value asset | * **Change LVA** - allows to make changes to the low value asset | ||
* **Write off** - allows assets to be written off | * **Write off** - allows assets to be written off | ||
- | * {{: | + | * {{: |
- | * Option Select | + | {{: |
- | * Display the required fields {{:et:triinp20220317-151324.png}} | + | * Option Select location additional info fields |
+ | | ||
* {{: | * {{: | ||
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* **Class**: asset class code - places the financial accounts and type related to the asset class, groups them in the low value asset reports. Selectable by double-clicking / right-clicking. Only classes with a low value asset type can be saved. | * **Class**: asset class code - places the financial accounts and type related to the asset class, groups them in the low value asset reports. Selectable by double-clicking / right-clicking. Only classes with a low value asset type can be saved. | ||
* **Class name**: asset class name | * **Class name**: asset class name | ||
+ | * **Type**: tangible asset/ | ||
* **Leasing**: | * **Leasing**: | ||
* **Rental asset**: checkmark. Allows to select this low value asset for lease contract. Opens the Rental Info section on the Low Value Asset card. | * **Rental asset**: checkmark. Allows to select this low value asset for lease contract. Opens the Rental Info section on the Low Value Asset card. | ||
* **Master**: if the low value asset is a part of another low value asset, reports can be taken with the master asset. | * **Master**: if the low value asset is a part of another low value asset, reports can be taken with the master asset. | ||
* **Comment**: | * **Comment**: | ||
- | * **Type**: tangible asset/ | ||
* **Bar code**: asset bar code | * **Bar code**: asset bar code | ||
* **Closed**: checkmark | * **Closed**: checkmark | ||
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==== 2.2.2. Purchase data ==== | ==== 2.2.2. Purchase data ==== | ||
+ | |||
+ | * **Quantity**: | ||
+ | * **Q off**: low value asset written off quantity. Cannot be changed manually. | ||
+ | * **Q current**: low value asset current quantity. For example, if quantity was 5 pc-s and 1 pc was written off, then current quantity is 4 pc-s. Cannot be changed manually. | ||
* **Supplier**: | * **Supplier**: | ||
* **Supplier name**: supplier name on purchase invoice | * **Supplier name**: supplier name on purchase invoice | ||
* **Purchase invoice**: the purchase invoice number from which the low value asset card was created. | * **Purchase invoice**: the purchase invoice number from which the low value asset card was created. | ||
* **Purchased**: | * **Purchased**: | ||
+ | * **Item**: item code | ||
* **SN**: serial number - information field | * **SN**: serial number - information field | ||
* **Disposed**: | * **Disposed**: | ||
* **Warranty**: | * **Warranty**: | ||
- | * **Extended warranty**: date | + | * **Extended warranty**: date |
- | * **Quantity**: | + | |
- | * **Item**: item code | + | |
* **Maintenance provider**: maintenance provider code | * **Maintenance provider**: maintenance provider code | ||
* **Maintenance provider name**: name of the maintenance provider | * **Maintenance provider name**: name of the maintenance provider | ||
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==== 2.5. Users ==== | ==== 2.5. Users ==== | ||
- | * **Type**: low value asset type in the Personnel module. Selection of the drop-down menu. Settings: [[et: | + | * **Type**: low value asset type in the Personnel module. Selection of the drop-down menu. Settings: [[et: |
* **LV ID**: a code is placed on each unit according to the quantity | * **LV ID**: a code is placed on each unit according to the quantity | ||
* **User**: option of the user tab, the code is placed | * **User**: option of the user tab, the code is placed | ||
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* **Object**: object or list of objects with commas | * **Object**: object or list of objects with commas | ||
* **Project**: | * **Project**: | ||
- | * **Write-off date**: date | + | * **Write-off date**: date, can be added only from the write-off document |
* **Location**: | * **Location**: | ||
| | ||
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* **Transaction**: | * **Transaction**: | ||
* **Document**: | * **Document**: | ||
+ | * **Comment**: | ||
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- | ===== 4. Asset card confirmation ===== | + | ===== 4. Low value asset card confirmation ===== |
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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**. | 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 | 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===== | =====6. Address on fixed asset and low value asset card===== | ||
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:!: 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**. | :!: 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:jane20220403-102045.png}} | + | {{:et:triinp20220413-152447.png}} |
==== 7.1 Simple user management ==== | ==== 7.1 Simple user management ==== | ||
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On Low Value Asset card ** Users ** tab can edit and add rows to the Personnel card tab ** Resources **. | On Low Value Asset card ** Users ** tab can edit and add rows to the Personnel card tab ** Resources **. | ||
- | If the system setting '' | + | If the system setting '' |
- | {{:et:jane20220401-112023.png}} | + | {{:et:triinp20220408-125357.png}} |
**Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et: | **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et: | ||
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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 | + | 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' |
- | {{:et:jane20220401-112153.png}} | + | {{:et:triinp20220408-125539.png}} |
=== 7.2.1 Setup and usage options === | === 7.2.1 Setup and usage options === | ||
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{{: | {{: | ||
- | 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. | ||
For **Asset class** | For **Asset class** | ||
- | {{: | ||
- | :!: 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 " | + | **Yes**- When a new user is added to the table, the previous user's row is " |
- | {{:et:jane20220401-114411.png}} | + | {{: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. | 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. | Also the end date is removed from it. | ||
- | **No**- all lines are freely editable. Except | + | **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:triinp20220408-140330.png}} |
\\ | \\ | ||
\\ | \\ | ||
\\ | \\ | ||
+ | === System setting: Asset and personnel relation === | ||
+ | |||
+ | Option **user** and **in charge** is intended for use, when the system setting '' | ||
+ | |||
+ | |||
+ | Specifies which field (user or in charge) on the low value assets tab is updated automatically, | ||
+ | |||
+ | |||
+ | Option ** No relation ** is intended for use, when the system setting '' | ||
+ | |||
+ | ==== 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== 8. Asset actions ===== | ||
+ | |||
+ | [[en: | ||
+ | For example, in the case of a purchase, the default code is " | ||
+ | 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, | ||
+ | |||
+ | |||
+ | ===== 9. Low Value Asset register ===== | ||
+ | |||
+ | | ||
+ | |||
+ | ==== 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**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * 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 ** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | :!: 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The data is generated immediately to the ** ID ** tab | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Tab **Users** is empty | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===11.1.2. Changing Users and Departments through a Low Value Asset Change Document === | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | \\ | ||
+ | * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | * After selecting LVA ID, activate the fields you want to change | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Fill in the fields and confirm the document | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * The confirmed document will have the field columns that were changed | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ID tab shows the last changes | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Activities tab shows the change information | ||
+ | |||
+ | {{: | ||
+ |
en/low_value_asset.txt · Last modified: 2022/12/20 10:28 by triinp