en:low_value_asset
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en:low_value_asset [2022/04/07 15:21] – [Setting: Asset has one active in charge user] triinp | en:low_value_asset [2022/04/07 16:00] – [11.1. Low value asset with quantity of 3] triinp | ||
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- | ===== 4. Asset card confirmation ===== | + | ===== 4. Low value asset card confirmation ===== |
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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 | + | **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. |
{{: | {{: | ||
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\\ | \\ | ||
\\ | \\ | ||
+ | === 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 in the ** ID ** tab | ||
+ | {{: | ||
+ | |||
+ | Tab **Users** is empty | ||
+ | {{: |
en/low_value_asset.txt · Last modified: 2022/12/20 10:28 by triinp