en:low_value_asset
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
|
en:low_value_asset [2022/04/07 15:31] triinp [System setting: Asset and personnel relation] |
en:low_value_asset [2022/04/08 16:34] triinp [Relation between assets and personnel assets] |
||
|---|---|---|---|
| Line 234: | Line 234: | ||
| - | ===== 4. Asset card confirmation ===== | + | ===== 4. Low value asset card confirmation ===== |
| Line 363: | Line 363: | ||
| For **Asset class** is selected to, which personnel module asset type the given class corresponds to: | For **Asset class** is selected to, which personnel module asset type the given class corresponds to: | ||
| - | {{:et:jane20220214-141738.png}} | + | |
| + | {{: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. | :!: 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. | ||
| Line 407: | Line 408: | ||
| ===== 8. Asset actions ===== | ===== 8. Asset actions ===== | ||
| - | [[en:inv_tegevus|]] codes are created to monitor different fixed assets 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. \\ | 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. | 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. | 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:jane20220120-182556.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:triinp20220405-133732.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:jane20220122-111412.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:jane20220403-102720.png}} | ||
| + | |||
| + | The data is generated immediately in the ** ID ** tab | ||
| + | {{:et:jane20220403-102955.png}} | ||
| + | |||
| + | Tab **Users** is empty | ||
| + | {{:et:jane20220403-103138.png}} | ||
| + | |||
| + | |||
| + | ===11.1.2. Changing Users and Departments through a Low Value Asset Change Document === | ||
| + | |||
| + | {{:et:jane20220403-103407.png}} | ||
| + | \\ | ||
| + | \\ | ||
| + | * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually | ||
| + | {{:et:jane20220403-103729.png}} | ||
| + | \\ | ||
| + | * After selecting LVA ID, activate the fields you want to change | ||
| + | {{:et:jane20220403-104004.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}} | ||
| + | |||
| + | |||
