en:low_value_asset
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en:low_value_asset [2022/04/08 16:34] triinp [Relation between assets and personnel assets] |
en:low_value_asset [2022/04/20 15:52] triinp [Low value asset card] |
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| - | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
| ======Low Value Assets====== | ======Low Value Assets====== | ||
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| {{:et:triinp20220317-140345.png}} | {{:et:triinp20220317-140345.png}} | ||
| + | {{:et:triinp20220420-155202.png}} | ||
| =====1. Document buttons===== | =====1. Document buttons===== | ||
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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: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 | * **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 | ||
| Line 247: | Line 246: | ||
| 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===== | ||
| Line 313: | Line 311: | ||
| :!: 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 ==== | ||
| Line 334: | Line 331: | ||
| 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 ]] | 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]];\\ | **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 348: | Line 345: | ||
| 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: | 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 === | === 7.2.1 Setup and usage options === | ||
| Line 374: | Line 371: | ||
| **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: | **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: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. | ||
| Line 381: | Line 378: | ||
| **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. | **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}} |
| \\ | \\ | ||
| \\ | \\ | ||
| Line 404: | Line 401: | ||
| 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. | 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}} | + | {{:et:triinp20220408-141445.png}} |
| ===== 8. Asset actions ===== | ===== 8. Asset actions ===== | ||
| Line 430: | Line 427: | ||
| * 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**. | * 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}} | + | {{: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. | * 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 ** | * If there is a draft from document that you do not want to save, press ** Discard ** | ||
| - | {{:et:triinp20220405-133732.png}} | + | {{:et:triinp20220413-163218.png}} |
| :!: All the changes, that have not been saved, will be deleted by pressing **Discard**. | :!: All the changes, that have not been saved, will be deleted by pressing **Discard**. | ||
| Line 444: | Line 441: | ||
| * If the document does not have an active save button, may some fields contain code, that does not exist in Directo. | * 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. | * 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}} | ||
| + | {{:et:triinp20220413-163507.png}} | ||
| ===== 11. Examples ===== | ===== 11. Examples ===== | ||
| Line 454: | Line 451: | ||
| A low value asset purchased with a purchase invoice, a user and an item filled in on a purchase invoice. | 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:triinp20220413-154827.png}} |
| - | {{:et:jane20220403-102955.png}} | + | |
| + | The data is generated immediately to the ** ID ** tab | ||
| + | |||
| + | {{:et:triinp20220413-155411.png}} | ||
| Tab **Users** is empty | Tab **Users** is empty | ||
| - | {{:et:jane20220403-103138.png}} | ||
| + | {{:et:triinp20220413-155656.png}} | ||
| ===11.1.2. Changing Users and Departments through a Low Value Asset Change Document === | ===11.1.2. Changing Users and Departments through a Low Value Asset Change Document === | ||
| - | {{:et:jane20220403-103407.png}} | + | {{:et:triinp20220413-160238.png}} |
| \\ | \\ | ||
| \\ | \\ | ||
| * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually | * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually | ||
| - | {{:et:jane20220403-103729.png}} | + | |
| + | {{:et:triinp20220413-160557.png}} | ||
| \\ | \\ | ||
| * After selecting LVA ID, activate the fields you want to change | * After selecting LVA ID, activate the fields you want to change | ||
| - | {{:et:jane20220403-104004.png}} | + | |
| + | {{:et:triinp20220413-161030.png}} | ||
| * Fill in the fields and confirm the document | * Fill in the fields and confirm the document | ||
| - | {{:et:jane20220403-104709.png}} | + | |
| + | {{:et:triinp20220413-161816.png}} | ||
| * The confirmed document will have the field columns that were changed | * The confirmed document will have the field columns that were changed | ||
| - | {{:et:jane20220403-104857.png}} | ||
| + | {{:et:triinp20220413-162013.png}} | ||
| === 11.1.3.The low value asset card change === | === 11.1.3.The low value asset card change === | ||
| - | The Users tab shows the changes made by date | + | The Users tab shows the changes made by date. |
| - | Changes are visible when the user is changed | + | Changes are visible when the user is changed. |
| - | + | ||
| - | {{:et:jane20220403-105654.png}} | + | |
| + | {{:et:triinp20220413-162440.png}} | ||
| ID tab shows the last changes | ID tab shows the last changes | ||
| - | {{:et:jane20220403-105331.png}} | + | |
| + | {{:et:triinp20220413-162548.png}} | ||
| Activities tab shows the change information | Activities tab shows the change information | ||
| - | {{:et:jane20220403-105910.png}} | ||
| + | {{:et:triinp20220413-162804.png}} | ||
