en:low_value_asset
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:low_value_asset [2022/04/08 16:36] – [7.2 Detailed user management] triinp | en:low_value_asset [2022/04/20 15:56] – [2.2.2. Purchase data] triinp | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
======Low Value Assets====== | ======Low Value Assets====== | ||
Line 14: | Line 13: | ||
====== Low value asset card ====== | ====== Low value asset card ====== | ||
- | {{:et:triinp20220317-140345.png}} | + | {{:et:triinp20220420-155202.png}} |
- | + | ||
=====1. Document buttons===== | =====1. Document buttons===== | ||
Line 51: | Line 48: | ||
* **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 | ||
Line 72: | Line 69: | ||
==== 2.2.2. Purchase data ==== | ==== 2.2.2. Purchase data ==== | ||
+ | |||
+ | * **Quantity**: | ||
+ | * **K maha**: maha kantud väikevahendi kogus. Käsitsi muuta ei saa | ||
+ | * **K hetkel**: väikevahendi hetkekogus. Näiteks kui kogus oli 5 tk. ja kantakse maha 1 tk. on hetkekogus 4 tk. Käsitsi muuta ei saa. | ||
* **Supplier**: | * **Supplier**: | ||
* **Supplier name**: supplier name on purchase invoice | * **Supplier name**: supplier name on purchase invoice | ||
Line 79: | Line 80: | ||
* **Disposed**: | * **Disposed**: | ||
* **Warranty**: | * **Warranty**: | ||
- | * **Extended warranty**: date | + | * **Extended warranty**: date |
- | * **Quantity**: | + | |
* **Item**: item code | * **Item**: item code | ||
* **Maintenance provider**: maintenance provider code | * **Maintenance provider**: maintenance provider code | ||
Line 136: | Line 136: | ||
==== 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 | ||
Line 247: | Line 247: | ||
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 312: | ||
:!: 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 404: | Line 402: | ||
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 428: | ||
* 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 442: | ||
* 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. | ||
- | {{: | ||
+ | {{: | ||
===== 11. Examples ===== | ===== 11. Examples ===== | ||
Line 454: | Line 452: | ||
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. | ||
- | |||
- | {{: | ||
- | The data is generated immediately | + | {{: |
- | {{:et:jane20220403-102955.png}} | + | |
+ | The data is generated immediately | ||
+ | |||
+ | {{:et:triinp20220413-155411.png}} | ||
Tab **Users** is empty | Tab **Users** is empty | ||
- | {{: | ||
+ | {{: | ||
===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 | ||
- | {{: | ||
+ | {{: | ||
=== 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. |
- | + | ||
- | {{: | + | |
+ | {{: | ||
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 | ||
- | {{: | ||
+ | {{: | ||
en/low_value_asset.txt · Last modified: 2022/12/20 10:28 by triinp