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en:low_value_asset [2022/04/08 16:38] triinp [7.3. Reports] |
en:low_value_asset [2022/05/12 16:40] triinp [1.1. Header fields] |
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- | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
======Low Value Assets====== | ======Low Value Assets====== | ||
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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 | ||
- | * {{:et:triinp20220317-143257.png}} - allows to display various location additional information fields on the low value assets card | + | * {{:et:triinp20220317-143257.png}} - fine-tuning |
- | * Option Select the additional location information fields {{:et:triinp20220317-151300.png}} | + | {{:et:triinp20220512-163404.png}} |
- | * Display the required fields {{:et:triinp20220317-151324.png}} | + | * Option Select the additional location info fields - allows to display various location additional information fields on the low value assets card. Display the required fields {{:et:triinp20220317-151324.png}} |
+ | * Option Select ID table client additional info fields - allows to display various client additional information fields on the low value assets card. Display the required fields {{:et:triinp20220512-163851.png}} | ||
* {{:et:triinp20220317-145247.png}} - allows to open the attachment view associated with the document | * {{:et:triinp20220317-145247.png}} - allows to open the attachment view associated with the document | ||
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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/intangible asset/low value asset (depreciation is not calculated for low value assets) | ||
* **Leasing**: options NO, Capital lease, Operating lease - information field for the acquisition of a low value asset | * **Leasing**: options NO, Capital lease, Operating lease - information field for the acquisition of a low value asset | ||
* **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**: specifying field of the low value asset name | * **Comment**: specifying field of the low value asset name | ||
- | * **Type**: tangible asset/intangible asset/low value asset (depreciation is not calculated for low value assets) | ||
* **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**: quantity can be bigger than 1. If low value asset is created from purchase invoice the quantity information is taken from the purchase invoice. | ||
+ | * **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 code on purchase invoice | * **Supplier**: supplier code on purchase invoice | ||
* **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**: purchase invoice date | * **Purchased**: purchase invoice date | ||
+ | * **Item**: item code | ||
* **SN**: serial number - information field | * **SN**: serial number - information field | ||
* **Disposed**: date | * **Disposed**: date | ||
* **Warranty**: date | * **Warranty**: date | ||
- | * **Extended warranty**: date | + | * **Extended warranty**: date |
- | * **Quantity**: quantity can be bigger than 1. If low value asset is created from purchase invoice the quantity information is taken from the purchase invoice. | + | |
- | * **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: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 | ||
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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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* 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**. | ||
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* 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 ===== | ||
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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}} | ||