en:low_value_asset
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en:low_value_asset [2022/04/13 15:41] – [11.1.1. Creating the low value asset card] triinp | en:low_value_asset [2022/07/04 11:24] – [6.4. Display location fields on the Fixed Asset and Low Value Asset card] triinp | ||
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- | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
======Low Value Assets====== | ======Low Value Assets====== | ||
+ | |||
+ | The Low Value Assets card is intended for managing low value assets. | ||
+ | |||
+ | The Low Value Assets card works with the following documents | ||
+ | * The Low Value Asset change | ||
+ | * The Asset write-off | ||
+ | * The Asset inventory | ||
+ | |||
+ | The Asset Card and the Low Value Asset Card can not be used at the same time, the data does not move correctly and Directo does not correct errors due to incorrect use. | ||
+ | |||
+ | |||
===== Settings ===== | ===== Settings ===== | ||
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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 | ||
- | * {{: | + | * {{: |
- | * Option Select | + | {{: |
- | * Display the required fields {{:et:triinp20220317-151324.png}} | + | * Option Select location additional info fields |
+ | | ||
* {{: | * {{: | ||
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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 TA/ | ||
* **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 | ||
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==== 2.2.2. Purchase data ==== | ==== 2.2.2. Purchase data ==== | ||
+ | |||
+ | * **Quantity**: | ||
+ | * **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**: | ||
* **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**: | * **Purchased**: | ||
+ | * **Item**: item code | ||
* **SN**: serial number - information field | * **SN**: serial number - information field | ||
* **Disposed**: | * **Disposed**: | ||
* **Warranty**: | * **Warranty**: | ||
- | * **Extended warranty**: date | + | * **Extended warranty**: date |
- | * **Quantity**: | + | |
- | * **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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* **Object**: object or list of objects with commas | * **Object**: object or list of objects with commas | ||
* **Project**: | * **Project**: | ||
- | * **Write-off date**: date | + | * **Write-off date**: date, can be added only from the write-off document |
* **Location**: | * **Location**: | ||
| | ||
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* **Transaction**: | * **Transaction**: | ||
* **Document**: | * **Document**: | ||
+ | * **Comment**: | ||
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- | ===== 4. Low value asset card confirmation ===== | + | ===== 4. The asset card is editable ===== |
+ | |||
+ | System settings – '' | ||
+ | |||
+ | **YES** - all changes can be made directly on the asset card, but reports for an earlier period cannot be taken later - who was in charge etc. | ||
+ | \\ | ||
+ | **NO** - changes can only be made on the additional documents. Changes are saved and they can be reported in the past. Option **NO** allows to make changes in fixed assets and low value assets fields, which are not closed on asset card. | ||
+ | |||
+ | If System setting '' | ||
+ | |||
+ | Following fields are locked on the **Fixed asset card**: | ||
+ | |||
+ | * Code | ||
+ | * Class | ||
+ | * Type | ||
+ | * Calculation method | ||
+ | * Fiscal data (all the fiscal data on asset card) | ||
+ | * Accounts (all the accounts on asset card) | ||
+ | * Department | ||
+ | * User | ||
+ | * In charge | ||
+ | * Object | ||
+ | * Customer | ||
+ | * Project | ||
+ | * Proportion | ||
+ | * Cost object | ||
+ | * Cost project | ||
+ | |||
+ | |||
+ | Following fields are locked on the **Low value asset card**: | ||
+ | |||
+ | * Code | ||
+ | * Type | ||
+ | * Value correction | ||
+ | * Purchase price total | ||
+ | * Start date | ||
+ | * Purchase price | ||
+ | * End date | ||
+ | * Purchased | ||
+ | * Quantity | ||
+ | * Location | ||
+ | * Department | ||
+ | * User | ||
+ | * In charge | ||
+ | * Object | ||
+ | * Customer | ||
+ | * Project | ||
+ | |||
+ | |||
+ | |||
+ | ===== 5. Low value asset card confirmation ===== | ||
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- | ===== 5. Low value asset quantity ===== | + | ===== 6. Low value asset quantity ===== |
If more than one similar low value assets are purchased at the same time, is possible to make a separate card for each low value assets or mark the purchased quantity to the quantity cell on one card. | If more than one similar low value assets are purchased at the same time, is possible to make a separate card for each low value assets or mark the purchased quantity to the quantity cell on one card. | ||
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{{: | {{: | ||
- | =====6. Address on fixed asset and low value asset card===== | + | ===== 7. Address on fixed asset and low value asset card ===== |
- | ====6.1. Setting the addresses==== | + | ==== 7.1. Setting the addresses ==== |
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- | ====6.2. Entering addresses location codes==== | + | ==== 7.2. Entering addresses location codes ==== |
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- | ====6.3. Use of address location codes==== | + | ==== 7.3. Use of address location codes ==== |
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- | ==== 6.4. Display location fields on the Fixed Asset and Low Value Asset card ==== | + | ==== 7.4. Display location fields on the Fixed Asset and Low Value Asset card ==== |
The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - '' | The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - '' | ||
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* 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:triinp20220408-142117.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 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:triinp20220408-142944.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. | ||
- | {{: | + | {{: |
- | The data is generated immediately | + | The data is generated immediately |
- | {{:et:jane20220403-102955.png}} | + | |
+ | {{: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