en:low_value_asset
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en:low_value_asset [2022/04/13 16:18] triinp [11.1.2. Changing Users and Departments through a Low Value Asset Change Document] |
en:low_value_asset [2022/06/16 14:48] triinp [Low Value Assets] |
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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 Fixed 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. | ||
| + | |||
| + | We recommend to start using the new Fixed Asset and Low Value Asset documents | ||
| ===== Settings ===== | ===== Settings ===== | ||
| Line 14: | Line 24: | ||
| ====== Low value asset card ====== | ====== Low value asset card ====== | ||
| - | {{:et:triinp20220317-140345.png}} | + | {{:et:triinp20220420-155202.png}} |
| - | + | ||
| =====1. Document buttons===== | =====1. Document buttons===== | ||
| Line 33: | Line 41: | ||
| * **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 location additional 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 | ||
| Line 51: | Line 60: | ||
| * **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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| * **Object**: object or list of objects with commas | * **Object**: object or list of objects with commas | ||
| * **Project**: option of the project tab | * **Project**: option of the project tab | ||
| - | * **Write-off date**: date | + | * **Write-off date**: date, can be added only from the write-off document |
| * **Location**: address ID | * **Location**: address ID | ||
| | | ||
| Line 171: | Line 183: | ||
| * **Transaction**: transaction number | * **Transaction**: transaction number | ||
| * **Document**: related document number | * **Document**: related document number | ||
| + | * **Comment**: related document comment field information | ||
| Line 433: | Line 446: | ||
| * 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**. | ||
| Line 443: | Line 456: | ||
| * 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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| * 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}} | ||
