en:low_value_asset
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en:low_value_asset [2022/04/13 16:35] triinp [10.2. Why can't the draft be saved?] |
en:low_value_asset [2022/07/04 11:23] triinp [6. Address on fixed asset and low value asset card] |
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| - | :!: POOLELI - kasutamiseks alates 21.04.2022 !!! | ||
| ======Low Value Assets====== | ======Low Value Assets====== | ||
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| + | 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 | ||
| - | * {{: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 | ||
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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/intangible asset ITA/low value asset LVA (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 | ||
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| * **Transaction**: transaction number | * **Transaction**: transaction number | ||
| * **Document**: related document number | * **Document**: related document number | ||
| + | * **Comment**: related document comment field information | ||
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| - | ===== 4. Low value asset card confirmation ===== | + | ===== 4. The asset card is editable ===== |
| + | |||
| + | System settings – ''Asset settings -> Asset card is editable'' – NO/YES. By default the setting is YES \\ | ||
| + | |||
| + | **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 ''Asset card is editable -> NO'' the fields below on the asset card will be locked, after depreciation has been calculated for the first time or another document has been issued (Change, Inventory). | ||
| + | |||
| + | 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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| {{:et:triinp20220413-152116.png}} | {{:et:triinp20220413-152116.png}} | ||
| - | =====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==== | ====6.1. Setting the addresses==== | ||
