en:low_value_asset
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en:low_value_asset [2022/05/12 16:36] triinp [1.1. Header fields] |
en:low_value_asset [2022/07/04 11:26] triinp [8. Asset actions] |
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| ======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. | ||
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| + | |||
| ===== Settings ===== | ===== Settings ===== | ||
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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}} - | + | * {{:et:triinp20220317-143257.png}} - fine-tuning |
| {{:et:triinp20220512-163404.png}} | {{:et:triinp20220512-163404.png}} | ||
| - | * Option Select the additional location information 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 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/intangible asset/low value asset (depreciation is not calculated for low value assets) | + | * **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. | ||
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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 \\ | ||
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| + | **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. | ||
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| + | 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==== | + | ==== 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 - ''Asset location additional info fields''. | 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 - ''Asset location additional info fields''. | ||
| - | ===== 7. User management ===== | + | ===== 8. User management ===== |
| Low value assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | Low value assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | ||
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| {{:et:triinp20220413-152447.png}} | {{:et:triinp20220413-152447.png}} | ||
| - | ==== 7.1 Simple user management ==== | + | ==== 8.1 Simple user management ==== |
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| - | ==== 7.2 Detailed user management ==== | + | ==== 8.2 Detailed user management ==== |
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| {{:et:triinp20220408-125539.png}} | {{:et:triinp20220408-125539.png}} | ||
| - | === 7.2.1 Setup and usage options === | + | ==== 8.3. Setup and usage options ==== |
| - | === Relation between assets and personnel assets === | + | === 8.3.1. Relation between assets and personnel assets === |
| It is necessary to set the assets **Types**, in order to save assets lines to personnel card tab **Assets**. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | It is necessary to set the assets **Types**, in order to save assets lines to personnel card tab **Assets**. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | ||
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| :!: The low value asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the low value asset types on the personnel card. | :!: The low value asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the low value asset types on the personnel card. | ||
| - | === Setting: Asset has one active in charge user === | + | === 8.3.2. Setting: Asset has one active in charge user === |
| ''Settings->System settings->Asset settings->Asset has one active in charge user'': | ''Settings->System settings->Asset settings->Asset has one active in charge user'': | ||
| specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no: | specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no: | ||
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| \\ | \\ | ||
| \\ | \\ | ||
| - | === System setting: Asset and personnel relation === | + | === 8.3.3. System setting: Asset and personnel relation === |
| Option **user** and **in charge** is intended for use, when the system setting ''Asset has one active in charge user=**Yes**'' is selected.\\ | Option **user** and **in charge** is intended for use, when the system setting ''Asset has one active in charge user=**Yes**'' is selected.\\ | ||
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| Option ** No relation ** is intended for use, when the system setting ''Asset has one active in charge user=**No**'' is selected, then the fields User and In charge can be changed freely. | Option ** No relation ** is intended for use, when the system setting ''Asset has one active in charge user=**No**'' is selected, then the fields User and In charge can be changed freely. | ||
| - | ==== 7.3. Reports ==== | + | ==== 8.4. Reports ==== |
| ON TÄIENDAMISEL !!\\ | ON TÄIENDAMISEL !!\\ | ||
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| {{:et:triinp20220408-141445.png}} | {{:et:triinp20220408-141445.png}} | ||
| - | ===== 8. Asset actions ===== | + | ===== 9. Asset actions ===== |
| [[en:inv_tegevus|]] codes are created to monitor different assets actions. \\ | [[en:inv_tegevus|]] codes are created to monitor different assets actions. \\ | ||
