en:low_value_asset
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en:low_value_asset [2022/06/17 09:16] triinp [Low Value Assets] |
en:low_value_asset [2022/10/11 10:11] triinp [3.6. Low value asset code numbering] |
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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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| - | ==== 3.3 Creating a low value asset card from the stock depreciation document ==== | + | ==== 3.3. Creating a low value asset card from the stock depreciation document ==== |
| After confirming the stock depreciation, a ''New LVA'' button will appear in the end of the rows. By pressing the button, a new low value asset card opens with pre-filled information that can be queried from the stock depreciation and which remains directly related to that stock depreciation. | After confirming the stock depreciation, a ''New LVA'' button will appear in the end of the rows. By pressing the button, a new low value asset card opens with pre-filled information that can be queried from the stock depreciation and which remains directly related to that stock depreciation. | ||
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| - | ===== 4. Low value asset card confirmation ===== | + | ==== 3.6. Low value asset code numbering ==== |
| + | |||
| + | One or multiple low value asset code ranges can be used for low value assets. | ||
| + | * One range is used for all low value assets | ||
| + | |||
| + | If one range is in use the next range code is taken as the low value asset code, when creating the next low value asset card. | ||
| + | |||
| + | * Multiple ranges are used for all low value assets | ||
| + | |||
| + | If multiple ranges are in use double-click on the code and select the range to be used, when creating the next low value asset card. | ||
| + | |||
| + | :!: If you want to use numbers in ranges - for example LV00001, a number must be added before the number part of the code - for example LV10001. Using the code LV00001, the program offers LV2 as the next code. If the code is LV10001, the program will offer LV10002 as the next code. | ||
| + | |||
| + | ===== 4. The low value 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 low value 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 low value asset card. | ||
| + | |||
| + | If System setting ''Asset card is editable -> NO'' the fields will be locked after some linked document has been created for the first time (Low Value Asset Change, Inventory). | ||
| + | |||
| + | 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. \\ | ||
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| - | ===== 9. Low Value Asset register ===== | + | ===== 10. Low Value Asset register ===== |
| [[et:t_list|]] allows to sort, filter low value asset cards, etc. | [[et:t_list|]] allows to sort, filter low value asset cards, etc. | ||
| - | ==== Buttons==== | + | **Buttons** |
| ***Add new** - opens new empty low value asset card. | ***Add new** - opens new empty low value asset card. | ||
| ***Browse** - entering the low value asset code in the Open code box, opens the low value asset card. | ***Browse** - entering the low value asset code in the Open code box, opens the low value asset card. | ||
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| - | ===== 10. Frequently Asked Questions ===== | + | ===== 11. Frequently Asked Questions ===== |
| - | ====10.1. How do I get rid of a draft?==== | + | ==== 11.1. How do I get rid of a draft? ==== |
| * 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**. | ||
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| - | ====10.2. Why can't the draft be saved?==== | + | ==== 11.2. Why can't the draft be saved? ==== |
| * 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. | ||
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| {{:et:triinp20220413-163507.png}} | {{:et:triinp20220413-163507.png}} | ||
| - | ===== 11. Examples ===== | + | ===== 12. Examples ===== |
| - | ==== 11.1. Low value asset with quantity of 3 ==== | + | ==== 12.1. Low value asset with quantity of 3 ==== |
| - | ===11.1.1. Creating the low value asset card=== | + | === 12.1.1. Creating the low value asset card === |
| 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. | ||
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| {{:et:triinp20220413-155656.png}} | {{:et:triinp20220413-155656.png}} | ||
| - | ===11.1.2. Changing Users and Departments through a Low Value Asset Change Document === | + | === 12.1.2. Changing Users and Departments through a Low Value Asset Change Document === |
| {{:et:triinp20220413-160238.png}} | {{:et:triinp20220413-160238.png}} | ||
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| {{:et:triinp20220413-162013.png}} | {{:et:triinp20220413-162013.png}} | ||
| - | === 11.1.3.The low value asset card change === | + | === 12.1.3.The low value asset card change === |
| The Users tab shows the changes made by date. | The Users tab shows the changes made by date. | ||
