en:low_value_asset
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en:low_value_asset [2022/07/04 11:26] triinp [8. Asset actions] |
en:low_value_asset [2022/10/11 10:23] triinp [3.6. Low value asset code numbering] |
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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. The asset card is editable ===== | + | ==== 3.6. Low value asset code numbering ==== |
| - | System settings – ''Asset settings -> Asset card is editable'' – NO/YES. By default the setting is YES \\ | + | One or multiple low value asset code ranges can be used for low value assets. |
| + | * One range is used for all low value assets | ||
| - | **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. | + | If one range is in use, when creating the next low value asset card, the next range code is taken as the low value asset code (For example, LV1 - when creating the next card, the low value asset code is set to LV2). |
| - | \\ | + | |
| - | **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). | + | * Multiple ranges are used for all low value assets |
| - | Following fields are locked on the **Fixed asset card**: | + | If multiple ranges are in use, when creating the next low value asset card, double-click on the code and select the range that is used. |
| - | * Code | + | :!: 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. |
| - | * Class | + | |
| - | * Type | + | ===== 4. The low value asset card is editable ===== |
| - | * Calculation method | + | |
| - | * Fiscal data (all the fiscal data on asset card) | + | System settings – ''Asset settings -> Asset card is editable'' – NO/YES. By default the setting is YES \\ |
| - | * Accounts (all the accounts on asset card) | + | |
| - | * Department | + | **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. |
| - | * User | + | \\ |
| - | * In charge | + | **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. |
| - | * Object | + | |
| - | * Customer | + | |
| - | * Project | + | |
| - | * Proportion | + | |
| - | * Cost object | + | |
| - | * Cost project | + | |
| + | 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**: | Following fields are locked on the **Low value asset card**: | ||
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| {{:et:triinp20220413-152447.png}} | {{:et:triinp20220413-152447.png}} | ||
| - | ==== 8.1 Simple user management ==== | + | ==== 8.1. Simple user management ==== |
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| - | ==== 8.2 Detailed user management ==== | + | ==== 8.2. Detailed user management ==== |
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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. | ||
