en:low_value_asset
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en:low_value_asset [2022/07/04 11:28] triinp [11.1. Low value asset with quantity of 3] |
en:low_value_asset [2022/12/20 10:28] (current) triinp [8.4. Reports] |
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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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| + | :!: Necessary fine-tuning on the stock depreciation document **Asset creation** - Yes | ||
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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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| :!: 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. | ||
| - | === 8.3.2. Setting: Asset has one active in charge user === | + | === 8.3.2. Setting: An asset can have one active In charge user or User at the same time === |
| - | ''Settings->System settings->Asset settings->Asset has one active in charge user'': | + | |
| + | ''Settings -> System settings -> Asset settings -> An asset can have one active In charge user or User at the same time'': | ||
| 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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| \\ | \\ | ||
| \\ | \\ | ||
| - | === 8.3.3. System setting: Asset and personnel relation === | + | === 8.3.3. System setting: Asset and Employee 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 ''An asset can have one active In charge user or User at the same time = **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 ''An asset can have one active In charge user or User at the same time = **No**'' is selected, then the fields User and In charge can be changed freely. |
| ==== 8.4. Reports ==== | ==== 8.4. Reports ==== | ||
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| - | Therefore, it is reasonable to turn on the system settings ** Asset and Personnel Relation ** so that the Users tab active user is also a valid user or a in charge user on the main page. | + | Therefore, it is reasonable to turn on the system settings ** Asset and Employee Relation ** so that the Users tab active user is also a valid user or a in charge user on the main page. |
| {{:et:triinp20220408-141445.png}} | {{:et:triinp20220408-141445.png}} | ||
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| ==== 12.1. 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. | ||
