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lt:low_value_asset

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lt:low_value_asset [2023/06/06 08:23]
lida sukurtas 		lt:low_value_asset [2023/07/25 16:16] (esamas)
lida [1.6. Vartotojas]
Linija 1: Linija 1:
-======Mažaverčio turto kortelė ​test======+======Mažaverčio turto kortelė======
  
-FIXME **This page is not fully translated, yet. Please help completing the translation.**\\ //(remove this paragraph once the translation is finished)//+====== 1. Mažavertis turtas ======
  
  
-======Low Value Assets======+Mažaverčio turto kortelė skirta inventoriui apskaityti.
  
-The Low Value Assets card is intended for managing low value assets.+Mažaverčio turto kortelė veikia su šiais dokumentais
  
-The Low Value Assets card works with the following documents  +  ​* Turto keitimas - mažavertis turtas 
-  ​* The Low Value Asset change +  * Turto nurašymas 
-  * The Asset write-off +  * Turto inventorizacija
-  * 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.+:!: Dokumentai **Turtas** ir **Mažavertis turtas** negali būti naudojami vienu metu, duomenys apskaitomi neteisingai. ​Directo ​netaiso, klaidų jei šie dokumentai naudojami vienu metu.
  
 +Vienoje mažaverčio turto kortelėje gali būti daugiau nei vieno vieneto turto informacija.
  
 +==== Nustatymai ====
  
-===== Settings =====+Pradedant naudoti mažaverčio turo korteles būtina užpildyti šiuos nustatymus:​ 
 +  * Turto klasės 
 +  * Padaliniai
  
  
 +===== 1.1. Dokumento mygtukai =====
  
-The following settings should be completed before creating low value asset cards: ​ +  * **Naujas** - sukuria naują turto kortelę; 
-  * [[en:inv_klass|]] +  * **Išsaugoti** - išsaugo kortelę ir joje darytus pakeitimus;​ 
-  * [[osakond#​addressis|Locations addresses]]+  * **Kopijuoti** - nukopjuoja esamos kortelės informaciją;​ 
 +  * **Atmesti** - po kiekvieno atlikto pakeitimo yra saugojimas dokumento juodraštis. Informacija užfiksuojama kaip galutinė tik paspaudus išsaugojimo mygtuką, kitu atveju - matomas juodraštis. Atmetimo mygtukas leidžia atsisakyti juodraštyje išsaugoto pakeitimų ir grįžti į paskutinę išsaugotą kortelės versiją. 
 +  * **Naikinti** - ištrina kortelę. Kortelė yra ištrinama, jeigu nebuvo paskačiuotas nusidėvėjimas ar kiti susiję dokumentai;​ 
 +  * **Prisegtukai** - galima prisegti prie kortelės norimus prisegtukus;​ 
 +  * **El. paštas** - leidžia išsiųsti iš kortelės el. laišką; 
 +  * **Spausdinti** - leidžia atsispausdinti norimą spausdinimo formą; 
 +  * **Turto keitimas - MŽ** - leidžia atlikti pakeitimus kortelėje;​ 
 +  * **Nurašymas** - leidžia nurašyti turto kortelę; 
 +  * {{:lt:​plaktukas.jpg|}} - paspaudus ant įkonėlės,​ galima prisidėti papildomus duomenų laukus kortelėje ​ 
 +    *{{:​lt:​sonine_juosta.png|}} - paspaudus ant įkonėlės,​ galimybę matyti prisegtukus,​ žinučių rašymo langą bei pasirinkti kurioje lango dalyje bus atvaizduojama informacija;​
  
 +Spauskite **PASIRINKTI VIETOS PAPILDOMUS INFORMACINIUS LAUKUS**:
  
-====== Low value asset card ====== 
  
-{{:et:triinp20220420-155202.png}} +{{ :lt:plaktukas3.png |}}
-=====1. Document buttons=====+
  
-====1.1. Header fields====+Atsidarius papildomiems laukams, galite juos pasirinkti.
  
-{{:​et:​triinp20220317-140428.png}} 
  
-  * **New** - opens a new blank document 
-  * **Save** - saves the document 
-  * **Copy** - makes a copy of the document. Only one unsaved draft can be opened at a time. Next copy can be made when new document is saved. 
-  * **Discard** - The button is active when the transaction is in draft status or unsaved changes have been made to the entry. After selecting Discard, the unsaved changes will be removed and the transaction will be saved. ​ 
-  * **Delete** - deletes the transaction. Asks in advance if you are sure you want to delete. Only these low value asset documents can be deleted which have no operations performed (follow-up documents created etc). 
-  * **Attachments** - allows to associate files with a document 
-  * **Mail** - allows to send a document by e-mail 
-  * **Print** - prints the document 
-  * **Change LVA** - allows to make changes to the low value asset 
-  * **Write off** - allows assets to be written off 
-  * {{:​et:​triinp20220317-143257.png}} - fine-tuning 
-{{:​et:​triinp20220512-163404.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 ​+===== 1.2. Pagrindinė informacija =====
  
  
- +  ​* **Kodas** - kortelės kodas 
- +  * **Pavadinimas** - mažavėrčio turto pavadinimas 
- +  * **Klasė** - klasės kodas, kuriai priskiriamas turtas. Įkeliama susijusi informacija iš turto klasės. Galimybė grupuoti turtą. Galima išsaugoti tik klasę su mažaverčio tuto tipu. 
-=====2. Document fields===== +  * **Klasės pavadinimas** - užsipildo automatiškai pagal parinką klasę 
- +  * **Tipas** - kurant kortelę, automatiškai priskiriama reikšmė ''​LVA ​- Mažavertis turtas'' ​(nusidevėjimas neskaičiuojamas) 
-====2.1. Header fields==== +  * **Uždarytas** - pažymima, jei norime uždaryti kortelę 
- +  * **Bar kodas** - nurodomas brūkšninis kodas 
-  ​* **Code**: unique ID that can be entered manually or selected from double-click / right-click options +  * **Pastaba** - nurodoma papildoma informacija apie mažavėrtį turtą 
-  * **Name**: name of low value asset +  * **Išperkamoji nuoma** - turto papildomas požymis: 
-  * **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. +    * **Ne** - pažymam jei tai mažavėrtis turtas naudojamas savo veikloje 
-  * **Class name**: asset class name +    * **Turto nuoma** - pažymima, jei turtas nuomojamas 
-  * **Type**: tangible asset TA/​intangible asset ITA/low value asset LVA (depreciation is not calculated for low value assets) +    * **Veiklos nuoma** - papildomas požymis 
-  * **Leasing**:​ options NO, Capital lease, Operating lease - information field for the acquisition of a low value asset +  * **Pagrindinis** - galimybė priskirti pagrindinę turto kortelę ​(:?: į sąrašą patenka ir ilgalaikas turtas) 
-  * **Rental asset**: checkmark. Allows to select this low value asset for lease contract. Opens the Rental Info section on the Low Value Asset card. +  * **Nuomojamas turtas** - papildomas požymis
-  * **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 +
-  * **Bar code**: asset bar code +
-  * **Closed**: checkmark +
- +
- +
- +
-====2.2. Data==== +
-====2.2.1. Fiscal data==== +
- +
-  * **Start date**: usually low value asset purchase date. Related to the date of purchase. The start of the calculation can be in the same month in the past compared to the date of purchase. Future can be used. +
-  * **Purchase price**: low value asset purchase price +
-  * **Value correction**:​ total cost of low value assets additional amounts +
-  * **End date**: blank by default. The date of write-off shall be the date of write-off. +
-  * **Purchase price total**: adds up the purchase price and value corrections +
-  * **Unit price**: calculates the price per unit +
- +
-==== 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 name**: supplier name on purchase invoice +
-  * **Purchase invoice**: the purchase invoice number from which the low value asset card was created. ​  +
-  * **Purchased**:​ purchase invoice date +
-  * **Item**: item code +
-  * **SN**: serial number - information field +
-  * **Disposed**:​ date +
-  * **Warranty**:​ date +
-  * **Extended warranty**: date  +
-  * **Maintenance provider**: maintenance provider code +
-  * **Maintenance provider name**: name of the maintenance provider +
-  * **In maintenance**:​ checkmark  +
-  * **Maintenance**:​ date (last maintenance / repair) +
-  * **Next maintenance**: date (next scheduled maintenance / repair) +
-  * **Action**: selection of different activities- purchase, received free of charge, improvements +
-==== 2.2.3. Location ==== +
-  * **Department**: option of department tab +
-  * **User**: option of the user tab, the code is placed +
-  * **In charge**: option of the user tab, the code is placed +
-  * **Object**: object or list of objects with commas +
-  * **Customer code**: option of the customer tab, the code is placed +
-  * **Customer Name**: name of the selected customer +
-  * **Project**:​ option of the project tab +
-  * **Location**:​ address ID +
- +
-==== 2.2.4. Insurance data ==== +
- +
-  * **Insurance list**: checkmark, selecting will create an insurance list +
-  * **Insurance cover**: the amount in which the low value asset is insured +
-  * **Insurer**:​ insurance supplier code +
-  * **Insurer name**: insurance supplier name +
-  * **Comment**:​ text field +
- +
-==== 2.2.5. Rental info==== +
- +
-  * **Rental item**:an article that is placed on a low value asset contract as a line item or the article under which the low value asset is leased. The field is filled by default when you place an article on a low value asset on rental item field in item card On asset card this field can be replaced. +
-  * **Rental unit**: options ​- month, day, without sunday, workday +
-  * **Rental start**: determines the date when low value asset is offered for rent. It can also be empty or only one of them can be empty. +
-  * **Rental end**: determines the date low value asset lease expires +
- +
-==== 2.3. Data fields ==== +
- +
-Data fields can be used to add parameters that are not described on the Low Value Asset card and later use in reports. Data fields to be described [[et:​datatyyp|]]. **LINK TULEB ÄRA MUUTA** +
- +
-  * **Type**: selection of additional fields described on the low value asset card +
-  * **Content**:​ the contents of the data field selected in the selection line or added manually  +
-  * **Parameter**:​ text field +
- +
-==== 2.4. Value corrections ==== +
-  * **Date**: date - start of calculation +
-  * **Value correction**:​ adding an amount +
-  * **Object**: object or list of objects with commas +
-  * **User**: option of the users tab, code is placed +
-  * **Comment**: text field +
-  * **Supplier**:​ option of the suppliers tab, code is placed +
-  * **Supplier name**: selected supplier name +
-  * **Document**:​ selection of the list (purchase invoice, expense, written off data, recalculation) +
-  * **Number**: document number +
-  * **Purchased**:​ date +
-  * **Action**: selection of different activities- purchase, received free of charge, improvements +
- +
-==== 2.5. Users ====  +
- +
-  * **Type**: low value asset type in the Personnel module. Selection of the drop-down menu. Settings: [[et:​yld_inventar#​seadistamine_ja_kasutusvoimalused|Vara ja personali vahendite seos]] +
-  * **LV ID**: a code is placed on each unit according to the quantity +
-  * **User**: option of the user tab, the code is placed +
-  * **User name**: user name is displayed ​(after saving), cannot be changed +
-  * **Contract**: the document on the basis of which the low value asset was issued to the user. Text field. Not required +
-  * **Close out**: option of the user tab, the code is placed +
-  * **Close out name**: name is displayed (after saving), cannot be changed +
-  * **Start date**: date of issue the low value asset to the user +
-  * **End date**: date of return of the low value asset or termination of liability +
-  * **Comment**:​ explanatory text. Not required +
-==== 2.6. ID ==== +
- +
-  * **LV ID**: code is placed on each unit according to the quantity +
-  * **Department**:​ option of department tab, the code is placed +
-  * **User**: option of the user tab, the code is placed +
-  * **In charge**: in charge user name is displayed (after saving), cannot be changed +
-  * **Customer code**: option of the customer tab, the code is placed +
-  * **Object**: object or list of objects with commas +
-  * **Project**:​ option of the project tab +
-  * **Write-off date**: date, can be added only from the write-off document +
-  * **Location**:​ address ID+
   ​   ​
-==== 2.7. Actions ​==== +===== 1.3. Duomenys ​=====
- +
-Shows the activities performed with low value assets (purchase; users, departments e.t.c change; etc.). +
- +
-  * **Date**: date +
-  * **Action date**: date +
-  * **Transaction time**: date +
-  * **Action**: action type is displayed +
-  * **Who**: user name is displayed +
-  * **When**: action date +
-  * **Value**: value sum (eg low value asset purchase price cost) +
-  * **Transaction**:​ transaction number +
-  * **Document**:​ related document number  +
-  * **Comment**:​ related document comment field information +
- +
- +
-===== 3. Creating a new low value asset card ===== +
- +
-New low value asset card can be created as follows: +
- +
-  * From the purchase document +
-  * From the expense document +
-  * From the stock depreciation document +
-  * From low value assets register +
-  * By bulk importing low value assets cards +
- +
- +
-==== 3.1. Creating a low value asset card from the purchase invoice document ==== +
- +
-Enter the purchase invoice, select an asset account in the Account field, to which the cost of low value assets must go. +
- +
-{{:​et:​triinp20220401-152800.png}} +
- +
-After confirming the purchase invoice, a ''​New LVA''​ button will appear below the third dot at the top of the lines.  +
-By pressing the button, a new low value asset card opens with pre-filled information that can be queried from the purchase invoice and which remains directly related to that purchase invoice.  +
-Data is added automatically if you select an account in the purchase invoice that matches the account for the asset class.  +
- +
-**Accounts**:​ accounts are placed from asset class.  +
- +
-Maintenance,​ location and insurance data are for information purposes only and can be used as needed.  +
- +
- +
-==== 3.2. Creating a low value asset card from the expense document ​==== +
- +
-After confirming the expense, a ''​New LVA''​ button will appear below the third dot at the top of the lines.  +
-By pressing the button, a new low value asset card opens with pre-filled information that can be queried from the expense and which remains directly related to that expense.  +
-Data is added automatically if you select an account to the expense which matches the account for the asset class.  +
- +
-{{:​et:​triinp20220331-121418.png}} +
- +
- +
-==== 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. ​  +
- +
-:!: Necessary fine-tuning on the stock depreciation document **Asset creation** - Yes +
- +
- +
-==== 3.4. Creating a low value asset card from register==== +
- +
-The Low Value Asset card can be created from the Low Value Asset register or from the Low Value Asset card.  +
- +
-''​Finance > Low Value Assets > Add new''​ +
- +
-There is no pre-filled data on the manually created low value asset card. +
- +
- +
-==== 3.5. Creating a low value asset card from bulk import module ==== +
- +
-For large data amounts, it is convenient to use the bulk import module. Provides the ability to import a pre-formatted Excel spreadsheet with low value asset cards information into Directo and as a result, a corresponding number of low value asset cards are created in Directo. Large data updates are also possible through the same module.  +
- +
-Importing large data amounts, it is important to know that the type of asset must be given as a number in the prepared data table:  +
- +
-0 - low value asset +
-1 - tangible asset +
-2 - intangible asset +
-3 - written-off asset +
- +
- +
-==== 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, 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). +
- +
-  * Multiple ranges are used for all low value assets +
- +
-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. +
- +
-:!: 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 =====  +
- +
- +
-The low value asset card is not confirmed.\\ +
-''​System settings->​ Asset settings->​Asset card must be confirmed (no/​yes)''​applies only to fixed asset cards. +
- +
- +
-===== 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.  +
- +
-There is a field to track the data for each individual piece **LV ID** and the data is shown on low value asset card tab  **id**.  +
- +
-{{:​et:​triinp20220413-151138.png}} +
- +
- +
-Separate data can be added to each LV ID +
- +
-{{:​et:​triinp20220413-152116.png}} +
- +
-===== 7. Address on fixed asset and low value asset card ===== +
- +
-==== 7.1. Setting the addresses ==== +
- +
- +
-Addresses can be configured ''​Settings -> Personnel Settings -> Departments''​.  +
-Every address can have its own code. The address code ** location ** is placed on the fixed assets and small assets card. Enter the accuracy of the locations as needed.  +
-Use additional fields for location codes as desired. +
-   +
-**Examples** : Company has departments in Tallinn, Tartu, ​ Võru.  +
- +
-  * Location codes by city - TALLINN, TARTU,​VORU +
-  * Location codes by address - MOISA_4 ​  +
-  * Location codes by floor - MOISA_4_7k, MOISA_4_9k +
-  * Location codes by rooms (room numbers or names) - 01_ROOM, 02_ROOM +
- +
- +
-==== 7.2. Entering addresses location codes ==== +
- +
- +
-Address settings ''​Settings > Personnel Settings > Departments''​ +
-Add location addresses on departments card at the bottom of the page. Enter asset location addresses to address rows. +
- +
-{{:​et:​triinp20220404-152156.png}} +
- +
-  * **Code**: location code, can be entered manually +
-  * **Street**: text field +
-  * **House**: text field +
-  * **Apartment**:​ text field +
-  * **Place name**: text field +
-  * **Zip**: text field +
-  * **City/​Parish**:​ text field +
-  * **County**: text field +
-  * Entering the location code for the first time, fill in all the address fields +
-  * The same location code can be entered under the next department. In this case, enter the location code and the address fields will be filled automatically. +
- +
- +
-==== 7.3. Use of address location codes ==== +
- +
- +
-If departments are not in use, create a GENERAL department under which to enter all the desired location codes +
- +
-  * If a department is marked on the Fixed Asset and Low Value Asset card, you can select the locations marked under that department +
-  * If a department is not marked on the Fixed Asset and Low Value Asset card, you can select all the locations +
-  * Locations cannot be associated with objects or projects +
- +
- +
-==== 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''​. +
- +
- +
-===== 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 **: +
- +
-:!: If the quantity of low value assets is bigger than 1 and different users have the low value assets, the users can be marked in tab **ID** and in tab **Users**. +
- +
-{{:​et:​triinp20220413-152447.png}} +
- +
-==== 8.1. Simple user management ==== +
- +
- +
-Simple user management can be organized using the ** User ** and ** In charge ** fields.  +
-Persons from the Directo personnel register can be placed in these fields, who then will use or be in charge for the asset. +
- +
-:!: You can change the person codes on the low value asset card with simple user management, but the data history will not remain and the reports will not be viewable. +
- +
- +
-==== 8.2. Detailed user management ====  +
- +
- +
-More detailed user management can be done using the ** Users ** tab of the assets and the **Assets** tab of Personnel Card.\\ +
- +
-On Low Value Asset card ** Users ** tab can edit and add rows to the Personnel card tab ** Resources **.  +
- +
-If the system setting ''​The asset card is editable=NO''​ is used, the user data can only be changed through an additional document [[en/​inventory_asset_change|Low Value Asset change ]]  +
- +
-{{:​et:​triinp20220408-125357.png}} +
- +
-**Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et:​yld_inventar#​seadistamine_ja_kasutusvoimalused|Põhivara ja personali vahendite seos]];\\ +
-**User**- selection from users tab. Code is placed;\\ +
-**User name**- user name is displayed (after saving), cannot be changed;​\\ +
-**Start date**- date of issue the low value asset to the user;\\ +
-**End date**- asset return date or termination of liability;​\\ +
-**Comment**- explanatory text. Not required;​\\ +
-**Close out**- selection from users tab. Code is placed;\\ +
-**Close out name**- name is displayed (after saving), cannot be changed\\ +
-**Contract**- the document on the basis of which the low value asset was issued to the user. Text field. Not required;​\\ +
- +
-If user is added to the low value asset card through Users tab, then it is immediately in the Assets tab of the corresponding person'​s personal card: +
- +
-{{:​et:​triinp20220408-125539.png}} +
- +
-==== 8.3. Setup and usage options ==== +
- +
-=== 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'':​  +
- +
-{{:​et:​triinp20220405-103429.png}} +
- +
-This table creates a list of asset groups as we want to systematize them in the Personnel module. This list does not have to directly match to the asset class list.\\ +
-:!: Rows without an asset type cannot be saved under personnel card assets.  +
-Read more in the Personnel Module Guide. +
- +
-For **Asset class** ​ is selected to, which personnel module asset type the given class corresponds to: +
- +
-{{:​et:​triinp20220408-132356.png}} +
- +
-:!: 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: An asset can have one active In charge user or User at the same time === +
- +
-''​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: +
- +
-**Yes**- When a new user is added to the table, the previous user's row is "​closed"​ and its end date is automatically set to one day less than the new user's start date:  +
- +
-{{:​et:​triinp20220408-133042.png}} +
- +
-Only the last line can be edited and deleted (previous users lines are locked). If you delete the last line, the previous one becomes the active line and can be changed.  +
-Also the end date is removed from it. +
- +
-**No**- all lines are freely editable. Except required fields that must be filled (Type, User, Start date). This means that the asset has multiple concurrent users and the asset is on a several personnel card. +
- +
-{{:​et:​triinp20220408-140330.png}} +
-\\ +
-\\ +
-\\ +
-=== 8.3.3. System setting: Asset and Employee relation === +
- +
-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.\\ +
- +
- +
-Specifies which field (user or in charge) on the low value assets tab is updated automatically,​ when a new user is added to the users tab (the field is locked and cannot be changed manually). This means that the selected field (user or in charge) always has the currently active user or in charge user.\\ +
- +
- +
-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 ==== +
-ON TÄIENDAMISEL !!\\ +
- +
- +
-The reports ** Asset list ** and ** Asset history ** can be taken by a valid user or in charge user. It means the reports take into account the user / in charge user that are on the asset 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}} +
- +
-===== 9. Asset actions ===== +
- +
-[[en:​inv_tegevus|]] codes are created to monitor different assets actions. \\ +
-For example, in the case of a purchase, the default code is "​purchase",​ the code can be changed before the first depreciation calculation or follow-up documentation is made. \\   +
-Actions can  be used in reports.  +
-Some activities appear on the asset card only through additional documents - Fixed Asset change, Low value Asset change, Fixed Asset recalculation,​ Asset write-off, Asset inventory. +
- +
- +
-===== 10. Low Value Asset register ===== +
- +
- ​[[et:​t_list|]] allows to sort, filter low value asset cards, etc. +
- +
-**Buttons** +
- +
-  ***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. +
-  ***Open code** - when filling in the column filters, can click the View button to filter the selection. +
- +
- +
-===== 11. Frequently Asked Questions ===== +
- +
-==== 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**.+
  
-{{:​et:​triinp20220408-144207.png}}+==== 1.3.1. Fiskaliniai duomenys ====
  
-  ​* In the Fixed Assets and Low Value Assets browser can display column ​**Draft** with button ​**Choose Columns** and filter the assets by draft. +    ​* **Nusidėvėjimo pradžia** - turti įsigyjimo data 
-  * If there is a draft from document that you do not want to save, press ** Discard ​** +    ​* **Pirkimo kaina** - turto pirkimo kaina 
 +    * **Vertės koregavimas** - laukelis užsipildo automatiškai. Įrašoma bendra turto vertę koreguojanti suma nurodyta skiltyje ''​Vertės koregavimas''​ 
 +    * **Nusidėvėjimo pabaiga** - turto uždarymo, naudojimo pabaigos data 
 +    ​* **Pirkimo kaina VISO** - vėrtė, įvertinus ir vertės koregavimą 
 +    * **Vnt. kaina** - viento vertė, t. y. ''​Pirkimo kaina VISO''​ / ''​Kiekis''​
  
-{{:​et:​triinp20220413-163218.png}} 
  
-:!: All the changes, that have not been saved, will be deleted by pressing **Discard**.+==== 1.3.2. Pirkimo duomenys ====
  
 +  * **Kiekis** - mažavėrčio turto kiekis (gali būti daugiau nei 1 vnt.)
 +  * **Nupirkta** - pirkimo data (data užsipildo automatiškai parinkus pirkimo sąskaitą)
 +  * **Pirkimo sąskaita** - galima priskirti pirkimo sąskaitą
 +  * **Tiekėjas** - priskyrius pirkimo sąksaitą, tiekėjas užsipildo automatiškai,​ kitu atveju, tiekėją galima parinkti ​
 +  * **Tiekėjo pav.** - priskyrius tiekėją, tiekėjo pavadinimas užsipildo automatiškai,​ kitu atveju, tiekėjo pavadinimą galima įrašyti arba jį koreguoti
 +  * **Veiksmas** - galimybė pažymėti turto įsigyjimo priežastį (papildomas požymos)
 +    * **Pirkimas** - pagal pirkimo sąskaitą
 +    * **Gauta be apmokėjimo** - gautas neatlygintinai
 +    * **Patobulinimai** - pataisytas/​patobulintas turtas
 +    * **Ilgalaikis turtas nurašomas į mažaverį turtą** - mažavertis turtas iš ilgalaikio turto
 +    * **Turto patvirtinimas** - FIXME
 +  * **Q išjungta** - vienetų skaičius išimtas iš apyvartos
 +  * FIXME **Q srovė** - likutinis kiekis
 +  * **Paskirta** - nurodoma data
 +  * **Pratęsta garantija** - garantijos pabaigos data
 +  * **Aptarnavime** - pažymima jei turtui teikiamas aptarnavimas
 +  * **Prekė** - parenkama prekės kortelė iš prekių sąrašo
 +  * **Aptarnavimas** - iki kada teikiamas aptarnavimas
 +  * **Priežiūros teikėjas** - parenkamas tiekėjas, kuris atlieka aptarnavimą
 +  * **Priežiūros teikėjo pavadinimas** - tiekėjo pavadinimas krenta automatiškai parinkus priežiūros teikėją, jei reikia, galima koreguoti
 +  * **Kitas aptarnavimas** - kito, numatomo aptarnavimo data
 +  * **SN** - nurodomas serinis/​partijos numeris
 +  * **Garantija** - nurodoma iki kada galioja garantija
  
-==== 11.2. Why can't the draft be saved? ​====+==== 1.3.3. Vieta ====
  
-  * If the document does not have an active save button, may some fields contain code, that does not exist in Directo.   +:!: Ši skiltis rodoma tik tuo atveju, jei kiekis yra lygus ''​1''​. Jei kiekis yra daugiau už ''​1''​ - vietos informaciją galima nurodyti skiltyje ​**ID** prie kiekivieno unikalaus vieneto.
-  ​* If an error message is displayed when filling in the document, the document with such errors cannot be saved until the errors have been corrected. +
  
-{{:et:triinp20220413-163507.png}}+  * **Padalinys** - parenkamas padalinys, kuriame randasi turtas (padalį galima sukurti: ''​NUSTATYMAI→PERSONALO NUSTATYMAI→PADALINIAI''​) 
 +  * **Vartotojas** - laukelis aktyvus jei nustatyme **Turto ir personalo ryšys** (''​NUSTATYMAI→PAGRINDINIAI NUSTATYMAI→TURTO NUSTATYMAI''​) parinkta viena iš reikšmių: ''​atsakingas''​ arba ''​nesusijęs''​  
 +  * **Atsakingas** ​- parenkamas atsakingas vartotojas 
 +  * **Objektas** - priskiriamas reikiamas objektas 
 +  * **Projektas** - priskiriamas reikiamas projektas 
 +  * **Vieta** - nurodomas adreso kodas kur randasi turtas. Informacija vedama padalinio kortelės skiltyje ''​Adresas''​. Taip pat, turi būti suteiktos dokumento ''​Adresai''​ teisės  
 +  * **Pirkėjo kodas** - parenkamas pirkėjo kodas 
 +  * **Pirkėjo pavadinimas** - priskyrius pirkėją, pirkėjo pavadinimas užsipildo automatiškai,​ kitu atveju, pirkėjo pavadinimą galima įrašyti arba jį koreguoti
  
-===== 12. Examples =====+:?: Per plaktuko ikonėlę, paspaudus ant **PASIRINKTI VIETOS PAPILDOMUS INFORMACINIUS LAUKUS:** galima prisidėti papildomus laukus iš vietos kortelės aprašymo.
  
-==== 12.1. Low value asset with quantity of 3 ====+==== 1.3.4. Draudimo duomenys ​====
  
-=== 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.+  * **Draudimo sąrašas** - pažymima, jei turtas yra apdraustas 
 +  * **Draudimo suma** - suma, kuriai yra apdraustas turtas 
 +  * **Draudėjas** - parenkamas draudimo tiekėjas 
 +  * **Draudėjo pavadinimas** - priskyrius tiekėją, tiekėjo pavadinimas užsipildo automatiškai,​ kitu atveju, pirkėjo pavadinimą galima įrašyti arba jį koreguoti 
 +  * **Pastaba** - papildoma informacija apie draudimą
  
-{{:​et:​triinp20220413-154827.png}} 
  
-The data is generated immediately to the ** ID ** tab+==== 1.3.5. Nuomos informacija ====
  
-{{:​et:​triinp20220413-155411.png}} 
  
-Tab **Users** is empty+  ​* **Nuomos prekės** - pasirenkamas prekės kodas 
 +  * **Nuomos vnt.** - nuomos laikotarpio periodiškumas 
 +  * **Nuomos pradžia** - turto nuomos pradžia 
 +  * **Nuomos pabaiga** - turto nuomos pabaiga
  
-{{:​et:​triinp20220413-155656.png}}+===== 1.4. Pridėti laukai =====
  
-=== 12.1.2. Changing Users and Departments through a Low Value Asset Change Document ===+  * **Tipas** - duomenų laukas 
 +  * **Turinys** - duomenų lauko reikšmė 
 +  * **Parametras** - duomenų lauko papildomas požymis (jei numatyta)
  
-{{:​et:​triinp20220413-160238.png}} +===== 1.5. Vertės koregavimas =====
-\\ +
-\\ +
-  * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually ​+
  
-{{:​et:​triinp20220413-160557.png}} +  * **Data** ​- vertės koregavimo data 
-\\ +  * **Vertės koregavimas** - suma, kuria koreguojama turto vertė (gali būti teigiama arba neigiama suma) 
-  * After selecting LVA ID, activate the fields you want to change+  * **Objektas** - nurodomas objektas 
 +  * **Vartotojas** - parenkamas vartotojas 
 +  * **Pastaba** - galima nurodyti papildomą informaciją, dėl ko yra koreguojama turto vertė 
 +  * **Tiekėjas** - parenkamas tiekėjas 
 +  * **Tiekėjo pav.** - tiekėjo pavadinimas krenta automatiškai parinkus teikėją, jei reikia, galima koreguoti 
 +  * **Dokumentas** - parenkamas vertės koregavimo pagrindas:​ 
 +    * **Pirkimo sąskaita** - jei vertė koreguojama pagal gautą pirkimo sąskaitą 
 +    * **Išlaidos** - atsiradus papildomoms išlaidoms 
 +    * **Nurašymas** - nurašus dalį turto vertės 
 +    * **Perskaičiavimas** - atlikus peskaičiavimus 
 +  * **Numeris** - pasirenkamas/​įrašomas dokumento numeris 
 +  * **Nupirkta** - dokumento data 
 +  * **Veiksmas** - galimybė pažymėti turto vertėsa koregavimo priežastį 
 +      * **Pirkimas** - pagal pirkimo sąskaitą 
 +      * **Gauta be apmokėjimo** - gautas neatlygintinai 
 +      * **Patobulinimai** - pataisytas/​patobulintas turtas 
 +      * **Ilgalaikis turtas nurašomas į mažavertį** - mažavertis turtas iš ilgalaikio 
 +      * **Turto patvirtinimas** - FIXME
  
-{{:et:triinp20220413-161030.png}}+Jei turto vertė yra koreguojama pagal pirkimo sąskaitos dokumentą: 
 +  * Įvesti ir patvirtinti pirkimo sąskaitą 
 +  * Pirkimo sąskaitos eilučių trečiame burbuliuke: 
 +    * **Turtas** ​- iš sąrašo parenkamas mažavėrtis turtas kurio sumą norėsime didinti (skiltis randasi šalia mygtuko ''​PRIDĖTI FA''​) 
 +    * Parinkus turtą, spaudžiama mygtukas **Pridėti LVA** 
 +Atlikus šiuos veiksmus, mažavėrčio turto kortelės suma bus galima padidinta sąskaitos eilutės suma be PVM. Informacija bus atvaizduojama skiltyje **Vertės koregavimas**
  
-  * Fill in the fields and confirm the document+:!: Kad turto kortelės vertė padidėtų - būtina išsaugoti turto kortelę, kitu atveju eilutė įsikelia kaip juodraštis.
  
-{{:​et:​triinp20220413-161816.png}}+===== 1.6. Vartotojas =====
  
-  * The confirmed document will have the field columns that were changed+:?: informacia įsirašo darbuotojo kortelės skiltyje ''​Turtas''​
  
-{{:et:​triinp20220413-162013.png}}+  * **Tipas** - pasirenkamas turto tipas (Tipai yra kuriami: ''​NUSTATYMAI→PERSONALO NUSTATYMAI→DUOMENŲ TIPAI→TURTAS''​) 
 +  * **LV ID** - mažaverčio turto kortelės vieneto unikalus ID 
 +  * **Vartotojas** - pasirenkamas vartotojas, kuriams priskiriamas mažavertis turtas 
 +  * **Vartotojo vardas** - parinkus vartotoją, vartotojo vardas įsikels automatiškai 
 +  * **Sutartis** - priskiriama sutartis 
 +  * **Uždaryti** - pasirenkamas varttojas 
 +  * **Uždarytas vatotojas** - parinkto vartotojo laukelyje ''​Uždaryti''​ PAVADINIMAS 
 +  * **Pradžios data** - nuo kada turtas priskiramas vartotojui 
 +  * **Pab. data** - nuo kada turtas šiam vartotojui nebepriklauso :?: Jei tuo pačiu ID turto vienetas yra perkeliamas ant kito vartotojo, ir nurite, kad kitoje eilutėje parinkus šį turto ID pabaigos data ankstesniam vartotojui užsidėtų automatiškai,​ būtina pakeisti nustatymą: ''​NUSTATYMAI→PAGRINDINIAI NUSTATYMAI→TURTO NUSTATYMAI→Turto kortelė turi vieną aktyvų atsakingą darbuotoją→__TAIP__''​ 
 +  * **Pastaba** - papildoma informacija
  
-=== 12.1.3.The low value asset card change === 
  
-The Users tab shows the changes made by date. +===== 1.7. ID =====
-Changes are visible when the user is changed.+
  
-{{:​et:​triinp20220413-162440.png}}+Vienoje mažaverčio turto kortelėje gali būti daugiau nei vieno vieneto turto informacija
  
-ID tab shows the last changes ​+Atsižvelgiant į tai, sistema kiekvienam vienetui suteikia papildomą unikalų ​ID, pagal kurį galime identifikuoti konkretų vienetą. Unikalus ID suteikiamas pagal kortelės kodą pabaigoje pridedant taško simbolį bei skaičių didėjančia tvarka (pradedant nuo vieneto)
  
-{{:​et:​triinp20220413-162548.png}}+  * **LV ID** - uniklaus vieneto kodas 
 +  * **Brūkšninis kodas** - nurodomas konkretaus vieneto barkodas 
 +  * **Padalinys** - konkrečiam vienetui priskirtas padalinys 
 +  * **Vartotojas** - konkrečiam vienetui priskirtas vartotojas 
 +  * **Atsakingas** - konkrečiam vienetui priskirtas atsakingas asmuo 
 +  * **Objektas** - konkrečiam vienetui priskirtas objektas 
 +  * **Pirkėjo kodas** - pirkėjo kodas 
 +  * **Nurašymo data** - nurašus mažavėrtį turtą, įsirašo nurašymo data 
 +  * **Projektas** - konkrečiam vienetui priskirtas projektas 
 +  * **Vieta** - nurodomas adreso kodas kur randasi turtas. Informacija vedama padalinio kortelės skiltyje ''​Adresas''​ (''​NUSTATYMAI→PERSONALO NUSTATYMAI→PADALINIAI)''​)
  
-Activities tab shows the change information+===== 1.8. Veiksmai =====
  
-{{:et:​triinp20220413-162804.png}}+Informacija atvaizduojama tik tada, jei: 
 +  * Kinta turto suma 
 +  * Sukuriami papildomi dokumentai, t. y. FIXME **Turto keitimas - mažavertis turtas** ir **Turto nurašymas**
  
 +    * **Data** - dokumento data
 +    * **Data** - FIXME
 +    * **Korespondencijos data** - korespondencijos dokumento data
 +    * **Veiksmas** - koks buvo atliktas veiksmas:
 +      * **Pirkimas** - pirkimo sąskaita
 +      * **Turto patvirtinimas** - apskaitos informacijos pekeitimai ​
 +    * **Kas** - vartotojo kodas, kuris atliko veiksmus
 +    * **Kada** - data ir laikas kada veiksmai buvo atlikti
 +    * **Reikšmė** - suma, kuri darė įtaką
 +    * **Korespondencija** - korespondencijos numeris, jei ji buvo sukurta
 +    * **Dokumentas** - dokumento numeris bei tipas, pvz. pirkimo sąskaita
 +    * **Pastaba** - dokumento pastaba
 +    * **LV ID** - unikalaus vieneto ID
lt/low_value_asset.1686029032.txt.gz · Keista: 2023/06/06 08:23 vartotojo lida

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