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Różnice między wybraną wersją a wersją aktualną.

--- pl:low_value_asset [2024/11/04 14:55] – [8. Zarządzanie użytkownikami] karolina
+++ pl:low_value_asset [2025/01/21 14:58] (aktualna) – karolina
@@ Linia 323: / Linia 323: @@
 W przypadku korzystania z ustawień systemowych **''Karta aktywów jest edytowalna=NIE''** dane użytkownika można zmienić wyłącznie za pomocą dodatkowego dokumentu Zmiana aktywów - wyposażenie [[pl/capital_asset_change|Zmiana aktywów - wyposażenie]]
-{{:pl:screenshot_117.png}} Jeżeli użytkownik zostanie dodany do karty środków trwałych poprzez zakładkę Użytkownicy, to zostanie on od razu przeniesiony do karty **Środki trwałe** na karcie osobowej:
+{{:pl:screenshot_221.png}} Jeżeli użytkownik zostanie dodany do karty środków trwałych poprzez zakładkę Użytkownicy, to zostanie on od razu przeniesiony do karty **Środki trwałe** na karcie osobowej:
-{{:pl:screenshot_118.png}}
+{{:pl:screenshot_222.png}}
 ==== 9.3. Opcje konfiguracji i użytkowania ====
@@ Linia 339: / Linia 339: @@
 Następnie trzeba przypisać typ do grupy aktywów:
-{{:pl:screenshot_116.png}}
+{{:pl:screenshot_223.png}}
 :!: Grupy środków trwałych muszą zostać skompilowane z taką szczegółowością, aby typ pochodził prawidłowo z grupy, jeśli chcesz użyć typów środków trwałych na karcie Pracownika.
@@ Linia 423: / Linia 423: @@
 {{: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 ====
@@ Linia 528: / Linia 490: @@
 === 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}}    * In the Fixed Assets and Low Value Assets browser can display column **Draft** with button **Choose Columns** and filter the assets by draft.   * If there is a draft from document that you do not want to save, press ** Discard **  {{:et:triinp20220413-163218.png}}  **:!:** All the changes, that have not been saved, will be deleted by pressing **Discard**.  ==== 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 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}}  ===== 12. Examples =====  ==== 12.1. Low value asset with quantity of 3 ====  === 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.  {{:et:triinp20220413-154827.png}}  The data is generated immediately to the ** ID ** tab  {{:et:triinp20220413-155411.png}}  Tab **Users** is empty  {{:et:triinp20220413-155656.png}}  === 12.1.2. Changing Users and Departments through a Low Value Asset Change Document ===  {{:et:triinp20220413-160238.png}} \\ '' ''\\ ''    * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually  {{:et:triinp20220413-160557.png}} ''\\ ''    * After selecting LVA ID, activate the fields you want to change  {{:et:triinp20220413-161030.png}}    * Fill in the fields and confirm the document  {{:et:triinp20220413-161816.png}}    * The confirmed document will have the field columns that were changed  {{:et:triinp20220413-162013.png}}  === 12.1.3.The low value asset card change ===  The Users tab shows the changes made by date. Changes are visible when the user is changed.  {{:et:triinp20220413-162440.png}}  ID tab shows the last changes  {{:et:triinp20220413-162548.png}}  Activities tab shows the change information  {{:et:triinp20220413-162804.png}}
+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}}    * In the Fixed Assets and Low Value Assets browser can display column **Draft** with button **Choose Columns** and filter the assets by draft.   * If there is a draft from document that you do not want to save, press ** Discard **  {{:et:triinp20220413-163218.png}}  **:!:** All the changes, that have not been saved, will be deleted by pressing **Discard**.
+==== 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 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}}
+===== 12. Examples =====
+==== 12.1. Low value asset with quantity of 3 ====
+=== 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.  {{:et:triinp20220413-154827.png}}  The data is generated immediately to the ** ID ** tab  {{:et:triinp20220413-155411.png}}  Tab **Users** is empty  {{:et:triinp20220413-155656.png}}
+=== 12.1.2. Changing Users and Departments through a Low Value Asset Change Document ===
+ {{:et:triinp20220413-160238.png}}
+ * If the Low Value Asset quantity is bigger than 1, the LVA ID must be selected manually  {{:et:triinp20220413-160557.png}}
+  * After selecting LVA ID, activate the fields you want to change  {{:et:triinp20220413-161030.png}}
+  * Fill in the fields and confirm the document  {{:et:triinp20220413-161816.png}}
+  *  The confirmed document will have the field columns that were changed  {{:et:triinp20220413-162013.png}}
+=== 12.1.3.The low value asset card change ===
+  The Users tab shows the changes made by date. Changes are visible when the user is changed.  {{:et:triinp20220413-162440.png}}  ID tab shows the last changes  {{:et:triinp20220413-162548.png}}  Activities tab shows the change information  {{:et:triinp20220413-162804.png}}