Asset Transaction - Revision history

Gelo at 02:48, 4 May 2021

2021-05-04T02:48:55Z

Gelo at 05:42, 3 March 2021

2021-03-03T05:42:42Z

Gelo at 05:40, 3 March 2021

2021-03-03T05:40:20Z

Gelo: Blanked the page

2021-02-02T03:42:22Z

Blanked the page

Gelo: Created page with "== Asset Transaction == ===== Exporting Asset Transaction Records ===== # Under the Main Menu, Click '''Reports'''624x624px
# Under Reports..."

2020-12-18T03:32:52Z

Created page with "== Asset Transaction == ===== Exporting Asset Transaction Records ===== # Under the Main Menu, Click '''Reports'''center|624x624px<br /> # Under Reports..."

New page

== Asset Transaction ==

===== Exporting Asset Transaction Records =====

# Under the Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
# Under Reports Menu, Click '''Asset Transaction''' under Fixed Asset Reports.[[File:Asset Transaction(Export) - Step 2.png|center|624x624px]]<br />
# Under Asset Transaction, click the '''Export Button''' on the right side. Take note that you can also filter the date range, fixed asset class, fixed asset number and budget center for Precise Exportation of Records.[[File:Asset Transaction(Export) - Step 3.png|center|624x624px]]<br />

===== Viewing Vouchers in Asset Transaction =====

# Under the Main Menu, Click '''Reports'''[[File:Reports.png|link=https://docs.oojeema.com/File:Reports.png|center|624x624px]]
# Under Reports Menu, Click '''Asset Transaction''' under Fixed Asset Reports.[[File:Asset Transaction(Export) - Step 2.png|link=https://docs.oojeema.com/File:Asset%20Transaction(Export)%20-%20Step%202.png|center|624x624px]]
# Under Asset Transaction, Click the linked amount under Amount No. Column in order to redirect you to the voucher information on that respective amount.[[File:Asset Transaction(View Voucher) - Step 3.png|center|623x623px]][[File:Asset Transaction(View Voucher) - Step 3.1.png|center|624x624px]]

@@ Line 54: / Line 54: @@
 |-
 ! colspan="2" style="text-align:center;" class="col-grey-light-bg" |'''Reports Modules([[Reports]])'''
 |- style="box-sizing: inherit;"
 | style="" |Fixed Asset Reports

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">[[Fixed Asset Reports]] | [[Asset Transaction]] | [[Asset Transaction Aids]]</div>
-== Asset Transaction ==
+==Asset Transaction==
-====== Asset Transaction Menu List ======
+======Asset Transaction Menu List======
 [[File:Asset Transaction Menu List.png|center|thumb|1050x1050px|Asset Transaction Menu List]]
 Asset Transactions - <span style="color: rgb(51, 51, 51)">refers to the List of Transactions of Assets.</span>
@@ Line 26: / Line 26: @@
 *For further details on how to Export Asset Transaction and how to view its reference transactions, the user may visit the History Job Aids which can be found [[Asset Transaction Aids|here]].
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← Older revision	Revision as of 05:40, 3 March 2021
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	+	<div style="text-align: center;">[[Fixed Asset Reports]] \| [[Asset Transaction]] \| [[Asset Transaction Aids]]</div>

	+	== Asset Transaction ==
	+
	+	====== Asset Transaction Menu List ======
	+	[[File:Asset Transaction Menu List.png\|center\|thumb\|1050x1050px\|Asset Transaction Menu List]]
	+	Asset Transactions - <span style="color: rgb(51, 51, 51)">refers to the List of Transactions of Assets.</span>
	+	Asset Transaction Menu Terms on Oojeema Prime
	+
	+	#'''Record Filters'''(Fixed Asset Class, Asset Number, Budget Center, Date Range) - set of filter options for precise search of records.
	+	#*[[Fixed Asset Class]], [[Fixed Asset Master\|Asset Number]] and [[Budget Center]] are automatically set to No filters thus it will show all records available within the date range.
	+	#*Date range will be set to the current month and date by default.
	+	#'''Export''' - allows the user to export the records corresponding to its Filters.
	+	#'''Asset Class''' - refers to the category of the Asset.
	+	#*The user may check the [[Fixed Asset Class]] Maintenance Module to check the list of Asset Class
	+	#'''Asset Number''' - Asset Reference Number assigned to the Asset Class.
	+	#*The user may check the [[Fixed Asset Master]] Maintenance Module to check the list of Assets.
	+	#'''Serial Number/Engine Number''' - Serial number or Engine Number of the Asset
	+	#'''Transaction Date''' - Date of Transaction when the asset is used.
	+	#'''Transaction Type''' - Type of Transaction where the asset is used.
	+	#'''Amount''' - the amount of the Transaction.
	+	#'''Transfer to''' - refers to the Asset Location and the Accountable Person that the asset will moved to.
	+	#*The Asset Location and the Accountable person of an Asset can be seen in [[Fixed Asset Master]] Maintenance Module.
	+
	+	Notes:
	+
	+	*For further details on how to Export Asset Transaction and how to view its reference transactions, the user may visit the History Job Aids which can be found [[Asset Transaction Aids\|here]].
	+
	+	{\| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
	+	\|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" \|Categories:
	+	! colspan="2" class="col-grey-light-bg" style="" \|'''Modules'''
	+	\|-
	+	\|Purchase
	+	\|[[Purchase Receipt]]
	+	\|-
	+	\|Financials
	+	\|[[Accounts Payable]]<nowiki> \| </nowiki>[[Depreciation Run]]
	+	\|-
	+	\|Maintenance
	+	\|[[Budget Center]]<nowiki> \| </nowiki>[[Fixed Asset Class]]<nowiki> \| </nowiki>[[Fixed Asset Master]]
	+	\|-
	+	! colspan="2" class="col-grey-light-bg" style="" \|'''Job Module Aids'''
	+	\|-
	+	\|Purchase Aids
	+	\|[[Purchase Receipt Aid]]
	+	\|-
	+	\|Financial Aids
	+	\|[[Accounts Payable Aids]]<nowiki> \| </nowiki>[[Depreciation Run Aids]]
	+	\|-
	+	\|Maintenance Aids
	+	\|[[Budget Center Aids]]<nowiki> \| </nowiki>[[Fixed Asset Class Aids]]<nowiki> \| </nowiki>[[Fixed Asset Master Aids]]
	+	\|-
	+	! colspan="2" style="text-align:center;" class="col-grey-light-bg" \|'''Reports Modules([[Reports]])'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Reports
	+	\| style="" \|[[Financial Statement]]<nowiki> \| </nowiki>[[Sales Reports]]<nowiki> \| </nowiki>[[Tracking Reports]]<nowiki> \| </nowiki>[[Tax Reports]]<nowiki> \| </nowiki>[[Purchase Reports]]<nowiki> \| Landed Cost Reports \| </nowiki>[[Fixed Asset Reports]]<nowiki> \| Budget Reports</nowiki>
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Fixed Asset Reports
	+	\| style="" \|[[Asset Depreciation]]<nowiki> \| </nowiki>[[Asset History]]<nowiki> \| </nowiki>[[Asset Master List]]<nowiki> \| </nowiki>[[Asset Transaction]]
	+	\|- style="box-sizing: inherit;"
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" class="col-grey-light-bg" \|'''Reports Aid'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Fixed Asset Reports
	+	\| style="" \|[[Asset Depreciation Aids]]<nowiki> \| </nowiki>[[Asset History Aids]]<nowiki> \| </nowiki>[[Asset Master List Aids]]<nowiki> \| </nowiki>[[Asset Transaction Aids]]
	+	\|}