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Difference between revisions of "Asset History"
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==Asset History== | ==Asset History== | ||
| − | ====== Asset History Menu ====== | + | ======Asset History Menu====== |
[[File:Asset History Menu.png|center|thumb|1058x1058px|Asset History Menu]] | [[File:Asset History Menu.png|center|thumb|1058x1058px|Asset History Menu]] | ||
'''Asset History''' refers to the list of assets history within a specific period of time. This includes the transaction dates, the transaction types, amount and the transfers occurred. | '''Asset History''' refers to the list of assets history within a specific period of time. This includes the transaction dates, the transaction types, amount and the transfers occurred. | ||
Asset History Terms on Oojeema Prime System: | Asset History Terms on Oojeema Prime System: | ||
| − | # '''Record Filters'''(Fixed Asset Class, Asset Number, Budget Center, Date Range) - set of filter options for precise search of records. | + | #'''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. | + | #*[[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. | + | #*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. | + | #'''Export''' - allows the user to export the records corresponding to its Filters. |
| − | # '''Asset Class''' - refers to the category of the Asset. | + | #'''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 | + | #*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. | + | #'''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. | + | #*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 | + | #'''Serial Number/Engine Number''' - Serial number or Engine Number of the Asset |
| − | # '''Transaction Date''' - Date of Transaction when the asset is used. | + | #'''Transaction Date''' - Date of Transaction when the asset is used. |
| − | # '''Transaction Type''' - Type of Transaction where the asset is used. | + | #'''Transaction Type''' - Type of Transaction where the asset is used. |
| − | # '''Amount''' - the amount of the Transaction. | + | #'''Amount''' - the amount of the Transaction. |
| − | # '''Transfer to''' - refers to the Asset Location and the Accountable Person that the asset will moved to. | + | #'''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. | + | #*The Asset Location and the Accountable person of an Asset can be seen in [[Fixed Asset Master]] Maintenance Module. |
Notes: | Notes: | ||
| − | * For further details on how to Export Asset History and how to view its reference transactions, the user may visit the History Job Aids which can be found [[Asset History Aids|here]]. | + | *For further details on how to Export Asset History and how to view its reference transactions, the user may visit the History Job Aids which can be found [[Asset History Aids|here]]. |
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| Line 32: | Line 32: | ||
|- | |- | ||
|Purchase | |Purchase | ||
| − | |[[ | + | |[[Purchase Receipt]] |
|- | |- | ||
|Financials | |Financials | ||
| Line 43: | Line 43: | ||
|- | |- | ||
|Purchase Aids | |Purchase Aids | ||
| − | |[[ | + | |[[Purchase Receipt Aid]] |
|- | |- | ||
|Financial Aids | |Financial Aids | ||
Latest revision as of 10:58, 3 March 2021
Asset History
Asset History Menu
File:Asset History Menu.png
Asset History Menu
Asset History refers to the list of assets history within a specific period of time. This includes the transaction dates, the transaction types, amount and the transfers occurred. Asset History Terms on Oojeema Prime System:
- Record Filters(Fixed Asset Class, Asset Number, Budget Center, Date Range) - set of filter options for precise search of records.
- Fixed Asset Class, 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 History and how to view its reference transactions, the user may visit the History Job Aids which can be found here.
| Modules | |
|---|---|
| Purchase | Purchase Receipt |
| Financials | Depreciation Run |
| Maintenance | Budget Center | Fixed Asset Class | Fixed Asset Master |
| Job Module Aids | |
| Purchase Aids | Purchase Receipt Aid |
| Financial Aids | Depreciation Run Aids |
| Maintenance Aids | Budget Center Aids | Fixed Asset Class Aids | Fixed Asset Master Aids |
| Reports Modules(Reports) | |
| Reports | Financial Statement | Sales Reports | Tracking Reports | Tax Reports | Purchase Reports | Landed Cost Reports | Fixed Asset Reports | Budget Reports |
| Fixed Asset Reports | Asset Depreciation | Asset History | Asset Master List | Asset Transaction |
| Reports Aid | |
| Fixed Asset Reports | Asset Depreciation Aids | Asset History Aids | Asset Master List Aids | Asset Transaction Aids |