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Difference between revisions of "Asset History"

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<div style="text-align: center;">[[Fixed Asset Reports]] | [[Asset History]] | [[Asset History Aids]]</div>
  
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==Asset History==
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======Asset History Menu======
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[[File:Asset History Menu.png|center|thumb|1058x1058px|Asset History Menu]]
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'''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.
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Asset History Terms on Oojeema Prime System:
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#'''Record Filters'''(Fixed Asset Class, Asset Number, Budget Center, Date Range) - set of filter options for precise search of records.
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#*[[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.
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#*Date range will be set to the current month and date by default.
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#'''Export''' - allows the user to export the records corresponding to its Filters.
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#'''Asset Class''' - refers to the category of the Asset.
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#*The user may check the [[Fixed Asset Class]] Maintenance Module to check the list of Asset Class
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#'''Asset Number''' - Asset Reference Number assigned to the Asset Class.
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#*The user may check the [[Fixed Asset Master]] Maintenance Module to check the list of Assets.
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#'''Serial Number/Engine Number''' - Serial number or Engine Number of the Asset
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#'''Transaction Date''' - Date of Transaction when the asset is used.
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#'''Transaction Type''' - Type of Transaction where the asset is used.
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#'''Amount''' - the amount of the Transaction.
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#'''Transfer to''' - refers to the Asset Location and the Accountable Person that the asset will moved to.
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#*The Asset Location and the Accountable person of an Asset can be seen in [[Fixed Asset Master]] Maintenance Module.
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Notes:
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*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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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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! colspan="2" class="col-grey-light-bg" style="" |'''Modules'''
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|-
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|Purchase
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|[[Purchase Receipt]]
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|-
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|Financials
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|[[Depreciation Run]]
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|-
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|Maintenance
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|[[Budget Center]]<nowiki> | </nowiki>[[Fixed Asset Class]]<nowiki> | </nowiki>[[Fixed Asset Master]]
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|-
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! colspan="2" class="col-grey-light-bg" style="" |'''Job Module Aids'''
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|-
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|Purchase Aids
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|[[Purchase Receipt Aid]]
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|-
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|Financial Aids
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|[[Depreciation Run Aids]]
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|-
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|Maintenance Aids
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|[[Budget Center Aids]]<nowiki> | </nowiki>[[Fixed Asset Class Aids]]<nowiki> | </nowiki>[[Fixed Asset Master Aids]]
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|-
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! colspan="2" style="text-align:center;" class="col-grey-light-bg" |'''Reports Modules([[Reports]])'''
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| 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>
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|- style="box-sizing: inherit;"
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| style="" |Fixed Asset Reports
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| style="" |[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" class="col-grey-light-bg" |'''Reports Aid'''
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|- style="box-sizing: inherit;"
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| style="" |Fixed Asset Reports
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| style="" |[[Asset Depreciation Aids]]<nowiki> | </nowiki>[[Asset History Aids]]<nowiki> | </nowiki>[[Asset Master List Aids]]<nowiki> | </nowiki>[[Asset Transaction Aids]]
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|}

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:

  1. 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.
  2. Export - allows the user to export the records corresponding to its Filters.
  3. 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
  4. Asset Number - Asset Reference Number assigned to the Asset Class.
  5. Serial Number/Engine Number - Serial number or Engine Number of the Asset
  6. Transaction Date - Date of Transaction when the asset is used.
  7. Transaction Type - Type of Transaction where the asset is used.
  8. Amount - the amount of the Transaction.
  9. 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.
Categories:
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
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