Difference between revisions of "Asset Transaction"

 
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! colspan="2" style="text-align:center;" class="col-grey-light-bg" |'''Reports Modules([[Reports]])'''
 
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| 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>
 
 
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| style="" |Fixed Asset Reports
 
| style="" |Fixed Asset Reports

Latest revision as of 10:48, 4 May 2021

Asset Transaction

Asset Transaction Menu List
File:Asset Transaction Menu List.png
Asset Transaction Menu List

Asset Transactions - refers to the List of Transactions of Assets. Asset Transaction Menu Terms on Oojeema Prime

  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 Transaction and how to view its reference transactions, the user may visit the History Job Aids which can be found here.
  • Clicking on the amount links will redirect the user to the view transaction.
Categories:
Modules
Purchase Purchase Receipt
Financials Accounts Payable | Depreciation Run
Maintenance Budget Center | Fixed Asset Class | Fixed Asset Master
Job Module Aids
Purchase Aids Purchase Receipt Aid
Financial Aids Accounts Payable Aids | Depreciation Run Aids
Maintenance Aids Budget Center Aids | Fixed Asset Class Aids | Fixed Asset Master Aids
Reports Modules(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