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Module Asset (view source)

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(doc for asset module - under development -)
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{{BasculeDevUserEn|
{{BasculeDevUserEn|
name=Asset|
name=Asset|
num=0|
num=51000|
devdoc=[[Module Asset (developer)]]|
devdoc=[[Module Asset (developer)]]|
userdoc=This page|}}
userdoc=This page|}}
=Introduction=
=Introduction=
The Asset Module provides features for managing and tracking assets, covering their lifecycle from creation to disposal. This module empowers users to efficiently handle various aspects related to assets within their organizational framework.<br />
The Asset Module provides features for managing and tracking assets, covering their lifecycle from creation to disposal. This documentation serves as a comprehensive guide to harness the full capabilities of this module, enabling users to achieve meticulous control over their assetrelated processes.


*'''Module Capabilitie:'''
<br />
**'''Define Asset Models:''' Create distinct models for assets to streamline the entry process, particularly beneficial for regularly purchased asset types.
**'''Asset Creation:''' Initiate the creation of assets.
**'''Depreciation Table Generation:''' Generate depreciation tables to visualize the depreciation of assets over time.
**'''Asset Transactions:''' Facilitate the creation of asset transactions, seamlessly integrated with the ledger for transparent financial tracking.
**'''Asset Stat Tracking:''' Monitor the status of your assets throughout their lifecycle.
**'''Disposal/Sale of Assets:''' Efficiently manage the disposal or sale of assets.


*'''Module Capabilities:'''
**'''Define Asset Models:'''
***Create customized models for assets, facilitating the swift creation of entries.
***Ideal for organizations with recurrent purchases of similar asset types.
**'''Asset Creation:'''
***Create customized models for assets, facilitating the swift creation of entries.
**'''Depreciation Table Generation:'''
***Generate detailed depreciation tables to visually represent the depreciation of assets over time.
***Provides insights into asset value changes and aids in financial planning.
**'''Asset Transactions:'''
***Automate the creation of asset transactions, seamlessly integrated with the ledger for transparent financial tracking.
**'''Disposal/Sale of Assets:'''
***Efficiently manage the disposal or sale of assets.


<br />
=Installation=
=Installation=
{{NoInstallModuleEn}}
{{NoInstallModuleEn}}
You just need to enable it in the module list.
As the Asset Module is currently under development, follow these steps to install it:
 
#Navigate to  '''"Home – Setup - Other setup".'''
#*[[File:M22.png|alt=|none|thumb|746x746px|'''New Asset's model''']]
#Set MAIN_FEATURES_LEVEL to the value 2 to enable advanced features.
#Activate the asset module in  '''"Home – Setup - Modules/Application".'''
#*[[File:M23.png|alt=|none|thumb|744x744px]]
 
=Configuration=
=Configuration=
Once the module is activated, a cog icon will appear   on the module thumb. Click on it to access the module-specific setup page.
Once the module is activated, a cog icon will appear on the module thumb. Click on it to access the module-specific setup page.
[[File:M12.png|alt=|none|thumb|879x879px]]
[[File:M12.png|alt=|none|thumb|879x879px]]
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Create Asset Models to expedite the asset entry process. This is particularly beneficial for regularly purchased asset types.
Create Asset Models to expedite the asset entry process. This is particularly beneficial for regularly purchased asset types.


#Go to '''"Accounting – Assets - Model assets – New Asset's model"'''
Steps:
 
#Navigate to '''"Accounting – Assets - Model assets – New Asset's model"'''
#*[[File:M13.png|alt=|none|thumb|584x584px|'''New Asset's model''' ]]
#*[[File:M13.png|alt=|none|thumb|584x584px|'''New Asset's model''' ]]
#Fill out the form and press create.
#Fill out the form, providing detailed specifications for the asset model and press create.
#Continue to fill depreciation options and accounting accounts tabs.
#Continue to input additional details, such as depreciation options and accounting accounts.
#*[[File:M14.png|alt=|none|thumb|751x751px]]
#*[[File:M14.png|alt=|none|thumb|751x751px]]


<blockquote>'''<u>Note:</u>''' ''The creation of asset models is optional.''
<blockquote>'''Note:''' ''The creation of asset models is optional but highly recommended for efficient asset management.''
<br /></blockquote>
<br /></blockquote>


==='''Create Assets'''===
===Create Assets===
Initiate the creation of assets:
To create new asset, follow these steps:


#Navigate to '''"Accounting –Assets – New asset".'''
#Navigate to '''"Accounting –Assets – New asset".'''
#*[[File:M15.png|alt=|none|thumb|848x848px]]
#*[[File:M15.png|alt=|none|thumb|848x848px]]
#Fill out the form and press create.
#Fill out the form with accurate details regarding the asset and press create.
#Input depreciation options and accounting accounts, or let them be filled automatically if a predefined asset model is chosen.
#Input depreciation options and accounting accounts, or let the system auto-fill them if a predefined asset model is chosen.


<br />
<br />


==='''Depreciation Table'''===
===Depreciation Table===
Access the depreciation table in the depreciation tab to visualize asset depreciation over time.
You can access the depreciation table in the asset's depreciation tab to visualize and analyze the asset's depreciation over time. This feature provides a comprehensive overview of the asset's financial implications.
[[File:M16.png|alt=|none|thumb|792x792px]]
[[File:M16.png|alt=|none|thumb|792x792px]]
<br />
<br />


==='''Asset Transactions'''===
===Asset Transactions===
The asset module automates the creation of asset transactions, seamlessly integrating them with the ledger with one click.
 
Steps:


#Find new transactions in <small>'''"Accounting – Transfer in accounting – Recording in accounting - Miscellaneous operations"'''.</small>
#After creation of asset you can find new transactions in <small>'''"Accounting – Transfer in accounting – Recording in accounting - Miscellaneous operations"'''.</small>
#*[[File:M17.png|alt=|none|thumb|761x761px]]
#*[[File:M17.png|alt=|none|thumb|761x761px]]
#Click on '''‘’Record transactions in accounting’’''' to write all transactions into the ledger.
#Click on '''‘’Record transactions in accounting’’''' to write all transactions into the ledger.
#*[[File:M18.png|alt=|none|thumb]]
#*[[File:M18.png|alt=|none|thumb|761x761px]]
#Check the depreciation tab to confirm the status change from 'in progress' to 'recorded.'
#Check the depreciation tab to verify the status change from 'in progress' to 'recorded.'  in the depreciation tab of the asset.
#*[[File:M19.png|alt=|none|thumb]]
#*[[File:M19.png|alt=|none|thumb|764x764px]]


==='''Disposal or Sale of Assets'''===
===Disposal or Sale of Assets===
Dispose of or sell an asset:
Dispose of or sell an asset with the following steps:


#Go to the asset’s card.
#Go to the asset’s card.
#Click on the disposal button and fill out the form in the popup.
#Click on the disposal button and fill out the form in the popup with accurate details about the disposal or sale.


[[File:M20.png|alt=|none|thumb]]
[[File:M20.png|alt=|none|thumb|855x855px]]
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