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Label

Transfer to Fixed Assets

    

Transfer to Fixed Assets

Click 017142.gif Wizards - Receiving

Use the function in order to transfer records of Goods module to the Fixed Assets or Small Tools registers. Select it from wizards menu of the invoice received upon purchase of fixed assets.

 

Warning

Only users assigned authorizations for Fixed Assets and Small Tools registers can use this function.


 

Warning

Having transferred one line of document to the Fixed Assets or Small Tools registers and after exiting window, you CANNOT add new records using this function. Furthermore, the function used for automatic transfer to register is not available anymore if you manually entered inventory number to any of the above mentioned registers. Plus, referencing the document in the Internal Document field (see Document has already been transferred to the XXX register (YYY-ZZZ)! Show overview?).

 

 

 

Warning

Transferring several entries in document to the Small Tools register collectively and another part individually, do the following:

  • first select a mode of transfer (e.g. collectively), select lines to transfer and click Transfer to Register;
  • DO NOT CLOSE THE WINDOW and proceed by selecting the other mode of transfer (that is. individually), select the remaining lines to transfer and then click Transfer to Register.

Thus a supplier's invoice can include both lines from the Fixed Assets register as well as those belonging to the Small Tools register. Note that you should enter two documents in case of creating a DDV-O report (here the fixed assets' value is shown separatel): that is, use one document type of receiving having checked Fixed Asset Purchase; however, the other document type should not include such an option.

 

 

 

Warning

Not selecting tax type ID means that the lines for transfer will NOT be displayed since tax type ID is required to calculate fixed asset's cost.

 

 

Type Select a register to enter data:
  • Fixed Assets - where you can enter fixed assets and all related data
  • Small Tools - where you can enter small tools and all related data
Small Tools as Group (checkbox is only visible when transferring to the Small Tools register)

Checking it the quantity of assets exceeding 1 is transferred to the Small Tools register as a single record.

Leaving it unchecked in turn causes that each received asset is transferred to the register separately (this being the correct mode of transfer to the Fixed Assets register).
Post When Transfering to FA Register  If we tick the option we will able to posting FA.
Fill manuf. part no. with item's serial number

 If we have FA with serial number and we tick this option the serial number will be transferred to FA.

This option is unable if we tick Small Tools as Group.
New Inventory Number It cannot be changed. The next available inventory number is displayed (that is, the highest-order number increased by 1 just like when manually entering in the Fixed Assets register).

It is the inventory number that will be assigned to the next entry in the Fixed Assets (of course if you have not manually entered any records to the register - in this case the next available number will be used and not the one displayed in the field).

You cannot enter in this field but you can change the number in the register!
Upward reval. on existing inv. No.

These two columns are hidden by Default. You can Enter here Inv.No for upward reval. and type of upward reval. Activation date must also be entered  (date for upward. reval in this case).

 

Hint

In case of Transfer Type 3 - Upward reval. on acquisition accounts or 4 - Upward reval. on rev.accounts,  amounts  from receiving invoice will be transfered to tax depreciation, too.

 
Inventory Number Length In case of first entry in the Fixed Assets or Small Tools register set maximum number of characters for inventory number. Having selected 6 characters for inventory number length, a record in the register is assigned number 000001. If you leave the field empty, the record will not be transferred to the register and the following error is returned (see Inventory number must be defined for automatic numbering!).

But should a record exist in the Fixed Assets or Small Tools register, it determines inventory number length. In this case it cannot be changed.
 

Click it to transfer selected records to the set register (Fixed Assets or Small Tools).

Warning

Unable to transfer if activation date is not entered. It is vital for transferring to the register. The following error is returned (see Activation date must be defined for the selected line!).

Click it to exit Transfer from Document to Fixed Assets.

Warning

Having only partially transferred document to the Fixed Assets or Small Tools register and then quitting the window, you cannot automatically transfer it to the register anymore (see Document partially moved to the register! The remaining lines cannot be automatically added later! Are you sure you want to close the window?). Add the rest of the records manully.

 

 

Lines of Transfer Data:

Line Displays number of line from document of receiving (It does not affect order in Fixed Assets or Small Tools). You can change it.
Item Displays item ID from document of receiving (It does not affect order in Fixed Assets or Small Tools). You can change it.
Name Here is displayed name of item concerned. It is transferred in the Fixed Assets or Small Tools register as name of fixed asset or small tool. Enter a new one at will.
Quantity Displays received quantity from the document. It is transferred to the Fixed Assets or Small Tools register. Change it at will.
  • Fixed Assets option: if quantity is greater than 1 (e.g. 2), as many inventory numbers are entered in the Fixed Assets register as there are recorded in the line of receiving (in this case: 2).
  • Small Tools option: If quantity is greater than 1 (e.g. 2), the following is entered in the Small Tools register:
  • total quantity (in this case 2) with one record, that is, if you checked Small Tools as Group
  • if unchecked, each item individually (as in Fixed Assets)
Price Price used in valuation of line of receiving that is at the same time equivalent to the cost entered in the Fixed Assets or Small Tools register.

Pricing factors of purchase price is included in the cost of fixed asset - see Costing in Receiving - General.

 

Warning

In accordance with Article 41 of the Value-Added Tax Act (VATA) (see VAT for users subject to the Article 41 of the VATA) VAT not considered as input tax is added to the valuation price from the line of receiving (here the non-deductible share of input tax is nto considered).

 

 
Sel. Check it in order to select line for transfer to the register.
Deprec. Categ. Select a depreciation category of the new record in the Fixed Assets or Small Tools register.

It is not mandatory to enter it, that is, you can also add it later after completing transfer to the register.
Activated On

Set activation date of fixed asset.

 

Warning

Unable to transfer if activation date is not entered. It is vital for transferring to the register. The following error is returned (see Activation date must be defined for the selected line!).

 

 

 

Related topics:

  Fixed assets

 

 


 

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