Wizards
The Wizards include additional functions specifically designed for managing Fixed Assets, Small Tools and Fixed Assets in Acquisition. These wizards enable quick adjustments of specific values, such as adjusting depreciation and purchase value for multiple fixed assets (FA) simultaneously, and provide fast access to key functions and reports.
The Wizards can be accessed in the Fixed Assets, Small Tools and Register - Fixed Assets in Acquisition registers.
The Wizards are divided into the following sections:
Wizards are located at the top of every PANTHEON form and provide access to various features, as described in the Wizards chapter. In the Fixed Assets, Small Tools and Fixed Assets in Acquisition registers, the Wizards provide specialized features for managing FA, connected to tax depreciation, purchase value adjustment and invoice creation.
| Clone |
This is a standard wizards feature used across multiple modules. For more information, refer to the chapter Wizards. |
| Create Initial Balances for Tax Deprec. |
Used to adjust commercial depreciation values with tax depreciation when Tax Depreciation option is enabled in the Administration Panel. It automatically calculates initial tax depreciation balances for all registered FAs and small tools and ensures that tax-related data aligns with commercial accounting.
It is typically used when switching to a tax depreciation model. |
| Adjustment of Purchase Value due to Changed Deductible |
Used to adjust the purchase value of FAs and small tools when the final deductible percentage (e.g., VAT or other tax-related deduction) becomes known after the FA was initially recorded.
It is used when there is a difference between the preliminary and final deductible amount. This feature automatically recalculates the FA’s book value and adjusts depreciation if needed.
For more information see Adjustment of Purchase Value due to Changed Deductible.
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| Create Invoice for Fixed Asset Purchase |
This feature enables the creation of a purchase invoice directly from the Fixed Assets, Small Tools or Fixed Assets in Acquisition registers. When selected, the Create Invoice for Fixed Asset Purchase window opens, where invoice details can be entered. The generated invoice is automatically linked to the FA record.
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It consists of preconfigured ARES procedures which provide quick access to important features, such as generating reports, opening specific registers, and populating empty fields with relevant data. Each is identified by a unique code and serves a specific purpose in managing FAs.
| 1000030 – FA register check and invoices received |
Opens the 33E - Overview of the fixed asset register report, which is used to verify that the total value recorded in the Fixed Assets register matches the total value of received invoices. This helps ensure consistency between FA acquisition records and financial documentation. |
| 1000031 – Invoices not found in the FA register |
Identifies received invoices for FA that have not yet been entered into the register and as such facilitates the detection and correction of missing FA entries in the register. On selection, a new window titled MainForm opens, which can be used to generate the 33F - Invoices not Found in the FA Register report.
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| 1000032 – FA register entries without invoices |
Displays the 33G – FA register entries without invoices report containing a list of all inventory numbers that do not have an assigned Internal Document number in the Accounting tab. In this way, missing information can be easily identified and corrected. |
| 100003C – Tax depreciation |
Opens the Tax Depreciation Rates register. It allows for fast and easy viewing or editing of Tax Depreciation Rates applicable to different FA groups and helps ensure that tax depreciation values are up to date and correctly applied.
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| 100003O – FA movement fill empty return dates |
Used to automatically populate missing return dates for FAs in the Movement tab. It speeds up data entry and helps maintain consistency in FA movement records.
This option is particularly useful when handling batch updates or bulk data corrections.
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Warning
The field is automatically populated when at least two entries exist in the Movement tab and the FA has been transferred from the location in the first entry to the location in the second entry (for example, from warehouse to the office). In this case, the Returned field for the first location is automatically filled with the date from the Date of Issue field of the second location.
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