Fixed Asset Project
This routine facilitates the accounting registration of projects to generate fixed assets, tangible or not, during its execution.
It allows registering the project, the stages and the integration with fixed asset forms, as well as the technical interpretation 8685689b-0e1c-4d42-a2e0-e3e7d5f62941.
f3cd7853-20f3-4ee5-bddc-e54053ce2147Important:
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In the project, you may: Add, Edit and View.
Revision and Lock of Fixed Asset Projects
Due to the activation of approval control for operations of revision and lock of fixed asset projects, after using the options Review and Lock, a screen is displayed for you to enter the justification for revision or lock. This information is used by the approver defined in the jurisdiction to approve or reject the revision or lock request you made.
Rules to use the approval control for revision of fixed asset projects
By making a fixed asset project revision with approval control, the current project revision remains active until the revision request is analyzed. Thus, the new project revision has the status of locked by revision.
By confirming the revision inclusion, a screen is displayed to enter the justification for revision, which must be analyzed by the approver defined in the jurisdiction register.
| • | If the revision is approved, the active project version is locked by revision, and the new revision is activated. |
| • | If the revision is rejected, the current project revision remains active, and the new revision has the status of locked by approval. |
| • | To start a new revision approval process, change the revision locked by approval. By confirming the change, a screen is displayed to enter the justification, so that it can be analyzed by the approver defined in the jurisdiction register. |
| • | If you do not want to change the revision locked in order to keep the history of that rejection, you can generate a new revision of the active project. For this action, the process is the same one previously described. |
Rules to use the approval control for lock of fixed asset projects
By making a fixed asset project lock with approval control, the current project revision remains active until the lock request is analyzed.
By confirming the project lock, a screen is displayed to enter the justification for lock, which must be analyzed by the approver defined in the jurisdiction control.
| • | If the lock is approved, the active project revision has its status updated to 9 - LOCKED – USR (locked by user). |
| • | At this moment, all fixed asset forms associated with the project revision are locked. |
| • | If the lock request is rejected, the current project revision remains active. You can start a new lock approval process by using the Lock option again. |
Procedures
Registering a fixed asset project:
| 1. | Click Add. |
| 2. | Fill out the field in the Project and Stage tabs according to field help instructions. |
| 3. | Fill out the fields of the confluencepage-73bcf013-22ef-49ac-915b-584965a77cd6 and confluencepage-7072fabd-4ffe-430f-9669-5715b904e321 options as desired. |
| 4. | Check data and Confirm. |
The project is created.
| 5. | In the top of the screen, click Related Features and select Update, then Confirm. |
| 6. | The asset form is generated for each item of the project. |
f3cd7853-20f3-4ee5-bddc-e54053ce2147Important: After generating the asset, it is not possible to edit the project using the Edit option or delete it using the Delete option in Related Features. Only the Review and Lock options are allowed. |
See Also