By using fixed asset custody feature, the users can track and report to whom (employee / employee group) the fixed assets are assigned as custody within the company and when, and until when this assignment transaction will continue. Fixed asset custody feature can be run independently or in integration with Logo Human Resources and Payroll applications.
In order to work in integration with Logo Human Resources and Payroll applications, you have to specify the folder that includes one of the HR program by using "Personnel Management Folder" option of G/L parameters (Administration Section).
Employee / Employee Group Info
The information of personnel, who the fixed assets are assigned to, is recorded by Employees option located under the Main Records menu of Resource Management section.
In the event of working in integration with HR programs, these personnel info is transferred to related fields directly from Employee table located at related HR applications.
Employee definition window contains the following tabs:
- General Info
- Identification Info
- Employee Info
- Communication Info
Identification tab is used to record the following information of employee:
- Name / Surname
- T.C. ID Number
- Birth Date
- Blood Type
Employee Info tab is used to record the following information:
- Employee Number
- Social Security Number
Communication Info tab is used to record the following information:
- Address
- Phone Number
To whom (employee / employee group) the fixed assets are assigned as custody within the company is recorded from Fixed Asset Transactions list by choosing the transaction type as custody.
Beside the fixed asset assignment transactions, by using custody slips you can record assigned fixed assets' status changes.
Assignment transaction can be done in batch as it can be done for each fixed asset separately. "Multiple Add" option located in the right mouse button menu of the fixed asset transactions list is used in order to perform this transaction.
Custody Slip Info
The following information is recorded in the Custody Slip window accessed by clicking "New" button:
Fixed Asset Record Code: The fixed asset recording code that will be assigned to an employee as custody.
Fixed Asset Code / Description: The code and description info of the fixed asset belonging to the record selected at "Fixed Asset Record Code" field is transferred to these fields automatically.
Date: Custody transaction recording date.
Slip Number: The slip number of the transaction.
Document Number: The transaction's document number.
Aux. Code: The aux. code of the custody slip. Aux. codes allow the user to group the slips by certain company specific criteria.
Auth. Code: The authorization code of the custody slip.
Division: The division that the transaction belongs to.
Department: The department that the transaction belongs to.
Plant: The plant that the transaction belongs to.
Warehouse: The warehouse that the transaction belongs to.
Custody Information
The lower part of the slip is used to enter the employee and fixed asset detail info.
Fixed Asset Transaction will be done base on Employee Groups: The fixed assets can be assigned to employee groups as well. If a fixed asset will be assigned to a group, this option is marked. Related group is specified at Employee Group field.
Employee Group Code: In the event of assigning a fixed asset to an employee group as custody, this field is used to enter that group's code. The recorded employee groups are listed and appropriate one is selected.
Employee Code: In the event of assigning a fixed asset to an employee as custody, this field is used to enter that employee's code. The recorded employees are listed and appropriate one is selected.
Fixed Asset Status: Used to determine the fixed asset's status. The field contains the following option.:
- Delivered
- In Custody
- Salvage
- Lost
- Donation
In Custody: Means that the fixed asset is assigned to an employee / employee group.
Delivered: Means that the fixed asset (in custody) is given back/delivered.
Salvage: Means that fixed asset assigned to an employee as custody is now salvage.
Lost: Means that the assigned fixed asset is lost.
Donation: Means that the fixed asset is donated to the related employee.
Fixed Asset Department: The department which fixed asset is assigned to.
Quantity: The quantity of fixed asset that assigned to an employee / employee group as custody.
Custody Slip Number: You can enter custody slip number to this field in case the fixed asset (assigned as custody) is delivered.
Custody Date: Indicates the date when the fixed asset is assigned to an employee as custody. The date info here can only be entered for the records in "In custody" status.
Planned Delivery Date: Used to enter when the fixed asset will be given back.
Delivery Date: The exact delivery date of the fixed asset. The date info here can only be entered for the records in "Delivered" status.
Last Transaction Date: Indicates the last transaction / status change of the custody slip.
Fixed Asset Status Changes
Custody slips are also used for some status changes as delivering the assigned fixed asset, department change of employee or loss of fixed asset.
Custody Movements
Custody slips are also used for custody movements. Although an employee, who the fixed asset assigned to, is not changed, the division, department, plant or warehouse that he/she works can be changed. When there are such changes the existing custody is removed with a new custody slip and the assignment is done again with another custody slip that is appropriate with the new lines.