Modernization asset document form
The Modernization asset document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Non Current Assets, Nomenclature, Members Of The Commission, Files tabs. Complete the document header before moving between them.
Related tables use Nomenclature, Unit, Quantity, Modernization Amount, Batch, Warehouse, Accounting Account, Variation, Coeff., Modernization Base Amount, Modernization Tax Base Amount, Project, Department, Cost article, Fixed Asset, Amortization Amount, Book account, Residual Cost, Tax Residual Cost columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Fixed Asset | Yes | Select an available value; the available choices depend on the context already entered. |
| Book account | Yes | Select an available value; the available choices depend on the context already entered. |
| Liquidation Cost | Yes | Enter the value from the source document or the approved transaction terms. |
| New Liquidation Cost | Yes | Enter the value from the source document or the approved transaction terms. |
| Head Commission | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Head Commission Position | When required by the form | Enter the value from the source document or the approved transaction terms. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After a contract is selected, its currency, transaction type, and accounting terms available to this document are filled in.
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Number, Document date, Organization, Fixed Asset, Book account, Liquidation Cost, New Liquidation Cost can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting updates the asset value and, where specified, other accounting parameters.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
No dedicated print form is configured for this module.