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LT-00003 Generate a fixed asset transfer between warehouses document

  • บทความ

If your organization needs to move a fixed asset from one department to another and the two departments are not in the same location, the transfer must be verified by a packing slip. You also need to generate a transfer packing slip if the employee responsible for the fixed asset is changed. Depending on the parameters that are enabled, the packing slip can be numbered automatically or manually.

This procedure applies only for Lithuanian functionality.

The procedure was created using the demo data company USMF and requires changing USMF legal entity primary address to LTU manually before starting.

This procedure is intended for accountants who are responsible for fixed assets.

Preset vehicle models

  1. Go to Organization administration > Setup > Vehicle > Vehicle models.
  2. Select New and in the Model field, enter a value. This value will be printed on the packing slip.
  3. In the Description field, enter a value and then select Save.

Set up packing slip auto-numbering

  1. Go to Organization administration > Number sequences > Counters management.
  2. Select Edit.
  3. In the Module field, select an option.
  4. In the Account code field, select an option.
  5. Select the Auto numbering check box and then select Save.
  6. Go to Organization administration > Number sequences > Invoice numbering setup.
  7. Select Edit.
  8. In the Numbering field, enter a value.
  9. In the Module field, select an option.
  10. In the Number sequence code field, enter or select a value. The number sequence you select should be used for packing slip auto-numbering.
  11. In the Account code field, select an option.
  12. Select the Continue check box and then select Save.

Generate packing slip

Specify transportation details

  1. Go to Fixed assets > Inquiries and reports > Packing slips.
  2. On the Action Pane, select General.
  3. Select Transportation details.
  4. Select Edit.
  5. In the Print transportation details field, select Yes. The transportation details that you can specify on this page will be printed on the packing slip.
  6. In the Goods issued by field, enter or select a value.
  7. In the Package field, enter a value.
  8. In the Carrier type field, select an option.
  9. In the Carrier field, enter or select a value.
  10. In the Model field, enter or select a value.
  11. In the Registration number field, type a value.
  12. In the Trailer registration number field, type a value.
  13. In the Driver field, enter or select a value.
  14. In the Driver name field, type a value.
  15. In the Loading date and time field, enter a date and time.
  16. In the Loading address field, enter or select a value.
  17. Select Save. After the asset unloading process is complete, enter or select unloading information for the packing slip.
  18. In the Unloading date and time field, enter a date and time.
  19. In the Unloading address field, enter or select a value.
  20. Select Save and close the page.

Verify the Packing slip report

  1. On the Action Pane, select General.
  2. Select Fixed asset packing slip.
  3. Select OK. After the report is generated, all transportation details will be printed.