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  • PILOT Purchase Classification - Cancellation of Classification Improvement

CONTENTS

01. OVERVIEW

This document aims to explain and exemplify the characteristics and operation of the Classification Cancellation feature in the Purchase Classification routine.


Important!

We must emphasize that currently the feature only cancels the asset selected.




About Bookings

The cancellation feature reverses ONLINE bookings based on the assets and their respective LP's

Targeted Reversal Entries

  • 805
  • 806
  • 807
  • 808
  • 822
  • 80B


Be mindful that:

Only types added through routine ATFA012 with no other depreciation type or different transactions are reversed.

Tip

To book the Classification Cancellation, if this standard entry requires differentiation, you can use the Funname() function in the LP.

Example:

CT5_VLR01 : IIF(FUNNAME() == "ATFA240",SN3->N3_VORIG1,0)                    





02. EXAMPLE


Examples


See below an example of how to use the new feature


Scenario Today

Scenario existing today when you classify an asset incorrectly and attempt to delete your incoming invoice through the Incoming Document or Incoming Proforma Invoice. You can no longer delete it or reverse it, because the asset or one of the assets of the invoice would be classified, thus preventing a return to the action taken.


  • Incoming Document - MATA103:



  • Proforma Invoice - MATA140:
    • Reversal Attempt:



    • Deletion Attempt:





Full Example



Addition of bill via MATA103:



Classified Asset - ATFA240:



View in browser:



New option in Other Actions → Cancel Classification:



After placing the cursor on the asset, a help is displayed notifying the operation and asking whether you really want to continue:


After the basic validations and deletions of the asset, the caption of the asset selected becomes to be classified:


Thus, when you try to delete/reverse the invoice, you can continue the operation:



After reversing/declassifying the invoice, the origin deletes the linked assets:


Also the deletion example in the Incoming Document:



Important!

We must emphasize that, with the activation of this new feature, you will no longer be able to delete assets containing invoices through the Assets Routine ( ATFA012 ), because the same deletions must be made in the original routines, that is, in the Incoming Document routines (Declassification Deletion) or by Proforma Invoice (Deletions or Reversals).


A help box is displayed when trying to delete an asset with these conditions:







Be mindful that the routine also considers the following criteria as conditions to cancel classifications:

Conditions for Canceling

The Asset cannot have any of the following characteristics:

  • Asset to be classified;
  • Asset Blocked;
  • Be an Asset under construction;
  • Asset Transferred;
  • Asset not linked to invoice;
  • Asset with transactions of any kind (whether Posting, Transfer, Depreciation, Expansion, Recoverable Value) in table SN4;


About the Classification Cancellation

If the asset has depreciations or transactions for the possibility of canceling its classification, you must reverse/delete all relevant transactions or depreciations that have the possibility except for Deployment types N4_OCORR = 05 and N4_TIPOCNT = 1.


Be mindful that currently the following exceptions cannot yet be added to the classification cancellation process:

  • Assets linked as components of an asset under construction (N1_SLBMCON / N1_CDCONTR);
  • Assets modified or added by routines other than ATFA012 (N4_ORIGEM/N1_ORIGEM),
  • Assets that have the scenario of adding depreciations at the time of classification (origin cases of ATFA012 via classification in which managerial depreciation is made).  


You must pay attention to these cases, because if their classification is done incorrectly, you cannot currently reverse them in this process.




And the routine performs the following actions on the asset provided these conditions are met:

What is altered in the asset?


  • All entity fields except (N3_SUBCCON, N3_CLVLCON ,N3_CUSTBEM ,N3_CCUSTO  / N4_CUSTO, N4_CLVL ,N4_SUBCTA) because they come from the incoming document and must be altered manually or by group if needed;
  • Field N3_CCONTAB is cleared whenever the cancellation is made;
  • Classification Date (N1_DTCLASS) field blank;
  • Rate value fields are automatically set to zero (N3_TXDEPR/N3_TXDEP from 1 to 99);
  • N4_TAXA blank in SN4;
  • Booking flag N4_LA;
  • Asset group (N1_GRUPO);
  • Asset Reg. No. (N1_CHAPA);
  • The deployment value of other types added to the SN4 table will be cleared, except the type 01/03 which will be altered in accordance with key fields;
  • The account value of balance tables will be reduced in the balances of the respective entities ( SN5, SNA, SN6, SNC);
  • If types exist in the classified asset when canceling the classification, all assets will be deleted except types 01 or 03 and not derived from routines outside ATFA012 and/or having transactions;
  • Types 01 or 03 will only be altered, with the fields described in this document cleared, so they can be classified again correctly;
  • The value fields of table SN3, SN4 (N3_VORIG / N4_VLROC + xx) are set to zero in accordance with the successful cancellation of the asset.


Attention

If you alter the base code in the classification and then cancel the classification, the base code altered last is used and not returned if canceled, thus continuing with the same code.

The other fields continued with the same value from the incoming document and if adjustments are needed, they will be modified manually or via group, taking into account that data from the source may be lost.

Accelerated Batch Depreciation (ATFA175)

If the Asset undergoes an Accelerated Batch Depreciation (ATFA175), in which it has not yet been depreciated (it has no transactions in SN4 ), you can cancel the classification.
In this case, type 07 (Accelerated Depreciation) in table SN3 will be deleted.






03. TABLES

  • SN1 - Fixed Assets                  
  • SN3 - Balances and Values              
  • SN4 - Fixed Asset Transactions   
  • SN5 - Balance Files            
  • SNA - Balances by Account and Item      
  • SN6 - Value Cl x Item x Account Balances
  • SNC - Cost Center x Account Balances