Concept
Use this feature to managerially register the value of an asset being formed. Its functionality is similar to that of Asset Type 10 - Managerial, yet you should only use it when the asset form includes an Asset Type 03 - Advance.
Just as asset type 03, type 13 - Managerial Advance does not undergo depreciation in monthly calculation and in asset posting.
Routines Used
Assets Register (ATFA010):
You can configure the information required for management control of an asset being formed.
The following rules apply to Asset Type 13 - Managerial Advance:
- This is the managerial control of an Asset being formed, so that its tax control is exercised through Asset Type 03 - Advance.
- This asset type allows more than one balance type, but only one record for the Asset Type + Balance Type
Advance Payment Posting (ATFA040):
You cannot perform this operation when a form has Type 13 - Management Advance, because you need to use routine Acquisition by Transfer (ATFA251).
Acquisition by Transfer (ATFA251):
The acquisition by transfer process converts the asset from Type 13 - Managerial Advance to Type 10 - Managerial when generating the new finalized asset.
Using routine Acquisition by Transfer (ATFA251) allows only the full posting of advance
Utilization Procedures
- Addition of form of advance fixed asset with management control:
- In Fixed Asset (SIGAATF) module, with the Fixed Asset environment already configured, access Updates/Registers/Assets.
- Add a fixed asset form.
- Fill out fields in accordance with field help instructions.
- Add a line with asset type 03 - Advance and fill out the fields in accordance with field help instructions.
- Add a line with asset type 13 - Management Advance and fill out the fields in accordance with field help instructions.
- Fixed asset copy with entered managerial margin:
- In Fixed Asset (SIGAATF) module, with the Fixed Asset environment already configured, access Updates/Registers/Assets.
- Select the fixed asset form and click the option Copy, in Related Features, in Assets Registration (ATFA012).
- Edit one or more key fields of the fixed asset form.
- Check the data and confirm the operation.
- Posting of fixed asset form with entered managerial margin, starting from asset type 13 - Managerial Advance:
- In Fixed Asset (SIGAATF) module, with the Fixed Asset environment already configured, access Updates/Transactions/Posting.
- Select asset of type 13 - Managerial Advance, of fixed asset form and click
- Enter the data required to post the fixed asset form.
- Check the data and confirm the operation.
- Acquisition by transfer with fixed assets that have asset type 13 - Managerial Advance:
- In Fixed Asset (SIGAATF) module, with the Fixed Asset environment already configured, access Updates/Transactions/by Transf (ATFA251).
- In the routine browser, click
- Fill out required information in the parameter screen and confirm it.
- On the screen for fixed asset code gap information, enter and confirm the data.
- When assets are displayed for selection, choose the fixed asset form.
- Check folder Apportionment Totals, line Original Value with Type equal to 10 (Managerial), to make sure the apportionment value matches the sum of assets of type 13 - Managerial Advance.
- Fill out the process information, as already known by the routine.
- Check the data and confirm the operation.
Initializer: Access to routine Updates/Transactions/Acquis. by Transf.