Scopevisio offers several ways to record your fixed assets. Basically, you can:
Transfer assets posted in financial accounting to asset accounting at a later date
Enter a fixed asset directly when posting an incoming invoice in financial accounting
Manually enter a fixed asset in Asset Accounting independently of an upstream posting
Entering a new fixed asset
Regardless of which route you take, you always end up using the input screen for fixed assets. You must at least complete the mandatory fields marked in yellow for the asset.
When creating a new asset, also note the other tabs next to the basic data.
Cost centres and other dimensions may be necessary in order to transfer depreciation as a posting to the financial accounting system. A serial number and a description for clear identification can be entered in the Inventory tab.
Entering fixed assets with a time offset - allocation list
Select Assets > Allocation list in the menu.
This is the method we recommend as it provides the best overview. Select a booking and choose the New asset movement.
You can find more information about the allocation list here.
Create fixed asset during dialogue posting
To enter fixed assets directly in Asset Accounting when posting in Financial Accounting, first select the setting Direct entry on new creation under Account settings or My Scopevisio (accessible via the settings icon) in the Advanced section under the Fixed asset option.
Use the Post dialogue for the direct transfer. When you click on the Post button, the fixed asset entry screen opens, which already contains all the details of the posting record. You only need to add the inventory number and the depreciation period. The fixed asset is automatically linked to the posting in the financial accounting.
Create fixed asset when posting in the document worklist
Do you post with the document worklist?
If so, you have the option of quickly and easily creating a fixed asset from an invoice. As soon as you have completely filled the posting screen of the document worklist (but not yet saved it), click on the three-dot menu at the top right for further functions.
There you will find the link Create asset. Click on the link to open a form in which you can add details for the Anbu to the asset. The amount, asset account and other details are already pre-assigned based on the entries in the booking mask.
Create asset manually
You can create an asset manually via Finance > Assets > Assets and add or by clicking on the New elements button (or CTRL+N) and clicking on Create asset.
If you would also like to display the data you have just entered in the financial accounting, open the asset card. Click on the link Book AHK in the Basic data tab to open a booking mask in which the asset data is already pre-filled.
Entering fixed assets with historical values
As part of a data migration, you can import the fixed assets with key date values, see Importing fixed assets via csv file for more information.
To create an individual asset manually, enter the start of depreciation in Scopevisio in the Depreciation start field; the book value and APC amount are the key date values on this date.
Then tick the "Post as carryforward" box, save and update.
You will now see the "Historical depreciation start" field. Enter the original start of depreciation here and Scopevisio will calculate the remaining useful life.