Asset Management: value, warranty and depreciation

Manual — Assets · chapter 7 of 12

The Asset Management tab keeps the asset’s purchase data — value, order, invoice, fixed asset number, dates, warranty, supplier and proposal — and calculates the depreciation. It uses the profile’s Asset Register right (Finance group). Each asset has one asset management record.

1. In the Asset Management tab, click Create asset management record (it appears when the asset has none yet).
2. Fill in the sections: Financial Information (Value (R$), Order #, Invoice, Delivery #, Fixed Asset #), Dates (Order date, Purchase date, Delivery date, Use date, Inventory date, Decommission), Warranty (Duration (months), Expiry, Warranty value (R$), Information) and Depreciation (Lifespan (months), Method, Coefficient).
3. Choose the Supplier and the Proposal, if any, and write the Notes.
4. Click Create. Afterwards, use Edit and Save to change it.

Figure 18. Asset Management tab filled in: the summary cards (Value, Purchase, Warranty until, Residual Value, Supplier, Invoice), the record sections and the Calculated depreciation block with the year-by-year chart.

1. 1Summary cards: Value, Purchase, Warranty until, Residual Value, Supplier and Invoice.
2. 2Warranty section: the Expiry is calculated (purchase + duration).
3. 3Depreciation section: lifespan, method and coefficient.
4. 4Supplier card with the View link to the supplier record.
5. 5Calculated depreciation: original, depreciated, residual and progress.

Rule	How it works
Warranty expiry	When editing, the screen fills in Expiry = Purchase date + Duration (months); you can adjust the date by hand. The warranty is valid until the last day: it is expired only from the next day on.
Depreciation	Calculated when there is a Value (R$) greater than zero and a Purchase date. Linear: the value drops by the same amount every month until it reaches zero at the end of the lifespan. Declining: depreciates more at the beginning — the annual rate (12 ÷ lifespan in months) is multiplied by the Coefficient and applied to each year’s balance.
Lifespan not entered	The calculation uses 60 months (5 years) and warns: “Lifespan not provided — using 60 months (5 years) as the tax default.” A new record already comes with 60 months and the Linear method.
No value or no purchase date	The block shows what is missing (“Fill in Value (R$), Purchase date and Lifespan (months) to enable the automatic depreciation calculation.”).

Warning

The Asset Management warranty does not generate an e-mail alert. The expiry alert that exists is the one of the Warranty Expiry field in the Tools registration (30, 15, 7, 1 day before and on the day, through the “Ativo: vencimento próximo” rule).

Tip

Finance › Asset Management holds all the company’s asset management records (of assets and of materials), with the total, the total value and the Active warranty card, which filters the records whose warranty is in force.