Most organizations have been plagued by the "difficult" problem of organizational fixed asset management:
- There are many types of fixed assets and various scale types;
- Uncertain use cycle, scattered use locations;
- Unclear inventory of consumables makes it easy to purchase waste;
- There are many data dimensions involved, forming a management island.
……Management bottlenecks such as inconsistencies in accounts, inconsistencies in accounts, too many accounts, time-consuming inventory, and inconvenient decision-making, affect the organization's daily operation development and safety prevention and control.
Therefore, more and more organizations choose to use various asset information management systems to conduct intelligent and standardized management of their fixed assets.
Starting from the actual management needs of the organization, OA leverages the entire electronic workflow to cover the entire process of asset procurement application, purchase, warehousing, requisition, borrowing, maintenance, allocation, return, and scrapping, and establish standard management practices And perfect management system.
(Asset management plan structure)
Feature highlights of Pan-Wei Asset Management System
1. Asset procurement and budget management, open up financial and procurement systems
1) Asset purchase application
Associate the asset purchase application with the budget prepared by the organization, intelligently control the purchase cost, and the process will automatically pop up an early warning when the budget is exceeded.
(Warning reminder for purchase application)
At the same time, when applying for approval of assets, you can check the inventory of similar assets and the status of idle assets, review the rationality of their asset purchases, strictly control asset purchase behavior, and prevent blind asset purchases.
Asset management, financial management, and procurement management systems are integrated and unified, opening up the upstream and downstream relationships of asset management, and forming a system for asset management.
2) Check and acceptance of assets in storage
An order QR code is generated for each asset order. When the supplier delivers the order, the QR code is used to quickly scan the code to receive the goods, and confirm the order quantity and the current delivery quantity.
For items that can be directly inspected, the quality inspection and acceptance can be completed directly by scanning the code, and the qualified and unqualified quantities can be clarified.
The goods are put into the warehouse by scanning the code, and the order quantity, the arrival quantity, and the actual inspection receipt quantity are clarified.
(Asset receipt)
After the asset is qualified, the asset storage is automatically completed, and the asset card is automatically generated according to the asset situation: including asset code, asset model, asset quantity, asset value and other information.
In the case of low-value consumables and spare parts, directly change the ledger inventory quantity.
2. Asset information management, orderly classification, easy to find
1) Asset classification
The categories and classification codes of assets are part of the asset codes, and regional codes can be established, which is suitable for group organizations.
Combining organizational structure and asset management, allowing asset division, grouping, and classification management, whether it is a headquarters or a large number of branch companies, each asset has a clear classification, which is convenient for management and easy to distinguish.
(Asset classification)
2) Asset electronic business card
Based on asset classification, combined with the actual situation of customers, you can formulate uniformly applicable coding rules, such as FW1001, FW1002. Corresponding to disordered assets to orderly digital numbers, easy management and quick search.
With the help of a powerful modeling engine, the "OA system, barcode printer, and mobile phone" are connected in series, and asset data entry, labeling, and inventory are carried out in an orderly manner, realizing an efficient management status of an asset and an "electronic business card".
In order to facilitate the maintenance of asset information and the aesthetic appearance, Pan Micro has realized asset "barcoded" management. Similar to the ID card function, the "bar code" is the asset ID card. You can scan it to get all the detailed information about the asset, such as manufacturer, serial number, specification, department, etc.
(Asset QR code)
Select the required asset QR code through the asset label printing function on the OA side, and print the QR code label through a professional barcode printer, which is not only beautiful and convenient for pasting, but also reduces the risk of "the ledger does not match the physical object".
3) Asset list
After the assets are put into storage, they are automatically archived to the unified asset management ledger, and the asset status and information are updated and checked at any time.
(Asset Ledger)
4) Asset map
By developing a map function, you can quickly view the location of assets and quickly locate them to ensure the status of company assets.
(Asset map)
3. Asset life cycle management, dynamic management and control
1) Requisition
For fixed assets, equipment, etc., after the application process is completed, the relevant information and status in the asset card can be automatically changed.
For office supplies, low-value consumables and other types, the deduction from the inventory will be automatically completed after the application.
Form a requisition ledger to realize the allocation of expenses for assets of material types.
(Asset Requisition Ledger)
2) Allocation
Asset allocation will change the department and owner of assets.
For group enterprises, the transfer of assets across companies needs to update the asset information of the financial account. The assets of the transferred company in the financial system are sealed for storage. At the same time, the assets transferred into the company's asset ledger need to increase the asset, and the asset code remains unchanged. change.
Realize the synchronization of information between the physical account and the financial account.
(Asset transfer ledger)
3) Changes
Changes in asset information, status, financial information, components, etc. can be realized through a change process, and a change record is formed in the asset card.
A change ledger is formed to facilitate asset managers to check asset changes.
4) Lease
Realize asset management functions including leasing, mortgage, etc., such as: information management of rent-in and lease-out of houses, equipment and facilities, vehicles, and special equipment.
Realize asset lease contract management, realize lease receipt and payment management and receipt and payment verification, and realize receipt and payment warning reminders through early warning management.
In the real estate lease management, the lease unit information, time and rent standards are incorporated into the lease management, so that functions such as finance, assets, and contracts can be realized on one platform.
4. Asset maintenance and management, efficient maintenance and flexible disposal
1) Asset maintenance report management
In order to improve the operation rate of equipment and assets, extend the service life, and reduce the cost of equipment and asset management, many organizations have adopted various improvement methods.
By setting the equipment maintenance plan, the equipment maintenance early warning reminder is realized; according to the pre-set reminder time, the reminder will be automatically sent through the process, SMS, email, mobile terminal, etc.
(Equipment maintenance schedule)
After the maintenance is completed, a related maintenance record is formed and automatically written into the related equipment card.
For assets that need maintenance, a complete set of internal self-repair and outsourced maintenance integrated management solutions are provided.
2) Equipment inspection
In order to improve the efficiency of the organization's equipment inspection and ensure the safety of the organization's production and manufacturing equipment, standardized equipment inspections are carried out through the realization of fixed-point, standardized, regular, fixed, and fixed methods.
By creating an integrated inspection platform on the mobile and PC terminals: the mobile terminal uses the mobile phone to upload real-time on-site use of special equipment inspection problems every day, and the PC terminal can view statistics, summarize and form reports on the problems uploaded by the mobile terminal.
3) Depreciation management
The residual value of the asset is synchronized to the asset card through the integrated financial system.
(Financial changes)
4) Disposal management
For assets that need to be disposed of, use the system to strictly control and pass the approval process for asset disposal. Those that have not passed the approval of relevant departments and leaders shall not be disposed of at will.
For assets that have been scrapped, the proceeds from the sale will enter the asset management system for asset income processing.
5. Asset statistical inventory, mobile and real-time
1) Mobile inventory
Asset inventory staff use the mobile terminal to scan the QR code on the asset to complete the inventory operation and mark the inventory status at any time.
(Mobile inventory)
2) Asset data report
According to the entered asset information, it provides analysis reports of different dimensions, visualizes asset distribution, and optimizes asset structure.
(Asset Statement)
Application Value of Pan-Wei Asset Management System
The asset management system is suitable for most industries, centralizes the management of company assets, and unifies the asset management rules and methods across the organization:
1. Optimize asset management: fully control the organization's current asset composition and usage, strengthen the daily management of physical assets, and ensure the safety of corporate assets.
2. Refined asset management: clarify the occupation of assets, classified management and standardized management, clarify the division of responsibilities and rights in the process of asset use and storage, shorten the asset occupation cycle, activate asset inventory, reduce asset idle waste, and improve asset equipment use efficiency .
3. Balanced and reasonable allocation of resources: on the basis of accurate control of asset status, reasonable allocation of physical assets, revitalization of stock assets, timely disposal of idle assets, and improve the efficiency of the use of physical assets.
4. Asset dynamic monitoring: through the asset analysis system platform, establish an analysis index system for asset soundness, asset use status monitoring, and expense revenue and expenditure.
5. Asset cost control: save the inventory cost, use cost, and personnel cost of enterprise asset management, strengthen the consumption and purchase management of enterprise materials, and improve the input-output rate of asset management.
6. Account, card, and object match: financial account, physical account, asset account information association and matching, one system can realize all information query.