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Juhend HansaWorld Enterprise'i versioonile 2024-01-27  

Revaluate Asset Acquisition Value - Inflation Coefficients

This page describes the Inflation Coefficients setting in the Assets module.

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The Inflation Coefficients setting provides an additional method of defining the formulae that are to be used to calculate the new value of each Asset. The setting will be used in Portugal and Russia where Assets can be revalued using official rates to compensate for inflation.

An Inflation Coefficient can only be used in Portugal and Russia, and it can only be used together with a Revaluation Factor, it cannot be used instead of a Revaluation Factor. The 'Revaluate Asset Acquisition Value' Maintenance function will have no effect if there are no Revaluation Factors, but it will operate correctly if there are no Inflation Coefficients. If you want to change the value of your Assets using an Inflation Coefficient only and therefore want your Revaluation Factor to have no effect, enter a Rate of 1 in each row in the Revaluation Factor.

In Portugal, Inflation Coefficients will also be used in the Fiscal Year Write-offs report.

To enter an Inflation Coefficient, ensure you are in the Assets module and open the 'Settings' list by clicking the [Settings] button in the Navigation Centre (Windows/macOS) or by selecting 'Settings' from the Tools menu (with 'wrench' icon, iOS/Android). Double-click (Windows/macOS) or tap (iOS/Android) 'Inflation Coefficients' in the list. The 'Inflation Coefficients: Browse' window will be opened, listing the Inflation Coefficients that you have already entered. Select 'New' from the Create menu (Windows/macOS) or from the + menu (iOS/Android), or use the Ctrl-N (Windows) or ⌘-N (macOS) keyboard shortcuts. The 'Inflation Coefficient: New' window illustrated below will be opened. Complete the record as appropriate and as described below, then save it using the [Save] button (Windows/macOS) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/macOS) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.

Valid from
Paste Special    Choose date
Enter the date on which the Inflation Coefficient takes effect.

Comment
Any comment.
Use the grid to specify how the value of each Asset is to be recalculated, depending on its Purchase Date. You should fill in at least two rows in the grid.

Date
Any Asset whose Purchase Date falls on or after this date will be revalued using the Coeff. specified in the field on the right.

If an Asset has a Purchase Date that is later than the date in the last row, it will be revalued using the Coeff. specified in the first row.

Coeff.
When each Asset is revalued using the Russian model, its Purchase Value will be multiplied by the Coefficient specified here.

For example, if the Purchase Value of an Asset is 50000 and the Coeff. is 2, the Starting Value of that Asset in the new Revaluation record will be 50000 x 2 = 100000.

If you want the Starting Value in the Revaluation to be less than the original Purchase Value, use a Coeff. that is less than 1.

If the Rate in the applicable row in the relevant Revaluation Factor is not 1, then the original value of each Asset will be multiplied both by this Coeff. and the Rate in the Revaluation Factor row. If you want to use this Coeff. only, make sure you have set the Rate in all Revaluation Factor rows to 1.

When you run the 'Revaluate Asset Acquisition Value' Maintenance function, you will be able to choose whether the Coeff. is to be applied to the original Purchase Value of an Asset, or to the Starting Value in the most recent previous Revaluation. After defining your Revaluation Factors and Inflation Coefficients, you should go on to use Revaluation Run Lists to specify the Assets that are to be subject to revaluation.

More information about the 'Revaluate Asset Acquisition Value' function:

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